Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Burr Financial Services LLC’s 8th Largest Position

Burr Financial Services LLC raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 25.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 23,677 shares of the semiconductor company’s stock after acquiring an additional 4,800 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 4.9% of Burr Financial Services LLC’s investment portfolio, making the stock its 8th largest position. Burr Financial Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,613,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $28,000. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter worth $32,000. Resources Management Corp CT ADV purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth $33,000. Finally, First Command Advisory Services Inc. raised its holdings in shares of 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 worth $36,000 after acquiring an additional 101 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analyst / company growth outlook — TSMC management and analysts expect robust AI-driven revenue: EPS is forecast to grow at ~22% annualized and management projects chip revenue from AI to grow over 40% annually through 2029, underpinning long-term profit expansion. What Is One of the Best Tech Stocks to Hold for the Next 5 Years?
• Positive Sentiment: Strategic role in AI supply chain — Coverage highlights TSMC as a crucial foundry partner enabling Nvidia, AMD and Broadcom designs, making TSMC a broad way to play sustained data‑center capex and generative-AI buildout. What Is the Best Artificial Intelligence (AI) Stock to Hold for the Next 10 Years?
• Positive Sentiment: Institutional endorsement — Multiple investor roundup pieces note billionaire holdings (including Chase Coleman and Philippe Laffont) that include TSMC, signaling confidence from large long‑term investors and supporting demand for the stock. Billionaire Chase Coleman Has Formed His Own “Magnificent Seven”
• Neutral Sentiment: General tech stock roundups include TSMC as a supporting name or comparison point rather than a primary pick, so these articles raise awareness but are less likely to move the stock materially on their own. 5 Incredible Growth Stocks to Buy for 2026
• Neutral Sentiment: Additional listicles mention TSMC in multi‑stock portfolios; useful context but not immediate catalysts. 4 Stocks to Hold for the Next 5 Years
• Negative Sentiment: US expansion execution concerns — Reporting flags struggles with TSMC’s U.S. expansion plans, which could raise capital, timeline and political/permit risk that would weigh on near-term margin and capacity growth. Taiwan’s Taiwan Semiconductor Manufacturing Company Limited (TSM) Struggles With US Expansion
• Negative Sentiment: Operational risk from quake — TSMC said some Hsinchu science park facilities met evacuation criteria after a recent earthquake; while described as limited, any facility disruptions or inspections could temporarily affect output or investor sentiment. TSMC says some facilities evacuated after quake

Analysts Set New Price Targets

A number of brokerages recently issued reports on TSM. Needham & Company LLC reissued a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Seven investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $302.87 on Monday. The firm has a 50-day simple moving average of $292.33 and a two-hundred day simple moving average of $263.44. The stock has a market cap of $1.57 trillion, a PE ratio of 31.06, a P/E/G ratio of 1.04 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $313.98. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.3%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.85%.

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.