Wilmington Savings Fund Society FSB Trims Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Wilmington Savings Fund Society FSB trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 86.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,872 shares of the semiconductor company’s stock after selling 25,749 shares during the period. Wilmington Savings Fund Society FSB’s holdings in Taiwan Semiconductor Manufacturing were worth $1,081,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Brown Advisory Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 43.2% during the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in Taiwan Semiconductor Manufacturing by 109.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after purchasing an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in Taiwan Semiconductor Manufacturing by 268.2% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after purchasing an additional 1,820,852 shares during the last quarter. Alliancebernstein L.P. grew its position in Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after purchasing an additional 1,593,786 shares during the period. Finally, SurgoCap Partners LP purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $360,443,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 0.3%

Shares of TSM opened at $338.43 on Friday. The firm has a market cap of $1.75 trillion, a P/E ratio of 31.78, a PEG ratio of 0.93 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 $390.20. The stock’s 50 day moving average is $348.55 and its two-hundred day moving average is $308.42. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The business had revenue of $30.65 billion during the quarter. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.36%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Zacks: TSMC stands to benefit from surging AI-chip demand and global fab expansion as it chases a ~30% revenue growth target for 2026 — a clear growth narrative supporting upside for TSM. Will AI-Driven Chip Demand Help TSM Meet 2026 Revenue Growth Goal?
• Positive Sentiment: Benzinga: New data shows TSMC controls ~72% of the foundry market and is positioned for record demand in 2026 — reinforces scale and pricing power that investors reward. TSMC Claims 72% Of Global Chip Market As AI Demand Hits Record Highs
• Positive Sentiment: TipRanks/Fool/24/7 Wall St commentary: Multiple bullish takes highlight TSMC’s competitive moat, long-term AI exposure and a recent pullback as a buying opportunity — investor sentiment still has conviction on TSM’s structural advantage. TSMC Stock Is Still a Buy as the ‘Nvidia Flip’ Reshapes Tech
• Positive Sentiment: Options flow: Unusual high volume of call buying suggests some investors are positioning for upside (bullish derivatives activity can amplify near-term moves). Investors Buy High Volume of Call Options on Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Analyst comparisons: Several pieces contrast TSMC and Nvidia, arguing Nvidia may offer faster growth today — this frames relative-valuation debate rather than company-specific news. NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?
• Neutral Sentiment: Valuation debate: Coverage (Kalkine, Forbes, Yahoo) is split between “buy the moat” and “valuation/relative growth” concerns — contributes to mixed analyst views and trading volatility. Taiwan Semiconductor Manufacturing (NYSE:TSM) Share Performance And Valuation Debate
• Negative Sentiment: Zacks downgraded TSMC from “strong-buy” to “hold,” a direct negative catalyst that can pressure the stock by reducing buy-side urgency. Zacks.com
• Negative Sentiment: Samsung commits $73B to AI chips and R&D in 2026 — a large-cap competitor increasing capacity and HBM competition could pressure TSMC’s pricing or wallet share in certain segments. Samsung (SSNLF) Stock Surges on Massive $73B AI Chip Investment Plan
• Negative Sentiment: Customer shifts: Reports that Tesla is developing an alternative chip supply chain (snubbed TSMC) raise customer-concentration and revenue risk in certain segments. Tesla Just Snubbed TSMC — Musk Is Quietly Building A Sovereign Chip Chain

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on TSM shares. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Three investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $391.43.

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.