AustralianSuper Pty Ltd Trims Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

AustralianSuper Pty Ltd lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 632,765 shares of the semiconductor company’s stock after selling 300,148 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 0.8% of AustralianSuper Pty Ltd’s holdings, making the stock its 25th largest holding. AustralianSuper Pty Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $176,725,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $32,000. Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing in the second quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. First Command Advisory Services Inc. boosted its position in Taiwan Semiconductor Manufacturing by 174.1% during the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares in the last quarter. Finally, Fairman Group LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after acquiring an additional 89 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts and commentators argue TSMC is positioned for a strong 2026 on sustained AI and advanced computing demand, reinforcing confidence in long-term revenue growth. This Chip Giant Is Set Up for a Strong 2026. Should You Buy the Dip Now?
• Positive Sentiment: Recent rating upgrades and buy recommendations are lifting sentiment — upgrades typically attract fresh inflows into large-cap leaders like TSM. TSMC Has Become A Buy Again (Rating Upgrade)
• Positive Sentiment: Coverage highlighting TSMC as a top AI chip stock and its role supplying leaders (Nvidia, AMD, Broadcom) supports the thesis that TSMC will benefit from increased wafer demand. The Top 3 Artificial Intelligence (AI) Chip Stocks to Buy With $50,000 in 2026
• Positive Sentiment: Product-level momentum: coverage of Microsoft’s Maia 200 highlights cloud/AI chip rollouts that should boost foundry volumes and more efficient cloud economics — a near-term tailwind for TSM’s customers and orders. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Neutral Sentiment: Macro commentary warns volatility in rates, currencies and data continues to complicate market direction — this increases headline risk but doesn’t change TSMC’s core industry position. Important Stocks, Earnings, and Data Insights: $TSM, $TSLA, $COST
• Negative Sentiment: Bearish analysis claims the AI spending boom may be ending, which could reduce near-term demand growth expectations for foundries and pressure multiples. Taiwan Semiconductor: The AI Boom Is Coming To An End
• Negative Sentiment: Other pieces praise TSMC’s role in the AI boom but caution that current valuation levels may be hard to justify, raising downside risk if macro or demand disappoints. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on TSM. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating for the company. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $381.67.

Taiwan Semiconductor Manufacturing Trading Up 1.1%

NYSE TSM opened at $342.18 on Thursday. 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 debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The company has a market capitalization of $1.77 trillion, a PE ratio of 32.13, a P/E/G ratio of 0.97 and a beta of 1.29. The company has a fifty day moving average of $307.38 and a 200 day moving average of $279.63.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The company had revenue of $32.50 billion during the quarter. Research analysts forecast 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 disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. 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 yield of 1.1%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 23.57%.

Taiwan Semiconductor Manufacturing 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.