Taiwan Semiconductor Manufacturing (NYSE:TSM) Sets New 52-Week High – What’s Next?

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) reached a new 52-week high during mid-day trading on Friday . The company traded as high as $315.94 and last traded at $317.8230, with a volume of 2007683 shares trading hands. The stock had previously closed at $303.89.

Key Stores Impacting Taiwan Semiconductor Manufacturing

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)

Wall Street Analyst Weigh In

TSM has been the subject of a number of research analyst reports. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Needham & Company LLC restated a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Seven equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing Trading Up 5.2%

The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The firm has a 50-day moving average price of $293.53 and a 200-day moving average price of $266.29. The company has a market capitalization of $1.66 trillion, a price-to-earnings ratio of 32.78, a PEG ratio of 0.91 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued 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%. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.85%.

Institutional Trading of Taiwan Semiconductor Manufacturing

Hedge funds have recently modified their holdings of the business. Westfuller Advisors LLC grew its position in Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after acquiring an additional 34 shares during the period. BankPlus Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.6% in the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after purchasing an additional 35 shares in the last quarter. Bank of Jackson Hole Trust grew its holdings in shares of Taiwan Semiconductor Manufacturing by 7.5% in the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock worth $140,000 after purchasing an additional 35 shares during the last quarter. New Millennium Group LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock worth $349,000 after purchasing an additional 35 shares in the last quarter. Finally, Empirical Asset Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 1.8% during the 3rd quarter. Empirical Asset Management LLC now owns 2,008 shares of the semiconductor company’s stock valued at $561,000 after purchasing an additional 36 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

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.