Integrity Alliance LLC. Has $2.11 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Integrity Alliance LLC. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 34.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 6,944 shares of the semiconductor company’s stock after purchasing an additional 1,791 shares during the quarter. Integrity Alliance LLC.’s holdings in Taiwan Semiconductor Manufacturing were worth $2,110,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Cary Street Partners Investment Advisory LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 6.1% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 5,837 shares of the semiconductor company’s stock worth $1,774,000 after buying an additional 338 shares in the last quarter. Smithfield Trust Co lifted its position in shares of Taiwan Semiconductor Manufacturing by 7.7% during the 4th quarter. Smithfield Trust Co now owns 7,543 shares of the semiconductor company’s stock worth $2,292,000 after buying an additional 537 shares in the last quarter. Bleakley Financial Group LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 7.6% during the 4th quarter. Bleakley Financial Group LLC now owns 59,923 shares of the semiconductor company’s stock worth $18,210,000 after buying an additional 4,221 shares in the last quarter. Box Hill Private Wealth LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $301,000. Finally, Dillon & Associates Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $304,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insiders Place Their Bets

In other news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have bought a total of 3,346 shares of company stock valued at $218,005 over the last 90 days. Company insiders own 1.11% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Reports say TSMC plans to raise prices on its advanced 3nm process by as much as 15% in the second half of the year, with another potential increase next year. That suggests stronger margins and reflects tight supply for cutting-edge chips. Report: Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) to Raise 3nm Process Prices by Up to 15% in 2H, May Hike Another 10% Next Year
• Positive Sentiment: TSMC is scaling 3nm capacity in Taiwan, Arizona, and Japan to keep up with surging AI demand and advanced packaging shortages, which supports longer-term revenue growth. Here’s How Taiwan Semiconductor Is Scaling Up to Meet Surging AI Demand
• Positive Sentiment: Nvidia’s CEO is reportedly deepening the AI semiconductor alliance with TSMC and SK hynix, reinforcing TSMC’s position as a key manufacturing partner for AI chips. Nvidia’s (NVDA) Jensen Huang Looks to Strengthen the AI Chip Alliance with SK Hynix and TSMC
• Positive Sentiment: TSMC’s stronger earnings, dividend increase, and broader AI-driven rally are keeping investor sentiment elevated and helping the stock stay near record highs. What Investors Need to Know About TSMC’s Hefty 17% Dividend Increase
• Neutral Sentiment: Market commentary also points to TSMC as a major beneficiary of the broader AI infrastructure boom, with Taiwan’s market capitalization rising sharply on the company’s gains. Taiwan Becomes World’s Fifth-Largest Stock Market on TSMC Boom
• Negative Sentiment: One headline noted an executive sold nearly $14 million of TSMC shares, which may create some short-term caution even though it does not change the company’s fundamentals. TSMC Executive Dumps Nearly $14 Million Worth in Shares
• Negative Sentiment: Huawei’s stated chip ambitions could eventually add competitive pressure in advanced semiconductors, though this is more of a long-term risk than an immediate threat. Huawei Targets 1.4nm Chips by 2031 Amid China AI Push

Wall Street Analysts Forecast Growth

Several equities analysts have commented on TSM shares. DA Davidson reissued a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Needham & Company LLC lifted their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing Trading Up 2.4%

NYSE:TSM opened at $422.35 on Thursday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $2.19 trillion, a PE ratio of 35.14, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39. The firm’s 50 day moving average is $375.08 and its 200 day moving average is $341.06. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $190.56 and a 12 month high of $430.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

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.