Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Great Lakes Retirement Inc.

Great Lakes Retirement Inc. raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,657 shares of the semiconductor company’s stock after acquiring an additional 2,914 shares during the period. Great Lakes Retirement Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $8,989,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brookstone Capital Management increased its position in Taiwan Semiconductor Manufacturing by 87.3% during the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock worth $12,008,000 after acquiring an additional 11,719 shares during the period. Y Intercept Hong Kong Ltd boosted its holdings in 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 valued at $27,438,000 after purchasing an additional 59,435 shares during the period. Opal Capital LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 72.5% in the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock valued at $9,384,000 after purchasing an additional 11,666 shares during the period. Western Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 27.4% in the 1st quarter. Western Wealth Management LLC now owns 27,954 shares of the semiconductor company’s stock valued at $9,447,000 after purchasing an additional 6,013 shares during the period. Finally, Elevation Point Wealth Partners LLC grew its position in Taiwan Semiconductor Manufacturing by 306.7% in the 1st quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock worth $17,728,000 after purchasing an additional 39,514 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 350 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The shares were acquired at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the transaction, the vice president owned 2,000 shares in the company, valued at approximately $147,160. The trade was a 21.21% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was acquired at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the purchase, the vice president owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 7,043 shares of company stock worth $530,986 in the last three months. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $437.12 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $266.82 and a 1 year high of $487.47. The stock’s 50 day simple moving average is $434.34 and its 200-day simple moving average is $397.98.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. The firm had revenue of $46.72 billion during the quarter, compared to analyst estimates of $45.67 billion. The business’s revenue for the quarter was up 41.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.92 earnings per share. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, December 10th.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Sanford C. Bernstein boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. Needham & Company LLC upped their price objective on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a research report on Thursday, October 15th. DA Davidson reiterated a “buy” rating and issued a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research note on Wednesday, October 21st. Finally, Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $528.78.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s third-quarter 2026 results exceeded expectations, with earnings per share of $4.60 versus the $4.45 consensus and revenue of $46.72 billion, up 41.2% year over year. Management highlighted surging demand for AI accelerators, raised its revenue outlook and continued aggressive expansion of advanced-node and packaging capacity. TSM Q3 Earnings Call Highlights Strong AI Demand and Expansion
• Positive Sentiment: Reports that TSMC may raise prices for advanced CoWoS packaging by as much as 20%, while increasing leading-edge wafer prices by an estimated 3% to 6% in 2027, point to significant pricing power. Strong demand and constrained capacity could help offset the company’s heavy capital spending and support margins. Taiwan Semiconductor Flexes Pricing Power on AI’s Frontline
• Positive Sentiment: Several analyst commentaries view TSMC as a core “toll road” for the AI economy, citing its dominant foundry position, roughly 51.5% net margin and consensus price targets implying further upside. Comparisons with Micron, Intel and Apple also emphasize TSMC’s scale and strategic importance to advanced-chip production. TSMC: The Toll Road of the AI Economy Is on Sale
• Neutral Sentiment: TSMC is maintaining an estimated $60 billion to $64 billion 2026 capital-expenditure plan and targeting substantially higher advanced-packaging capacity. The investment should support long-term growth, but near-term margins may remain pressured as the 2-nanometer process ramps.
• Negative Sentiment: Critics argue that TSMC’s strong results may already be reflected in the stock after a multiyear rally. Concerns include a forward P/E near 28, cash-flow valuation, rising expansion costs and the possibility that AI demand expectations are becoming too optimistic. Taiwan Semiconductor Manufacturing Stock Looks Pricey Against Cash Flow
• Negative Sentiment: Recent pullbacks in TSMC and other AI chip stocks despite record revenue have highlighted crowded-trade and valuation risks. Higher packaging prices could also increase costs for customers such as Nvidia and AMD, potentially creating downstream pressure on hardware demand. The Last Month Exposed the Risk Narrative Between Nvidia and Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Company Profile

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.