KLCM Advisors Inc. Buys Shares of 4,488 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

KLCM Advisors Inc. bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 4th quarter, Holdings Channel reports. The institutional investor bought 4,488 shares of the semiconductor company’s stock, valued at approximately $1,364,000.

Several other large investors have also recently bought and sold shares of TSM. Brighton Jones LLC raised its position in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $701,000. Bank of Nova Scotia raised its position in Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after purchasing an additional 1,784 shares during the last quarter. FWL Investment Management LLC raised its position in Taiwan Semiconductor Manufacturing by 26.5% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after purchasing an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $270,000. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have commented on TSM. DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Finally, Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Analysts and market commentary continue to highlight TSMC as a key AI infrastructure winner, with one article arguing the next phase of AI demand should deepen TSMC’s supply advantage and improve its long-term outlook.
• Positive Sentiment: A separate piece says the global semiconductor market could roughly double by 2030, reinforcing the idea that TSMC remains one of the best-positioned chip stocks for secular growth.
• Positive Sentiment: TSMC also received another vote of confidence from analysts, with coverage noting a consensus “Buy” recommendation, which can support sentiment around the stock.
• Positive Sentiment: CEO Che-Chia Wei disclosed a small insider purchase, a modest but generally constructive signal that management remains confident in the company’s prospects.
• Neutral Sentiment: Investor articles continue to debate whether TSMC is still attractively valued after a huge run-up, suggesting enthusiasm is strong but valuation concerns are starting to matter more.
• Negative Sentiment: One bearish analysis warns that TSMC has become a crowded “no-brainer” trade, meaning any slowdown in AI capital spending, supply strains, or geopolitical shifts could trigger profit-taking and an unwind in the shares. Article Title

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $404.07 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $184.61 and a 1 year high of $420.00. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The company has a market capitalization of $2.09 trillion, a price-to-earnings ratio of 33.62, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39. The business has a 50-day moving average of $362.07 and a 200-day moving average of $331.93.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The company had revenue of $30.65 billion during the quarter. As a group, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 earnings per share for the current year.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Sunday, March 22nd. The stock was acquired at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the acquisition, the vice president owned 9,051 shares in the company, valued at $506,222.43. This trade represents a 12.42% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Insiders purchased 1,346 shares of company stock valued at $78,185 in the last ninety days. Insiders own 1.11% of the company’s 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.