WNY Asset Management LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

WNY Asset Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 2,662 shares of the semiconductor company’s stock, valued at approximately $899,000.

Other institutional investors also recently modified their holdings of the company. Segall Bryant & Hamill LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 8.0% in the first quarter. Segall Bryant & Hamill LLC now owns 53,881 shares of the semiconductor company’s stock worth $18,209,000 after purchasing an additional 4,000 shares during the last quarter. Wellington Grp LLC raised its position in Taiwan Semiconductor Manufacturing by 68.0% during the 1st quarter. Wellington Grp LLC now owns 556 shares of the semiconductor company’s stock valued at $188,000 after purchasing an additional 225 shares during the last quarter. Verus Capital Partners LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 82.6% in the 1st quarter. Verus Capital Partners LLC now owns 13,628 shares of the semiconductor company’s stock worth $4,606,000 after buying an additional 6,166 shares during the period. GKV Capital Management Co. Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 22.2% in the 1st quarter. GKV Capital Management Co. Inc. now owns 9,716 shares of the semiconductor company’s stock worth $3,284,000 after buying an additional 1,766 shares during the period. Finally, Vestor Capital LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 9,082.3% in the 1st quarter. Vestor Capital LLC now owns 50,227 shares of the semiconductor company’s stock worth $16,974,000 after buying an additional 49,680 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, with a total value of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was purchased at an average price of $67.97 per share, with a total value of $67,970.00. Following the acquisition, the vice president 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 purchased 15,857 shares of company stock valued at $1,167,094 in the last three months. Company insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on TSM. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. DA Davidson raised their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Bank of America lifted their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th. Finally, Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $496.25.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC reported approximately $40.20 billion in second-quarter 2026 revenue, up 36% year over year, while net income rose 77.41%. The strong results reinforce expectations for continued demand for advanced AI chips and foundry capacity. TSMC AI Stock Article
• Positive Sentiment: Strong technology earnings and better-than-expected forecasts from Lam Research helped lift the broader chip sector and attracted fresh money to semiconductor ETFs, creating a supportive backdrop for TSMC shares. Semiconductor ETFs Draw Cash
• Positive Sentiment: Analysts raised TSMC’s earnings forecasts, including Erste Group’s increases to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027. The consensus analyst rating remains “Buy,” with an average price target of $496.25. TSMC Analyst Estimates
• Positive Sentiment: TSMC’s advanced-chip packaging expansion, including a reported Arizona partnership with Amkor, could strengthen its position in the AI supply chain and support U.S. customer demand. TSMC Advanced Packaging Expansion
• Positive Sentiment: Vice President Bor-Zen Tien purchased 1,000 shares, increasing his direct ownership by 25%. The insider buying offers a modest vote of confidence, though the transaction is small relative to TSMC’s market value. TSMC Insider Purchase
• Neutral Sentiment: TSMC increased its quarterly dividend to $1.1136 per share, or $4.45 annualized, but its roughly 1.1% yield means the change is secondary to the company’s AI-growth outlook. TSMC Dividend Announcement
• Negative Sentiment: Investors continue to monitor Samsung’s proposed Broadcom partnership, which could create a stronger alternative in AI foundry and packaging, as well as restrictions on China-related equipment and concerns about the sustainability of AI spending. Samsung Broadcom Foundry Partnership

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $404.21 on Friday. The company has a 50-day simple moving average of $427.14 and a two-hundred day simple moving average of $384.27. 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 firm has a market capitalization of $2.10 trillion, a PE ratio of 29.16, a price-to-earnings-growth ratio of 0.92 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%.The firm had revenue of $39.89 billion for the quarter. On average, analysts anticipate 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 declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 21.43%.

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.