Capital World Investors Has $7.75 Billion Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Capital World Investors lessened its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 27,740,880 shares of the semiconductor company’s stock after selling 4,144,254 shares during the period. Taiwan Semiconductor Manufacturing accounts for 1.1% of Capital World Investors’ portfolio, making the stock its 17th largest holding. Capital World Investors’ holdings in Taiwan Semiconductor Manufacturing were worth $7,746,576,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Heartwood Wealth Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $32,000. Cedar Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 64 shares during the period. Fairman Group LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 89 shares during the period. Finally, Riggs Asset Managment Co. Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $41,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on TSM shares. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Four analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Trading Up 2.8%

TSM stock opened at $348.51 on Tuesday. The business has a fifty day moving average price of $344.00 and a 200 day moving average price of $303.43. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The stock has a market capitalization of $1.81 trillion, a price-to-earnings ratio of 32.72, a P/E/G ratio of 0.95 and a beta of 1.29.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: February revenue showed strong year‑over‑year growth (reports cite roughly +22% YoY / NT$317.66B), signaling continued demand momentum into Q1 and supporting revenue and EPS outlooks. TSMC Posts Double-Digit February Revenue Growth Year-on-Year Despite Monthly Drop
• Positive Sentiment: Analysts and commentators emphasize that AI infrastructure spending is a primary growth driver for TSMC’s advanced-node capacity and pricing power — a structural tailwind for wafer sales and margins. Wall Street Breakfast Podcast: AI Spending Drives TSMC
• Positive Sentiment: Broker and media coverage (Zacks, The Motley Fool) is highlighting TSMC as a direct play on AI-driven chip demand and placing it among top semiconductor ideas — this can support investor sentiment and multiple expansion. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock
• Neutral Sentiment: Commentary for retail investors points out TSMC’s role in passive portfolios (ISAs, SIPPs) as exposure to the AI boom — useful context but not a direct catalyst. What TSMC’s 30% sales surge means for your ISA, SIPP and pension
• Negative Sentiment: Geopolitical tensions (Iran/Middle East) and rising oil prices are creating supply‑chain risk perceptions across the chip sector; market jitters around fab supply or logistics can pressure shares despite strong demand. Nvidia Stock Is Threatened by War in Iran. Chip Stocks Are Still Rallying Today.
• Negative Sentiment: Reports that NVIDIA paused China‑bound H200 production could change near‑term demand patterns and regulatory dynamics for high‑end AI chips — potential timing/volume shifts for TSMC’s foundry orders. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports

About Taiwan Semiconductor Manufacturing

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.