iA Global Asset Management Inc. Sells 239,260 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

iA Global Asset Management Inc. decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 56.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 185,651 shares of the semiconductor company’s stock after selling 239,260 shares during the period. iA Global Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $51,850,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in TSM. BankPlus Wealth Management LLC raised its position in 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 worth $640,000 after purchasing an additional 35 shares during the period. Catalyst Private Wealth LLC boosted its position 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 buying an additional 38 shares during the period. Venture Visionary Partners LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% during the third quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock valued at $989,000 after buying an additional 39 shares during the last quarter. Leonard Rickey Investment Advisors P.L.L.C. raised its holdings in shares of 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 worth $461,000 after buying an additional 41 shares during the period. Finally, Alliance Wealth Advisors LLC raised its holdings in shares of 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 buying an additional 43 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Needham & Company LLC boosted their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $381.67.

Taiwan Semiconductor Manufacturing Stock Up 0.3%

NYSE:TSM opened at $327.24 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. 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 50-day moving average of $302.97 and a 200 day moving average of $276.31. The firm has a market cap 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion for the quarter. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed 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. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

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)

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.