Zweig DiMenna Associates LLC Decreases Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Zweig DiMenna Associates LLC trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 190,920 shares of the semiconductor company’s stock after selling 1,550 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 3.6% of Zweig DiMenna Associates LLC’s investment portfolio, making the stock its 6th largest holding. Zweig DiMenna Associates LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $58,019,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in TSM. Life Cycle Investment Partners Ltd bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $495,163,000. SurgoCap Partners LP bought a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth about $360,443,000. Thrivent Financial for Lutherans grew its stake in Taiwan Semiconductor Manufacturing by 3,164.9% during the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock worth $333,172,000 after buying an additional 1,156,389 shares during the last quarter. Danica Pension Livsforsikringsaktieselskab bought a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth about $232,924,000. Finally, Man Group plc grew its stake in Taiwan Semiconductor Manufacturing by 337.1% during the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after buying an additional 812,404 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have bought 3,346 shares of company stock worth $218,005 over the last three months. 1.11% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on TSM shares. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Needham & Company LLC upped their price objective 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. DA Davidson reaffirmed a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Barclays upped their price objective 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, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $419.28 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $190.56 and a one year high of $430.55. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The company’s 50 day simple moving average is $378.24 and its 200-day simple moving average is $342.57. The stock has a market capitalization of $2.17 trillion, a P/E ratio of 34.88, a price-to-earnings-growth ratio of 1.24 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $30.65 billion for the quarter. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.04%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC said rising AI power consumption is becoming a key design constraint, reinforcing demand for more advanced, energy-efficient chips and highlighting the company’s relevance in next-generation AI hardware. TSMC Puts AI Power Constraints At Center Of Future Chip Strategy
• Positive Sentiment: Reports that TSMC may raise 3nm process prices by up to 15% in the second half of the year suggest improving pricing power and potentially stronger margins. Report: TSMC to Raise 3nm Process Prices
• Positive Sentiment: Coverage noting TSMC’s strong quarterly results, raised 2026 revenue guidance above 30%, and higher capital spending expectations continues to support the bullish case for AI-driven growth. Taiwan Semiconductor Stock Nearing 52-Week High
• Positive Sentiment: Analyst-style comparisons against peers such as Broadcom and ASML kept TSMC in the spotlight as one of the strongest semiconductor names near record levels. TSM vs Broadcom: Both Nearing 52-Week High
• Neutral Sentiment: MediaTek’s support for both TSMC and Intel advanced packaging technologies was more of an industry development than a direct catalyst for TSMC shares. MediaTek says it supports both TSMC and Intel advanced packaging technologies
• Neutral Sentiment: Broader articles comparing TSMC with ASML or discussing “the best semi stock to buy” mainly reflect continuing investor interest in the sector rather than a new company-specific development. ASML vs. TSMC: Better Semi Stock to Buy Right Now?
• Negative Sentiment: Comments that AI energy use is becoming a limiting factor could eventually pressure chip growth assumptions if power constraints slow deployment or raise infrastructure costs, though the near-term read-through is mixed. Energy use forcing rethink of AI chip design, TSMC says

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.