Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by RWC Asset Advisors US LLC

RWC Asset Advisors US LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 76.4% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 151,606 shares of the semiconductor company’s stock after buying an additional 65,662 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 16.1% of RWC Asset Advisors US LLC’s investment portfolio, making the stock its biggest holding. RWC Asset Advisors US LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $72,402,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. Brookstone Capital Management increased its holdings in shares of Taiwan Semiconductor Manufacturing by 87.3% in the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after purchasing an additional 11,719 shares during the period. Capital Research Global Investors grew its position in Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after buying an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $961,000. Meridian Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 27.9% during the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after buying an additional 14,406 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd lifted its stake in shares of Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after acquiring an additional 59,435 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $429.07 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $237.90 and a 1-year high of $479.00. The stock has a market cap of $2.23 trillion, a P/E ratio of 30.96, a P/E/G ratio of 0.98 and a beta of 1.39. The stock’s 50 day simple moving average is $420.11 and its 200 day simple moving average is $398.63. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: AI demand and guidance support the growth story. TSMC has raised its outlook as demand for advanced chips continues to surge. Management now expects 2026 revenue to increase by slightly more than 40% in U.S.-dollar terms, strengthening expectations for earnings growth. Taiwan Semiconductor Manufacturing Company Raises Guidance as Demand for Advanced Chips Soars
• Positive Sentiment: TSMC retains a powerful competitive position. The company reportedly controls about 73% of the global contract-chip manufacturing market. Investments in its N2 and N3 process technologies and advanced packaging should help it capture additional AI-related demand and maintain its technological lead. Taiwan Semiconductor Retains 73% Foundry Share
• Positive Sentiment: Analyst sentiment remains favorable. Wall Street continues to view TSM as an attractive investment, while broader semiconductor optimism is being driven by rapidly rising sales and strong AI-related demand. Wall Street Analysts Think TSMC Is a Good Investment
• Positive Sentiment: The U.S. investment increases strategic importance. TSMC’s approximately $265 billion U.S. manufacturing commitment is improving its political access and reinforcing its role in global technology and Taiwan’s diplomatic strategy. That could deepen relationships with major customers and governments. TSMC’s $265 Billion U.S. Bet Is Becoming Part of Taiwan’s Chip Diplomacy
• Neutral Sentiment: Expansion carries execution and profitability risks. Overseas factories may provide geopolitical benefits and customer access, but they can also have higher operating costs and test the margins that have made TSMC indispensable. TSMC Rises as $265 Billion Becomes Taiwan’s Diplomatic Currency
• Neutral Sentiment: Long-term valuation expectations are ambitious. One projection sees TSMC’s market value exceeding $3 trillion before 2029, implying roughly 14% annual compounding from current levels. The forecast supports sentiment but leaves the stock dependent on sustained AI growth and successful capacity expansion. Prediction: Taiwan Semiconductor’s Market Value Passes $3 Trillion Before 2029

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was acquired at an average price of $74.50 per share, with a total value of $74,500.00. Following the purchase, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This represents a 20.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Bor-Zen Tien acquired 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the transaction, the vice president directly owned 4,000 shares in the company, valued at approximately $297,560. This represents a 300.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have acquired 19,512 shares of company stock worth $1,450,270. Corporate insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the subject of several analyst reports. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. TD Cowen increased their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Finally, Sanford C. Bernstein upped their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Three research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $523.22.

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.