Bor-Zen Tien Acquires 1,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $347.80 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The firm has a market capitalization of $1.80 trillion, a P/E ratio of 32.66, a P/E/G ratio of 0.94 and a beta of 1.29. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. The business has a fifty day simple moving average of $349.46 and a two-hundred day simple moving average of $311.90.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid 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%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Broadcom warns TSMC is hitting production capacity limits — markets view the bottleneck as evidence of sustained demand for TSMC’s leading-edge nodes, supporting pricing power and long-term revenue visibility. Read More.
• Positive Sentiment: ASML’s nearly $8B order for EUV tools signals a multiyear memory/AI capex cycle that increases demand for advanced packaging and leading-node wafer capacity — a structural tailwind for TSM as the primary contract manufacturer for AI GPUs and server chips. Read More.
• Positive Sentiment: Arm’s new AGI CPU is being built on TSMC 3nm (with Meta partnership) — another concrete order/roadmap signal that TSMC’s advanced nodes will see durable hyperscaler and AI customer demand. Read More.
• Positive Sentiment: Insider buying by a TSMC VP and recent analyst price-target upgrades reinforce management confidence and a constructive sell-side view on growth and margins. Read More.
• Neutral Sentiment: Broader analysis pieces compare TSMC with other AI-infrastructure names (Broadcom, Micron, AMD) and highlight TSMC’s strategic role — useful for positioning but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Geopolitical and commodity risks (energy, helium supply disruptions tied to the Iran conflict) raise the prospect of production interruptions or higher fab operating costs — a material operational risk for Taiwan-based fabs. Read More.
• Positive Sentiment: Logistics and ecosystem moves (e.g., UPS $100M Taiwan hub) show supply-chain players scaling to support elevated chip flows — reduces distribution friction and signals sustained order volumes. Read More.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the company. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Barclays upped 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. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $391.43.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Old North State Trust LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 16.4% during the fourth quarter. Old North State Trust LLC now owns 9,085 shares of the semiconductor company’s stock valued at $2,761,000 after purchasing an additional 1,279 shares in the last quarter. J. Derek Lewis & Associates Inc. bought a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $580,000. Purpose Unlimited Inc. purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $881,000. Cornerstone Planning LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $415,000. Finally, Rockefeller Capital Management L.P. lifted its stake in Taiwan Semiconductor Manufacturing by 16.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 872,099 shares of the semiconductor company’s stock valued at $265,024,000 after acquiring an additional 123,078 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

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.