Allianz Asset Management GmbH Increases Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Allianz Asset Management GmbH increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 22.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,127,347 shares of the semiconductor company’s stock after acquiring an additional 206,693 shares during the quarter. Allianz Asset Management GmbH’s holdings in Taiwan Semiconductor Manufacturing were worth $314,857,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after acquiring an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 43.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after purchasing an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in shares of Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after purchasing an additional 1,820,852 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its position in shares of Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after purchasing an additional 1,593,786 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $341.37 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month 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 stock has a fifty day moving average price of $310.86 and a 200 day moving average price of $282.04. The company has a market cap of $1.77 trillion, a P/E ratio of 32.05, a PEG ratio of 0.93 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results 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 for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. On average, 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 firm also recently disclosed 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. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.1%. The ex-dividend date 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: MSN reports TSMC’s forward-looking comments have sparked expectations of a long-term AI boom, reinforcing investor confidence in sustained demand for cutting-edge nodes and capacity. MSN article
• Positive Sentiment: 24/7 Wall St. highlights TSMC (alongside Broadcom) as a major beneficiary of the custom AI chip boom—underscoring that foundry share gains from bespoke AI ASICs should translate into higher revenue and pricing power. 24/7 Wall St. article
• Positive Sentiment: The Motley Fool includes TSMC among top stocks to buy for 2026, noting the company sits at the heart of AI infrastructure—supporting durable demand visibility from hyperscalers and AI chip designers. Fool article
• Positive Sentiment: Another Fool piece points to a multi-year AI spending surge, reiterating TSMC’s role as the primary supplier for advanced datacenter chips (benefit: steady capacity utilization and pricing leverage). Fool article
• Positive Sentiment: Fool’s profile of TSMC as a long-term AI winner emphasizes that as AI ASICs proliferate, TSMC’s technology leadership and customer roster (NVIDIA, Apple, Broadcom, etc.) position it to capture rising industry margins. Fool article
• Positive Sentiment: InvestorPlace mentions TSMC as an overlooked infrastructure play for investors who missed Nvidia—supporting the narrative that TSMC offers exposure to AI demand with diversified customer risk. InvestorPlace article
• Positive Sentiment: Fool’s “safety net” piece frames TSMC as a lower-volatility way to play AI infrastructure spending—useful for investors worried the AI hype is overheating. Fool article

Analyst Ratings Changes

Several analysts recently weighed in on TSM shares. Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $381.67.

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.