BLI Banque de Luxembourg Investments Has $75.49 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

BLI Banque de Luxembourg Investments increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 251,800 shares of the semiconductor company’s stock after acquiring an additional 5,400 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 2.2% of BLI Banque de Luxembourg Investments’ portfolio, making the stock its 10th biggest position. BLI Banque de Luxembourg Investments’ holdings in Taiwan Semiconductor Manufacturing were worth $75,493,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also bought and sold shares of TSM. Life Cycle Investment Partners Ltd bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth $495,163,000. SurgoCap Partners LP bought a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth $360,443,000. Capital Research Global Investors grew its holdings in Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after buying an additional 1,281,648 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab bought a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth $232,924,000. Finally, Man Group plc grew its holdings in Taiwan Semiconductor Manufacturing by 337.1% during the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after buying an additional 812,404 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insiders Place Their Bets

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This represents a 7.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 2,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares in the company, valued at approximately $772,575.41. The trade was a 22.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 3,346 shares of company stock worth $218,005 in the last ninety days. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 2.9%

Shares of NYSE:TSM opened at $427.11 on Tuesday. The company has a market capitalization of $2.22 trillion, a PE ratio of 35.53, a price-to-earnings-growth ratio of 1.21 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The business has a fifty day moving average price of $389.92 and a two-hundred day moving average price of $349.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $205.87 and a 1 year high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. Analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC highlighted manufacturing progress at its 2026 Technology Symposium, including accelerated fab expansion, which reinforces confidence in its capacity to support AI and advanced-chip demand. TSMC (TSM) Showcases Manufacturing Excellence at 2026 Technology Symposium
• Positive Sentiment: TSMC’s AI leadership remains a bullish theme, with coverage noting it as a top AI stock in billionaire Ken Fisher’s portfolio, which can attract investor interest in the stock. Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
• Positive Sentiment: TSMC and Nvidia announced a broader partnership to apply AI across TSMC’s manufacturing operations, underscoring TSMC’s central role in the AI chip ecosystem and potential efficiency gains. TSMC Nvidia AI Partnership Puts Factory Efficiency And Valuation In Focus
• Neutral Sentiment: Broader market strength in technology stocks is also supporting TSMC, with indexes higher as investors rotate back into big tech and AI-related names. Equities Mostly Rise Intraday as Tech Jumps, Markets Monitor Middle East Developments
• Negative Sentiment: Alphabet said it will use Intel for part of its custom AI chip production in 2028, reflecting capacity constraints at TSMC and suggesting some AI hardware demand could shift away from TSMC over time. Alphabet Intel Chip Pact Reshapes AI Supply Chain And Investor Outlook
• Negative Sentiment: One article also warned that a broader AI-stock unwind in Taiwan and Korea has triggered volatility and forced selling in semiconductor-heavy markets, which could weigh on sentiment for TSMC despite strong fundamentals. The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, Taiwan

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on TSM shares. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. DA Davidson restated a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $404.29.

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.