Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Consensus Rating of “Buy” by Analysts

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) have been assigned an average recommendation of “Buy” from the eight brokerages that are currently covering the stock, Marketbeat Ratings reports. Eight analysts have rated the stock with a buy recommendation. The average 1-year price target among brokers that have issued ratings on the stock in the last year is $355.00.

Several analysts have recently issued reports on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Barclays upped their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Goldman Sachs published a bullish note saying TSMC can repeat strong performance after a big 2025 gain, lifting investor confidence and supporting higher analyst expectations. Taiwan Semi shares gained 45% over the last year — and Goldman just said the chip maker can do it again
• Positive Sentiment: Analyst upgrades and AI optimism pushed TSMC to record highs as investors price in stronger wafer demand for AI chips and higher pricing power. TSMC shares hit record high as AI optimism drives analyst upgrades
• Positive Sentiment: Fund commentary and company guidance point to robust end-market demand and higher near-term guidance, reinforcing a bullish fundamental backdrop. Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Following Increased Guidance and Robust Demand
• Positive Sentiment: Options activity has surged with heavier call buying, signaling speculative bullish positioning that can amplify upward moves in the stock. Spotlight on Taiwan Semiconductor: Analyzing the Surge in Options Activity
• Neutral Sentiment: Nvidia activity in Taiwan and reports that Jensen Huang will visit amid plans for a Taipei HQ highlight strong customer demand but also underscore TSMC capacity constraints — a mixed signal for near-term pricing and delivery. Jensen Huang To Visit Taiwan As Nvidia Plans Taipei Headquarters Amid TSMC Capacity Strain: Report
• Neutral Sentiment: Industry equipment and capacity stories (ASML upgrades; TSMC expanding 3nm capacity) signal long-term tailwinds for advanced-node leadership but also imply high capex and multiyear execution requirements. ASML Stock: Named Top European Semiconductor Pick for 2026
• Negative Sentiment: Taiwan prosecutors filed additional indictments tied to an alleged trade-secrets theft involving TSMC-related technology, raising legal and operational risk that could pressure sentiment if it leads to fines, delays, or supplier disruptions. Taiwan prosecutors file additional charges in TSMC trade secrets case

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

A number of institutional investors and hedge funds have recently modified their holdings of the company. Powers Advisory Group LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $240,000. Hudson Edge Investment Partners Inc. raised its position in 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 acquiring an additional 21,648 shares during the last quarter. RFG Holdings Inc. raised its position 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 acquiring an additional 1,551 shares during the last quarter. Cherokee Insurance Co purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $1,248,000. Finally, Dupont Capital Management Corp grew its position in shares of Taiwan Semiconductor Manufacturing by 11.6% in the second quarter. Dupont Capital Management Corp now owns 89,303 shares of the semiconductor company’s stock valued at $20,226,000 after purchasing an additional 9,247 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 0.8%

NYSE TSM opened at $322.24 on Tuesday. The business’s fifty day simple moving average is $294.01 and its 200-day simple moving average is $267.43. 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 cap of $1.67 trillion, a PE ratio of 33.05, a P/E/G ratio of 0.91 and a beta of 1.29. Taiwan Semiconductor Manufacturing has a 52 week low of $134.25 and a 52 week high of $331.25.

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 anticipate that Taiwan Semiconductor Manufacturing 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. Shareholders of record on Tuesday, March 17th will be given 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 dividend yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is currently 31.28%.

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.