Curated Wealth Partners LLC Invests $452,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Curated Wealth Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 1,487 shares of the semiconductor company’s stock, valued at approximately $452,000.

Other large investors also recently modified their holdings of the company. Westfuller Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after acquiring an additional 34 shares during the period. Sovereign Financial Group Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 4.5% during the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock worth $241,000 after purchasing an additional 34 shares in the last quarter. BankPlus Wealth Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after purchasing an additional 35 shares during the period. Bank of Jackson Hole Trust lifted its holdings in Taiwan Semiconductor Manufacturing by 7.5% in the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after purchasing an additional 35 shares in the last quarter. Finally, New Millennium Group LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock worth $349,000 after purchasing an additional 35 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction on Sunday, March 22nd. The shares were acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $343.34 on Wednesday. The business’s 50 day moving average price is $349.05 and its 200-day moving average price is $311.65. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The company has a market cap of $1.78 trillion, a P/E ratio of 32.24, a P/E/G ratio of 0.93 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 28.36%.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of research reports. TD Cowen upped their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Buy” and an average price target of $391.43.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Broadcom says TSMC is hitting production capacity limits — investors interpret this as evidence of sustained demand for TSMC’s leading-edge nodes, which supports pricing power and long-term revenue visibility. Broadcom’s comments pressured some customers but helped lift TSMC shares as the supplier with the bottleneck stands to benefit. Broadcom flags supply constraints, says TSMC capacity a bottleneck
• Positive Sentiment: Market commentary frames TSMC as the “AI gatekeeper” — multiple articles stress that TSMC’s 2nm/advanced packaging backlog underscores its strategic position in the AI hardware supply chain, a bullish narrative for long-term investors. (Market narrative supporting TSMC’s premium valuation.)
• Positive Sentiment: Insider buying: a TSMC vice president disclosed a purchase of shares, signaling management confidence and providing a near-term positive signal to investors. SEC Form 4 — insider purchase
• Positive Sentiment: Broader AI demand backdrop remains supportive — comments from Nvidia’s CEO and large ASML orders in the industry reinforce expectations for prolonged capital spending on advanced chips and memory, which indirectly benefits TSMC as the critical foundry partner for AI GPUs and HPC chips. Nvidia’s Huang Says Human-Level AI Has Arrived. Don’t Get Too Excited.
• Neutral Sentiment: Large equipment orders across the industry (e.g., major ASML commitments) signal durable capex for advanced nodes and memory — positive for long-term demand but not an immediate revenue lever for TSMC until capacity is expanded.
• Negative Sentiment: Geopolitical and commodity risks—reports on disrupted helium and energy supply routes tied to the Iran conflict raise the risk of production interruptions or higher operating costs for fabs in East Asia, a potential downside for near-term output and margins. Iran War Chokes Helium Supply: Are US Semiconductor ETFs at Risk?

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.