Shyue-Shyh Lin Buys 2,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Shyue-Shyh Lin acquired 2,000 shares of the company’s stock in a transaction dated Sunday, July 19th. The stock was acquired at an average price of $71.71 per share, with a total value of $143,420.00. Following the purchase, the vice president owned 28,269 shares in the company, valued at approximately $2,027,169.99. This represents a 7.61% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Shyue-Shyh Lin also recently made the following trade(s):

• On Tuesday, July 7th, Shyue-Shyh Lin acquired 44 shares of Taiwan Semiconductor Manufacturing stock. The stock was bought at an average price of $76.62 per share, with a total value of $3,371.28.

Taiwan Semiconductor Manufacturing Trading Down 1.9%

Shares of TSM stock traded down $7.58 during trading hours on Tuesday, reaching $391.51. The company had a trading volume of 9,520,528 shares, compared to its average volume of 14,017,734. The company has a 50 day moving average of $427.75 and a 200 day moving average of $382.65. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The firm has a market cap of $2.03 trillion, a price-to-earnings ratio of 28.29, a P/E/G ratio of 0.93 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. 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%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Hedge funds have recently bought and sold shares of the stock. Capital Research Global Investors raised its holdings in Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $961,000. Meridian Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 27.9% in the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after purchasing an additional 14,406 shares in the last quarter. Y Intercept Hong Kong Ltd lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after purchasing an additional 59,435 shares during the last quarter. Finally, Stiles Financial Services Inc raised its stake in Taiwan Semiconductor Manufacturing by 79.1% during the 4th quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock valued at $1,323,000 after acquiring an additional 1,923 shares in the last quarter. Hedge funds and other institutional investors own 16.51% 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: Two TSMC vice presidents purchased shares in recent transactions, adding a combined 5,000 shares. The insider buying may signal confidence in the company’s long-term outlook. Bor-Zen Tien insider transaction Shyue-Shyh Lin SEC filing
• Positive Sentiment: Analysts continue to view TSMC as a major beneficiary of AI and high-performance-computing demand. Needham raised its price target to $530 and maintained a “buy” rating, while other commentary highlighted the company’s strong growth prospects. AI chip and memory stocks article
• Positive Sentiment: TSMC increased its 2026 capital-expenditure budget to as much as $64 billion to expand capacity for long-term AI and HPC demand, reinforcing expectations for sustained customer orders. TSMC raises 2026 capital expenditure
• Neutral Sentiment: TSMC said its Japan Advanced Semiconductor Manufacturing facility in Kumamoto has begun gradually resuming operations after an earthquake led to a precautionary worker evacuation. The limited information so far suggests a disruption, but not necessarily a prolonged production shutdown. TSMC Japan plant earthquake update
• Negative Sentiment: Asian technology shares sold off amid worries that AI-related capital spending may slow and that Chinese competition could intensify. Weakness in memory stocks also added to pressure across the semiconductor sector. Why tech stocks are falling
• Negative Sentiment: Although recent quarterly results were strong—with revenue near $40 billion and EPS of $4.28—investors remain focused on potential margin dilution from expansion spending and the valuation risk following the stock’s substantial advance. TSMC stock after record second-quarter earnings

Analysts Set New Price Targets

TSM has been the subject of a number of recent analyst reports. TD Cowen upped their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. Three analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $496.25.

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.