1,855 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Burns Matteson Capital Management LLC

Burns Matteson Capital Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 1,855 shares of the semiconductor company’s stock, valued at approximately $564,000.

Several other large investors have also recently bought and sold shares of TSM. Brighton Jones LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares in the last quarter. Smith Moore & CO. raised its stake in Taiwan Semiconductor Manufacturing by 2.6% during the 2nd quarter. Smith Moore & CO. now owns 4,001 shares of the semiconductor company’s stock worth $906,000 after buying an additional 100 shares during the period. Portfolio Design Labs LLC bought a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $3,508,000. Brandes Investment Partners LP grew its stake in Taiwan Semiconductor Manufacturing by 19.5% in the second quarter. Brandes Investment Partners LP now owns 263,751 shares of the semiconductor company’s stock valued at $59,741,000 after acquiring an additional 43,066 shares during the period. Finally, M&T Bank Corp grew its stake in Taiwan Semiconductor Manufacturing by 26.3% in the second quarter. M&T Bank Corp now owns 319,890 shares of the semiconductor company’s stock valued at $72,452,000 after acquiring an additional 66,633 shares during the period. Institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Japan approves TSMC’s plan to build a large 3nm “AI chip” factory — a $5.26B investment that brings advanced-node capacity to Japan, diversifies the AI supply chain away from Taiwan and reduces geopolitical concentration risk, supporting long-term revenue and strategic customer wins. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: TSMC has started production/ramp of next‑gen 2nm chips amid record AI demand — a development analysts say reframes growth and valuation expectations as AI and data‑center orders increase. This supports higher long‑term revenue and margin outlooks. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative
• Positive Sentiment: Unusually large call-option activity — investors bought ~212,745 calls (≈33% above average) — signals short‑term bullish positioning and elevated probability of upside/volatility in the near term. (Market options data)
• Positive Sentiment: Big push into advanced packaging — analysts highlight packaging as a new growth and margin lever that could deepen customer relationships for AI chips and increase wafer‑plus‑services revenue. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?
• Positive Sentiment: Insider purchases and strong margin reports — recent VP buys and commentary about record gross margins and NVIDIA becoming the top customer are read as confidence signals from insiders and confirm pricing power. TSMC Stock (TSM) Opinions on Capacity Constraints
• Positive Sentiment: Brand/innovation recognition — TSMC appears on Fast Company’s list of most innovative companies, a reputational plus that underscores technology leadership (minor direct impact but supportive of investor sentiment). ELEHEAR Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
• Neutral Sentiment: Capacity constraints are intensifying — social and analyst commentary points to tight advanced-node supply. That supports pricing and margins but raises short‑term fulfillment risks and high capex needs. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Quarterly fund letters highlight strong underlying demand and TSMC’s role in portfolios — supportive context but largely reiterative of stronger operational themes. TSM Gains from Strong Demand and Its Industry-Leading Manufacturing Capabilities
• Negative Sentiment: Short‑term pullback noted — recent market coverage flagged that TSMC fell more sharply than the broader market in a prior session, indicating increased near‑term volatility and profit‑taking pressure despite the positive fundamental news flow. TSMC (TSM) Falls More Steeply Than Broader Market

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $337.90 on Wednesday. The stock has a 50-day moving average price of $348.54 and a two-hundred day moving average price of $314.32. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The stock has a market cap of $1.75 trillion, a PE ratio of 31.73, a price-to-earnings-growth ratio of 0.87 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.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders 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 yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 28.36%.

Wall Street Analyst Weigh In

TSM has been the topic of a number of research analyst reports. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. DA Davidson upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Finally, TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $391.43.

Insider Buying and Selling

In other news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders own 1.11% 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.