Tranquility Partners LLC Makes New $575,000 Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Tranquility Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, Holdings Channel.com reports. The fund acquired 2,059 shares of the semiconductor company’s stock, valued at approximately $575,000.

Several other large investors have also modified their holdings of the stock. Jennison Associates LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after purchasing an additional 2,537,760 shares during the last quarter. Brown Advisory Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 43.2% during the 2nd 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 raised its holdings in Taiwan Semiconductor Manufacturing by 109.5% during the 2nd 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 lifted its stake in 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. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after buying an additional 1,593,786 shares during the period. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 4.5%

Taiwan Semiconductor Manufacturing stock opened at $326.96 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $351.33. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The stock has a market cap of $1.69 trillion, a P/E ratio of 30.70, a P/E/G ratio of 0.69 and a beta of 1.29. The company’s fifty day simple moving average is $301.34 and its 200-day simple moving average is $275.59.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The firm had revenue of $32.50 billion during the quarter. As a group, sell-side analysts forecast 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 declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.64%.

Analysts Set New Price Targets

A number of research firms have recently issued reports on TSM. Cowen restated a “hold” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Needham & Company LLC lifted 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. Finally, TD Cowen upped their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $381.67.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reported a blowout quarter and raised 2026 capex dramatically (guidance cited $52B–$56B) to scale AI chip production — the core reason the stock is moving up. Taiwan Semiconductor Manufacturing Stock Jumps On
• Positive Sentiment: Multiple outlets highlight robust AI-driven demand: 2025 revenue surged and TSMC sees ~30% revenue growth in 2026 with heavy 3nm/5nm order flow — supporting sustained top-line momentum. AI-Driven Demand Fuels TSM’s Growth
• Positive Sentiment: TSMC is expanding advanced packaging capacity and accelerating US fabs (Arizona land buys), which helps secure supply for hyperscalers and lowers delivery friction for customers. TSMC Ramps Up AI Chip Packaging TSMC Buys More Arizona Land
• Positive Sentiment: Wall Street and media narratives are broadly bullish (Jim Cramer praise, notable buys from large managers), reinforcing investor confidence in TSM’s role as AI infrastructure. A Once-in-a-Decade Investment Opportunity
• Positive Sentiment: TSMC’s strength rippled across the ecosystem — e.g., Super Micro rallied on the view that more chips = more servers, illustrating the tangible demand pathway from fabs to data center hardware. Short Squeeze Season: Is Super Micro Ready to Fly?
• Neutral Sentiment: Nvidia still controls much of 2026 GPU capacity; TSMC’s packaging push is partly to offset supply tightness, but competitive capacity dynamics leave some uncertainty about share shifts. TSMC Ramps Up AI Chip Packaging
• Negative Sentiment: TSMC’s CEO signaled caution—saying he’s “very nervous” about AI demand and emphasizing the risk of a $56B “disaster” (overbuilding or mis-timed capacity), a reminder that heavy capex can backfire if hyperscaler spending cools. ‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand
• Negative Sentiment: Some analysts warn TSMC’s premium valuation requires sustained ~30%+ revenue CAGR to justify prices; a slowdown in hyperscaler capex or sustained high capex could compress returns. Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight

Taiwan Semiconductor Manufacturing Company 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.