Smartleaf Asset Management LLC Grows Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Smartleaf Asset Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 62.8% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,214 shares of the semiconductor company’s stock after buying an additional 2,011 shares during the quarter. Smartleaf Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,425,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $32,000. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $32,000. Mid American Wealth Advisory Group Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $33,000. First Command Advisory Services Inc. boosted its position in shares of 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. Finally, Fairman Group LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after acquiring an additional 89 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on TSM. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. TD Cowen boosted their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Three research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $381.67.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: U.S. officials are planning carve-outs for “Big Tech” chips from the next wave of tariffs, with exemptions tied to TSMC’s U.S. investment commitments — this reduces near-term tariff risk for TSMC’s largest customers and supports demand for the company’s U.S. fabs. US plans Big Tech carve-out from next wave of chip tariffs
• Positive Sentiment: NVIDIA’s Jensen Huang warned TSMC likely must roughly double capacity to meet massive AI demand — a signal of sustained order flow and continued multi-year capex that supports revenue growth for TSMC (but implies heavy investment needs). TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
• Positive Sentiment: Analyst and media bullishness is widespread: TSMC has been highlighted in Zacks/Yahoo bull coverage and included in lists of top AI/tech buys, supporting investor optimism and higher analyst targets (consensus targets imply meaningful upside). TSM Soars 69% in a Year: Should Investors Still Buy the Stock?
• Neutral Sentiment: TSMC is expanding capacity in Arizona, which is positive for U.S. presence and customer diversification — but Taiwanese officials are signaling limits on how much production they’ll relocate, creating a mixed operational/political picture. TSMC (TSM) Expands in Arizona, but Taiwan Draws Limits on U.S. Chip Shift
• Neutral Sentiment: Mainstream buy-list inclusions (Fool, InsiderMonkey, MSN) reinforce the long-term AI/capex thesis; they sustain investor interest but are less immediate catalysts than policy or supply news. Strong Analyst Sentiment on Taiwan Semiconductor Manufacturing (TSM) As AI Demand Drives Massive 2026 Capital Spending
• Negative Sentiment: Taiwanese officials have pushed back on U.S. demands for a large-scale (e.g., 40%) chip production shift to the U.S.; that resistance increases geopolitical and policy risk, which could complicate subsidy-driven expansion or slow U.S. capacity build-out. ‘Impossible!’: Taiwan slams the brakes on US demands for 40% chip shift

Taiwan Semiconductor Manufacturing Trading Up 1.8%

Shares of NYSE TSM opened at $355.28 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $359.60. 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 business’s 50 day moving average is $315.86 and its two-hundred day moving average is $285.57. The stock has a market capitalization of $1.84 trillion, a P/E ratio of 33.36, a PEG ratio of 0.98 and a beta of 1.31.

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

Taiwan Semiconductor Manufacturing Increases Dividend

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

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.