DSM Capital Partners LLC Has $14.24 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

DSM Capital Partners LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 21.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,987 shares of the semiconductor company’s stock after purchasing an additional 8,950 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 0.2% of DSM Capital Partners LLC’s portfolio, making the stock its 25th largest position. DSM Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $14,240,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in TSM. Catalyst Private Wealth LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.8% in the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after acquiring an additional 38 shares during the last quarter. Venture Visionary Partners LLC increased its holdings in Taiwan Semiconductor Manufacturing by 1.1% during the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after purchasing an additional 39 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. raised its stake in shares of Taiwan Semiconductor Manufacturing by 2.5% in the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock worth $461,000 after purchasing an additional 41 shares during the last quarter. Alliance Wealth Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.4% during the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after buying an additional 43 shares during the last quarter. Finally, Pflug Koory LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after buying an additional 43 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Several major analysts raised targets and reiterated buy calls, citing stronger-than-expected AI-driven demand and higher margin visibility — a key driver of the stock rally today. Goldman Sachs Price Target
• Positive Sentiment: A bullish valuation note projects further upside (Seeking Alpha’s $358 target), reinforcing investor belief that TSMC is the central beneficiary of the AI infrastructure buildout and pricing power on advanced nodes. Seeking Alpha Bull Case
• Positive Sentiment: Policy and product developments could materially lift volumes: a U.S. one‑year export license to allow TSMC to import U.S. equipment for its China fabs plus potential large H200 GPU orders from NVIDIA create a pathway for sizable incremental revenue if approvals continue. Benzinga Export License MarketBeat on NVIDIA H200
• Neutral Sentiment: Market positioning and derivatives activity have picked up (notable options volume), signaling speculative interest and positioning that can amplify moves in either direction. Benzinga Options Activity
• Neutral Sentiment: Management tweak at TSMC Arizona (new treasurer) reflects ongoing U.S. buildout and operational scaling but is not expected to materially change fundamentals near term. TipRanks Arizona Appointment
• Negative Sentiment: Legal risk persists: Taiwanese prosecutors filed additional indictments related to alleged trade‑secret theft tied to TSMC technology, a reputational and potential operational/legal overhang that could weigh on sentiment if it escalates. Reuters Trade-Secrets Case

Analyst Ratings Changes

TSM has been the subject of a number of analyst reports. Needham & Company LLC reissued a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Susquehanna increased their price objective 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. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Eight analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $327.22 on Wednesday. The company has a market capitalization of $1.69 trillion, a PE ratio of 33.56, a price-to-earnings-growth ratio of 0.92 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 Company Ltd. has a 52-week low of $134.25 and a 52-week high of $333.08. The company has a 50-day simple moving average of $294.52 and a 200 day simple moving average of $268.26.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released 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, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.74%.

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.