Chicago Partners Investment Group LLC Acquires 2,592 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Chicago Partners Investment Group LLC lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 59.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,932 shares of the semiconductor company’s stock after buying an additional 2,592 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,090,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Catalyst Private Wealth LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 2.8% during the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock valued at $393,000 after purchasing an additional 38 shares during the period. Venture Visionary Partners LLC increased its stake in Taiwan Semiconductor Manufacturing by 1.1% in the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after buying an additional 39 shares during the period. Leonard Rickey Investment Advisors P.L.L.C. lifted its holdings in Taiwan Semiconductor Manufacturing by 2.5% during the 3rd 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 buying an additional 41 shares in the last quarter. Alliance Wealth Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after buying an additional 43 shares during the period. Finally, Pflug Koory LLC grew its stake in Taiwan Semiconductor Manufacturing by 3.9% in the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after acquiring an additional 43 shares in the last quarter. Hedge funds and other 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: Seeking Alpha: TSMC raised capex guidance and signaled a multi-year AI buildout (capex $52–56B in 2025), expecting full utilization of advanced nodes (N2/N3/N5), higher gross margins (GPM 63–65% in 2026) and a long runway for AI datacenter revenue (mid‑to‑high‑50s % CAGR). This is the primary positive driver behind today’s strength. Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
• Positive Sentiment: Wall Street / Market coverage: Multiple outlets report growing analyst bullishness on TSMC’s AI dominance after the quarter — reinforcing momentum and buy-side confidence in TSMC’s guidance and pricing power. Wall Street Gets More Bullish on TSMC’s AI Dominance
• Positive Sentiment: MarketBeat: TSMC’s strong revenue and AI-accelerator outlook also support demand signals for ecosystem partners (e.g., Broadcom, Meta), implying sustained foundry orders from hyperscalers. Positive for TSMC’s long-term demand profile. Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom
• Positive Sentiment: The Motley Fool / Fool.com: TSMC’s quarter boosted equipment makers (e.g., ASML) and validated strong capex across the supply chain — a sign that TSMC’s upgrade cycle is translating into orders for lithography and fab equipment, supporting the industry upcycle. TSMC Just Delivered Incredible News for ASML Investors
• Neutral Sentiment: Zacks / market summaries: Short‑term momentum pieces note TSM is up materially in recent sessions (weekly gains), useful for momentum investors but less informative on longer-term fundamental change. TSMC (TSM) Is Up 5.80% in One Week: What You Should Know
• Neutral Sentiment: MarketBeat / industry comp: Coverage comparing equipment vendors highlights TSMC’s central role in the AI capex cycle but focuses more on supplier selection (ASML, AMAT, LRCX) than on direct TSM fundamentals. Useful context but secondary to TSMC’s own guidance. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Risk note — large, sustained capex increases are capital‑intensive and execution‑sensitive; watch capex delivery, cyclical demand shifts and TSM’s valuation (PE ~30.6). These factors could amplify downside if growth or margins disappoint. Capex Guidance Raise Suggests AI Buildout Cycle Until 2028 (risk context)

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on TSM shares. TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $381.67.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $327.24 on Friday. The firm has a market capitalization of $1.70 trillion, a PE ratio of 30.73, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29. 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 business’s 50-day moving average is $302.97 and its two-hundred day moving average is $276.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share 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%. Research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

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.