Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $100,001 and $250,000 in Taiwan Semiconductor Manufacturing stock on February 9th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock traded up $5.78 during trading hours on Tuesday, hitting $346.01. 11,410,681 shares of the stock traded hands, compared to its average volume of 14,109,092. The firm’s 50 day moving average price is $347.35 and its 200-day moving average price is $307.18. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The stock has a market capitalization of $1.79 trillion, a price-to-earnings ratio of 32.49, a P/E/G ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.36%.

Analysts Set New Price Targets

TSM has been the subject of a number of recent research reports. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Finally, Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Four analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $391.43.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds have recently bought and sold shares of the stock. Quattro Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC purchased a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $27,000. Stephens Consulting LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the period. Strategic Advocates LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bernstein and other bullish research argue TSMC’s AI-driven rally still has room to run, reiterating conviction that the company will benefit from sustained demand for advanced-node chips. TSMC Stock (TSM): Top Bernstein Analyst Turns Up the Heat on This AI Chipmaker
• Positive Sentiment: Unusually large call-option activity (roughly 468,549 calls, +213% vs. average) indicates speculative and institutional bullish positioning that can amplify upside momentum in the near term.
• Positive Sentiment: Strong demand signals from Nvidia’s GTC keynote (big AI chip sales outlook) support TSMC’s revenue outlook because Nvidia is a major TSMC customer; continued AI GPU demand tightens TSMC capacity and pricing power. Nvidia Rises On Chief Huang’s Massive AI Chip Sales Outlook; Is The Stock A Buy Now?
• Neutral Sentiment: Some analysts still model meaningful upside (~20%) for TSM despite volatility, framing current moves as part of a longer-term AI capacity re-rating rather than a short-term spike. What’s Going On With Taiwan Semiconductor Stock Tuesday?
• Neutral Sentiment: Market commentators outline trade strategies around TSM (e.g., selling premium or staged buys) to exploit volatility caused by higher oil/geopolitical risk — useful for tactical investors but not a fundamental change. How To Trade Semiconductor Giant TSM?
• Negative Sentiment: Geopolitical risk — notably a potential helium shortage tied to Strait of Hormuz disruptions — is flagged as a meaningful operational vulnerability for chipmakers (helium is used in some semiconductor processes). This raises a non-trivial tail risk for production continuity. Nvidia, TSMC Are Dangerously Exposed To A Hidden War Risk (Hint: Not Oil)
• Negative Sentiment: Supply-chain constraints (HBM4 memory shortages) could delay customer product ramps (e.g., next‑gen GPUs), complicating TSMC’s near-term production schedule even as demand is high. Nvidia Rubin GPU Faces Possible Delay As HBM4 Supply Falls Short, While Google TPU Demand Surges In Race For TSMC Capacity: Report
• Negative Sentiment: China’s push to advance domestic foundries toward 7nm raises longer-term competitive risk, which could pressure TSMC’s growth in that market over time. China’s Next Chip Push Moves Toward 7 nm

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.