Coldstream Capital Management Inc. Buys 6,762 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Coldstream Capital Management Inc. boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.6% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 28,828 shares of the semiconductor company’s stock after buying an additional 6,762 shares during the period. Coldstream Capital Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $8,057,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of TSM. Westfuller Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after acquiring an additional 34 shares during the period. BankPlus Wealth Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 1.6% in the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after purchasing an additional 35 shares during the last quarter. Bank of Jackson Hole Trust increased its position in shares of Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after purchasing an additional 35 shares in the last quarter. New Millennium Group LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock valued at $349,000 after purchasing an additional 35 shares during the last quarter. Finally, Empirical Asset Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 1.8% during the 3rd quarter. Empirical Asset Management LLC now owns 2,008 shares of the semiconductor company’s stock valued at $561,000 after purchasing an additional 36 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Big Tech is projected to spend roughly $720 billion on AI capex in 2026; that surge in infrastructure spending supports higher wafer/service demand for foundries like TSMC. Read More.
• Positive Sentiment: NVIDIA’s strong AI chip outlook from GTC increases near-term demand pressure for advanced-node capacity, a tailwind for TSMC’s premium-margin business. Read More.
• Positive Sentiment: Large, unusual options activity: traders bought ~468,549 TSM call options on Monday (≈213% above average), signaling short-term bullish investor positioning.
• Positive Sentiment: Research houses (including Bernstein coverage noted in recent headlines) remain bullish on TSMC’s AI opportunity and capacity-led upside, reinforcing buy-side conviction. Read More.
• Positive Sentiment: Coverage arguing the “TSMC AI bottleneck” thesis is maturing (not breaking) suggests sustained structural demand for advanced nodes and capacity pricing power. Read More.
• Neutral Sentiment: Microsoft’s Maia 200 and other in-house AI chip efforts keep competitive dynamics evolving; TSMC could still be a fabricator for many designs but competition among OEMs may shift mix. Read More.
• Neutral Sentiment: Macro calendar (Fed decisions, tech events) is creating short-term market volatility that can amplify TSMC moves but doesn’t change the company’s long-term demand drivers. Read More.
• Negative Sentiment: Geopolitical/supply risk: analysts warn a helium shortage or Strait-of-Hormuz disruption could impair chip production inputs and logistics, posing short-term operational risk. Read More.
• Negative Sentiment: China’s push to develop domestic 7nm supply and longer-term onshore fabrication ambitions represent strategic competition risk that could erode addressable market share over time. Read More.

Taiwan Semiconductor Manufacturing Stock Up 1.7%

Shares of NYSE:TSM opened at $346.01 on Wednesday. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The stock has a market cap of $1.79 trillion, a price-to-earnings ratio of 32.49, a P/E/G ratio of 0.93 and a beta of 1.29. The company has a 50 day moving average of $347.73 and a 200-day moving average of $307.99. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The business had revenue of $30.65 billion for the quarter. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 23.57%.

Analyst Ratings Changes

Several analysts have weighed in on the stock. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Finally, Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Four analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $391.43.

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.