BayBridge Capital Group LLC Has $1.66 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

BayBridge Capital Group LLC decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 46.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,484 shares of the semiconductor company’s stock after selling 3,024 shares during the quarter. BayBridge Capital Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,664,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of TSM. Brookstone Capital Management boosted its position in 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 buying an additional 11,719 shares in the last quarter. Capital Research Global Investors lifted its stake in shares of 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 acquiring an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $961,000. Meridian Wealth Management LLC boosted its holdings in shares of 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 valued at $20,049,000 after acquiring an additional 14,406 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd grew its position in Taiwan Semiconductor Manufacturing by 273.2% during 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 last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC and Samsung committed to adopting ASML’s High-NA EUV lithography systems. TSMC expects to begin using the technology in 2030 for advanced-node production, reinforcing confidence in its ability to manufacture increasingly sophisticated AI chips. TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand
• Positive Sentiment: TSMC and ASML are also developing a 12-inch photomask pilot line targeted for 2031, with broader High-NA EUV readiness expected by 2033. Larger masks could improve scanner productivity and reduce manufacturing costs over time. ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV
• Positive Sentiment: Analysts and market commentators continue to identify TSMC as a leading AI investment. Reports cite its approximately 73% foundry market share and ongoing investments in N2, N3 and advanced packaging as supports for long-term growth. Taiwan Semiconductor Retains 73% Foundry Share
• Positive Sentiment: TSM was highlighted as an IBD Stock of the Day and moved above an early technical buy point as semiconductor stocks rallied, while separate coverage suggested the stock could challenge a new record high. TSMC, IBD Stock Of The Day, Rises Above Early Buy Point As Chip Stocks Rally
• Neutral Sentiment: TSMC’s planned $265 billion U.S. investment is strengthening its political and customer relationships, but the expansion also raises questions about capital intensity and whether overseas production will match Taiwan-based margins. TSMC’s $265 Billion U.S. Bet Is Becoming Part of Taiwan’s Chip Diplomacy

Wall Street Analyst Weigh In

Several research firms have commented on TSM. Susquehanna increased their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Bank of America boosted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Finally, TD Cowen boosted their target price on shares of 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, thirteen have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $523.22.

Insider Activity

In related news, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The stock was purchased at an average cost of $74.50 per share, with a total value of $74,500.00. Following the completion of the purchase, the vice president owned 6,000 shares in the company, valued at approximately $447,000. This trade represents a 20.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Bor-Zen Tien bought 3,000 shares of the business’s stock in a transaction that occurred on Tuesday, July 21st. The stock was purchased at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the acquisition, the vice president owned 4,000 shares in the company, valued at $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. Insiders acquired 19,512 shares of company stock worth $1,450,270 over the last ninety days. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $439.09 on Wednesday. The stock’s 50 day moving average is $419.33 and its 200 day moving average is $399.17. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a market cap of $2.28 trillion, a P/E ratio of 31.68, a P/E/G ratio of 0.98 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $246.93 and a one year high of $479.00.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.