Che-Chia Wei Buys 152 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) CEO Che-Chia Wei bought 152 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The stock was purchased at an average price of $73.31 per share, for a total transaction of $11,143.12. Following the transaction, the chief executive officer owned 17,987 shares of the company’s stock, valued at $1,318,626.97. The trade was a 0.85% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link.

Che-Chia Wei also recently made the following trade(s):

• On Tuesday, July 7th, Che-Chia Wei purchased 146 shares of Taiwan Semiconductor Manufacturing stock. The stock was acquired at an average price of $76.62 per share, for a total transaction of $11,186.52.
• On Friday, June 5th, Che-Chia Wei purchased 150 shares of Taiwan Semiconductor Manufacturing stock. The shares were acquired at an average cost of $76.01 per share, with a total value of $11,401.50.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $422.38 on Wednesday. The company has a 50 day simple moving average of $426.20 and a two-hundred day simple moving average of $388.73. The stock has a market cap of $2.19 trillion, a price-to-earnings ratio of 30.48, a PEG ratio of 0.96 and a beta of 1.38. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.13. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The firm had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on TSM shares. Bank of America lifted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday, July 16th. DA Davidson boosted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Finally, Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research report on Monday, July 27th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $524.25.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: July revenue climbed 44.7% year over year. TSMC reported approximately NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. The result reinforces strong demand for AI accelerators and advanced-node manufacturing and supports management’s bullish 2026 outlook. TSMC sales surge amid buoyant AI demand
• Positive Sentiment: Analysts see additional growth from CPUs and custom AI chips. Bernstein identified agentic AI as a potential catalyst for faster CPU-market growth, while Microsoft’s planned Maia 300 expansion could generate significant additional TSMC orders. Reports suggest Microsoft is seeking capacity for hundreds of thousands of chips, with a longer-term ambition exceeding one million units. CPUs could be a new growth driver for TSMC
• Positive Sentiment: Bernstein raised its TSMC price target to $554 and maintained an Outperform rating. The revision reflects expectations for strong AI-related growth and a potentially larger CPU opportunity. Erste Group also modestly increased its FY2027 EPS estimate to $21.57 from $21.25. Bernstein spots massive CPU opportunity
• Positive Sentiment: TSMC and Sony agreed to form a $4.69 billion Japanese image-sensor joint venture. Sony will control the venture and invest about $2.92 billion, while TSMC will contribute approximately $1.77 billion. Production in Kumamoto is expected to begin in 2029, expanding TSMC’s exposure to smartphones, automobiles, robotics and physical AI. TSMC to invest in Sony image-sensor joint venture
• Neutral Sentiment: TSMC’s board approved approximately $29.4 billion in capital expenditure and a second-quarter dividend, underscoring confidence in demand but also highlighting the scale of investment required to expand advanced-chip capacity.
• Negative Sentiment: Morningstar warned of revenue uncertainty in 2028–2029 as TSMC’s AI investments must demonstrate attractive returns. Geopolitical tensions and possible tighter U.S. restrictions on advanced-chip shipments to China add further risk. TSMC faces revenue uncertainty in 2028 and 2029
• Negative Sentiment: Despite the strong sales report, investor enthusiasm has been restrained because exceptional AI growth appears largely priced in. TSMC’s elevated valuation leaves the stock vulnerable if AI spending slows or its heavy capacity expansion produces weaker-than-expected returns.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds have recently modified their holdings of TSM. Capital Research Global Investors raised its stake in Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after acquiring an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $961,000. Meridian Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 27.9% during the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after buying an additional 14,406 shares during the last quarter. Y Intercept Hong Kong Ltd lifted its stake in shares of Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after acquiring an additional 59,435 shares during the period. Finally, Stiles Financial Services Inc lifted its stake in shares of Taiwan Semiconductor Manufacturing by 79.1% in the 4th quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock worth $1,323,000 after acquiring an additional 1,923 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

About Taiwan Semiconductor Manufacturing

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.