Taiwan Semiconductor Manufacturing (NYSE:TSM) Sets New 52-Week High – Here’s What Happened

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) hit a new 52-week high during trading on Tuesday . The stock traded as high as $384.47 and last traded at $383.3440, with a volume of 3182693 shares. The stock had previously closed at $370.04.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analyst note: TSMC is targeting a very strong Q1 gross margin (63%–65%) despite expecting a 2%–4% hit from ramping overseas fabs — a signal that AI-driven advanced-node demand is keeping pricing and profitability robust. Can TSM Sustain 60%+ Gross Margin Amid Overseas Fab Expansion?
• Positive Sentiment: Large institutional support: Point72/Steven Cohen disclosed a major new stake (about $870M) in TSMC — this kind of hedge?fund buying can prop up the stock and signal confidence from big allocators. Billionaire fund manager drops $2.8 billion on Big Tech stocks
• Positive Sentiment: Relative performance: Coverage highlights TSM as one of several AI?era winners that are currently outpacing peers (including Nvidia) as data?center AI demand and margin expansion lift revenue and earnings outlooks. 3 AI Stocks Outpacing NVIDIA in 2026 – With More Upside Ahead
• Positive Sentiment: Long?term structural case: A MarketBeat feature reiterates TSMC’s central role in the nanotech/AI supply chain and notes capacity expansion (including Arizona) as supporting secular demand — a bullish reminder of durable end?market exposure. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Neutral Sentiment: Analyst sentiment/ratings: Coverage questioning whether Wall Street’s bullish consensus is meaningful for individual investors — analyst upgrades help sentiment but don’t guarantee further upside given other risks. Is It Worth Investing in TSMC (TSM) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Valuation concern: Commentary asks whether TSMC is too expensive after roughly a 95% one?year gain — high multiples raise the stock’s sensitivity to any slowdown or execution miss. Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After 95% One Year Rally?
• Negative Sentiment: Macro/trade risk: Headlines about a global tariff increase raise the prospect of higher costs and trade friction for global supply chains — a potential headwind for TSMC’s export?heavy business and capex plans. Dow Jones Futures Fall After Trump Hikes Global Tariff To 15%

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Finally, DA Davidson raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Four analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Up 4.5%

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 stock has a 50-day simple moving average of $329.67 and a two-hundred day simple moving average of $294.52. The firm has a market cap of $2.00 trillion, a PE ratio of 36.28, a P/E/G ratio of 1.03 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The firm 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%. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.64%.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Jennison Associates LLC increased its stake in shares of 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 worth $2,728,478,000 after acquiring an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 43.2% in 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 period. Arrowstreet Capital Limited Partnership increased its stake in shares of Taiwan Semiconductor Manufacturing by 109.5% during 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 in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 268.2% during 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. Finally, Van ECK Associates Corp boosted its position in shares of Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after purchasing an additional 1,750,824 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

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.