DSG Capital Advisors LLC Purchases 6,592 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

DSG Capital Advisors LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.6% in the 3rd quarter, Holdings Channel reports. The firm owned 51,643 shares of the semiconductor company’s stock after buying an additional 6,592 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 2.3% of DSG Capital Advisors LLC’s holdings, making the stock its 12th largest position. DSG Capital Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $14,423,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Jennison Associates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after buying an additional 2,537,760 shares during the period. Brown Advisory Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after acquiring an additional 2,006,745 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after purchasing an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in Taiwan Semiconductor Manufacturing by 268.2% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after purchasing an additional 1,820,852 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after purchasing an additional 1,593,786 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $338.28 on Wednesday. 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 Company Ltd. has a one year low of $134.25 and a one year high of $351.33. The business’s 50 day simple moving average is $306.18 and its two-hundred day simple moving average is $279.19. The stock has a market capitalization of $1.75 trillion, a P/E ratio of 31.76, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The firm had revenue of $32.50 billion for the quarter. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 23.57%.

Key Taiwan Semiconductor Manufacturing News

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 spending surges, signaling sustained high-volume demand for advanced nodes (supporting revenue and utilization). Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s new Maia 200 inference accelerator is built on TSMC’s 3nm process — a tangible win for TSMC’s premium node roadmap that should drive high-margin wafer demand from hyperscalers. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Positive Sentiment: Taiwan’s president signaled support for more semiconductor investment in Arizona, which reinforces TSMC’s U.S. expansion plans and reduces geopolitical execution risk for capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Neutral Sentiment: Recent retrospective performance pieces highlight strong 12‑month gains for TSMC shares — useful context for momentum-driven flows but not a driver of forward fundamentals. If You’d Invested $10,000 in Taiwan Semiconductor Stock a Year Ago
• Neutral Sentiment: Industry-equipment comparisons (ASML/AMAT/LRCX) underscore continued capex across the ecosystem; positive for wafer fab demand over time but indirect for TSMC near-term stock moves. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Analyst and opinion pieces warn TSMC’s rapid share-price appreciation raises valuation concerns — investors may be trimming or demanding higher proof of sustained margin leverage to justify current multiples. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense
• Negative Sentiment: Valuation-focused writeups that followed the rally highlight stretched P/E and the risk of multiple compression if growth or fab margins disappoint, which could cap near-term upside. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Analysts Set New Price Targets

Several brokerages recently issued reports on TSM. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Company 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.