Assetmark Inc. Buys 24,187 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Assetmark Inc. raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 512,772 shares of the semiconductor company’s stock after purchasing an additional 24,187 shares during the quarter. Assetmark Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $143,212,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Heartwood Wealth Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth $32,000. Fairman Group LLC raised its position in Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 89 shares during the period. Resources Management Corp CT ADV purchased a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $33,000. Finally, Delta Asset Management LLC TN grew its stake in Taiwan Semiconductor Manufacturing by 50.0% in the third quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock worth $42,000 after purchasing an additional 50 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

TSM has been the subject of several recent research reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Needham & Company LLC increased 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 report on Thursday, January 15th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $368.33 on Friday. The company has a 50 day moving average price of $320.35 and a 200-day moving average price of $287.57. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $380.00. The firm has a market cap of $1.91 trillion, a price-to-earnings ratio of 34.58, a price-to-earnings-growth ratio of 1.05 and a beta of 1.31. 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 (NYSE:TSM) last released its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The company had revenue of $32.50 billion during the quarter. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Seeking Alpha argues TSM has entered an AI era where AI chips now outpace mobile handsets; Nvidia has surpassed Apple as TSM’s largest customer, implying stronger pricing power, higher demand and structurally better margins going forward. Taiwan Semiconductor: Transition From An iPhone To An AI Era
• Positive Sentiment: TSM reported the highest monthly sales in company history, which management linked to sustained AI adoption—this confirms continuing strong demand from major AI customers (notably Nvidia). TSMC CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
• Positive Sentiment: Benzinga notes TSM hit a 52‑week high after Wedbush reiterated an Outperform rating following strong sales—support from a major wirehouse analyst helps near‑term sentiment and flows. Taiwan Semiconductor Stock Hits 52-Week High
• Positive Sentiment: Sector research (Zacks) and industry tallies show semiconductor sales surged in 2025 on AI-driven logic and memory growth—TSM is a primary beneficiary of that cyclical upswing. 4 Stocks to Boost Your Portfolio on Solid Semiconductor Sales Growth
• Positive Sentiment: Investor letters and fund commentary (e.g., Baron Fund) point to a demand boom for TSM‑exposed names, reinforcing momentum among institutional holders. Demand Boom Sent Taiwan Semiconductor Higher
• Neutral Sentiment: TSM declared a quarterly dividend of $0.9503 per share (annualized yield ~1.0%), payable July 9 with a June 11 record date—a modest income signal but not a major catalyst given the low yield.
• Neutral Sentiment: Macro/flow commentary (MarketBeat) says money is rotating from software into AI infrastructure (chips, testing, packaging, power). That rotation favors TSM long term, though it also shifts attention to broader supply‑chain winners and durability factors.

About Taiwan Semiconductor Manufacturing

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.