Caitong International Asset Management Co. Ltd Acquires Shares of 1,589 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Caitong International Asset Management Co. Ltd acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor acquired 1,589 shares of the semiconductor company’s stock, valued at approximately $444,000.

A number of other hedge funds have also modified their holdings of TSM. Fisher Asset Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock worth $4,980,614,000 after acquiring an additional 168,171 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after acquiring an additional 541,047 shares during the period. Bank of America Corp DE boosted its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock valued at $4,171,445,000 after purchasing an additional 130,173 shares in the last quarter. Jennison Associates LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock worth $3,516,692,000 after purchasing an additional 544,750 shares during the last quarter. Finally, Alliancebernstein L.P. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock worth $2,984,783,000 after purchasing an additional 229,237 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Big Tech is projected to spend roughly $720 billion on AI capex in 2026; that surge in infrastructure spending supports higher wafer/service demand for foundries like TSMC. Read More.
• Positive Sentiment: NVIDIA’s strong AI chip outlook from GTC increases near-term demand pressure for advanced-node capacity, a tailwind for TSMC’s premium-margin business. Read More.
• Positive Sentiment: Large, unusual options activity: traders bought ~468,549 TSM call options on Monday (≈213% above average), signaling short-term bullish investor positioning.
• Positive Sentiment: Research houses (including Bernstein coverage noted in recent headlines) remain bullish on TSMC’s AI opportunity and capacity-led upside, reinforcing buy-side conviction. Read More.
• Positive Sentiment: Coverage arguing the “TSMC AI bottleneck” thesis is maturing (not breaking) suggests sustained structural demand for advanced nodes and capacity pricing power. Read More.
• Neutral Sentiment: Microsoft’s Maia 200 and other in-house AI chip efforts keep competitive dynamics evolving; TSMC could still be a fabricator for many designs but competition among OEMs may shift mix. Read More.
• Neutral Sentiment: Macro calendar (Fed decisions, tech events) is creating short-term market volatility that can amplify TSMC moves but doesn’t change the company’s long-term demand drivers. Read More.
• Negative Sentiment: Geopolitical/supply risk: analysts warn a helium shortage or Strait-of-Hormuz disruption could impair chip production inputs and logistics, posing short-term operational risk. Read More.
• Negative Sentiment: China’s push to develop domestic 7nm supply and longer-term onshore fabrication ambitions represent strategic competition risk that could erode addressable market share over time. Read More.

Analyst Ratings Changes

Several brokerages recently issued reports on TSM. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 5th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Finally, Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Four equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Up 1.7%

Shares of NYSE TSM opened at $346.01 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $390.20. The firm’s 50-day simple moving average is $347.73 and its 200 day simple moving average is $307.99. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The company has a market cap of $1.79 trillion, a price-to-earnings ratio of 32.49, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The company had revenue of $30.65 billion during the quarter. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company 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 $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 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.