Marietta Investment Partners LLC Has $2.47 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Marietta Investment Partners LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 60.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,828 shares of the semiconductor company’s stock after buying an additional 3,312 shares during the quarter. Marietta Investment Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,466,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Heartwood Wealth Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $32,000. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $32,000. Fairman Group LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares during the period. Riggs Asset Managment Co. Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $41,000. Finally, Navigoe LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth $42,000. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on TSM shares. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Finally, Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Four analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC is accelerating construction of a new “mega fab” in Southern Taiwan to boost AI-focused capacity, a direct long-term positive for supply to hyperscalers and chip designers that rely on TSMC’s advanced nodes. TSMC Speeds Southern Taiwan Mega Fab As AI Demand Meets Valuation Debate
• Positive Sentiment: Reports say Nvidia has reallocated production at TSMC from H200 chips for China to its next‑gen Vera Rubin hardware — good for TSMC if it means higher‑value, in‑demand wafers and continued utilization of premium capacity. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Neutral Sentiment: Macro/sector theme: analysts and ETF pieces continue to flag the multi‑hundred‑billion dollar AI buildout that underpins long‑term semiconductor demand, keeping TSM well positioned as the dominant foundry. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Neutral Sentiment: Fundamentals reminder: TSMC recently reported strong margins and EPS, supporting the long‑term investment thesis even as short‑term flows create volatility. (See company filings and recent earnings release for details.)
• Negative Sentiment: Regulatory/export controls and stalled China sales: multiple outlets report Nvidia has halted China‑bound H200 output — a sign U.S./China restrictions are limiting near‑term volumes and adding uncertainty to TSMC’s China‑exposed revenue. That political/regulatory uncertainty is a near‑term headwind. Nvidia Halts China Bound H200 Chip Output, Shifts Focus to Vera Rubin
• Negative Sentiment: Market flows and notable profit‑taking: global funds have trimmed the hottest AI bets and dumped Taiwan exposure, and some prominent managers trimmed TSMC positions — contributing to recent selling pressure and amplified volatility. Global Funds Unwind Hottest AI Trades as Inflation Fears Mount

Taiwan Semiconductor Manufacturing Trading Down 1.1%

TSM opened at $353.57 on Friday. The firm has a 50 day simple moving average of $342.34 and a 200 day simple moving average of $300.91. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The company has a market cap of $1.83 trillion, a price-to-earnings ratio of 33.20, a price-to-earnings-growth ratio of 1.00 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

Taiwan Semiconductor Manufacturing 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.