Weekly Analysts’ Ratings Changes for Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing (NYSE: TSM) recently received a number of ratings updates from brokerages and research firms:

• 8/12/2026 – Taiwan Semiconductor Manufacturing was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 8/11/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Sanford C. Bernstein from $430.00 to $554.00. They now have an “outperform” rating on the stock.
• 8/8/2026 – Taiwan Semiconductor Manufacturing was downgraded by Wall Street Zen from “strong-buy” to “buy”.
• 7/28/2026 – Taiwan Semiconductor Manufacturing was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 7/27/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Needham & Company LLC from $480.00 to $530.00. They now have a “buy” rating on the stock.
• 7/18/2026 – Taiwan Semiconductor Manufacturing was upgraded by Wall Street Zen from “buy” to “strong-buy”.
• 7/17/2026 – Taiwan Semiconductor Manufacturing had its price target raised by DA Davidson from $450.00 to $500.00. They now have a “buy” rating on the stock.
• 7/17/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Barclays PLC from $625.00 to $650.00. They now have an “overweight” rating on the stock.
• 7/17/2026 – Taiwan Semiconductor Manufacturing had its price target raised by TD Cowen from $400.00 to $440.00. They now have a “hold” rating on the stock.
• 7/16/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Susquehanna from $575.00 to $600.00. They now have a “positive” rating on the stock.
• 7/16/2026 – Taiwan Semiconductor Manufacturing was upgraded by Zacks Research from “hold” to “strong-buy”.
• 7/13/2026 – Taiwan Semiconductor Manufacturing was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 7/6/2026 – Taiwan Semiconductor Manufacturing had its “buy” rating reaffirmed by Citigroup Inc..
• 6/24/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Bank of America Corporation from $490.00 to $590.00. They now have a “buy” rating on the stock.
• 6/22/2026 – Taiwan Semiconductor Manufacturing had its price target raised by Susquehanna from $500.00 to $575.00. They now have a “positive” rating on the stock.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 21.43%.

Insider Activity

In other news, VP Shyue-Shyh Lin bought 1,000 shares of the stock in a transaction dated Tuesday, July 21st. The stock was bought at an average cost of $74.13 per share, with a total value of $74,130.00. Following the purchase, the vice president owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. This represents a 3.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the acquisition, the vice president owned 14,051 shares of the company’s stock, valued at $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 18,312 shares of company stock valued at $1,347,058 over the last three months. 1.11% of the stock is owned by insiders.

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.