Integrity Advisory Solutions LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Integrity Advisory Solutions LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 1,789 shares of the semiconductor company’s stock, valued at approximately $500,000.

Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares in the last quarter. Ignite Planners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 4.7% during the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock valued at $627,000 after acquiring an additional 116 shares in the last quarter. Crestwood Advisors Group LLC increased its stake in Taiwan Semiconductor Manufacturing by 20.3% in the second quarter. Crestwood Advisors Group LLC now owns 6,740 shares of the semiconductor company’s stock valued at $1,527,000 after acquiring an additional 1,137 shares during the period. GPS Wealth Strategies Group LLC raised its position in Taiwan Semiconductor Manufacturing by 2.3% in the second quarter. GPS Wealth Strategies Group LLC now owns 2,439 shares of the semiconductor company’s stock worth $552,000 after purchasing an additional 55 shares in the last quarter. Finally, First Horizon Advisors Inc. raised its position in Taiwan Semiconductor Manufacturing by 6.7% in the second quarter. First Horizon Advisors Inc. now owns 10,214 shares of the semiconductor company’s stock worth $2,313,000 after purchasing an additional 644 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is accelerating construction of a new “mega fab” in Southern Taiwan to boost AI-focused capacity, a direct long-term positive for supply to hyperscalers and chip designers that rely on TSMC’s advanced nodes. TSMC Speeds Southern Taiwan Mega Fab As AI Demand Meets Valuation Debate
• Positive Sentiment: Reports say Nvidia has reallocated production at TSMC from H200 chips for China to its next‑gen Vera Rubin hardware — good for TSMC if it means higher‑value, in‑demand wafers and continued utilization of premium capacity. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Neutral Sentiment: Macro/sector theme: analysts and ETF pieces continue to flag the multi‑hundred‑billion dollar AI buildout that underpins long‑term semiconductor demand, keeping TSM well positioned as the dominant foundry. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Neutral Sentiment: Fundamentals reminder: TSMC recently reported strong margins and EPS, supporting the long‑term investment thesis even as short‑term flows create volatility. (See company filings and recent earnings release for details.)
• Negative Sentiment: Regulatory/export controls and stalled China sales: multiple outlets report Nvidia has halted China‑bound H200 output — a sign U.S./China restrictions are limiting near‑term volumes and adding uncertainty to TSMC’s China‑exposed revenue. That political/regulatory uncertainty is a near‑term headwind. Nvidia Halts China Bound H200 Chip Output, Shifts Focus to Vera Rubin
• Negative Sentiment: Market flows and notable profit‑taking: global funds have trimmed the hottest AI bets and dumped Taiwan exposure, and some prominent managers trimmed TSMC positions — contributing to recent selling pressure and amplified volatility. Global Funds Unwind Hottest AI Trades as Inflation Fears Mount

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Four research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 1.1%

TSM stock opened at $353.57 on Friday. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $390.20. The company has a market cap of $1.83 trillion, a P/E ratio of 33.20, a PEG ratio of 1.00 and a beta of 1.29. The business has a fifty day moving average of $342.34 and a 200-day moving average of $300.91.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 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.