Dupont Capital Management Corp Lowers Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Dupont Capital Management Corp lowered its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 83,277 shares of the semiconductor company’s stock after selling 6,026 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 2.4% of Dupont Capital Management Corp’s holdings, making the stock its 11th largest position. Dupont Capital Management Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $23,258,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of TSM. 1248 Management LLC purchased a new position in Taiwan Semiconductor Manufacturing during the first quarter worth approximately $28,000. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth $32,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at $33,000. Finally, First Command Advisory Services Inc. grew its position in Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares during the period. 16.51% of the stock is currently owned by hedge funds and other 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)

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of research reports. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Sanford C. Bernstein increased their target price on shares of Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a research report on Sunday, December 7th. 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 report on Friday, October 17th. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Seven equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Trading Up 1.4%

TSM opened at $303.77 on Friday. The firm’s 50 day moving average is $293.04 and its 200-day moving average is $265.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $313.98. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $1.57 trillion, a P/E ratio of 31.16, a P/E/G ratio of 1.04 and a beta of 1.29.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 annualized dividend and a dividend 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 payout ratio is presently 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.