Boston Common Asset Management LLC Has $113.70 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Boston Common Asset Management LLC cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 407,111 shares of the semiconductor company’s stock after selling 45,173 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 3.2% of Boston Common Asset Management LLC’s investment portfolio, making the stock its largest position. Boston Common Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $113,702,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $32,000. Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $32,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $33,000. Navigoe LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth $42,000. Finally, Proffitt & Goodson Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 470.4% during the 3rd quarter. Proffitt & Goodson Inc. now owns 154 shares of the semiconductor company’s stock worth $43,000 after purchasing an additional 127 shares in the last quarter. Institutional investors and hedge funds 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: Wall Street turns more bullish on TSMC’s AI dominance after the company’s strong results and guidance, which reinforce TSMC’s role as the primary foundry for AI accelerators. Wall Street Gets More Bullish on TSMC’s AI Dominance
• Positive Sentiment: Analysts and retail outlets argue TSMC is positioned for further gains in 2026 after a monster Q4 (revenue/earnings beat) and strong 2026 revenue outlook driven by 3nm/5nm AI orders. Where Will TSMC Stock Be in 1 Year?
• Positive Sentiment: Momentum investors have pushed TSM higher recently (noted weekly gains), driven by renewed demand visibility from hyperscalers and AI GPU makers. TSMC (TSM) Is Up 5.80% in One Week
• Positive Sentiment: TSMC is expanding advanced packaging capacity and accelerating U.S. fabs (Arizona land purchases, faster fab buildouts), actions that support longer‑term revenue capture in AI supply chains. TSMC Ramps Up AI Chip Packaging TSMC Buys More Arizona Land, Fast-Tracks Fabs
• Neutral Sentiment: Industry context: Nvidia’s CEO and other coverage highlight a multi‑trillion dollar AI infrastructure opportunity (energy, chips, cloud, models, apps) that benefits chipmakers like TSMC but also implies heavy, multi‑party investment requirements. Nvidia CEO Jensen Huang Predicts the Trillion-Dollar AI Revolution
• Neutral Sentiment: Broader analyst pieces and sector roundups position TSMC as a top international growth/AI infrastructure pick, but they also highlight competition for capital among supply‑chain players (ASML, Cadence, packaging specialists). 3 International Growth Stocks That Can Compete With U.S. Technology
• Negative Sentiment: Management warning and capex risk: CEO C.C. Wei voiced concern about oversupply/overbuilding as TSMC ramps ~ $56B+ in potential spending—investors worry that aggressive capex could pressure margins if hyperscaler demand weakens. ‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $326.32 on Thursday. The stock’s 50-day moving average is $302.06 and its 200-day moving average is $275.95. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $351.33. 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 stock has a market cap of $1.69 trillion, a P/E ratio of 30.64, a price-to-earnings-growth ratio of 0.63 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The business had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. Equities 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 business also recently declared 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. This is a boost 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 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. TD Cowen boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research report on Friday, January 16th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Two analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average target price of $381.67.

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.