Silicon Valley Capital Partners Buys 25,017 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Silicon Valley Capital Partners grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3,790.5% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 25,677 shares of the semiconductor company’s stock after buying an additional 25,017 shares during the period. Taiwan Semiconductor Manufacturing makes up 1.1% of Silicon Valley Capital Partners’ investment portfolio, making the stock its 26th biggest holding. Silicon Valley Capital Partners’ holdings in Taiwan Semiconductor Manufacturing were worth $12,263,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the stock. Brookstone Capital Management boosted its holdings in Taiwan Semiconductor Manufacturing by 87.3% during the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after purchasing an additional 11,719 shares in the last quarter. Capital Research Global Investors raised its holdings in shares of Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after buying an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $961,000. Y Intercept Hong Kong Ltd lifted its position in shares of Taiwan Semiconductor Manufacturing by 273.2% during the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after buying an additional 59,435 shares during the period. Finally, Opal Capital LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 72.5% during the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock worth $9,384,000 after buying an additional 11,666 shares during the period. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on TSM shares. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Susquehanna upped their target price 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. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research report on Monday, July 27th. Finally, DA Davidson lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $523.22.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM traded up $10.66 during trading hours on Monday, reaching $445.33. 9,912,554 shares of the company’s stock were exchanged, compared to its average volume of 13,355,234. The firm has a fifty day moving average of $417.39 and a 200-day moving average of $402.10. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $265.45 and a one year high of $479.00. The stock has a market cap of $2.31 trillion, a PE ratio of 32.13, a price-to-earnings-growth ratio of 0.96 and a beta of 1.39. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is anchoring a new advanced-packaging industrial park in Kaohsiung, Taiwan. The company plans technology-validation facilities and a talent-training center, supporting future capacity for high-performance AI chips and helping address packaging bottlenecks. Taiwan breaks ground on advanced packaging park anchored by TSMC
• Positive Sentiment: Demand from Nvidia and other chip designers is driving TSMC’s advanced-packaging expansion. The investment is also expected to benefit semiconductor inspection and metrology suppliers, indicating strong underlying demand for TSMC’s manufacturing ecosystem. 3 Chip Stocks Set to Win TSMC’s Packaging Boom
• Positive Sentiment: Reports that ASML is working with TSMC, Nvidia, Intel, Samsung and SK Hynix to adapt next-generation High-NA EUV tools for larger data-center chips reinforce TSMC’s role in the long-term AI semiconductor buildout. ASML and Chip Giants Plot a Bigger Canvas for Building AI Chips
• Positive Sentiment: Broader chip-sector optimism, including reports of higher wafer costs and potential price increases by AMD, supports expectations for favorable pricing and margins across leading semiconductor manufacturers. Improving U.S.-China dialogue ahead of a Trump-Xi meeting also lifted risk appetite for Asian technology shares. AMD Rises as Report Flags Chip Price Increase
• Neutral Sentiment: The Kaohsiung validation and training infrastructure is not expected to begin operations for roughly three years, so it strengthens TSMC’s long-term capacity and supply-chain resilience but has limited immediate earnings impact. TSMC’s dominant foundry share remains a key competitive moat. TSMC Gains as 88.7 Hectares Target Packaging Friction

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was bought at an average cost of $74.50 per share, with a total value of $74,500.00. Following the completion of the purchase, the vice president owned 6,000 shares in the company, valued at approximately $447,000. The trade was a 20.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Shyue-Shyh Lin bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, July 19th. The shares were bought at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the transaction, the vice president directly owned 28,269 shares of the company’s stock, valued at $2,027,169.99. This represents a 7.61% increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired 19,106 shares of company stock worth $1,417,283 in the last 90 days. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.