Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Up 1.5% – Should You Buy?

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)’s stock price traded up 1.5% on Thursday . The company traded as high as $334.57 and last traded at $330.50. 14,603,592 shares changed hands during mid-day trading, a decline of 3% from the average session volume of 15,104,278 shares. The stock had previously closed at $325.74.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC plans mass production of 3?nanometre chips in Japan with ~ $17 billion investment — Tokyo subsidies and local capacity aim to speed AI chip supply and cut Taiwan concentration risk. TSMC plans 3-nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: Benzinga reports the ~$17B Japan expansion is tied to government subsidies and a push to bring advanced 3nm capacity online for AI customers — a strategic capex shift that supports secular growth. TSMC Plans $17 Billion Japan Expansion With Advanced 3nm Chips
• Positive Sentiment: Barron’s: TSMC will produce 3nm chips at its Kumamoto site as it races to meet AI demand — a capacity move that should protect and expand relationships with major customers. TSMC Needs to Make More Advanced Chips. Why It’s Turning to Japan.
• Positive Sentiment: Zacks Research upgraded TSMC from “Hold” to “Strong Buy” and TSMC was added to Zacks Rank #1 momentum lists — analyst upgrades and momentum listings can attract funds and retail flows. Zacks Research upgrade
• Positive Sentiment: Analyst consensus/price-target coverage implies roughly ~25% upside from current levels — signals bullish analyst revisions and potential further upward re-rating if earnings estimates keep rising. Can TSMC (TSM) Climb 25.25% to Reach the Level Wall Street Analysts Expect?
• Neutral Sentiment: Coverage pieces note that analyst ratings and price targets can move stock momentum but aren’t perfect predictors — investors should weigh fundamentals and capacity timelines. Is It Worth Investing in TSMC (TSM) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Market commentary (momentum lists, opinion pieces) highlights TSMC vs. peers debate — useful for trading flows but less decisive for long-term valuation which depends on execution of new fabs and 3nm ramp. Taiwan Semiconductor or Broadcom? You Should Only Own One of Them

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on TSM. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Finally, TD Cowen boosted their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Three equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Trading Up 1.5%

The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The company has a market cap of $1.71 trillion, a P/E ratio of 31.03, a P/E/G ratio of 0.94 and a beta of 1.31. The business has a 50-day moving average price of $312.58 and a two-hundred day moving average price of $283.01.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is 28.64%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in TSM. Childress Capital Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 145.3% in the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after buying an additional 1,891 shares during the period. Vanguard Personalized Indexing Management LLC grew its position in Taiwan Semiconductor Manufacturing by 9.4% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after acquiring an additional 8,738 shares during the last quarter. Hantz Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 28.6% in the third quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock worth $10,394,000 after purchasing an additional 8,284 shares during the period. Cherokee Insurance Co bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $1,248,000. Finally, Hollencrest Capital Management boosted its stake in shares of Taiwan Semiconductor Manufacturing by 125.3% during the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after purchasing an additional 2,901 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Company 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.