Independence Wealth Advisors LLC Acquires New Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Independence Wealth Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 4,092 shares of the semiconductor company’s stock, valued at approximately $1,244,000. Taiwan Semiconductor Manufacturing accounts for 0.7% of Independence Wealth Advisors LLC’s holdings, making the stock its 28th biggest holding.

A number of other institutional investors have also recently made changes to their positions in TSM. Fisher Asset Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock worth $4,980,614,000 after acquiring an additional 168,171 shares during the last quarter. Massachusetts Financial Services Co. MA increased its position in Taiwan Semiconductor Manufacturing by 3.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after purchasing an additional 541,047 shares during the period. Bank of America Corp DE increased its position in Taiwan Semiconductor Manufacturing by 0.9% during the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock valued at $4,171,445,000 after purchasing an additional 130,173 shares during the period. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock worth $3,516,692,000 after purchasing an additional 544,750 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock worth $2,984,783,000 after purchasing an additional 229,237 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $329.21 on Monday. The business has a 50-day simple moving average of $348.66 and a 200 day simple moving average of $310.21. The firm has a market capitalization of $1.71 trillion, a price-to-earnings ratio of 30.91, a PEG ratio of 0.90 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 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, July 9th. Shareholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 28.36%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Record February revenue and rising AI demand: social posts and market commentary highlighted TSMC’s February revenue surge (roughly +30% YoY to a record monthly level), driven by AI chip ramp and 3nm capacity tightness — a near‑term growth catalyst. TSMC Stock (TSM) Opinions on February Revenue Surge
• Positive Sentiment: Flow tailwinds from non‑US allocation: BofA/market commentary indicates long‑only funds shifted into non‑U.S. equities in Feb, with TSMC among top beneficiaries — supports demand for the stock from global active managers. Long-Only Funds Shift to Non-US Stocks, TSMC (TSM) Stays at the Top
• Positive Sentiment: Analyst conviction and AI thematic positioning: multiple outlets and analysts continue to position TSMC as a core AI infrastructure play (mentions in “best AI stocks” and buy/positive notes remain common), supporting longer‑term upside expectations. What Are the Best AI Stocks to Buy While Big Tech Is Spending $690 Billion on Infrastructure?
• Neutral Sentiment: Investor attention and resilience narratives: media coverage emphasizes TSMC’s strong market position and resilience amid dynamic conditions — keeps the stock on screen for momentum traders but is not new fundamental news. Taiwan Semiconductor Manufacturing (NYSE:TSM) Stays Resilient In Dynamic Market Conditions
• Neutral Sentiment: Zacks and other outlets are keeping TSMC in the spotlight, generating searches and chatter — useful for volume but mixed for directional conviction. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention
• Negative Sentiment: Large institutional trimming: filings summarized by Quiver show major managers (e.g., FMR, Goldman, others) significantly reduced positions in recent quarters — raising concerns about profit‑taking and reducing a base of committed holders. TSMC Stock (TSM) Opinions on February Revenue Surge
• Negative Sentiment: Analyst downgrade and mixed headlines: Zacks downgraded TSMC from “strong‑buy” to “hold,” which can trigger short‑term selling and reduce momentum. Zacks.com
• Negative Sentiment: Competitive and client risks: Samsung’s large $73B AI chip investment and reports of Tesla pursuing alternative chip supply/sovereign supply chains are reminders of competitive pressures and customer diversification risks. Samsung Stock Surges on Massive $73B AI Chip Investment Plan Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

Analyst Ratings Changes

TSM has been the topic of a number of analyst reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, DA Davidson raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average price target 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.