Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Syon Capital LLC

Syon Capital LLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,811 shares of the semiconductor company’s stock after acquiring an additional 1,471 shares during the period. Syon Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,730,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Quattro Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $27,000. Strategic Advocates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares during the last quarter. Basepoint Wealth LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $31,000. Finally, Evolution Wealth Management Inc. lifted its stake 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 buying an additional 67 shares in the last quarter. 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 Lipen Yuan bought 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the purchase, the vice president owned 6,000 shares of the company’s stock, valued at $447,000. This trade represents a 20.00% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Bor-Zen Tien purchased 3,000 shares of the firm’s stock in a transaction on Tuesday, July 21st. The stock was acquired at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the purchase, the vice president owned 4,000 shares in the company, valued at $297,560. The trade was a 300.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders acquired 17,512 shares of company stock worth $1,296,090. 1.11% of the stock is currently owned by insiders.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s planned global capacity expansion is designed to capture sustained AI and semiconductor demand. Its roughly $265 billion Arizona investment and approximately $4.06 billion European factory would strengthen its manufacturing footprint and improve supply-chain diversification. Taiwan Semiconductor Manufacturing Could Be 9% Above Fair Value As Capex Plans Grow
• Positive Sentiment: Industry forecasts point to approximately $1.4 trillion in annual AI infrastructure spending by 2030, positioning leading chip manufacturers such as TSMC to benefit from tight silicon capacity and continued investment in AI systems. AI Infrastructure Spending Is Set to Hit $1.4 Trillion by 2030
• Neutral Sentiment: Investment commentary from Artisan Partners highlighted resilient global equities, strong corporate earnings and enthusiasm around AI—factors supportive of TSMC’s long-term investment case, though it did not represent a new company-specific catalyst. TSMC: The Powerhouse of Advanced Semiconductor Manufacturing
• Neutral Sentiment: Reports about additional Taiwanese companies planning roughly $20 billion of U.S. investment reinforce the broader trend toward localized chip production, but the unnamed backers and lack of specific TSMC commitments make the direct stock impact uncertain. Why Is Taiwan Hiding the Backers of Its $20B US Pledge?
• Negative Sentiment: Analysts caution that TSMC’s Arizona expansion and broader overseas fab buildout will carry higher operating and construction costs than its Taiwan base, potentially pressuring margins even as AI demand drives revenue growth. TSMC’s Global Expansion Pressures Margins Amid AI-Driven Growth
• Negative Sentiment: One valuation analysis suggested TSM shares could be about 9% above fair value, indicating that strong AI expectations and an approximately 30-times earnings valuation may already reflect substantial future growth. Taiwan Semiconductor Manufacturing Could Be 9% Above Fair Value As Capex Plans Grow
• Negative Sentiment: Reports that an ETF sponsor filed for a leveraged bearish TSM product highlight the presence of short-term skepticism and elevated volatility, although the same sponsor later introduced a fund focused on the foundry sector’s growth. The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund

Analyst Ratings Changes

A number of equities research analysts have commented on TSM shares. TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a report on Friday, July 17th. Barclays boosted 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. Bank of America upped their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Stifel Nicolaus assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday. They set a “buy” rating and a $515.00 price objective on the stock. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 26th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $523.22.

Taiwan Semiconductor Manufacturing Stock Up 0.4%

Shares of NYSE TSM opened at $417.08 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $230.30 and a 1 year high of $479.00. The firm’s 50 day moving average price is $420.70 and its 200 day moving average price is $397.74. The firm has a market cap of $2.16 trillion, a P/E ratio of 30.09, a price-to-earnings-growth ratio of 0.95 and a beta of 1.39. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 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.