Guinness Atkinson Asset Management Inc Has $9.54 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Guinness Atkinson Asset Management Inc lowered its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 19.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,911 shares of the semiconductor company’s stock after selling 8,255 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 4.5% of Guinness Atkinson Asset Management Inc’s investment portfolio, making the stock its biggest position. Guinness Atkinson Asset Management Inc’s holdings in Taiwan Semiconductor Manufacturing were worth $9,539,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in TSM. Brighton Jones LLC lifted its stake in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Valmark Advisers Inc. increased its position in Taiwan Semiconductor Manufacturing by 14.2% in the 2nd quarter. Valmark Advisers Inc. now owns 5,510 shares of the semiconductor company’s stock valued at $1,248,000 after acquiring an additional 684 shares during the period. Ignite Planners LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.7% in the second quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock valued at $627,000 after buying an additional 116 shares during the period. Eagle Strategies LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.2% in the 2nd quarter. Eagle Strategies LLC now owns 10,197 shares of the semiconductor company’s stock valued at $2,310,000 after purchasing an additional 124 shares during the last quarter. Finally, Windle Wealth LLC bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at $204,000. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Three research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $381.67.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC plans a roughly $17 billion investment to mass-produce advanced 3‑nanometer chips at its Kumamoto site, a move aimed at boosting AI-capable capacity and reducing concentration risk in Taiwan. TSMC plans 3-nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: Broker upgrades and momentum calls are piling up — Zacks moved TSMC to a “strong-buy” and the stock has been added to Zacks’ Rank #1 momentum lists, which supports short-term buying interest. Zacks upgrade / strong-buy
• Positive Sentiment: Tokyo’s subsidy push and supportive government policy (reported by multiple outlets) make the Japan expansion more financially attractive and lower the net capex burden on TSMC, improving the investment thesis around capacity for AI demand. TSMC Plans $17 Billion Japan Expansion With Advanced 3nm Chips As Tokyo Ramps Up Subsidies
• Neutral Sentiment: Consensus analyst price targets imply roughly ~25% upside from current levels, but studies show price-targets are an imperfect timing tool; upward earnings estimate revisions would be needed to sustain the move. Can TSMC (TSM) Climb 25.25% to Reach the Level Wall Street Analysts Expect?
• Negative Sentiment: Big overseas capex and the rush to scale advanced 3nm production create execution, timing and cost risks — meeting yield, staffing and ramp timelines at a new site is challenging and could pressure margins or delay benefits. TSMC Needs to Make More Advanced Chips. Why It’s Turning to Japan.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $330.50 on Friday. The firm has a market cap of $1.71 trillion, a P/E ratio of 31.03, a P/E/G ratio of 0.91 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $351.33. The firm’s fifty day moving average is $313.38 and its 200 day moving average is $283.34. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results 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 business had revenue of $32.50 billion for the quarter. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

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.