Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by SteelPeak Wealth LLC

SteelPeak Wealth LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,595 shares of the semiconductor company’s stock after purchasing an additional 1,464 shares during the quarter. SteelPeak Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $5,746,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Tiger Global Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% in the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after buying an additional 1,839,600 shares during the last quarter. Sei Investments Co. lifted its position in Taiwan Semiconductor Manufacturing by 11.8% during the 1st quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock worth $875,802,000 after buying an additional 274,389 shares in the last quarter. Assenagon Asset Management S.A. lifted its position in Taiwan Semiconductor Manufacturing by 67.2% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock worth $783,513,000 after buying an additional 690,523 shares in the last quarter. Bessemer Group Inc. lifted its position in Taiwan Semiconductor Manufacturing by 7.9% during the 1st quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock worth $602,147,000 after buying an additional 130,602 shares in the last quarter. Finally, Hsbc Holdings PLC grew its holdings in Taiwan Semiconductor Manufacturing by 40.5% during the 4th quarter. Hsbc Holdings PLC now owns 1,865,064 shares of the semiconductor company’s stock worth $569,227,000 after acquiring an additional 537,539 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Record results and strong guidance support the long-term outlook. Third-quarter net income rose 68.7% year over year to NT$763.1 billion, while revenue increased about 51% and exceeded analyst estimates. TSMC also forecast fourth-quarter revenue of $52.3 billion to $54.3 billion, well above the consensus estimate. TSMC posts record profit for a sixth straight quarter
• Positive Sentiment: AI demand remains the key growth driver. Advanced technologies represented 79% of wafer revenue, and management reported no signs of a slowdown in demand for AI and high-performance-computing chips. Full-year 2026 revenue growth is expected to be approximately 44%, while annual 2-nanometer capacity is projected to more than double in 2027. Three key takeaways for long-term investors
• Positive Sentiment: Analysts remain bullish. DA Davidson reaffirmed its Buy rating with a $500 target, while Needham raised its target to $560. Articles also highlight TSMC’s manufacturing scale and competitive moat as potential benefits from continued AI infrastructure investment. TSMC long-term investment outlook
• Neutral Sentiment: Capacity expansion is both an opportunity and a concern. TSMC is considering additional U.S. expansion, including potential involvement in Elon Musk’s proposed Texas “Terafab,” while Taiwan is planning Texas industrial parks for Nvidia suppliers. These projects could improve customer access and supply-chain resilience but increase execution and investment requirements. TSMC talks with Elon Musk’s Terafab
• Negative Sentiment: Large capital expenditures are weighing on sentiment. TSMC’s roughly $64 billion spending plan has prompted questions about returns, potential overcapacity and whether AI demand can justify the industry’s investment pace. Investors also remain concerned about AI companies’ debt financing and profitability. Why TSMC’s spending plan concerns investors
• Negative Sentiment: Sector-wide risk aversion is overpowering the earnings beat. Chip stocks are selling off amid inflation, higher interest rates, concerns about AI financing and questions about whether the AI boom has already been priced into valuations. Commentary also notes that TSMC’s strong results may have raised expectations too high. Chip stocks tumble on AI investment worries

Insider Buying and Selling

In other news, VP Shyue-Shyh Lin acquired 1,000 shares of the company’s stock in a transaction on Tuesday, July 21st. The stock was purchased at an average cost of $74.13 per share, with a total value of $74,130.00. Following the acquisition, the vice president owned 30,269 shares of the company’s stock, valued at $2,243,840.97. This trade represents a 3.42% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president owned 14,051 shares in the company, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 13,043 shares of company stock worth $970,386 over the last three months. 1.11% of the stock is currently owned by company insiders.

Analyst Ratings Changes

TSM has been the topic of a number of research analyst reports. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. TD Cowen boosted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $528.78.

Taiwan Semiconductor Manufacturing Stock Down 2.2%

NYSE TSM opened at $413.15 on Friday. The stock has a fifty day moving average of $434.71 and a 200-day moving average of $417.11. The stock has a market capitalization of $2.14 trillion, a P/E ratio of 26.59, a price-to-earnings-growth ratio of 0.85 and a beta of 1.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The company had revenue of $46.87 billion during the quarter. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.90 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This is a negative change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. This represents a $4.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 22.07%.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.