Coldstream Capital Management Inc. Has $8.06 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Coldstream Capital Management Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 28,828 shares of the semiconductor company’s stock after purchasing an additional 6,762 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $8,057,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Brown Advisory Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 43.2% in the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after acquiring an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership increased its position in Taiwan Semiconductor Manufacturing by 109.5% during the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after acquiring an additional 1,842,951 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in Taiwan Semiconductor Manufacturing by 268.2% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after acquiring an additional 1,820,852 shares during the period. Alliancebernstein L.P. raised its stake in Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after purchasing an additional 1,593,786 shares during the last quarter. Finally, SurgoCap Partners LP bought a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $360,443,000. 16.51% of the stock is owned by institutional investors.

Analysts Set New Price Targets

TSM has been the topic of several research analyst reports. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, March 5th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Saturday. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Finally, Needham & Company LLC raised their price objective 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 research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average price target of $391.43.

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.

Taiwan Semiconductor Manufacturing Trading Up 1.7%

Shares of TSM stock opened at $346.01 on Wednesday. The firm has a fifty day moving average of $347.73 and a 200-day moving average of $307.99. The stock has a market cap of $1.79 trillion, a price-to-earnings ratio of 32.49, a P/E/G ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 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.