Trust Co. of Vermont Has $27.85 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Trust Co. of Vermont boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 91,638 shares of the semiconductor company’s stock after acquiring an additional 8,821 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 1.2% of Trust Co. of Vermont’s holdings, making the stock its 20th largest holding. Trust Co. of Vermont’s holdings in Taiwan Semiconductor Manufacturing were worth $27,848,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of TSM. Fisher Asset Management LLC increased its position in 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 worth $4,980,614,000 after purchasing an additional 168,171 shares in the last quarter. Massachusetts Financial Services Co. MA increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock worth $4,401,448,000 after buying an additional 541,047 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock valued at $4,171,445,000 after acquiring an additional 130,173 shares during the last quarter. Jennison Associates LLC raised its position in Taiwan Semiconductor Manufacturing by 4.5% in the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after purchasing an additional 544,750 shares during the last quarter. Finally, Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after buying an additional 229,237 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the firm’s stock in a transaction that occurred on Sunday, March 22nd. The stock was bought 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 of the company’s stock, valued at $506,222.43. The trade was a 12.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC confirmed plans to start equipment installation and mass production of 3nm wafers at its second Japan fab in 2028 — a major step in diversifying supply outside Taiwan and expanding capacity for advanced AI chips. TSMC plans 3-nanometre chip production launch in Japan in 2028
• Positive Sentiment: Regulatory/approval headlines and reporting frame TSMC’s Japan investment as a “mega?factory” move to shift parts of the AI supply chain — supports long?term revenue and geopolitical resilience. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: Analyst commentary increasingly favors TSMC over Nvidia for 2026 AI supply?chain exposure — coverage highlights TSMC’s dominant foundry position and near?zero sell ratings among analysts. This elevates sentiment among institutional investors. Three AI Chip Stocks Analysts Love More Than Nvidia (NVDA) Right Now
• Positive Sentiment: Pre?market/market coverage notes TSMC shares extended gains on its Japan expansion and AI-chip positioning, reinforcing the narrative driving the rally. TSMC Stock (TSM) Extends Gains on AI Chip Japan Expansion Plans
• Positive Sentiment: Unusually large options activity: traders bought roughly 212,745 call contracts recently (about 33% above average), indicating speculative bullish positioning that can amplify near?term upside. No link
• Neutral Sentiment: Analyst pieces and investor searches spike (Zacks coverage highlights heightened investor attention), which can increase volatility but doesn’t change fundamentals immediately. Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
• Neutral Sentiment: Discussion of TSMC’s push into advanced packaging highlights medium?term growth opportunities but will require execution and capex — a watch item for investors. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?

Taiwan Semiconductor Manufacturing Stock Up 1.2%

Shares of NYSE TSM opened at $341.84 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The stock has a market capitalization of $1.77 trillion, a P/E ratio of 32.10, a P/E/G ratio of 0.93 and a beta of 1.34. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The company has a 50-day moving average price of $348.86 and a 200-day moving average price of $314.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders 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 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.36%.

Wall Street Analyst Weigh In

TSM has been the subject of several analyst reports. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Three research 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 stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $391.43.

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.