Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 4.2% – Here’s What Happened

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)’s share price shot up 4.2% on Monday . The stock traded as high as $449.39 and last traded at $436.0010. 17,812,223 shares were traded during trading, an increase of 29% from the average session volume of 13,840,282 shares. The stock had previously closed at $418.45.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Reports that TSMC may raise 3nm chip prices by 15% in 2026, with another increase possible in 2027, suggest demand remains strong enough for suppliers to gain pricing power. That can support revenue and margins for TSMC, even if it pressures customers like Nvidia. Article Title
• Positive Sentiment: News that TSMC is expanding the use of NVIDIA AI technologies across chip production and manufacturing processes highlights a deepening partnership and reinforces TSMC’s role at the center of the AI infrastructure buildout. Article Title
• Positive Sentiment: Multiple articles pointed to TSMC as a beneficiary of the AI boom, with commentary that the company is well positioned to ride the next wave of spending tied to Nvidia’s rollout and broader semiconductor demand. Article Title
• Neutral Sentiment: TSMC’s ADR premium fell to a two-year low as Taiwan-listed shares outpaced U.S.-listed gains, which mainly reflects valuation and trading dynamics rather than a direct change in fundamentals. Article Title
• Neutral Sentiment: Some market commentary noted TSMC’s recent stock strength and highlighted it in broader chip and growth-stock roundups, but these items were mostly descriptive and did not add a major new catalyst. Article Title
• Negative Sentiment: A separate article discussed a bearish view from a hedge fund manager on TSMC, and another noted the stock had pulled back in early trading, but neither provided a clear fundamental reason strong enough to outweigh the AI demand and pricing-power narrative. Article Title

Analysts Set New Price Targets

Several research firms recently weighed in on TSM. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 4.2%

The company has a market capitalization of $2.26 trillion, a PE ratio of 36.27, a PEG ratio of 1.22 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The stock’s 50 day moving average is $378.24 and its 200 day moving average is $342.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced 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. This is a boost 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 yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 2,000 shares of the stock in a transaction on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders acquired a total of 3,346 shares of company stock worth $218,005 over the last quarter. Corporate insiders own 1.11% of the company’s stock.

Institutional Trading of Taiwan Semiconductor Manufacturing

Several institutional investors and hedge funds have recently bought and sold shares of TSM. Tiger Global Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after purchasing an additional 1,839,600 shares in the last quarter. Van ECK Associates Corp increased 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 worth $5,307,428,000 after buying an additional 1,750,824 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth $495,163,000. T. Rowe Price Investment Management Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 168.6% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after buying an additional 1,313,917 shares during the last quarter. Finally, SurgoCap Partners LP bought a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth $360,443,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

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.