Belpointe Asset Management LLC Acquires 2,000 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Belpointe Asset Management LLC raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,339 shares of the semiconductor company’s stock after buying an additional 2,000 shares during the quarter. Belpointe Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,726,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares during the last quarter. Patton Albertson Miller Group LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 6.7% in the second quarter. Patton Albertson Miller Group LLC now owns 1,645 shares of the semiconductor company’s stock worth $373,000 after purchasing an additional 104 shares during the last quarter. City Holding Co. raised its stake in shares of Taiwan Semiconductor Manufacturing by 177.5% in the second quarter. City Holding Co. now owns 469 shares of the semiconductor company’s stock worth $106,000 after purchasing an additional 300 shares during the last quarter. Independence Bank of Kentucky lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 81.6% in the second quarter. Independence Bank of Kentucky now owns 1,876 shares of the semiconductor company’s stock valued at $425,000 after purchasing an additional 843 shares in the last quarter. Finally, Global Trust Asset Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 155.3% during the second quarter. Global Trust Asset Management LLC now owns 3,903 shares of the semiconductor company’s stock valued at $884,000 after buying an additional 2,374 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $332.71 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $351.33. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The stock has a market cap of $1.72 trillion, a P/E ratio of 31.24, a P/E/G ratio of 0.95 and a beta of 1.29. The company has a 50 day moving average of $304.98 and a 200 day moving average of $278.43.

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. The business had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm 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. 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 dividend payout ratio is currently 23.57%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI chip spending rises, implying stronger wafer demand, higher utilization and revenue concentration toward high-margin advanced nodes. This is a major demand catalyst for TSM’s 3nm/5nm capacity. Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s Maia 200 AI accelerator is built on TSMC’s 3nm process, directly increasing demand for advanced-node capacity and validating TSM’s technology leadership with hyperscalers investing in custom silicon. Microsoft’s Maia 200: The Profit Engine AI Needs
• Positive Sentiment: Taiwan’s president publicly backing more semiconductor investment in Arizona supports TSMC’s U.S. fab expansion plans, which reduces geopolitical concentration risk for customers and underpins long‑term capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Positive Sentiment: Analyst and media features (e.g., The Motley Fool) highlight sizable AI-driven revenue opportunities for TSMC and point to large order flows and sustained demand that justify aggressive capex and long-term growth expectations. Taiwan Semiconductor Just Gave Investors 56 Billion Reasons
• Neutral Sentiment: Comparative industry pieces on equipment suppliers (ASML, AMAT, LRCX) underscore broad strength across the chip supply chain — a positive backdrop for TSMC demand but not a direct company-level catalyst. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Coverage noting strong recent share-price momentum raises valuation and near-term pullback risk; investors may be trimming positions after a rally even as fundamentals improve. Monitor multiples and guidance for signs of overheating. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Analyst Ratings Changes

Several brokerages have weighed in on TSM. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. TD Cowen boosted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $381.67.

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.