Triasima Portfolio Management inc. Acquires 6,545 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Triasima Portfolio Management inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 29.6% during the third quarter, Holdings Channel.com reports. The fund owned 28,634 shares of the semiconductor company’s stock after purchasing an additional 6,545 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.2% of Triasima Portfolio Management inc.’s holdings, making the stock its 24th biggest position. Triasima Portfolio Management inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $7,997,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Massachusetts Financial Services Co. MA increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after purchasing an additional 541,047 shares during the period. Bank of America Corp DE increased its stake in Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after acquiring an additional 115,158 shares during the period. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after acquiring an additional 2,537,760 shares in the last quarter. Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. Finally, WCM Investment Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after acquiring an additional 324,615 shares during the period. Institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on TSM. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Cowen restated a “hold” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Eight analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $381.67.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Blowout Q4 results: Revenue and net income were record-high and management guided to continued sequential growth — the core catalyst driving investor enthusiasm. Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight
• Positive Sentiment: Massive capex commitment: TSMC signaled a large increase in 2026 spending to expand AI-capable capacity — a bullish signal for future revenue and for suppliers/partners in the AI hardware ecosystem. TSMC Earnings Bullish Signal for All AI
• Positive Sentiment: Expansion in advanced packaging and U.S. fabs: TSMC is ramping advanced chip-packaging in Taiwan and buying more Arizona land to fast-track U.S. fabs — supporting capacity for AI chips and reducing some supply-chain/geopolitical risk. TSMC Ramps Up AI Chip Packaging While Nvidia Controls Most 2026 Capacity
• Positive Sentiment: High-profile endorsement and flows: Prominent investors and commentators — including Cathie Wood and Jim Cramer — have voiced conviction after the quarter, and some analysts have raised targets, which supports momentum. Cathie Wood Makes a $1.9M Bet on TSMC After Robust Q4 Earnings
• Neutral Sentiment: Industry ripple effects: TSMC’s strength benefits customers and suppliers (e.g., Nvidia, ASML), boosting sector sentiment but not directly altering TSMC’s fundamentals. Who Are the Biggest Winners from TSMC’s Blowout Quarterly Report?
• Neutral Sentiment: U.S.-Taiwan supply-chain moves: Policy pushes to move more semiconductor capacity to the U.S. may support long-term resilience but will take years to shift manufacturing footprint. What the U.S.-Taiwan deal means for the island’s ‘silicon shield’
• Negative Sentiment: Valuation and execution risk: Some analysts warn TSMC’s premium valuation assumes sustained ~30%+ revenue CAGR; if hyperscaler AI spending slows or capex execution stumbles, multiples could re-rate. Taiwan Semiconductor: AI Value Stock Hiding In Plain Sight
• Negative Sentiment: Heavy capex burden: The huge planned investment increases execution and margin risk over the near term and makes earnings sensitive to any slowdown in AI hardware demand. TSMC Earnings Bullish Signal for All AI

Taiwan Semiconductor Manufacturing Stock Down 0.4%

Shares of TSM opened at $341.15 on Tuesday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $351.33. The stock has a market capitalization of $1.77 trillion, a price-to-earnings ratio of 31.89, a PEG ratio of 0.71 and a beta of 1.29. The stock has a fifty day moving average of $300.62 and a 200-day moving average of $274.95.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

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.