3,143 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Orser Capital Management LLC

Orser Capital Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the second quarter, Holdings Channel.com reports. The institutional investor bought 3,143 shares of the semiconductor company’s stock, valued at approximately $1,501,000.

Other institutional investors also recently bought and sold shares of the company. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth $27,000. Strategic Advocates LLC grew its stake in Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after buying an additional 36 shares during the last quarter. Ares Financial Consulting LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. Finally, Basepoint Wealth LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $31,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have commented on TSM shares. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, July 28th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Susquehanna upped their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average price target of $496.25.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reportedly raised its 2026 outlook as accelerating demand for AI chips improves expectations for revenue and earnings growth. The update reinforces the company’s position as a key supplier to major AI-chip designers. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
• Positive Sentiment: TSMC’s roughly $64 billion capital-spending plan signals confidence that demand for leading-edge chips will remain strong. Reports that the company still cannot produce chips quickly enough to satisfy customers suggest tight capacity and potential pricing power, although execution will be important. TSMC’s $64 Billion Investment Signals Mega-Growth
• Positive Sentiment: TSMC may accelerate 3-nanometer production to meet strong demand from AI-chip customers. Faster output at this advanced node could support market-share gains and higher-margin growth. Taiwan Semiconductor Manufacturing Eyes Faster 3 Nanometer Output
• Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million across TSMC and SpaceX after reducing positions in several other technology companies. The purchase provides a supportive sentiment signal for TSMC’s AI exposure. Cathie Wood Invests in TSMC and SpaceX
• Positive Sentiment: A TSMC vice president disclosed another purchase of company shares, adding to a series of recent insider buys. While small relative to TSMC’s market value, repeated buying can be interpreted as management confidence. TSMC Vice President Buys Stock
• Neutral Sentiment: Sony’s planned sensor venture involving TSMC could improve manufacturing scale and technology, but setup costs, earthquake exposure and weak smartphone demand may limit the near-term benefit. Sony’s TSMC Sensor Venture Could Reshape Its Imaging Growth Story
• Negative Sentiment: First Eagle Investment Management trimmed its TSMC position, creating a modest counter-signal to the insider buying and broader AI optimism. First Eagle Trims Its TSMC Stake
• Negative Sentiment: TSMC and other semiconductor stocks have remained volatile, with investors questioning whether elevated valuations can be justified. A mixed trading environment and profit-taking could restrain further gains even as long-term AI demand remains strong. What Is Going on With Taiwan Semiconductor Stock?

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was acquired at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the acquisition, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This trade represents a 7.66% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 16,697 shares of company stock worth $1,228,663 over the last quarter. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $418.05 on Friday. The business has a fifty day moving average of $426.99 and a 200 day moving average of $386.86. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a market capitalization of $2.17 trillion, a price-to-earnings ratio of 30.16, a price-to-earnings-growth ratio of 0.95 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. As a group, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 21.43%.

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.