QRG Capital Management Inc. Has $27.51 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

QRG Capital Management Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 90,540 shares of the semiconductor company’s stock after acquiring an additional 3,964 shares during the quarter. QRG Capital Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $27,514,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at $360,443,000. Thrivent Financial for Lutherans lifted its holdings in Taiwan Semiconductor Manufacturing by 3,164.9% in the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock valued at $333,172,000 after buying an additional 1,156,389 shares during the period. Danica Pension Livsforsikringsaktieselskab acquired a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at $232,924,000. Man Group plc lifted its holdings in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock valued at $238,589,000 after buying an additional 812,404 shares during the period. Finally, Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 6.4% in the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after buying an additional 802,757 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insiders Place Their Bets

In related news, VP Bor-Zen Tien purchased 1,000 shares of the firm’s stock in a transaction on Sunday, March 22nd. The stock was purchased at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 1.0%

TSM opened at $401.51 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $170.59 and a 1-year high of $414.50. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. The company has a market cap of $2.08 trillion, a P/E ratio of 33.40, a price-to-earnings-growth ratio of 1.16 and a beta of 1.39. The company has a fifty day moving average price of $359.03 and a two-hundred day moving average price of $328.05.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The firm had revenue of $30.65 billion during the quarter. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 24.96%.

Wall Street Analyst Weigh In

TSM has been the topic of several recent analyst reports. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Needham & Company LLC boosted their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Finally, Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $404.29.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bernstein Research says AI “agents” are pushing chip demand “off the charts,” arguing supply can’t keep up — a thesis that supports TSMC’s near-term revenue strength and pricing leverage. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
• Positive Sentiment: Analysts highlight Google’s reported ~$190B AI buildout as a catalyst that should boost demand for foundry capacity from Nvidia, TSMC and others — supporting a multi-year capex cycle. 3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout
• Positive Sentiment: Barron’s notes Asia’s AI rally gave TSMC another boost, reinforcing regional leadership in chip manufacturing and helping sentiment for Asian tech names. Alibaba and TSMC Stocks Jump. Three Reasons Asia’s AI Rally Got Another Boost.
• Positive Sentiment: Retail and ETF flows are tilting into semiconductor funds as the AI capex story outshines other trades — a tailwind for TSMC given its dominant foundry exposure. AI Capex Boom Drives Hottest ETF Trade Into Semiconductors, Not Crypto
• Neutral Sentiment: Performance note: April’s leaders in the AI-chip complex were Qualcomm and Broadcom, with TSMC lagging in percentage gains — a reminder the rally isn’t uniform and relative returns can fluctuate. Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
• Neutral Sentiment: TSMC’s decision not to buy ASML’s latest High-NA EUV for its upcoming A13 node shifts timing for that tool’s adoption — reduces near-term capex uncertainty but raises questions about future node economics and equipment vendors. TSMC High NA EUV Decision Puts ASML Growth Timing In Focus
• Negative Sentiment: Institutional selling: Manning & Napier trimmed its TSMC stake, a headline that can amplify profit-taking despite broader bullish flows. Manning & Napier Cuts Taiwan Semiconductor Stake by 91K
• Negative Sentiment: Competitive risk in packaging: MediaTek hired a former TSMC advanced-packaging executive to bolster its AI packaging efforts — a potential long-term competitive pressure in advanced packaging services. MediaTek hires former TSMC executive to boost AI chip packaging

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.