HB Wealth Management LLC Has $13.97 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

HB Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 45,963 shares of the semiconductor company’s stock after acquiring an additional 4,605 shares during the quarter. HB Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $13,968,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. SurgoCap Partners LP acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $360,443,000. Thrivent Financial for Lutherans lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 3,164.9% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock valued at $333,172,000 after buying an additional 1,156,389 shares during the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $232,924,000. Man Group plc lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 337.1% during the 2nd quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock valued at $238,589,000 after buying an additional 812,404 shares during the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 171.9% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,764 shares of the semiconductor company’s stock valued at $335,573,000 after buying an additional 757,926 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on TSM. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $404.29.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, with a total value of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares of the company’s stock, valued at $506,222.43. This represents a 12.42% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 1.11% of the stock is owned by company insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC debuted its new A13 process (a shrink of A14) at its North America Technology Symposium, signaling a clear roadmap for higher-performance, more power-efficient chips targeted at AI and HPC customers; this supports long-term revenue and pricing power. TSMC Debuts A13 Technology
• Positive Sentiment: Synopsys announced certified IP and EDA flows for TSMC’s most advanced nodes (including 3nm and 2nm), reducing customer time-to-market and strengthening TSMC’s ecosystem advantage for AI chips. Synopsys Partners with TSMC
• Positive Sentiment: TSMC confirmed plans to open an advanced packaging plant in Arizona by 2029, addressing a key bottleneck for multi-die AI packages and supporting U.S. onshoring demand from major customers. TSMC plans to open chip packaging plant in Arizona
• Positive Sentiment: Analyst and market commentary point to strong Q1 margins and accelerating AI-driven demand, and Barclays raised its price target, which can support investor sentiment and multiple expansion. TSMC Hits Record Margins
• Neutral Sentiment: TSMC showcased process variants (A13 and an N2U option) that aim to push performance using existing EUV tools rather than immediately shifting to higher-cost high-NA machines — this reduces near-term capex but may affect ultimate node scaling trade-offs. TSMC shows smaller, faster chips
• Neutral Sentiment: Partner companies and ecosystem players (e.g., Alchip) highlighted 2nm readiness and packaging/3DIC integration at TSMC’s symposium, underscoring ecosystem momentum but not immediate revenue impact. Alchip to Showcase Advanced AI ASIC Technologies
• Negative Sentiment: TSMC said ASML’s next-gen high-NA lithography is too expensive for now and has limited purchases for research use only; markets interpreted a delayed high-NA rollout as a potential long-term technology risk for the industry, which pressured ASML’s stock and creates an execution/competitive-risk debate for the very bleeding-edge roadmap. TSMC says ASML’s chipmaking too pricey to use

Taiwan Semiconductor Manufacturing Stock Up 5.3%

Taiwan Semiconductor Manufacturing stock opened at $387.72 on Thursday. The firm has a market cap of $2.01 trillion, a price-to-earnings ratio of 32.26, a P/E/G ratio of 1.09 and a beta of 1.35. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $156.00 and a fifty-two week high of $390.20. The firm has a fifty day moving average price of $355.38 and a two-hundred day moving average price of $323.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 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. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.96%.

Taiwan Semiconductor Manufacturing 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.