Brookwood Investment Group LLC Purchases 2,295 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Brookwood Investment Group LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 60.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,089 shares of the semiconductor company’s stock after acquiring an additional 2,295 shares during the period. Brookwood Investment Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,701,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the business. Catalyst Private Wealth LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.8% in the 3rd quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after acquiring an additional 38 shares during the period. Venture Visionary Partners LLC grew its stake in Taiwan Semiconductor Manufacturing by 1.1% in the third quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after purchasing an additional 39 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. grew its stake in Taiwan Semiconductor Manufacturing by 2.5% in the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,652 shares of the semiconductor company’s stock valued at $461,000 after purchasing an additional 41 shares during the last quarter. Alliance Wealth Advisors LLC raised its holdings in Taiwan Semiconductor Manufacturing by 2.4% in the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after purchasing an additional 43 shares in the last quarter. Finally, Pflug Koory LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after buying an additional 43 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: U.S. export license — Regulators approved a one-year U.S. export license allowing TSMC to continue importing American chipmaking tools for its China operations, reducing a near-term operational/regulatory risk and keeping Chinese capacity online. Taiwan Semiconductor Begins 2026 With US Export Approval
• Positive Sentiment: Continued strong AI demand — Nvidia has asked TSMC to ramp H200 production to meet China demand, signaling sustained orders from the largest AI GPU customer and higher utilization for TSMC’s advanced nodes. Nvidia Asks TSMC To Boost H200 Production Amid China Demand
• Positive Sentiment: Order-flow bullish signal — A Power Inflow alert (order-flow metric) registered for TSMC, attracting short-term trader interest and likely amplifying buying pressure; these technical/trading signals can drive intraday gains. Taiwan Semiconductor Shares Gain Over 2% After Key Trading Signal
• Positive Sentiment: Analyst/market narratives favor TSMC as the AI-foundry backbone — Multiple investor write-ups and buy-lists highlight TSMC’s central role in AI infrastructure and forecast strong revenue growth, supporting investor sentiment and multiple expansion. Is Taiwan Semiconductor Manufacturing Stock a Buy for 2026?
• Neutral Sentiment: Market context — Coverage noting TSMC outperformed a soft broader market reiterates relative-strength narratives but is descriptive rather than catalytic for future moves. Why the Market Dipped But TSMC (TSM) Gained Today
• Negative Sentiment: Potential longer-term competitive / capacity shifts — Reporting on Nvidia’s deals to shore up U.S. packaging capacity (including partnerships with other firms) flags a possible shift to alternate domestic supply-chain arrangements over time, which could reduce some service opportunities for TSMC down the road. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal (TSM)

Analysts Set New Price Targets

Several research firms recently commented on TSM. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Seven investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $319.62 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The company’s fifty day moving average price is $293.53 and its 200-day moving average price is $265.93. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $321.59. The firm has a market capitalization of $1.66 trillion, a PE ratio of 32.78, a price-to-earnings-growth ratio of 0.87 and a beta of 1.31.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 31.28%.

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.