Blackhawk Capital Partners LLC Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Blackhawk Capital Partners LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,911 shares of the semiconductor company’s stock after acquiring an additional 1,570 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 2.7% of Blackhawk Capital Partners LLC’s investment portfolio, making the stock its 9th biggest position. Blackhawk Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,957,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC grew its stake in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Accurate Wealth Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $320,000. North Star Investment Management Corp. grew its position in shares of Taiwan Semiconductor Manufacturing by 224.2% during the second quarter. North Star Investment Management Corp. now owns 723 shares of the semiconductor company’s stock valued at $164,000 after purchasing an additional 500 shares in the last quarter. Plancorp LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.7% in the second quarter. Plancorp LLC now owns 2,452 shares of the semiconductor company’s stock worth $555,000 after purchasing an additional 64 shares during the last quarter. Finally, Perigon Wealth Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 25.6% in the second quarter. Perigon Wealth Management LLC now owns 7,417 shares of the semiconductor company’s stock worth $1,680,000 after buying an additional 1,514 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the topic of a number of research reports. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Two 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 stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $381.67.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts see a sustained AI-led buildout and TSMC raised capex guidance, signaling a multi-year cycle (2025–2028) that supports higher revenue and margin expectations. This underpins investor confidence in continued demand for advanced nodes. Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
• Positive Sentiment: TSMC reported strong Q4 revenue growth (~26%) and is forecasting rapid expansion (management projects ~30% in 2026 and a ~25% annual growth runway through 2029), driven by AI chip demand — a core justification for the stock’s rerating. The company’s forward multiple (around 24x) looks cheaper relative to some peers. Taiwan Semiconductor (TSM) Stock: Chip Giant Projects Explosive Growth Through 2029
• Positive Sentiment: Market commentary and media (Forbes, MarketBeat/MSN) are increasingly bullish on TSMC’s central role in the AI supply chain — reinforcing investor demand for shares tied to AI infrastructure exposure. TSM Stock: The Highest Conviction Play In The Semiconductor Stack
• Positive Sentiment: TSMC’s strategy to shift capacity away from lower-margin mature nodes toward next‑gen technologies should lift long‑term margins and pricing power, supporting revenue mix improvement as advanced-node utilization ramps. Taiwan Semiconductor Shrinks Old Chip Lines, Goes All-In On Next-Gen Tech
• Neutral Sentiment: Corporate housekeeping: TSMC filed routine Form 6‑K disclosures for December executive shareholding changes and North America board appointments — standard corporate updates with limited direct market impact. TSMC Reports December 2025 Executive Shareholding Change and Portfolio Adjustments TSMC North America Refreshes Board With New Director Appointments
• Neutral Sentiment: Competitive watch: Intel beat quarterly expectations but remains in a broader strategic contest with TSMC. Intel’s results and roadmap keep competition in focus, but current coverage suggests TSMC retains a technology and capacity lead in advanced nodes. Intel vs. TSMC: Can Intel Close the Gap?

Taiwan Semiconductor Manufacturing Trading Up 2.2%

TSM opened at $334.73 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The stock’s 50 day moving average price is $303.97 and its 200-day moving average price is $277.04. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $351.33. The stock has a market cap of $1.73 trillion, a price-to-earnings ratio of 31.43, a P/E/G ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The company had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. On average, equities analysts forecast 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. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date 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 dividend payout ratio (DPR) 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.