Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.2% in the second quarter, HoldingsChannel.com reports. The firm owned 151,891 shares of the semiconductor company’s stock after buying an additional 18,875 shares during the period. Taiwan Semiconductor Manufacturing comprises 1.7% of E. Ohman J or Asset Management AB’s holdings, making the stock its 10th largest position. E. Ohman J or Asset Management AB’s holdings in Taiwan Semiconductor Manufacturing were worth $72,539,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Cedar Mountain Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 88.2% during the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 30 shares in the last quarter. Quattro Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth about $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $27,000. Evolution Wealth Management Inc. lifted its position in Taiwan Semiconductor Manufacturing by 257.7% in the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 67 shares in the last quarter. Finally, Strategic Advocates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 62.1% during 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 last quarter. 16.51% of the stock is owned by institutional investors.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: July revenue surged 44.7% year over year. TSMC reported approximately NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. The result exceeded the company’s full-year growth outlook and reinforces expectations that demand for AI accelerators and advanced chips remains robust. World’s biggest chipmaker TSMC’s sales surge 45% amid buoyant AI demand
• Positive Sentiment: Microsoft’s planned Maia 300 expansion could create substantial future demand. Reports indicate Microsoft is seeking significantly greater TSMC capacity for its next-generation in-house AI chips, potentially exceeding 300,000 units and eventually reaching more than one million. Packaging and component availability remain constraints, but the program highlights TSMC’s role as a key supplier to hyperscalers. Microsoft plans Maia 300 chip reveal in September
• Positive Sentiment: TSMC and Sony are planning a roughly $6.3 billion image-sensor venture in Japan. The project, expected to begin commercial production as early as 2029, could diversify TSMC’s growth beyond computing into smartphone, automotive, robotics and physical-AI applications. Sony, TSMC to spend $6.3 billion jointly make image sensors
• Positive Sentiment: Strong TSMC sales also lifted sentiment toward semiconductor-equipment suppliers, signaling potential increases in wafer-fabrication investment as the company expands advanced capacity. Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%
• Neutral Sentiment: Multiple senior TSMC executives, including the CEO, COO and CFO, reported small open-market purchases. The buying may signal management confidence, but the transactions were modest relative to the company’s market capitalization.
• Negative Sentiment: Investors appear to have already priced in exceptional AI growth. Despite the record sales increase, TSM shares have struggled for direction, suggesting the strong report was largely anticipated. The stock also trades at a comparatively demanding valuation, increasing sensitivity to any slowdown.
• Negative Sentiment: U.S. lawmakers are urging tighter controls on advanced-chip shipments to Chinese customers. Additional compliance requirements or restrictions could limit some business opportunities and increase geopolitical risk for TSMC. Key Republican urges US to stop advanced chips reaching sanctioned Chinese firms

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, July 19th. The stock was bought at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the transaction, the vice president owned 28,269 shares in the company, valued at $2,027,169.99. This represents a 7.61% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. The trade was a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 18,312 shares of company stock worth $1,347,058 in the last ninety days. Corporate insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. TD Cowen lifted their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Finally, Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $496.25.

Taiwan Semiconductor Manufacturing Stock Down 0.2%

TSM stock opened at $419.34 on Tuesday. The stock has a market cap of $2.17 trillion, a P/E ratio of 30.26, a P/E/G ratio of 0.96 and a beta of 1.39. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.13. The stock’s fifty day simple moving average is $426.67 and its two-hundred day simple moving average is $388.05. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

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.