Vanguard Personalized Indexing Management LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Vanguard Personalized Indexing Management LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.4% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 101,876 shares of the semiconductor company’s stock after acquiring an additional 8,738 shares during the quarter. Vanguard Personalized Indexing Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $28,470,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. Heartwood Wealth Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at about $32,000. Fairman Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% in the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 89 shares in the last quarter. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter worth $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. Finally, Navigoe LLC purchased a new position in Taiwan Semiconductor Manufacturing in the third quarter worth $42,000. Institutional investors and hedge funds 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: Nvidia set to become TSMC’s largest customer — analysts and Nvidia’s CEO say Nvidia will surpass Apple, signaling stronger, more durable AI-related wafer demand and higher utilization at TSMC’s leading-node fabs. This is a direct revenue tailwind tied to high-margin AI chips. Nvidia set to supplant Apple as TSMC’s largest customer
• Positive Sentiment: Company positioned at center of AI buildout — multiple analyst and media pieces highlight TSMC’s strong Q4 results, robust sales growth and management guidance (CAGR targets) tied to AI/data-center demand, underpinning optimism about sustained revenue and profit expansion. Taiwan Semiconductor Just Gave Investors 56 Billion Reasons Why AI Demand Is Real
• Positive Sentiment: Government backing for U.S. fabs — reports say Taiwan’s president supports more semiconductor investment in Arizona, which reduces geopolitical/supply-chain risk and supports TSMC’s capacity expansion in the U.S. (revenue diversification and closer proximity to major customers). Taiwan president supports more semiconductor investment in Arizona: report
• Neutral Sentiment: Valuation after strong run — coverage examines TSMC’s stretched share-price momentum and what that implies for valuation metrics; investors should weigh premium multiples versus persistent high growth from AI. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Broader industry equipment dynamics — comparisons of equipment suppliers (ASML, AMAT, LRCX) highlight where capacity and tools bottlenecks may emerge; this is an indirect factor for TSMC’s production cadence but not an immediate revenue driver. Which Semiconductor Equipment Stock Has More Upside in 2026? (TSM)
• Negative Sentiment: Rising capex and execution risk — several notes flag that TSMC is ramping spending to add capacity for AI chips; while necessary for growth, higher capital intensity increases near-term cash outflows and execution risk around project timelines and returns. Why Wall Street Is Wrong About Taiwan Semiconductor Manufacturing Stock

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $334.73 on Monday. The stock has a market capitalization of $1.73 trillion, a P/E ratio of 31.43, a P/E/G ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $351.33. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The firm’s 50-day moving average is $303.97 and its two-hundred day moving average is $277.70.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The company had revenue of $32.50 billion during the quarter. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 23.57%.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on TSM shares. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Finally, Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $381.67.

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.