Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Burr Financial Services LLC’s 8th Largest Position

Burr Financial Services LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 25.4% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 23,677 shares of the semiconductor company’s stock after acquiring an additional 4,800 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 4.9% of Burr Financial Services LLC’s portfolio, making the stock its 8th largest position. Burr Financial Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,613,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Powers Advisory Group LLC purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $240,000. Hudson Edge Investment Partners Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 10.1% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after purchasing an additional 21,648 shares during the period. RFG Holdings Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 66.1% during the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after purchasing an additional 1,551 shares in the last quarter. Duquesne Family Office LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 456.9% during the 1st quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock valued at $99,397,000 after purchasing an additional 491,265 shares in the last quarter. Finally, Cherokee Insurance Co acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $1,248,000. 16.51% of the stock is owned by institutional investors and hedge funds.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analyst / company growth outlook — TSMC management and analysts expect robust AI-driven revenue: EPS is forecast to grow at ~22% annualized and management projects chip revenue from AI to grow over 40% annually through 2029, underpinning long-term profit expansion. What Is One of the Best Tech Stocks to Hold for the Next 5 Years?
• Positive Sentiment: Strategic role in AI supply chain — Coverage highlights TSMC as a crucial foundry partner enabling Nvidia, AMD and Broadcom designs, making TSMC a broad way to play sustained data‑center capex and generative-AI buildout. What Is the Best Artificial Intelligence (AI) Stock to Hold for the Next 10 Years?
• Positive Sentiment: Institutional endorsement — Multiple investor roundup pieces note billionaire holdings (including Chase Coleman and Philippe Laffont) that include TSMC, signaling confidence from large long‑term investors and supporting demand for the stock. Billionaire Chase Coleman Has Formed His Own “Magnificent Seven”
• Neutral Sentiment: General tech stock roundups include TSMC as a supporting name or comparison point rather than a primary pick, so these articles raise awareness but are less likely to move the stock materially on their own. 5 Incredible Growth Stocks to Buy for 2026
• Neutral Sentiment: Additional listicles mention TSMC in multi‑stock portfolios; useful context but not immediate catalysts. 4 Stocks to Hold for the Next 5 Years
• Negative Sentiment: US expansion execution concerns — Reporting flags struggles with TSMC’s U.S. expansion plans, which could raise capital, timeline and political/permit risk that would weigh on near-term margin and capacity growth. Taiwan’s Taiwan Semiconductor Manufacturing Company Limited (TSM) Struggles With US Expansion
• Negative Sentiment: Operational risk from quake — TSMC said some Hsinchu science park facilities met evacuation criteria after a recent earthquake; while described as limited, any facility disruptions or inspections could temporarily affect output or investor sentiment. TSMC says some facilities evacuated after quake

Analyst Ratings Changes

Several analysts recently commented on the stock. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 22nd. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Seven equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Trading Up 1.4%

Shares of Taiwan Semiconductor Manufacturing stock opened at $302.87 on Monday. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $313.98. The firm has a market capitalization of $1.57 trillion, a PE ratio of 31.06, a P/E/G ratio of 1.04 and a beta of 1.31. The firm’s 50-day moving average price is $292.33 and its 200 day moving average price is $263.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is 25.85%.

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.