MQS Management LLC Invests $772,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MQS Management LLC bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,765 shares of the semiconductor company’s stock, valued at approximately $772,000.

Several other large investors also recently bought and sold shares of TSM. Westfuller Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after purchasing an additional 34 shares during the last quarter. BankPlus Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after buying an additional 35 shares in the last quarter. Bank of Jackson Hole Trust lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 7.5% in the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after acquiring an additional 35 shares during the last quarter. Catalyst Private Wealth LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.8% in the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after acquiring an additional 38 shares during the last quarter. Finally, Venture Visionary Partners LLC grew its position in Taiwan Semiconductor Manufacturing by 1.1% in the third quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after acquiring an additional 39 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: January revenue hit a company record (NT$401.26B / $12.7B), up ~37% year-over-year and ~20% month-over-month, confirming persistent AI demand and driving the stock to fresh highs. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: CEO C.C. Wei framed the numbers as further evidence that AI adoption is accelerating, a message that reassures major customers (e.g., Nvidia) and supports continued order flow for advanced nodes. Taiwan Semiconductor Manufacturing (TSM) CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
• Positive Sentiment: TSMC’s dominant share in contract manufacturing (reported ~71% global share and >90% of advanced AI chips) gives it pricing power and a near-monopoly on cutting-edge AI capacity—supporting margin durability and premium valuation. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: The board approved large 2026 capex plans, dividend and bonus payouts after strong 2025 results, and a TSMC Global Ltd. move clearing the way for up to US$30B in capital increase — actions that signal financial strength and support expansion. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Neutral Sentiment: U.S. officials are considering carve-outs from proposed chip tariffs tied to TSMC’s U.S. investment commitments — this could reduce tariff risk for TSMC but links benefits to future U.S. capex and political outcomes. US plans Big Tech carve-out from next wave of chip tariffs
• Negative Sentiment: Industry leaders warn TSMC likely must roughly double capacity to meet surging AI demand — that raises execution risk, multi-year capex needs and potential longer lead times that could pressure margins or delay revenue recognition. TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
• Negative Sentiment: After the rally (stock up strongly Y/Y), analysts and outlets are flagging valuation and whether upside is limited from current levels; investors should weigh stretched multiples against continued revenue and profit expansion. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains

Wall Street Analyst Weigh In

TSM has been the topic of a number of recent research reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Three analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Trading Up 1.9%

Shares of NYSE TSM opened at $362.01 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $364.76. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The company has a market cap of $1.88 trillion, a price-to-earnings ratio of 33.99, a PEG ratio of 0.99 and a beta of 1.31. The business’s 50 day moving average price is $317.26 and its 200-day moving average price is $286.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The company had revenue of $32.50 billion for the quarter. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

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.