Winthrop Capital Management LLC Purchases 2,127 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Winthrop Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 88.3% during the third quarter, Holdings Channel reports. The firm owned 4,536 shares of the semiconductor company’s stock after purchasing an additional 2,127 shares during the period. Winthrop Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,267,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in TSM. Brown Advisory Inc. lifted its holdings 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 valued at $1,506,389,000 after purchasing an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership grew 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 valued at $798,640,000 after purchasing an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its holdings in Taiwan Semiconductor Manufacturing by 268.2% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after acquiring an additional 1,820,852 shares during the period. Alliancebernstein L.P. grew 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 worth $2,368,587,000 after buying an additional 1,593,786 shares in the last quarter. Finally, Stockbridge Partners LLC grew its stake in Taiwan Semiconductor Manufacturing by 135.5% in the 2nd quarter. Stockbridge Partners LLC now owns 2,218,034 shares of the semiconductor company’s stock worth $502,363,000 after buying an additional 1,276,373 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: February revenue showed strong year‑over‑year growth (reports cite roughly +22% YoY / NT$317.66B), signaling continued demand momentum into Q1 and supporting revenue and EPS outlooks. TSMC Posts Double-Digit February Revenue Growth Year-on-Year Despite Monthly Drop
• Positive Sentiment: Analysts and commentators emphasize that AI infrastructure spending is a primary growth driver for TSMC’s advanced-node capacity and pricing power — a structural tailwind for wafer sales and margins. Wall Street Breakfast Podcast: AI Spending Drives TSMC
• Positive Sentiment: Broker and media coverage (Zacks, The Motley Fool) is highlighting TSMC as a direct play on AI-driven chip demand and placing it among top semiconductor ideas — this can support investor sentiment and multiple expansion. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock
• Neutral Sentiment: Commentary for retail investors points out TSMC’s role in passive portfolios (ISAs, SIPPs) as exposure to the AI boom — useful context but not a direct catalyst. What TSMC’s 30% sales surge means for your ISA, SIPP and pension
• Negative Sentiment: Geopolitical tensions (Iran/Middle East) and rising oil prices are creating supply‑chain risk perceptions across the chip sector; market jitters around fab supply or logistics can pressure shares despite strong demand. Nvidia Stock Is Threatened by War in Iran. Chip Stocks Are Still Rallying Today.
• Negative Sentiment: Reports that NVIDIA paused China‑bound H200 production could change near‑term demand patterns and regulatory dynamics for high‑end AI chips — potential timing/volume shifts for TSMC’s foundry orders. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports

Analysts Set New Price Targets

Several analysts have weighed in on the company. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Finally, Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Four investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Up 2.8%

NYSE:TSM opened at $348.51 on Tuesday. The company has a market cap of $1.81 trillion, a price-to-earnings ratio of 32.72, a price-to-earnings-growth ratio of 0.95 and a beta of 1.29. The company has a current ratio of 2.62, a quick ratio of 2.42 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 stock has a fifty day simple moving average of $344.00 and a 200-day simple moving average of $303.43.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 23.57%.

Taiwan Semiconductor Manufacturing 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.