Wealth Enhancement Advisory Services LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 5.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 236,527 shares of the semiconductor company’s stock after buying an additional 11,538 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $78,835,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in the stock. Heartwood Wealth Advisors LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $32,000. Cedar Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 64 shares during the period. Fairman Group LLC lifted its stake in Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 89 shares in the last quarter. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $32,000. Finally, Noble Wealth Management PBC boosted its position in shares of Taiwan Semiconductor Manufacturing by 136.1% during the fourth quarter. Noble Wealth Management PBC now owns 144 shares of the semiconductor company’s stock worth $44,000 after buying an additional 83 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.
Key Taiwan Semiconductor Manufacturing News
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Analysts have an overall “Buy” view and at least one recent upgrade, supporting near-term investor confidence. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Average Recommendation of “Buy” by Analysts
- Positive Sentiment: Multiple bullish pieces emphasize TSMC’s commanding foundry share (around 70–72%) and its position as a core supplier to AI leaders — a structural tailwind for revenue and pricing. Taiwan Semiconductor Controls 72% of the Global Chip Market, and the Stock Could Surge in 2026
- Neutral Sentiment: Coverage summarizing TSMC’s role in the AI boom reinforces long-term demand but doesn’t remove near-term production risks. TSMC Powers AI Boom: Is the Stock Still Cheap?
- Neutral Sentiment: New chip initiatives (e.g., Musk’s Terafab/Tesla projects) raise the prospect of future competitive dynamics but are early-stage and uncertain for TSMC’s current revenue. Elon Musk’s Terafab bet: what it means for Tesla investors
- Negative Sentiment: Reports say TSMC is overbooked for advanced 2nm capacity, forcing customers such as Nvidia to rethink chip roadmaps — a direct execution risk that can hit near-term growth and investor sentiment. TSMC’s 2nm Capacity Crunch Forces Nvidia to Rethink Feynman AI Platform
- Negative Sentiment: Supply-chain vulnerabilities: a reported helium shortage (EUV tool coolant) and regional tensions tied to the Iran conflict raise the prospect of production interruptions at critical nodes. TSMC Helium Crisis: How the Persian Gulf War Put the World’s Chip Supply on an 11-Day Clock
- Negative Sentiment: Competitive pressure: Samsung’s aggressive $73B spending push to expand advanced-node capacity increases long-term competition risk in AI-focused foundry business. Samsung Targets SK Hynix AI Lead With $73 Billion Blitz
Taiwan Semiconductor Manufacturing Stock Down 2.8%
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its earnings results 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 analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.
Taiwan Semiconductor Manufacturing Cuts Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders 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 dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.36%.
Wall Street Analyst Weigh In
Several research firms recently issued reports on TSM. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $391.43.
Read Our Latest Stock Analysis on TSM
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.
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