Knollwood Investment Advisory LLC Buys 3,664 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Knollwood Investment Advisory LLC boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 24.9% in the 4th quarter, Holdings Channel reports. The firm owned 18,380 shares of the semiconductor company’s stock after acquiring an additional 3,664 shares during the quarter. Knollwood Investment Advisory LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $5,585,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the stock. Van ECK Associates Corp raised its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after acquiring an additional 1,750,824 shares in the last quarter. Life Cycle Investment Partners Ltd purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $495,163,000. SurgoCap Partners LP purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $360,443,000. 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 acquiring an additional 1,281,648 shares in the last quarter. Finally, Deutsche Bank AG raised its holdings in shares of Taiwan Semiconductor Manufacturing by 94.3% in the 4th quarter. Deutsche Bank AG now owns 2,264,367 shares of the semiconductor company’s stock valued at $688,118,000 after acquiring an additional 1,098,727 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $423.00 on Friday. The stock has a market cap of $2.19 trillion, a price-to-earnings ratio of 35.19, a P/E/G ratio of 1.24 and a beta of 1.38. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $206.20 and a 1-year high of $450.16. The stock’s 50-day moving average is $397.03 and its 200 day moving average is $352.69.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued 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 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is 29.20%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Several reports highlighted TSMC as a major beneficiary of Big Tech’s massive AI capital spending, with articles calling it an underappreciated winner in the AI infrastructure buildout. 2 Unsung Heroes of Big Tech’s $725 Billion AI Capex Spend
• Positive Sentiment: Nvidia CEO Jensen Huang’s comments that AI is “insanely profitable” for TSMC added to confidence that the company remains central to the AI chip supply chain. Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
• Positive Sentiment: New coverage said TSMC is a top semiconductor stock for 2026, while other pieces noted Harvard Management’s large stake, both reinforcing institutional confidence in the stock. Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
• Neutral Sentiment: TSMC’s CEO said chip supply is likely to stay tight for years because AI demand is still outpacing capacity, which is positive for pricing power but also underscores how stretched supply remains. Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply
• Negative Sentiment: At the same time, CEO C.C. Wei highlighted talent shortages and ongoing concerns about water availability in Taiwan, which could limit production growth and add operational risk. TSMC boss frets about shortages of talent, water in Taiwan
• Negative Sentiment: One report also said Google may look to Samsung for additional AI chip capacity because of a TSMC capacity crunch, suggesting some customers are seeking alternatives. GOOGL Explores Samsung Partnership For Next-Gen AI Chip Amid TSMC Capacity Crunch: Report

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Finally, Needham & Company LLC raised their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $404.29.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president directly 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 2,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The stock was bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares in the company, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have purchased 3,496 shares of company stock worth $229,407. 1.11% of the stock is currently owned by insiders.

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.