Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by TT International Asset Management LTD

TT International Asset Management LTD raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 28.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 283,094 shares of the semiconductor company’s stock after acquiring an additional 62,687 shares during the period. Taiwan Semiconductor Manufacturing comprises about 14.4% of TT International Asset Management LTD’s investment portfolio, making the stock its largest position. TT International Asset Management LTD’s holdings in Taiwan Semiconductor Manufacturing were worth $129,145,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of the stock. Tiger Global Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after purchasing an additional 1,839,600 shares in the last quarter. Sei Investments Co. increased its position in shares of Taiwan Semiconductor Manufacturing by 11.8% during the 1st quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock worth $875,802,000 after purchasing an additional 274,389 shares in the last quarter. Bessemer Group Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 7.9% during the 1st quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock worth $602,147,000 after purchasing an additional 130,602 shares in the last quarter. Assenagon Asset Management S.A. increased its position in shares of Taiwan Semiconductor Manufacturing by 67.2% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock worth $783,513,000 after purchasing an additional 690,523 shares in the last quarter. Finally, AMF Tjanstepension AB lifted its holdings in Taiwan Semiconductor Manufacturing by 6.4% during the 1st quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company’s stock valued at $551,784,000 after purchasing an additional 98,123 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM opened at $404.90 on Wednesday. The business has a fifty day moving average of $434.50 and a 200-day moving average of $400.22. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $266.82 and a twelve month high of $487.47. The firm has a market cap of $2.10 trillion, a PE ratio of 26.06, a price-to-earnings-growth ratio of 0.81 and a beta of 1.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. The business had revenue of $46.72 billion for the quarter, compared to the consensus estimate of $45.67 billion. During the same quarter in the prior year, the company earned $2.92 EPS. The firm’s quarterly revenue was up 41.2% on a year-over-year basis. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a $1.0854 dividend. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 22.27%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Commentary highlights TSMC’s role as the foundry for chip designers including Nvidia, AMD, Apple and Broadcom. Because it manufactures for multiple competitors, it may benefit broadly from AI-chip demand rather than relying on one designer’s success. Article: Taiwan Semi or Broadcom: If I Could Only Own 1 for the Next 5 Years, It Would Be This
• Positive Sentiment: Recent articles point to advanced manufacturing and the anticipated 2-nanometer production ramp as potential long-term supports, alongside continued investment in AI infrastructure and TSMC’s global manufacturing footprint. These are bullish themes, though the supplied coverage does not provide fresh company forecasts. Article: TSMC Is Down 18%: The 2nm Ramp Should Change That
• Positive Sentiment: Vice President Lipen Yuan reportedly bought 1,000 shares, increasing his position by 14.29%. Insider buying can signal confidence, although the transaction is modest relative to TSMC’s size. Article: Taiwan Semiconductor insider transaction
• Neutral Sentiment: Elon Musk may be softening his position on control of the proposed Terafab project in renewed discussions involving TSMC. A larger TSMC role could offer an opportunity, but talks remain uncertain and no agreement was reported. Article: Musk may soften Terafab control stance in fresh TSMC talks
• Negative Sentiment: Broader AI-stock selling could weigh on TSMC sentiment: one report says hedge funds have turned underweight AI stocks, while another reports ETFs collectively sold a net $81 million of TSM shares last Thursday. These are market-positioning signals, not evidence of a change in TSMC’s fundamentals. Article: AI Stocks Lose $5 Trillion in 3 Weeks as Hedge Funds Go Underweight AI for the First Time Since 2023 Article: 8 ETFs Cut Taiwan Semiconductor Holdings

Insider Activity

In related news, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, August 18th. The shares were bought at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the transaction, the vice president owned 6,000 shares of the company’s stock, valued at approximately $447,000. This trade represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders have purchased 7,043 shares of company stock worth $529,416 in the last quarter. 1.11% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research firms have commented on TSM. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a research report on Friday, October 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price for the company. DA Davidson reissued a “buy” rating and issued a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 16th. Finally, TD Cowen boosted their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $528.78.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.