World Investment Advisors Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

World Investment Advisors boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 20.9% during the 4th quarter, HoldingsChannel reports. The fund owned 66,510 shares of the semiconductor company’s stock after purchasing an additional 11,479 shares during the period. World Investment Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $20,212,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of TSM. Fisher Asset Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 1.0% during the 3rd quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock valued at $4,980,614,000 after purchasing an additional 168,171 shares during the last quarter. Massachusetts Financial Services Co. MA raised its holdings in Taiwan Semiconductor Manufacturing by 3.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after buying an additional 541,047 shares during the period. Bank of America Corp DE lifted its position in Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock worth $4,171,445,000 after buying an additional 130,173 shares during the last quarter. Jennison Associates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 6.4% during the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after buying an additional 802,757 shares during the period. Finally, Alliancebernstein L.P. boosted its stake in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock worth $2,984,783,000 after buying an additional 229,237 shares during the period. 16.51% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The shares were acquired at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.11% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Finally, Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC plans equipment installation and mass production of 3?nanometre wafers in Japan in 2028 — a concrete timeline that strengthens capacity and geographic diversification for advanced-node production. TSMC plans 3-nanometre chip production launch in Japan in 2028
• Positive Sentiment: Regulatory/official approval and coverage describe a major ~\$5.26B Japan “mega?factory” for ultra?efficient AI chips — supports long-term revenue and reduces single?country concentration risk. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: An independent director (Ursula Burns) made a notable insider move on April 1, signaling management/insider confidence in the company’s prospects. Insider buys often support investor sentiment. TSMC Insider Makes Bold New Bet on Chip Giant’s Future
• Positive Sentiment: Unusually large options activity — heavy call buying — suggests speculative bullish positioning and trader conviction about near?term upside. This can amplify intraday gains. Taiwan Semiconductor Manufacturing Sees Unusually Large Options Volume (NYSE:TSM)
• Positive Sentiment: Analysts and sector funds are favoring Taiwan’s AI supply chain — a Nomura Taiwan High Tech fund has returned strongly, highlighting durable demand drivers for TSMC from AI secular trends. Nomura Taiwan High Tech Fund Returns 164%, Outperforms 99% of Peers
• Positive Sentiment: Coverage positions TSMC as a preferred play in the AI chip supply chain (analyst writeups and articles comparing TSMC favorably vs. peers), supporting investor interest. Three AI Chip Stocks Analysts Love More Than Nvidia (NVDA) Right Now
• Neutral Sentiment: Media/search attention on TSMC is elevated (Zacks notes heavy investor searches) — increases liquidity and volatility but not a directional fundamental change by itself. Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
• Neutral Sentiment: Recognition in lists like Fast Company’s “Most Innovative” provides PR value but is unlikely to move fundamentals materially in the near term. ELEHEAR Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
• Negative Sentiment: Large Japan capex and overseas expansion raise near-term spending and execution risk; heavy speculative call buying can also create volatility and potential short-term pullbacks if expectations aren’t met. (No single article — synthesis of recent coverage.)

Taiwan Semiconductor Manufacturing Stock Up 1.2%

NYSE:TSM opened at $341.84 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $390.20. The company has a market cap of $1.77 trillion, a price-to-earnings ratio of 32.10, a price-to-earnings-growth ratio of 0.93 and a beta of 1.34. The stock has a fifty day simple moving average of $348.86 and a 200-day simple moving average of $314.51. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 28.36%.

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.