E20 Capital Ltd Buys 97,397 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

E20 Capital Ltd boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 614.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 113,247 shares of the semiconductor company’s stock after acquiring an additional 97,397 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 3.6% of E20 Capital Ltd’s portfolio, making the stock its 10th biggest position. E20 Capital Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $38,272,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Capital Research Global Investors lifted its position in Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after acquiring an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth $961,000. Meridian Wealth Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after purchasing an additional 14,406 shares during the last quarter. Y Intercept Hong Kong Ltd increased its position in shares of Taiwan Semiconductor Manufacturing by 273.2% during the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after purchasing an additional 59,435 shares in the last quarter. Finally, Stiles Financial Services Inc increased its position in shares of Taiwan Semiconductor Manufacturing by 79.1% during the fourth quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock worth $1,323,000 after purchasing an additional 1,923 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Microsoft’s improving cloud performance and ongoing AI infrastructure expansion helped restore confidence in chip demand, lifting TSMC and other semiconductor stocks after a five-session decline. TSMC Stock Jumps as Microsoft Revives AI-Chip Trade
• Positive Sentiment: TSMC’s move into advanced AI-chip packaging technology highlighted its ability to capture more value from the AI supply chain and helped boost sentiment across the industry. TSMC’s Next AI Chip Move
• Positive Sentiment: Erste Group raised its TSMC earnings forecasts to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027, above the current-year consensus of $16.34. The revisions reinforce expectations for sustained AI and high-performance-computing demand.
• Positive Sentiment: Analyst commentary continues to favor TSMC over ASML on valuation, performance and sentiment, while insider purchases by company vice presidents provide a modest additional confidence signal. ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?
• Neutral Sentiment: Amkor’s 10-year agreement to support TSMC’s advanced-packaging operations in Arizona could strengthen the company’s U.S. manufacturing ecosystem and supply-chain flexibility. Amkor Lands 10-Year TSMC Arizona Deal
• Negative Sentiment: Samsung’s proposed partnership with Broadcom, reportedly valued at more than $200 billion, represents a long-term effort to challenge TSMC’s dominance in AI foundry and advanced packaging services. Samsung’s Broadcom Deal Challenges TSMC
• Negative Sentiment: Investors remain concerned about China-related equipment restrictions, the sustainability of AI spending and broader technology-sector volatility. Those concerns contributed to the previous session’s decline despite TSMC’s strong profits. TSMC Faces Questions Over China Tools and AI Spending

Taiwan Semiconductor Manufacturing Trading Up 7.9%

Shares of TSM stock opened at $404.18 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.31. The company has a market cap of $2.10 trillion, a price-to-earnings ratio of 29.16, a PEG ratio of 0.86 and a beta of 1.36. The stock has a 50 day simple moving average of $427.14 and a 200-day simple moving average of $384.13. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. The business had revenue of $39.89 billion for the quarter. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. This represents a $4.45 annualized dividend and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Analyst Ratings Changes

A number of analysts have recently weighed in on TSM shares. TD Cowen raised their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Bank of America boosted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $496.25.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction dated Monday, June 22nd. The shares were acquired at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares in the company, valued at $395,950. The trade was a 25.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The shares were purchased at an average price of $67.97 per share, with a total value of $67,970.00. Following the completion of the transaction, the vice president directly owned 5,000 shares of the company’s stock, valued at $339,850. This represents a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased a total of 15,857 shares of company stock valued at $1,167,094 in the last 90 days. Corporate insiders own 1.11% of the company’s stock.

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.