3,360 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by William John Sempolinski

William John Sempolinski acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 3,360 shares of the semiconductor company’s stock, valued at approximately $1,605,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares during the period. Gamco Investors INC. ET AL bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $701,000. Bank of Nova Scotia grew its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after purchasing an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $270,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC is developing a three-hectare laboratory aimed at speeding supplier validation and addressing its advanced-packaging bottleneck. Because the facility is intended to improve production efficiency rather than add another multibillion-dollar fab, investors may view it as a relatively capital-efficient way to support growing AI-chip demand. TSMC Jumps as a Three-Hectare Lab Attacks Its Packaging Bottleneck
• Positive Sentiment: Goldman Sachs says the AI spending cycle may still be in its early stages, supporting the outlook for TSMC’s leading-edge manufacturing and packaging businesses. Goldman Sachs Says the AI Trade Is Barely Started
• Positive Sentiment: Citi identified TSMC as a stock to watch if Apple’s next premium iPhones, including a potential foldable model, command higher prices. More expensive devices could support Apple’s component spending and TSMC’s high-end chip demand. Apple’s New Foldable iPhone Could Cost $2,000
• Positive Sentiment: Coverage points to rising demand for specialized cleaning chemicals and other materials required by advanced AI-chip fabs, reinforcing the view that TSMC’s strong margins are supported by a broad semiconductor supply chain. TSMC’s 67.7% Margin Now Needs Twice the Cleaning Chemistry
• Positive Sentiment: Analyst commentary describes TSMC as a “picks-and-shovels” beneficiary of the AI buildout and argues that its customer diversification and manufacturing position may make it more attractive than many major technology stocks. TSMC Is a Better Buy Than Any of the Magnificent Seven Stocks
• Neutral Sentiment: Senior Vice President Shu-Hua Fang disclosed a purchase of 2,000 shares, increasing personal ownership by 32.23%. The insider buying is supportive sentiment, though the transaction was disclosed well after the purchase and is small relative to TSMC’s market value. SEC insider trading filing
• Negative Sentiment: One valuation analysis estimates TSMC may be about 9% above fair value, while its planned investments in Arizona and Europe increase capital requirements. Investors may therefore remain sensitive to execution risks, returns on new capacity, and any slowdown in AI spending. TSMC Could Be 9% Above Fair Value As Capex Plans Grow

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Bank of America upped their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research note on Monday, July 27th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Finally, Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $523.22.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $429.07 on Friday. The stock has a 50-day simple moving average of $420.63 and a 200 day simple moving average of $397.96. The stock has a market capitalization of $2.23 trillion, a price-to-earnings ratio of 30.96, a P/E/G ratio of 0.95 and a beta of 1.39. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $237.90 and a 12-month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.25%.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 3,000 shares of the stock in a transaction on Tuesday, July 21st. The shares were purchased at an average price of $74.39 per share, with a total value of $223,170.00. Following the transaction, the vice president directly owned 4,000 shares of the company’s stock, valued at $297,560. This trade represents a 300.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average price of $74.50 per share, with a total value of $74,500.00. Following the completion of the purchase, the vice president directly owned 6,000 shares in the company, valued at $447,000. The trade was a 20.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 19,512 shares of company stock worth $1,450,270 over the last ninety days. 1.11% of the stock is owned by corporate insiders.

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.