Fulcrum Asset Management LLP Makes New $2.64 Million Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fulcrum Asset Management LLP acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 8,673 shares of the semiconductor company’s stock, valued at approximately $2,636,000.

Several other hedge funds also recently made changes to their positions in the company. Fisher Asset Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock worth $4,980,614,000 after purchasing an additional 168,171 shares during the last quarter. Massachusetts Financial Services Co. MA grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after purchasing an additional 541,047 shares during the last quarter. Bank of America Corp DE grew its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% during the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock worth $4,171,445,000 after purchasing an additional 130,173 shares during the last quarter. Jennison Associates LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% during the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after purchasing an additional 802,757 shares during the last quarter. Finally, Alliancebernstein L.P. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock worth $2,984,783,000 after purchasing an additional 229,237 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $414.30 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $173.66 and a fifty-two week high of $420.00. The company has a market capitalization of $2.15 trillion, a price-to-earnings ratio of 34.47, a price-to-earnings-growth ratio of 1.23 and a beta of 1.39. The firm has a 50-day simple moving average of $361.06 and a 200-day simple moving average of $330.36. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its 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 business had revenue of $30.65 billion during the quarter. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current 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. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 0.9%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on TSM shares. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Two investment 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. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $404.29.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.11% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Fisher Asset Management increased its TSMC stake by 470,791 shares, signaling institutional confidence and adding a concrete buyer to the register. Fisher Asset Management boosts TSMC stake by 470,791 shares
• Positive Sentiment: TSMC is being highlighted by long‑term buy lists — InsiderMonkey names TSM among the “5 Best Stocks to Buy for the Next 15 Years,” reinforcing buy‑and‑hold narratives for investors focused on secular AI/compute demand. 5 Best Stocks to Buy for the Next 15 Years
• Positive Sentiment: Analyst/strategy pieces continue to cast TSMC as an income/AI exposure play (Zacks includes it among dividend‑paying tech names with AI upside), which supports demand from income‑oriented investors. These 3 Dividend Paying Tech Stocks Offer AI Exposure
• Neutral Sentiment: BofA research says ASML will benefit from demand for existing EUV systems (Low‑NA) more than High‑NA in the near term — favorable for industry equipment orders but only indirectly impacts TSMC’s near‑term revenue. ASML to reap benefits from demand from Low-NA EUV adoption
• Neutral Sentiment: Macro/sector commentary positions TSMC as a “pick‑and‑shovel” AI beneficiary, supporting the long‑term thesis even if short‑term volatility persists. The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
• Neutral Sentiment: Roundup of analyst upgrades/downgrades mentions TSM among movers but without a singular directional catalyst; this keeps intraday flows mixed. SA analyst upgrades/downgrades: TSM, OXY, VLO, HOG
• Negative Sentiment: Apple is holding exploratory talks with Intel and Samsung about producing some processors outside TSMC to reduce supply‑chain/geopolitical risk — this raises the risk of future order diversification away from TSMC. Apple Explores New Chip Suppliers As Investors Weigh Supply Chain Risks
• Negative Sentiment: Seeking Alpha flags “early signs of formidable foundry competition,” highlighting capacity/cost pressures and ramp risks that could weigh on TSMC’s premium pricing over time. TSMC: Early Signs Of Formidable Foundry Competition
• Negative Sentiment: Large, speculative plans (e.g., SpaceX/Terafab) and increased investment from rivals represent a long‑term competitive overhang—highly uncertain but watched by investors as a potential industry disruptor. Elon Musk Plans To Spend Up To $119 Billion On Chip Plant To Take On TSMC

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.