Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Raised by Penobscot Investment Management Company Inc.

Penobscot Investment Management Company Inc. grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 111.5% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 9,408 shares of the semiconductor company’s stock after purchasing an additional 4,960 shares during the period. Penobscot Investment Management Company Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $2,627,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in TSM. Jennison Associates LLC grew its position in Taiwan Semiconductor Manufacturing by 26.7% during the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after purchasing an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 43.2% in the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after buying an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership boosted its position in shares of Taiwan Semiconductor Manufacturing by 109.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after buying an additional 1,842,951 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in shares of Taiwan Semiconductor Manufacturing by 268.2% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after buying an additional 1,820,852 shares in the last quarter. Finally, Alliancebernstein L.P. raised its position in Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

TSM has been the subject of several research reports. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating for the company. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Seven research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $319.62 on Friday. The stock has a market capitalization of $1.66 trillion, a P/E ratio of 32.78, a P/E/G ratio of 0.91 and a beta of 1.29. The business has a 50-day moving average of $293.53 and a two-hundred day moving average of $266.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $321.59. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.85%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: U.S. export license — Regulators approved a one-year U.S. export license allowing TSMC to continue importing American chipmaking tools for its China operations, reducing a near-term operational/regulatory risk and keeping Chinese capacity online. Taiwan Semiconductor Begins 2026 With US Export Approval
• Positive Sentiment: Continued strong AI demand — Nvidia has asked TSMC to ramp H200 production to meet China demand, signaling sustained orders from the largest AI GPU customer and higher utilization for TSMC’s advanced nodes. Nvidia Asks TSMC To Boost H200 Production Amid China Demand
• Positive Sentiment: Order-flow bullish signal — A Power Inflow alert (order-flow metric) registered for TSMC, attracting short-term trader interest and likely amplifying buying pressure; these technical/trading signals can drive intraday gains. Taiwan Semiconductor Shares Gain Over 2% After Key Trading Signal
• Positive Sentiment: Analyst/market narratives favor TSMC as the AI-foundry backbone — Multiple investor write-ups and buy-lists highlight TSMC’s central role in AI infrastructure and forecast strong revenue growth, supporting investor sentiment and multiple expansion. Is Taiwan Semiconductor Manufacturing Stock a Buy for 2026?
• Neutral Sentiment: Market context — Coverage noting TSMC outperformed a soft broader market reiterates relative-strength narratives but is descriptive rather than catalytic for future moves. Why the Market Dipped But TSMC (TSM) Gained Today
• Negative Sentiment: Potential longer-term competitive / capacity shifts — Reporting on Nvidia’s deals to shore up U.S. packaging capacity (including partnerships with other firms) flags a possible shift to alternate domestic supply-chain arrangements over time, which could reduce some service opportunities for TSMC down the road. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

About Taiwan Semiconductor Manufacturing

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.