Assenagon Asset Management S.A. Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Assenagon Asset Management S.A. bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,026,992 shares of the semiconductor company’s stock, valued at approximately $490,461,000. Taiwan Semiconductor Manufacturing makes up about 0.6% of Assenagon Asset Management S.A.’s investment portfolio, making the stock its 24th biggest position.

A number of other hedge funds also recently bought and sold shares of TSM. Capital Research Global Investors raised its holdings in shares of Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $961,000. Meridian Wealth Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after purchasing an additional 14,406 shares in the last quarter. Y Intercept Hong Kong Ltd increased its holdings in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after buying an additional 59,435 shares during the last quarter. Finally, Stiles Financial Services Inc increased its holdings in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock valued at $1,323,000 after buying an additional 1,923 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, for a total transaction of $73,060.00. Following the transaction, the vice president directly owned 14,051 shares in the company, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Shyue-Shyh Lin purchased 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The shares were acquired at an average price of $74.13 per share, with a total value of $74,130.00. Following the purchase, the vice president owned 30,269 shares in the company, valued at $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders bought 16,697 shares of company stock worth $1,228,663. 1.11% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research firms have weighed in on TSM. Bank of America raised their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Finally, DA Davidson boosted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $496.25.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reportedly raised its 2026 outlook as accelerating demand for AI chips improves expectations for revenue and earnings growth. The update reinforces the company’s position as a key supplier to major AI-chip designers. Taiwan Semiconductor Manufacturing Company Raised Its 2026 Outlook as AI Demand Accelerated
• Positive Sentiment: TSMC’s roughly $64 billion capital-spending plan signals confidence that demand for leading-edge chips will remain strong. Reports that the company still cannot produce chips quickly enough to satisfy customers suggest tight capacity and potential pricing power, although execution will be important. TSMC’s $64 Billion Investment Signals Mega-Growth
• Positive Sentiment: TSMC may accelerate 3-nanometer production to meet strong demand from AI-chip customers. Faster output at this advanced node could support market-share gains and higher-margin growth. Taiwan Semiconductor Manufacturing Eyes Faster 3 Nanometer Output
• Positive Sentiment: ARK Invest founder Cathie Wood reportedly invested $28.7 million across TSMC and SpaceX after reducing positions in several other technology companies. The purchase provides a supportive sentiment signal for TSMC’s AI exposure. Cathie Wood Invests in TSMC and SpaceX
• Positive Sentiment: A TSMC vice president disclosed another purchase of company shares, adding to a series of recent insider buys. While small relative to TSMC’s market value, repeated buying can be interpreted as management confidence. TSMC Vice President Buys Stock
• Neutral Sentiment: Sony’s planned sensor venture involving TSMC could improve manufacturing scale and technology, but setup costs, earthquake exposure and weak smartphone demand may limit the near-term benefit. Sony’s TSMC Sensor Venture Could Reshape Its Imaging Growth Story
• Negative Sentiment: First Eagle Investment Management trimmed its TSMC position, creating a modest counter-signal to the insider buying and broader AI optimism. First Eagle Trims Its TSMC Stake
• Negative Sentiment: TSMC and other semiconductor stocks have remained volatile, with investors questioning whether elevated valuations can be justified. A mixed trading environment and profit-taking could restrain further gains even as long-term AI demand remains strong. What Is Going on With Taiwan Semiconductor Stock?

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $418.05 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The stock has a market cap of $2.17 trillion, a PE ratio of 30.16, a price-to-earnings-growth ratio of 0.95 and a beta of 1.38. The firm has a fifty day moving average price of $426.99 and a 200 day moving average price of $386.86.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

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.