Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 5.3% Higher on Analyst Upgrade

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) traded up 5.3% on Wednesday after Barclays raised their price target on the stock from $450.00 to $470.00. Barclays currently has an overweight rating on the stock. Taiwan Semiconductor Manufacturing traded as high as $387.91 and last traded at $387.7190. 16,182,592 shares changed hands during mid-day trading, an increase of 16% from the average session volume of 13,935,056 shares. The stock had previously closed at $368.08.

TSM has been the topic of a number of other research reports. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Needham & Company LLC raised their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. DA Davidson reaffirmed a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus target price of $404.29.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction that occurred on Sunday, March 22nd. The shares were bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the acquisition, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. 1.11% of the stock is currently owned by company insiders.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC unveiled its A13 process (shrink of A14) and a lower-cost N2U option that target AI and mobile/HPC chips, signaling the company can keep performance and density gains while squeezing more from current EUV tools. This bolsters production roadmaps for key customers (Nvidia, Apple) and supports revenue/margin expectations. TSMC Debuts A13 Technology at 2026 North America Technology Symposium
• Positive Sentiment: TSMC demonstrated it can produce smaller, faster chips without immediately adopting ASML’s much more expensive high‑NA EUV machines — reducing near‑term capex pressure and preserving margins while keeping node progress on track. TSMC shows smaller, faster chips without a pricey new tool from ASML
• Positive Sentiment: Partnership with Synopsys to qualify silicon‑proven IP and certified EDA flows across 3nm/2nm and advanced packaging reduces time‑to‑market risk for customers building AI systems on TSMC nodes, making TSMC more sticky to AI ecosystem wins. Synopsys Partners with TSMC to Power Next-Generation AI Systems
• Positive Sentiment: Recent quarter showed record margins and strong AI-driven demand: analysts are boosting revenue and EPS forecasts, reinforcing the growth narrative and underpinning higher valuation multiples. TSMC Hits Record Margins and Raises the Bar
• Positive Sentiment: Barclays raised its price target to $470 and kept an overweight rating, providing an analyst tailwind that can support further buying interest. Barclays raises TSMC price target
• Positive Sentiment: TSMC plans to open an advanced chip packaging plant in Arizona by 2029 to relieve packaging bottlenecks for AI chips and strengthen onshore supply for US customers — a strategic move supporting long‑term demand and customer relationships. TSMC plans to open chip packaging plant in Arizona by 2029
• Neutral Sentiment: Coverage: TSMC confirmed it has only used a very small number of ASML’s high‑NA machines for R&D and called the equipment “too pricey” for current use — this reduces near‑term capex but may raise questions about longer‑term node transitions if/when high‑NA becomes necessary. TSMC says ASML’s latest chipmaking gear is too pricey to use
• Neutral Sentiment: Market reaction: ASML shares slid after reports that TSMC will delay deploying high‑NA EUV — a move that affects ASML’s near‑term revenue but is not directly negative for TSMC’s growth story. ASML shares slide 3% as TSMC delay deals blow to high-NA EUV rollout

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Hedge funds have recently modified their holdings of the company. Quattro Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $27,000. Stephens Consulting LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares in the last quarter. Strategic Advocates LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51. The company has a market cap of $2.01 trillion, a price-to-earnings ratio of 32.26, a P/E/G ratio of 1.09 and a beta of 1.35. The company has a fifty day moving average of $355.38 and a two-hundred day moving average of $323.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 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. Investors of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 24.71%.

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.