Kane Investment Management Inc. Makes New $672,000 Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Kane Investment Management Inc. acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, Holdings Channel.com reports. The institutional investor acquired 2,405 shares of the semiconductor company’s stock, valued at approximately $672,000.

A number of other hedge funds also recently made changes to their positions in the business. Fisher Asset Management LLC grew its position in Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock valued at $4,980,614,000 after buying an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA boosted its stake in Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after acquiring an additional 541,047 shares during the last quarter. Bank of America Corp DE boosted its stake in Taiwan Semiconductor Manufacturing by 0.8% in the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock valued at $3,353,348,000 after acquiring an additional 115,158 shares during the last quarter. Jennison Associates LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after acquiring an additional 544,750 shares during the period. Finally, Alliancebernstein L.P. increased its stake in shares of Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after purchasing an additional 1,593,786 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

TSM has been the topic of several research analyst reports. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Finally, UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Four equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $391.43.

More Taiwan Semiconductor Manufacturing News

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Large AI capex tailwind & ETF demand: MarketBeat highlights that TSM is a top holding in major semiconductor ETFs (SMH/SOXX) and stands to benefit from an estimated $650B+ of AI-related data‑center spending that should sustain long‑term fab demand. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Positive Sentiment: Structural market leadership: The Motley Fool / other coverage reiterates TSMC’s dominant foundry position (roughly ~70% share at the most advanced nodes), underscoring its long‑run moat and exposure to high‑value AI and smartphone chips. The Best Stocks to Invest $1,000 in Right Now
• Neutral Sentiment: Recent short‑term outperformance noted: Zacks flagged a recent session where TSMC outpaced the market, showing that short‑term momentum can still appear amid broader sector chop. This is a snapshot, not a change to fundamentals. TSMC (TSM) Exceeds Market Returns: Some Facts to Consider
• Negative Sentiment: Nvidia/TSMC capacity reallocation: Multiple reports say Nvidia has halted production of China‑bound H200 chips and asked TSMC to shift capacity toward next‑gen Vera Rubin hardware. That reduces near‑term China‑targeted volumes at TSMC and highlights export‑control risk and customer reallocation choices. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Negative Sentiment: Risk‑off fund flows and geopolitical jitters: Reports show large Taiwan equity outflows and broader selloffs in AI‑linked names amid Iran tensions and rising macro volatility, which has pressured TSMC shares as part of a sector‑wide pullback. Global Funds Unwind Hottest AI Trades as Inflation Fears Mount
• Negative Sentiment: High‑profile trimming by investors: Coverage notes that major managers (e.g., Stanley Druckenmiller reduced TSM exposure; Cathie Wood has sold TSMC in some funds), signaling profit‑taking that can amplify downward moves during volatile sessions. Billionaire Stanley Druckenmiller Dumped 2 of His Top Performers — Teva and Taiwan Semiconductor
• Negative Sentiment: News flow driving near‑term sentiment not fundamentals: Several articles connect today’s slide to geopolitical headlines and sector profit‑taking rather than fresh TSMC operational data; that suggests the move could be sentiment‑driven and may reverse as macro noise eases. TSMC Shares Sink Amid Iran Tensions and Tech Selloff

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $358.02 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The stock’s 50-day simple moving average is $341.23 and its 200 day simple moving average is $300.54. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The stock has a market capitalization of $1.85 trillion, a price-to-earnings ratio of 33.62, a price-to-earnings-growth ratio of 0.99 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion for the quarter. Research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 23.57%.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.