15,487 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by CoreCap Advisors LLC

CoreCap Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 224.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 22,398 shares of the semiconductor company’s stock after purchasing an additional 15,487 shares during the period. CoreCap Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $10,218,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Cedar Mountain Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 88.2% in the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 30 shares during the last quarter. Markowski Investments bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $33,000. Hilton Head Capital Partners LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $27,000. Evolution Wealth Management Inc. raised its position in Taiwan Semiconductor Manufacturing by 257.7% in the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 67 shares during the period. Finally, Strategic Advocates LLC raised its position in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

TSM traded down $14.27 during trading on Thursday, hitting $457.94. 13,394,533 shares of the stock traded hands, compared to its average volume of 13,087,001. The firm has a market capitalization of $2.38 trillion, a P/E ratio of 33.04, a price-to-earnings-growth ratio of 1.07 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The firm has a 50-day moving average of $431.08 and a 200 day moving average of $412.62. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.56 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This is a decrease from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 0.9%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.96%.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 350 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were purchased at an average cost of $73.58 per share, for a total transaction of $25,753.00. Following the transaction, the vice president owned 2,000 shares in the company, valued at $147,160. This represents a 21.21% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Monday, August 3rd. The shares were acquired at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the purchase, the vice president directly owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders acquired 16,043 shares of company stock worth $1,185,746. 1.11% of the stock is currently owned by company insiders.

Analyst Ratings Changes

TSM has been the subject of several analyst reports. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Sanford C. Bernstein boosted their target price on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Susquehanna increased their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Finally, Barclays raised their price target on Taiwan Semiconductor Manufacturing from $650.00 to $665.00 and gave the stock an “overweight” rating in a research report on Tuesday. Three research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $524.89.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record quarterly revenue beat expectations. TSMC reported third-quarter revenue of NT$1.494 trillion, up 50.9% year over year and ahead of both consensus and Wedbush estimates by roughly 3%. September sales rose 54.6% year over year to NT$511.86 billion, reinforcing that demand for AI accelerators and advanced chips remains robust. TSMC’s third-quarter revenue surges to record, beating market forecast
• Positive Sentiment: AI demand and capacity expansion remain key growth drivers. Reports say TSMC is considering capital spending of up to $64 billion, while its broader U.S. expansion—including the Arizona buildout—supports long-term supply for high-performance computing and AI customers. Industry commentary suggests demand may still exceed available capacity. TSMC Plans Up to $64 Billion in Capex
• Positive Sentiment: TSMC is partnering with GlobalFoundries on U.S. advanced packaging. The multiyear, $2 billion agreement will establish a U.S. supply of silicon interposers for TSMC’s CoWoS packaging ecosystem, helping expand capacity for AI and high-performance computing while strengthening supply-chain resilience. Production is expected to ramp in 2028. GlobalFoundries Lands $2 Billion TSMC Deal
• Neutral Sentiment: Insider buying provides a modest confidence signal. CEO C.C. Wei, the CFO, and multiple senior executives reported small open-market purchases. The transactions are collectively limited in size relative to TSMC’s market capitalization, so they are unlikely to materially affect the stock.
• Negative Sentiment: Strong results were not enough to overcome market and valuation concerns. TSM shares have decreased as investors took profits near record highs and broader technology stocks weakened. Higher oil prices and Treasury yields have pressured growth-stock valuations, while TSMC’s premium earnings multiple increases sensitivity to any slowdown in AI spending.
• Negative Sentiment: The Terafab opportunity appears limited. Elon Musk said Tesla and SpaceX intend to build and operate their planned Texas AI-chip facility themselves; TSMC could potentially sublease space but is not expected to run the project. This reduces expectations for a major near-term TSMC role. Elon Musk Rules Out Potential TSMC Role in Terafab Operations

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 largest dedicated semiconductor foundry. Founded in 1987 by Morris Chang, the company pioneered the pure-play foundry model, producing chips designed by other companies rather than selling products under its own semiconductor brand.

TSMC manufactures a broad range of integrated circuits, including advanced logic chips used in high-performance computing, smartphones, automotive systems, communications equipment, and consumer electronics.