Belpointe Asset Management LLC Has $3.73 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Belpointe Asset Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 13,339 shares of the semiconductor company’s stock after purchasing an additional 2,000 shares during the period. Belpointe Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,726,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $32,000. Fairman Group LLC raised its position in Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after acquiring an additional 89 shares in the last quarter. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at $33,000. Finally, Navigoe LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $42,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of research analyst reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $381.67.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI chip spending rises, implying stronger wafer demand, higher utilization and revenue concentration toward high-margin advanced nodes. This is a major demand catalyst for TSM’s 3nm/5nm capacity. Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s Maia 200 AI accelerator is built on TSMC’s 3nm process, directly increasing demand for advanced-node capacity and validating TSM’s technology leadership with hyperscalers investing in custom silicon. Microsoft’s Maia 200: The Profit Engine AI Needs
• Positive Sentiment: Taiwan’s president publicly backing more semiconductor investment in Arizona supports TSMC’s U.S. fab expansion plans, which reduces geopolitical concentration risk for customers and underpins long‑term capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Positive Sentiment: Analyst and media features (e.g., The Motley Fool) highlight sizable AI-driven revenue opportunities for TSMC and point to large order flows and sustained demand that justify aggressive capex and long-term growth expectations. Taiwan Semiconductor Just Gave Investors 56 Billion Reasons
• Neutral Sentiment: Comparative industry pieces on equipment suppliers (ASML, AMAT, LRCX) underscore broad strength across the chip supply chain — a positive backdrop for TSMC demand but not a direct company-level catalyst. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Coverage noting strong recent share-price momentum raises valuation and near-term pullback risk; investors may be trimming positions after a rally even as fundamentals improve. Monitor multiples and guidance for signs of overheating. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Taiwan Semiconductor Manufacturing Stock Down 0.6%

TSM stock opened at $332.71 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $351.33. The business has a 50-day simple moving average of $304.98 and a 200 day simple moving average of $278.43. 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 company has a market cap of $1.72 trillion, a PE ratio of 31.24, a price-to-earnings-growth ratio of 0.95 and a beta of 1.29.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. 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.