Bank Pictet & Cie Europe AG Sells 5,300 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Bank Pictet & Cie Europe AG lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 451,699 shares of the semiconductor company’s stock after selling 5,300 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 2.5% of Bank Pictet & Cie Europe AG’s investment portfolio, making the stock its 7th biggest position. Bank Pictet & Cie Europe AG’s holdings in Taiwan Semiconductor Manufacturing were worth $125,961,000 as of its most recent filing with the Securities & Exchange Commission.

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

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: U.S. granted an annual license allowing TSMC to bring chipmaking equipment into its Nanjing, China fab — this preserves local production capacity and reduces operational uncertainty for TSMC’s China operations. US grants annual approval to TSMC for chipmaking tool exports to China
• Positive Sentiment: Nvidia’s strong AI demand and reports that it has asked TSMC to ramp production of H200/H-series AI chips boost near‑term wafer demand and utilization at TSMC’s advanced nodes. That supports revenue/volume visibility. Exclusive: Nvidia sounds out TSMC on new H200 chip order as China demand jumps, sources say
• Positive Sentiment: TSMC has updated progress on mass production of 2nm chips — a technical leadership point that supports its long‑term moat and pricing power at the most advanced nodes. TSMC Stock (TSM) Rallies on Mass Production of 2nm Chips
• Positive Sentiment: Multiple investor pieces highlight TSMC as a backbone of the AI supply chain and a long‑term winner (e.g., recent Motley Fool writeups), which can help sentiment and attract flows into TSMC shares. 5 Top Artificial Intelligence Stocks to Buy in 2026
• Neutral Sentiment: TSMC closed recent sessions outperforming a weaker market (note pieces covering short‑term gains), reflecting relative strength but not necessarily a catalytic company announcement. Why the Market Dipped But TSMC (TSM) Gained Today
• Neutral Sentiment: Analyst/feature pieces (Seeking Alpha, Yahoo/finance) argue TSMC’s moat is deepening and it’s a multi‑year AI beneficiary — supportive for long‑term positioning but already largely priced into the stock. TSMC’s Moat Is Deepening
• Negative Sentiment: The Nvidia–Intel arrangement to secure additional advanced packaging capacity could ease NVIDIA’s dependence on TSMC’s packaging throughput over time, potentially reducing one source of pricing power and bottleneck-driven margins for TSMC. Investors may re‑price that competitive dynamic if Intel’s capacity captures meaningful share. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

Analysts Set New Price Targets

TSM has been the topic of several research reports. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, December 14th. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Finally, Susquehanna boosted their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Seven research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $355.00.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $303.77 on Friday. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $313.98. The firm has a market cap of $1.57 trillion, a PE ratio of 31.16, a price-to-earnings-growth ratio of 1.04 and a beta of 1.29. The company’s fifty day simple moving average is $293.04 and its two-hundred day simple moving average is $265.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly 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%. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current 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%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.85%.

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.