Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Cambria Investment Management L.P.

Cambria Investment Management L.P. lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 169.8% during the third quarter, Holdings Channel reports. The fund owned 3,257 shares of the semiconductor company’s stock after acquiring an additional 2,050 shares during the period. Cambria Investment Management L.P.’s holdings in Taiwan Semiconductor Manufacturing were worth $910,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth $32,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $32,000. Cedar Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 64 shares during the period. Fairman Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 89 shares during the period. Finally, Riggs Asset Managment Co. Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $41,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Zacks: TSMC stands to benefit from surging AI-chip demand and global fab expansion as it chases a ~30% revenue growth target for 2026 — a clear growth narrative supporting upside for TSM. Will AI-Driven Chip Demand Help TSM Meet 2026 Revenue Growth Goal?
• Positive Sentiment: Benzinga: New data shows TSMC controls ~72% of the foundry market and is positioned for record demand in 2026 — reinforces scale and pricing power that investors reward. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
• Positive Sentiment: TipRanks/Fool/24/7 Wall St commentary: Multiple bullish takes highlight TSMC’s competitive moat, long-term AI exposure and a recent pullback as a buying opportunity — investor sentiment still has conviction on TSM’s structural advantage. TSMC Stock Is Still a Buy as the ‘Nvidia Flip’ Reshapes Tech
• Positive Sentiment: Options flow: Unusual high volume of call buying suggests some investors are positioning for upside (bullish derivatives activity can amplify near-term moves). Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Analyst comparisons: Several pieces contrast TSMC and Nvidia, arguing Nvidia may offer faster growth today — this frames relative-valuation debate rather than company-specific news. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
• Neutral Sentiment: Valuation debate: Coverage (Kalkine, Forbes, Yahoo) is split between “buy the moat” and “valuation/relative growth” concerns — contributes to mixed analyst views and trading volatility. Taiwan Semiconductor Manufacturing (NYSE:TSM) Share Performance And Valuation Debate
• Negative Sentiment: Zacks downgraded TSMC from “strong-buy” to “hold,” a direct negative catalyst that can pressure the stock by reducing buy-side urgency. Zacks.com
• Negative Sentiment: Samsung commits $73B to AI chips and R&D in 2026 — a large-cap competitor increasing capacity and HBM competition could pressure TSMC’s pricing or wallet share in certain segments. Samsung (SSNLF) Stock Surges on Massive $73B AI Chip Investment Plan
• Negative Sentiment: Customer shifts: Reports that Tesla is developing an alternative chip supply chain (snubbed TSMC) raise customer-concentration and revenue risk in certain segments. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $338.43 on Friday. The stock’s 50-day simple moving average is $348.55 and its 200-day simple moving average is $308.42. The firm has a market capitalization of $1.75 trillion, a PE ratio of 31.78, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.36%.

Analysts Set New Price Targets

TSM has been the topic of a number of recent research reports. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Finally, Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Three research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus 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.