Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 1.3% on Insider Buying Activity

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)’s stock price rose 1.3% during trading on Wednesday following insider buying activity. The stock traded as high as $350.45 and last traded at $347.8020. Approximately 12,085,129 shares were traded during mid-day trading, a decline of 14% from the average daily volume of 14,082,779 shares. The stock had previously closed at $343.25.

Specifically, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction dated Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on TSM. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $391.43.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Broadcom comments that TSMC is hitting production capacity limits, which markets interpret as evidence of sustained demand for TSMC’s leading-edge nodes and greater pricing power for the foundry. This supports revenue visibility and margins for TSMC. TSMC Stock In Spotlight — Broadcom Exec Says Chipmaker Is Reaching Capacity Limits
• Positive Sentiment: Market narrative framing TSMC as the “AI gatekeeper” — multiple pieces highlight that backlog on advanced nodes (2nm/3nm) cements TSMC’s strategic role in the AI hardware buildout, supporting a premium multiple over the long term. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Positive Sentiment: Insider buying — a TSMC vice president disclosed a purchase of shares, a modest but visible signal of management confidence that can help sentiment. Bor‑Zen Tien Purchases 1,000 Shares of TSM
• Neutral Sentiment: Arm’s move to build an AGI CPU using TSMC’s 3nm process is a mixed signal — it generates new wafer demand (benefit for TSMC capacity utilization) but represents a shift in the competitive landscape for AI silicon over the longer term. Arm’s New Gambit: Building Chips to Challenge the AI Titans
• Neutral Sentiment: ASML’s multibillion-dollar equipment deals and industry capex signals durable, multi‑year investment in advanced nodes — positive for TSMC’s long-term demand but not an immediate revenue driver until capacity comes online. ASML’s $8B Deal: More Than a Purchase, It’s a Prophecy
• Negative Sentiment: Geopolitical risk spotlight — recent coverage tying the Iran conflict to disrupted helium/energy supply chains and broader geopolitical tensions raises the perceived risk to Taiwan-based fabs, prompting risk‑off positioning and weighing on TSMC’s near-term outlook. The Iran War Puts a Spotlight on Taiwan Risk

Taiwan Semiconductor Manufacturing Price Performance

The firm has a market capitalization of $1.69 trillion, a PE ratio of 30.60, a P/E/G ratio of 0.96 and a beta of 1.29. 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 business’s 50 day moving average is $349.14 and its two-hundred day moving average is $312.00.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced 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. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 28.36%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

A number of large investors have recently added to or reduced their stakes in TSM. Quattro Advisors LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $27,000. Stephens Consulting LLC grew its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares during the last quarter. Strategic Advocates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $29,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

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.