Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Stanley Laman Group Ltd.

Stanley Laman Group Ltd. raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,028.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,715 shares of the semiconductor company’s stock after acquiring an additional 27,992 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 1.2% of Stanley Laman Group Ltd.’s investment portfolio, making the stock its 14th largest position. Stanley Laman Group Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $8,578,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares in the last quarter. AQR Capital Management LLC grew its position in Taiwan Semiconductor Manufacturing by 97.5% during the first quarter. AQR Capital Management LLC now owns 253,787 shares of the semiconductor company’s stock valued at $40,956,000 after buying an additional 125,277 shares during the period. Integrated Wealth Concepts LLC grew its position in Taiwan Semiconductor Manufacturing by 40.0% during the first quarter. Integrated Wealth Concepts LLC now owns 44,395 shares of the semiconductor company’s stock valued at $7,370,000 after buying an additional 12,681 shares during the period. Plancorp LLC increased its holdings in Taiwan Semiconductor Manufacturing by 84.8% in the first quarter. Plancorp LLC now owns 2,388 shares of the semiconductor company’s stock valued at $396,000 after buying an additional 1,096 shares in the last quarter. Finally, Raab & Moskowitz Asset Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter worth about $428,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: U.S. export license — Regulators approved a one-year U.S. export license allowing TSMC to continue importing American chipmaking tools for its China operations, reducing a near-term operational/regulatory risk and keeping Chinese capacity online. Taiwan Semiconductor Begins 2026 With US Export Approval
• Positive Sentiment: Continued strong AI demand — Nvidia has asked TSMC to ramp H200 production to meet China demand, signaling sustained orders from the largest AI GPU customer and higher utilization for TSMC’s advanced nodes. Nvidia Asks TSMC To Boost H200 Production Amid China Demand
• Positive Sentiment: Order-flow bullish signal — A Power Inflow alert (order-flow metric) registered for TSMC, attracting short-term trader interest and likely amplifying buying pressure; these technical/trading signals can drive intraday gains. Taiwan Semiconductor Shares Gain Over 2% After Key Trading Signal
• Positive Sentiment: Analyst/market narratives favor TSMC as the AI-foundry backbone — Multiple investor write-ups and buy-lists highlight TSMC’s central role in AI infrastructure and forecast strong revenue growth, supporting investor sentiment and multiple expansion. Is Taiwan Semiconductor Manufacturing Stock a Buy for 2026?
• Neutral Sentiment: Market context — Coverage noting TSMC outperformed a soft broader market reiterates relative-strength narratives but is descriptive rather than catalytic for future moves. Why the Market Dipped But TSMC (TSM) Gained Today
• Negative Sentiment: Potential longer-term competitive / capacity shifts — Reporting on Nvidia’s deals to shore up U.S. packaging capacity (including partnerships with other firms) flags a possible shift to alternate domestic supply-chain arrangements over time, which could reduce some service opportunities for TSMC down the road. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

Analyst Ratings Changes

Several research firms have recently issued reports on TSM. Needham & Company LLC reissued a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Finally, Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Eight research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $319.62 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $321.59. The firm’s 50 day moving average price is $293.53 and its 200-day moving average price is $266.66. The firm has a market cap of $1.66 trillion, a P/E ratio of 32.78, a P/E/G ratio of 0.91 and a beta of 1.29. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69.

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%. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a $0.9678 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is 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.