Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Up 1.4% – Time to Buy?

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) was up 1.4% on Wednesday . The company traded as high as $307.39 and last traded at $303.77. Approximately 8,140,380 shares traded hands during mid-day trading, a decline of 42% from the average daily volume of 14,012,827 shares. The stock had previously closed at $299.58.

Trending Headlines about 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)

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Needham & Company LLC reiterated a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Sanford C. Bernstein lifted their price target on shares of Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a report on Sunday, December 7th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, December 14th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Finally, 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 note on Friday, October 10th. Seven investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $355.00.

Taiwan Semiconductor Manufacturing Stock Performance

The company has a market cap of $1.57 trillion, a PE ratio of 31.16, a P/E/G ratio of 1.04 and a beta of 1.29. The stock’s 50 day simple moving average is $293.04 and its two-hundred day simple moving average is $265.20. 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 (NYSE:TSM) last announced its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 34.34%. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share 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. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.3%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.85%.

Institutional Trading of Taiwan Semiconductor Manufacturing

A number of institutional investors have recently modified their holdings of TSM. Brighton Jones LLC grew its stake in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the period. EP Wealth Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.8% during the 1st quarter. EP Wealth Advisors LLC now owns 21,706 shares of the semiconductor company’s stock valued at $3,603,000 after acquiring an additional 375 shares in the last quarter. Ancora Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% during the 1st quarter. Ancora Advisors LLC now owns 3,264 shares of the semiconductor company’s stock valued at $542,000 after acquiring an additional 197 shares in the last quarter. Amundi boosted its position in Taiwan Semiconductor Manufacturing by 4.5% during the 1st quarter. Amundi now owns 1,687,487 shares of the semiconductor company’s stock worth $265,577,000 after purchasing an additional 73,398 shares during the period. Finally, AQR Capital Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 97.5% in the 1st quarter. AQR Capital Management LLC now owns 253,787 shares of the semiconductor company’s stock valued at $40,956,000 after purchasing an additional 125,277 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Company 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.