MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 39.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 806,261 shares of the semiconductor company’s stock after purchasing an additional 227,902 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $225,067,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in TSM. Heartwood Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $32,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $32,000. Cedar Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after buying an additional 64 shares during the last quarter. Fairman Group LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after acquiring an additional 89 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $41,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Unusually large call‑option activity: traders bought ~468,549 TSM calls (≈213% above average), signalling short‑term bullish bets and potential dealer hedging that can amplify upside.
• Positive Sentiment: Bullish analyst/coverage lift: recent pieces highlight sustained AI demand and reiterations from major firms that TSMC’s rally may continue, supporting investor enthusiasm and upside price targets. TSMC Stock (TSM): Top Bernstein Analyst Turns Up the Heat on This AI Chipmaker Taiwan Semiconductor (TSM) Stock Soars 83% — Bernstein Says Rally Isn’t Over Yet
• Positive Sentiment: Institutional positioning and analyst targets remain supportive: recent data show large hedge‑fund additions and multiple buy/overweight ratings with elevated price targets, underpinning momentum. TSMC Stock (TSM) Opinions on BofA Buy Rating and AI Demand
• Neutral Sentiment: Customer product timing and memory supply issues: a report that Nvidia’s Rubin GPU may face HBM4 supply-driven delays while Google TPU demand rises could tighten demand for TSMC capacity — positive for pricing/long‑term utilization but potentially uneven near‑term revenue. Nvidia Rubin GPU Faces Possible Delay As HBM4 Supply Falls Short, While Google TPU Demand Surges In Race For TSMC Capacity: Report
• Neutral Sentiment: Sector commentary and stock comparisons continue to keep TSMC in focus with broader tech flows and AI narratives (e.g., Micron vs. TSM). These articles sustain interest but are not company‑specific catalysts. Better Chip Stock to Buy: Micron or Taiwan Semiconductor?
• Negative Sentiment: Energy & chemical supply risk: Morgan Stanley and others flag an “LNG cliff” for Taiwan and possible sulfuric‑acid shortages if the Strait of Hormuz is disrupted — a real production risk for energy‑intensive fabs that could hit output if prolonged. Strait Of Hormuz Risks Put TSMC LNG And Chemical Supply In Focus Morgan Stanley: Taiwan’s 11-day ‘LNG cliff’ threatens global chip supply
• Negative Sentiment: Geopolitical / competitive pressure from Chinese domestic chip push: progress toward 7nm domestically raises longer‑term competition risk in the region, which could weigh on TSMC’s market share outlook over years (not an immediate earnings hit). China’s Next Chip Push Moves Toward 7 nm

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $340.22 on Tuesday. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The firm has a market capitalization of $1.76 trillion, a PE ratio of 31.95, a P/E/G ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $390.20. The company has a 50-day moving average price of $347.35 and a two-hundred day moving average price of $307.18.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The firm had revenue of $30.65 billion during the quarter. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Finally, Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Four equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average target price of $391.43.

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.