Van ECK Associates Corp Has $4.39 Billion Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Van ECK Associates Corp lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,714,138 shares of the semiconductor company’s stock after selling 1,473,478 shares during the period. Taiwan Semiconductor Manufacturing makes up about 4.1% of Van ECK Associates Corp’s holdings, making the stock its 2nd biggest holding. Van ECK Associates Corp owned 0.30% of Taiwan Semiconductor Manufacturing worth $4,388,801,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Winthrop Capital Management LLC grew its position in Taiwan Semiconductor Manufacturing by 88.3% in the third quarter. Winthrop Capital Management LLC now owns 4,536 shares of the semiconductor company’s stock worth $1,267,000 after acquiring an additional 2,127 shares in the last quarter. Capital Research Global Investors boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.2% in the 3rd quarter. Capital Research Global Investors now owns 1,933,705 shares of the semiconductor company’s stock worth $539,733,000 after purchasing an additional 59,990 shares in the last quarter. Legal & General Group Plc increased its position in shares of Taiwan Semiconductor Manufacturing by 0.6% during the 3rd quarter. Legal & General Group Plc now owns 1,551,183 shares of the semiconductor company’s stock valued at $433,129,000 after purchasing an additional 8,896 shares during the last quarter. Schroder Investment Management Group raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.9% during the 3rd quarter. Schroder Investment Management Group now owns 7,214,475 shares of the semiconductor company’s stock valued at $1,971,211,000 after buying an additional 131,301 shares in the last quarter. Finally, Gerber Kawasaki Wealth & Investment Management lifted its position in Taiwan Semiconductor Manufacturing by 6.6% in the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 3,852 shares of the semiconductor company’s stock worth $1,076,000 after buying an additional 240 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the topic of several research reports. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Four analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $391.43.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $348.51 on Tuesday. 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 firm has a 50 day moving average price of $344.00 and a 200-day moving average price of $303.43. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The firm has a market capitalization of $1.81 trillion, a price-to-earnings ratio of 32.72, a PEG ratio of 0.95 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted 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 company had revenue of $30.65 billion for the quarter. Equities 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 business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 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.