MOR Wealth Management LLC Makes New $719,000 Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MOR Wealth Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 2,366 shares of the semiconductor company’s stock, valued at approximately $719,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Childress Capital Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing by 145.3% in the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock valued at $891,000 after buying an additional 1,891 shares during the last quarter. Shannon River Fund Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at approximately $2,430,000. Vanguard Personalized Indexing Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after acquiring an additional 8,738 shares during the period. Hantz Financial Services Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 28.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after acquiring an additional 8,284 shares during the last quarter. Finally, Hollencrest Capital Management increased its stake in shares of Taiwan Semiconductor Manufacturing by 125.3% in the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after acquiring an additional 2,901 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Columbia Threadneedle highlighted strong AI chip demand that helped TSMC rally, underlining robust end-market demand and revenue visibility for foundry leaders. Taiwan Semiconductor Manufacturing (TSM) Soared on Strong AI Chip Demand
• Positive Sentiment: TSMC has announced an aggressive 2026 capex plan ($52B–$56B) focused on advanced nodes and global fabs to capture AI compute demand — a near-term cash outflow that strengthens its long-term manufacturing moat and pricing power. Will TSM’s Aggressive Capex Plan Strengthen Its Foundry Dominance?
• Positive Sentiment: Analyses from Fool/MarketBeat reinforce the narrative that TSMC is central to the AI hardware buildout (pricing power, capacity squeeze, and strategic supplier relationships), supporting a bullish medium-term outlook for margins and cash flow. TSMC Has a Monopoly on Making AI Chips. Here’s Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom.
• Positive Sentiment: Recent insider buying reported (Bor‑Zen Tien purchased shares) gives a modest positive signal about management/insider conviction. Bor-Zen Tien Acquires 1,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock
• Neutral Sentiment: The ALPS Nautilus SMR, Nuclear & Technology ETF replaced TSM with Broadcom in a March rebalance — a small, fund-specific headwind but not indicative of broad selling pressure. New Nuclear ETF Swaps TSM for Broadcom in Rebalance
• Neutral Sentiment: Coverage pieces note large institutional flows and 13F activity across mega-caps; headlines on institutional selling are mixed and not clearly targeted at TSM, so impact is ambiguous. Institutional Investors Are Selling One of Wall Street’s Premier Trillion-Dollar Club Members (No, Not Nvidia!)
• Negative Sentiment: Geopolitical risk: recent coverage of Middle East tensions has sharpened focus on Taiwan-related supply risk (TSMC concentrates advanced node production in Taiwan), which could trigger risk-premium flows if escalation concerns rise. The Iran War Puts a Spotlight on Taiwan Risk. There’s More at Stake for Your Portfolio.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the firm’s stock in a transaction dated Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 1.11% of the stock is owned by company insiders.

Analyst Ratings Changes

TSM has been the subject of several recent research reports. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $327.44 on Monday. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. 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 moving average price is $348.84 and its 200-day moving average price is $313.36. The stock has a market capitalization of $1.70 trillion, a PE ratio of 30.75, a price-to-earnings-growth ratio of 0.90 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released 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 during the quarter. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm 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 dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.36%.

Taiwan Semiconductor Manufacturing Company 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.