Bank of New York Mellon Corp Sells 3,151,640 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bank of New York Mellon Corp reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 13,856,970 shares of the semiconductor company’s stock after selling 3,151,640 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 0.7% of Bank of New York Mellon Corp’s portfolio, making the stock its 18th largest holding. Bank of New York Mellon Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $3,870,113,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Retirement Planning Co of New England Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter worth $204,000. Valeo Financial Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Valeo Financial Advisors LLC now owns 31,237 shares of the semiconductor company’s stock valued at $8,724,000 after buying an additional 660 shares during the last quarter. Truist Financial Corp grew its position in shares of Taiwan Semiconductor Manufacturing by 2.1% in the 3rd quarter. Truist Financial Corp now owns 430,907 shares of the semiconductor company’s stock valued at $120,348,000 after buying an additional 8,838 shares during the last quarter. Adamsbrown Wealth Consultants LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 28.6% in the third quarter. Adamsbrown Wealth Consultants LLC now owns 1,427 shares of the semiconductor company’s stock valued at $399,000 after buying an additional 317 shares during the period. Finally, EPG Wealth Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 4.1% in the third quarter. EPG Wealth Management LLC now owns 10,426 shares of the semiconductor company’s stock worth $2,912,000 after acquiring an additional 412 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on TSM. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $381.67.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI spending surges, signaling sustained high-volume demand for advanced nodes (supporting revenue and utilization). Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s new Maia 200 inference accelerator is built on TSMC’s 3nm process — a tangible win for TSMC’s premium node roadmap that should drive high-margin wafer demand from hyperscalers. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Positive Sentiment: Taiwan’s president signaled support for more semiconductor investment in Arizona, which reinforces TSMC’s U.S. expansion plans and reduces geopolitical execution risk for capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Neutral Sentiment: Recent retrospective performance pieces highlight strong 12‑month gains for TSMC shares — useful context for momentum-driven flows but not a driver of forward fundamentals. If You’d Invested $10,000 in Taiwan Semiconductor Stock a Year Ago
• Neutral Sentiment: Industry-equipment comparisons (ASML/AMAT/LRCX) underscore continued capex across the ecosystem; positive for wafer fab demand over time but indirect for TSMC near-term stock moves. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Analyst and opinion pieces warn TSMC’s rapid share-price appreciation raises valuation concerns — investors may be trimming or demanding higher proof of sustained margin leverage to justify current multiples. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense
• Negative Sentiment: Valuation-focused writeups that followed the rally highlight stretched P/E and the risk of multiple compression if growth or fab margins disappoint, which could cap near-term upside. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Taiwan Semiconductor Manufacturing Trading Up 1.7%

TSM opened at $338.28 on Wednesday. The company has a fifty day moving average price of $306.18 and a two-hundred day moving average price of $279.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $351.33. The company has a market cap of $1.75 trillion, a P/E ratio of 31.76, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The company had revenue of $32.50 billion during the quarter. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Taiwan Semiconductor Manufacturing 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.