Bank Pictet & Cie Europe AG Has $125.96 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bank Pictet & Cie Europe AG decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 451,699 shares of the semiconductor company’s stock after selling 5,300 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 2.5% of Bank Pictet & Cie Europe AG’s holdings, making the stock its 7th biggest position. Bank Pictet & Cie Europe AG’s holdings in Taiwan Semiconductor Manufacturing were worth $125,961,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. 1248 Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the first quarter valued at $28,000. Heartwood Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter worth $32,000. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at approximately $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at $33,000. Finally, First Command Advisory Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 174.1% during the second 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 last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.4%

Shares of NYSE TSM opened at $303.77 on Friday. The business has a 50-day moving average of $293.04 and a two-hundred day moving average of $265.20. 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. The company has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 31.16, a price-to-earnings-growth ratio of 1.04 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results 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%. On average, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: U.S. granted an annual license allowing TSMC to bring chipmaking equipment into its Nanjing, China fab — this preserves local production capacity and reduces operational uncertainty for TSMC’s China operations. US grants annual approval to TSMC for chipmaking tool exports to China
• Positive Sentiment: Nvidia’s strong AI demand and reports that it has asked TSMC to ramp production of H200/H-series AI chips boost near‑term wafer demand and utilization at TSMC’s advanced nodes. That supports revenue/volume visibility. Exclusive: Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say
• Positive Sentiment: TSMC has updated progress on mass production of 2nm chips — a technical leadership point that supports its long‑term moat and pricing power at the most advanced nodes. TSMC Stock (TSM) Rallies on Mass Production of 2nm Chips
• Positive Sentiment: Multiple investor pieces highlight TSMC as a backbone of the AI supply chain and a long‑term winner (e.g., recent Motley Fool writeups), which can help sentiment and attract flows into TSMC shares. 5 Top Artificial Intelligence Stocks to Buy in 2026
• Neutral Sentiment: TSMC closed recent sessions outperforming a weaker market (note pieces covering short‑term gains), reflecting relative strength but not necessarily a catalytic company announcement. Why the Market Dipped But TSMC (TSM) Gained Today
• Neutral Sentiment: Analyst/feature pieces (Seeking Alpha, Yahoo/finance) argue TSMC’s moat is deepening and it’s a multi‑year AI beneficiary — supportive for long‑term positioning but already largely priced into the stock. TSMC’s Moat Is Deepening
• Negative Sentiment: The Nvidia–Intel arrangement to secure additional advanced packaging capacity could ease NVIDIA’s dependence on TSMC’s packaging throughput over time, potentially reducing one source of pricing power and bottleneck-driven margins for TSMC. Investors may re‑price that competitive dynamic if Intel’s capacity captures meaningful share. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

Analyst Upgrades and Downgrades

Several research analysts have issued reports on TSM shares. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Sanford C. Bernstein lifted their target price on shares of Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a research note on Sunday, December 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, December 14th. Seven investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $355.00.

About Taiwan Semiconductor Manufacturing

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.