Compagnie Lombard Odier SCmA Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Compagnie Lombard Odier SCmA grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 15.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 90,607 shares of the semiconductor company’s stock after acquiring an additional 12,108 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Taiwan Semiconductor Manufacturing were worth $25,306,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $33,000. First Command Advisory Services Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 174.1% during 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 last quarter. Finally, Fairman Group LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 89 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: U.S. officials are planning carve-outs for “Big Tech” chips from the next wave of tariffs, with exemptions tied to TSMC’s U.S. investment commitments — this reduces near-term tariff risk for TSMC’s largest customers and supports demand for the company’s U.S. fabs. US plans Big Tech carve-out from next wave of chip tariffs
• Positive Sentiment: NVIDIA’s Jensen Huang warned TSMC likely must roughly double capacity to meet massive AI demand — a signal of sustained order flow and continued multi-year capex that supports revenue growth for TSMC (but implies heavy investment needs). TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
• Positive Sentiment: Analyst and media bullishness is widespread: TSMC has been highlighted in Zacks/Yahoo bull coverage and included in lists of top AI/tech buys, supporting investor optimism and higher analyst targets (consensus targets imply meaningful upside). TSM Soars 69% in a Year: Should Investors Still Buy the Stock?
• Neutral Sentiment: TSMC is expanding capacity in Arizona, which is positive for U.S. presence and customer diversification — but Taiwanese officials are signaling limits on how much production they’ll relocate, creating a mixed operational/political picture. TSMC (TSM) Expands in Arizona, but Taiwan Draws Limits on U.S. Chip Shift
• Neutral Sentiment: Mainstream buy-list inclusions (Fool, InsiderMonkey, MSN) reinforce the long-term AI/capex thesis; they sustain investor interest but are less immediate catalysts than policy or supply news. Strong Analyst Sentiment on Taiwan Semiconductor Manufacturing (TSM) As AI Demand Drives Massive 2026 Capital Spending
• Negative Sentiment: Taiwanese officials have pushed back on U.S. demands for a large-scale (e.g., 40%) chip production shift to the U.S.; that resistance increases geopolitical and policy risk, which could complicate subsidy-driven expansion or slow U.S. capacity build-out. ‘Impossible!’: Taiwan slams the brakes on US demands for 40% chip shift

Analyst Ratings Changes

A number of brokerages have recently issued reports on TSM. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Finally, Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Three investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Stock Up 1.8%

Shares of TSM stock opened at $355.28 on Tuesday. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $359.60. The stock has a market cap of $1.84 trillion, a P/E ratio of 33.36, a P/E/G ratio of 0.98 and a beta of 1.31. The company has a 50 day simple moving average of $315.86 and a two-hundred day simple moving average of $285.57.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The firm had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

Taiwan Semiconductor Manufacturing Company Profile

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.