Whetstone Capital Advisors LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Whetstone Capital Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 1,500 shares of the semiconductor company’s stock, valued at approximately $716,000.

Other hedge funds also recently bought and sold shares of the company. Twin City Private Wealth LLC grew its position in Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares during the last quarter. Graves Light Lenhart Wealth Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3.4% in the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after purchasing an additional 25 shares in the last quarter. OFS Enterprise LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 4.0% in the 2nd quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company’s stock valued at $312,000 after purchasing an additional 25 shares in the last quarter. Wealthcare Capital Partners LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 1.0% during the 2nd quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company’s stock valued at $1,244,000 after purchasing an additional 25 shares during the last quarter. Finally, Elser Financial Planning Inc grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company’s stock valued at $516,000 after purchasing an additional 25 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were purchased at an average price of $74.50 per share, with a total value of $74,500.00. Following the purchase, the vice president owned 6,000 shares of the company’s stock, valued at approximately $447,000. This trade represents a 20.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Shyue-Shyh Lin purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, July 19th. The shares were bought at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the transaction, the vice president directly owned 28,269 shares of the company’s stock, valued at $2,027,169.99. This trade represents a 7.61% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 21,106 shares of company stock valued at $1,571,733 in the last 90 days. 1.11% of the stock is owned by company insiders.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC and ASML announced plans to advance High-NA EUV manufacturing, with TSMC expected to introduce the technology into high-volume advanced-node production beginning in 2030. The companies also aim to establish a 12-inch photomask pilot line by 2031, potentially improving future lithography efficiency and supporting AI-chip demand. ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV
• Positive Sentiment: Multiple TSMC executives and directors, including CEO Che-Chia Wei and CFO Jen-Chau Huang, purchased shares in recent SEC-reported transactions. Although the individual purchases were relatively small, the broad insider buying may signal management confidence in the company’s outlook. TSMC insider purchase filing
• Positive Sentiment: Recent coverage highlights TSMC’s Arizona expansion as an increasingly attractive strategic investment, potentially strengthening its position with U.S. customers and reducing geographic concentration risk. TSMC’s Arizona Bet Was My Biggest Worry in July – Now It’s My Best Argument
• Neutral Sentiment: TSMC has attracted heightened investor and search attention, while technical coverage noted that the stock recently moved above an early buy point. This supports momentum, but does not represent a new company announcement or change to earnings expectations. TSMC, IBD Stock Of The Day, Rises Above Early Buy Point As Chip Stocks Rally
• Negative Sentiment: The broader market is under pressure as Brent crude approaches $100 per barrel and Treasury yields rise. Higher energy costs and interest rates can weigh on high-growth technology valuations, contributing to weakness in TSM despite its long-term AI exposure. Dow Jones Futures Fall As Oil Prices Push Stocks Toward Breaking Point
• Negative Sentiment: TSMC’s High-NA EUV benefits are several years away, with production adoption planned for 2030. Intel’s earlier progress processing more than one million wafers on High-NA equipment could temporarily reinforce its manufacturing narrative and competitive positioning. Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock

Taiwan Semiconductor Manufacturing Trading Down 0.8%

NYSE TSM opened at $435.63 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $257.75 and a fifty-two week high of $479.00. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The stock has a 50 day simple moving average of $419.15 and a two-hundred day simple moving average of $399.70. The stock has a market cap of $2.26 trillion, a P/E ratio of 31.43, a price-to-earnings-growth ratio of 1.00 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The firm had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. On average, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Analyst Ratings Changes

Several analysts have weighed in on TSM shares. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research note on Monday, July 27th. Bank of America boosted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price on the stock. Finally, Sanford C. Bernstein upped their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. Three research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $523.22.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.