6,532 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by AK Global Asset Management LLC

AK Global Asset Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 6,532 shares of the semiconductor company’s stock, valued at approximately $2,207,000. Taiwan Semiconductor Manufacturing makes up about 2.1% of AK Global Asset Management LLC’s holdings, making the stock its 13th biggest position.

Several other institutional investors and hedge funds also recently made changes to their positions in TSM. Quattro Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth $27,000. Stephens Consulting LLC increased its holdings in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Evolution Wealth Management Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 67 shares in the last quarter. Finally, Strategic Advocates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred 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. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction on Monday, June 29th. The stock was acquired at an average price of $76.64 per share, for a total transaction of $76,640.00. Following the purchase, the vice president directly owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. This trade represents a 9.05% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders bought 5,496 shares of company stock worth $404,567. Insiders own 1.11% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC remains a key beneficiary of the AI buildout, with articles highlighting full utilization at its 3nm capacity, pricing power from advanced-node shortages, and continued demand from hyperscalers like Amazon, Google, and Meta. Silicon Starvation: Amazon Feasts on Legacy GPUs
• Positive Sentiment: Wall Street optimism remained intact in some coverage, including analyst upgrades and higher price targets that argued TSMC’s growth and margin profile are still strong despite recent volatility. Silicon Starvation: Amazon Feasts on Legacy GPUs
• Positive Sentiment: AI-related semiconductor spending continues to be a major tailwind, with several pieces describing record chip demand and suggesting TSMC is well positioned to capture that growth as a critical foundry in the supply chain. AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio
• Neutral Sentiment: One article noted TSMC received a credit upgrade, but questioned whether much of the upside is already reflected in the stock after its strong rally. Taiwan Semiconductor Manufacturing (TSM) Wins A Credit Upgrade, Is The Rally Already Priced In?
• Neutral Sentiment: Other coverage framed the recent weakness as liquidity-driven rather than fundamental, saying a margin cascade in South Korea and broader chip-sector deleveraging hit TSMC alongside other AI names. The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
• Negative Sentiment: Near-term sentiment was hurt by a broader semiconductor sell-off, with TSMC falling more sharply than the market as investors rotated out of chip stocks. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
• Negative Sentiment: Goldman Sachs reportedly turned cautious on TSMC, adding pressure to the stock amid valuation concerns after its strong run. Goldman Sachs turns its back on major semiconductor stock Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Trading Down 4.4%

NYSE TSM opened at $432.05 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The stock has a 50 day moving average of $423.77 and a 200-day moving average of $371.35. The company has a market cap of $2.24 trillion, a PE ratio of 35.94, a PEG ratio of 1.14 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, topping analysts’ consensus estimates of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $35.49 billion for the quarter, compared to the consensus estimate of $35.47 billion. During the same period in the previous year, the company earned $2.12 earnings per share. The firm’s revenue for the quarter was up 40.6% on a year-over-year basis. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 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, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.12%.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on TSM. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research report on Monday, June 22nd. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Needham & Company LLC upped their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. DA Davidson reaffirmed a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $449.38.

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.