Fairfield Financial Advisors LTD Has $981,000 Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fairfield Financial Advisors LTD lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 103.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,227 shares of the semiconductor company’s stock after acquiring an additional 1,637 shares during the quarter. Fairfield Financial Advisors LTD’s holdings in Taiwan Semiconductor Manufacturing were worth $981,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of TSM. Brighton Jones LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $701,000. Bank of Nova Scotia boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% in the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after acquiring an additional 1,784 shares in the last quarter. FWL Investment Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after acquiring an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $270,000. 16.51% of the stock is owned by institutional investors and hedge funds.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Bernstein Research says AI “agents” are pushing chip demand “off the charts,” arguing supply can’t keep up — a thesis that supports TSMC’s near-term revenue strength and pricing leverage. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
• Positive Sentiment: Analysts highlight Google’s reported ~$190B AI buildout as a catalyst that should boost demand for foundry capacity from Nvidia, TSMC and others — supporting a multi-year capex cycle. 3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout
• Positive Sentiment: Barron’s notes Asia’s AI rally gave TSMC another boost, reinforcing regional leadership in chip manufacturing and helping sentiment for Asian tech names. Alibaba and TSMC Stocks Jump. Three Reasons Asia’s AI Rally Got Another Boost.
• Positive Sentiment: Retail and ETF flows are tilting into semiconductor funds as the AI capex story outshines other trades — a tailwind for TSMC given its dominant foundry exposure. AI Capex Boom Drives Hottest ETF Trade Into Semiconductors, Not Crypto
• Neutral Sentiment: Performance note: April’s leaders in the AI-chip complex were Qualcomm and Broadcom, with TSMC lagging in percentage gains — a reminder the rally isn’t uniform and relative returns can fluctuate. Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
• Neutral Sentiment: TSMC’s decision not to buy ASML’s latest High-NA EUV for its upcoming A13 node shifts timing for that tool’s adoption — reduces near-term capex uncertainty but raises questions about future node economics and equipment vendors. TSMC High NA EUV Decision Puts ASML Growth Timing In Focus
• Negative Sentiment: Institutional selling: Manning & Napier trimmed its TSMC stake, a headline that can amplify profit-taking despite broader bullish flows. Manning & Napier Cuts Taiwan Semiconductor Stake by 91K
• Negative Sentiment: Competitive risk in packaging: MediaTek hired a former TSMC advanced-packaging executive to bolster its AI packaging efforts — a potential long-term competitive pressure in advanced packaging services. MediaTek hires former TSMC executive to boost AI chip packaging

Analyst Upgrades and Downgrades

TSM has been the topic of several recent analyst reports. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Finally, Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock opened at $401.51 on Tuesday. The business’s fifty day moving average is $359.03 and its 200-day moving average is $328.05. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The company has a market cap of $2.08 trillion, a P/E ratio of 33.40, a price-to-earnings-growth ratio of 1.16 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $170.59 and a twelve month high of $414.50.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business 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 $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 0.9%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Insiders Place Their Bets

In related news, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing 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.