Global Assets Advisory LLC Buys Shares of 1,955 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Global Assets Advisory LLC bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,955 shares of the semiconductor company’s stock, valued at approximately $546,000.

Several other large investors have also modified their holdings of TSM. Jennison Associates LLC increased its stake in Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after buying an additional 2,537,760 shares during the period. Brown Advisory Inc. lifted its stake 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 acquiring an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 109.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after acquiring an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in shares of 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. Finally, Alliancebernstein L.P. raised its holdings in 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 in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 2.2%

Taiwan Semiconductor Manufacturing stock opened at $334.73 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $351.33. The firm has a market capitalization of $1.73 trillion, a price-to-earnings ratio of 31.43, a price-to-earnings-growth ratio of 0.95 and a beta of 1.29. The stock’s fifty day moving average is $303.97 and its two-hundred day moving average is $277.70. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The business had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This represents a $3.87 annualized dividend and a dividend yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts see a sustained AI-led buildout and TSMC raised capex guidance, signaling a multi-year cycle (2025–2028) that supports higher revenue and margin expectations. This underpins investor confidence in continued demand for advanced nodes. Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
• Positive Sentiment: TSMC reported strong Q4 revenue growth (~26%) and is forecasting rapid expansion (management projects ~30% in 2026 and a ~25% annual growth runway through 2029), driven by AI chip demand — a core justification for the stock’s rerating. The company’s forward multiple (around 24x) looks cheaper relative to some peers. Taiwan Semiconductor (TSM) Stock: Chip Giant Projects Explosive Growth Through 2029
• Positive Sentiment: Market commentary and media (Forbes, MarketBeat/MSN) are increasingly bullish on TSMC’s central role in the AI supply chain — reinforcing investor demand for shares tied to AI infrastructure exposure. TSM Stock: The Highest Conviction Play In The Semiconductor Stack
• Positive Sentiment: TSMC’s strategy to shift capacity away from lower-margin mature nodes toward next‑gen technologies should lift long‑term margins and pricing power, supporting revenue mix improvement as advanced-node utilization ramps. Taiwan Semiconductor Shrinks Old Chip Lines, Goes All-In On Next-Gen Tech
• Neutral Sentiment: Corporate housekeeping: TSMC filed routine Form 6‑K disclosures for December executive shareholding changes and North America board appointments — standard corporate updates with limited direct market impact. TSMC Reports December 2025 Executive Shareholding Change and Portfolio Adjustments TSMC North America Refreshes Board With New Director Appointments
• Neutral Sentiment: Competitive watch: Intel beat quarterly expectations but remains in a broader strategic contest with TSMC. Intel’s results and roadmap keep competition in focus, but current coverage suggests TSMC retains a technology and capacity lead in advanced nodes. Intel vs. TSMC: Can Intel Close the Gap?

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on TSM shares. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Finally, Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $381.67.

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.