Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Acquires 1,000 Shares of Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, March 22nd. The shares were acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the acquisition, the vice president directly owned 9,051 shares of the company’s stock, valued at $506,222.43. This represents a 12.42% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $338.68 on Tuesday. The stock has a market capitalization of $1.75 trillion, a P/E ratio of 31.80, a P/E/G ratio of 0.90 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. The business’s fifty day moving average is $348.80 and its two-hundred day moving average is $310.94. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The business 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%. On average, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.36%.

Analysts Set New Price Targets

A number of equities analysts recently commented on TSM shares. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday. Barclays raised their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. 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 company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $391.43.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Mitchell Sinkler & Starr PA boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.9% during the 4th quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after buying an additional 28 shares during the period. Wayfinding Financial LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.5% in the fourth quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock worth $350,000 after acquiring an additional 28 shares during the last quarter. Thompson Siegel & Walmsley LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock worth $264,000 after acquiring an additional 30 shares during the last quarter. Oak Harvest Investment Services raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% during the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock worth $336,000 after acquiring an additional 31 shares in the last quarter. Finally, Solstein Capital LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 4.8% during the fourth quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock worth $211,000 after acquiring an additional 32 shares in the last quarter. Institutional investors and hedge funds 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: TSMC’s 2nm capacity crunch is forcing major customers (including NVIDIA) to rethink designs, underscoring extreme demand and limited supply for TSMC’s leading-edge nodes — a near-term pricing and leverage positive for TSMC. Nvidia (NVDA) Stock Drops 3% Amid TSMC Manufacturing Bottleneck Concerns
• Positive Sentiment: Coverage pieces emphasize TSMC’s de facto “AI gatekeeper” role (dominant share of advanced foundry and packaging technologies), reinforcing expectations for sustained revenue and margin strength. Taiwan Semiconductor Controls 72% of the Global Chip Market, and the Stock Could Surge in 2026
• Positive Sentiment: Recent analyst upgrades and “buy” recommendations add buy-side momentum and institutional validation, supporting the rally. Taiwan Semiconductor Given Average Recommendation of “Buy” by Analysts
• Neutral Sentiment: TSMC’s CEO publicly dismissed some Chinese humanoid robot demos as “fun but useless,” a PR/data-point emphasizing that advanced robotics still require cutting-edge semiconductors — more narrative than operational news. Robot Brain Maker TSMC (TSM) Blasts Chinese Humanoids as “Fun But Useless”
• Negative Sentiment: Operational risk: a reported helium/energy supply crunch (Qatar disruption) could hit EUV tool uptime and constrain production runs — a real short-term production vulnerability for advanced-node output. TSMC Helium Crisis: How the Persian Gulf War Put the World’s Chip Supply on an 11-Day Clock
• Negative Sentiment: Competitive risk: Samsung’s aggressive ~$73B spending push to bolster AI-focused fabs raises medium-term competition for advanced nodes and packaging capacity. Samsung Targets SK Hynix AI Lead With $73 Billion Blitz
• Negative Sentiment: Geopolitical risk remains a watch item (Middle East tensions, Taiwan’s strategic exposure); several pieces flag the potential for disruptions that could pressure investor sentiment despite TSMC’s global expansion plans. Are Rising Geopolitical Tensions a Reason to Sell Taiwan Semiconductor Stock?

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.