Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Up 1.5% – Time to Buy?

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) traded up 1.5% during mid-day trading on Tuesday . The stock traded as high as $333.08 and last traded at $327.22. 15,424,775 shares changed hands during trading, a decline of 10% from the average session volume of 17,124,129 shares. The stock had previously closed at $322.25.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: NVIDIA H200 approvals could meaningfully boost TSMC volume — Reuters reporting suggests NVIDIA is scrambling to meet China demand for H200 GPUs and has contacted TSMC to ramp production; if H200 sales to China proceed, TSMC stands to gain substantial, multi-year wafer demand. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally
• Positive Sentiment: Goldman Sachs issued a notably bullish note and lifted its price target on TSMC, reinforcing analyst enthusiasm and supporting further upside momentum. Goldman Sachs stuns with Taiwan Semiconductor stock price target
• Positive Sentiment: U.S. export license clarity: TSMC secured a one-year U.S. export license to continue importing American chipmaking equipment for its China operations — this reduces near-term operational risk for advanced-node production tied to China demand. Why Is Taiwan Semiconductor Stock Gaining Tuesday?
• Neutral Sentiment: Broker consensus remains strongly positive — multiple outlets report an average “Buy” rating across analysts and recent upgrades that underpin investor confidence but may already be priced in. TSMC Given Consensus Rating of “Buy” by Analysts
• Neutral Sentiment: Unusual options activity signals speculative positioning — elevated options volumes point to traders levered into further upside or volatility, which can amplify moves. Spotlight on Taiwan Semiconductor: Surge in Options Activity
• Neutral Sentiment: TSMC Arizona named a new treasurer as U.S. operations expand — a routine management update that signals ongoing U.S. buildout but is unlikely to move fundamentals immediately. TSMC Arizona Names New Treasurer
• Negative Sentiment: Legal/headline risk from trade-secrets case — Taiwanese prosecutors filed additional charges related to alleged trade-secret theft involving TSMC’s technology, a reminder of regulatory and legal exposures that could produce noise or localized costs. Taiwan prosecutors file additional charges in TSMC trade secrets case

Analyst Ratings Changes

A number of brokerages recently issued reports on TSM. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Needham & Company LLC reissued a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Eight research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The stock has a market cap of $1.69 trillion, a PE ratio of 33.56, a price-to-earnings-growth ratio of 0.91 and a beta of 1.29. The company’s 50-day moving average price is $294.01 and its 200 day moving average price is $267.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 31.28%.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. 1248 Management LLC bought a new position in Taiwan Semiconductor Manufacturing in the first quarter worth approximately $28,000. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $32,000. Resources Management Corp CT ADV purchased a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $33,000. Finally, First Command Advisory Services Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 101 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

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.