DSG Capital Advisors LLC Has $14.42 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

DSG Capital Advisors LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,643 shares of the semiconductor company’s stock after buying an additional 6,592 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 2.3% of DSG Capital Advisors LLC’s holdings, making the stock its 12th biggest position. DSG Capital Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $14,423,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in TSM. Massachusetts Financial Services Co. MA raised its position in Taiwan Semiconductor Manufacturing by 3.6% in the 3rd 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 buying an additional 541,047 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of Taiwan Semiconductor Manufacturing by 0.8% in the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock valued at $3,353,348,000 after purchasing an additional 115,158 shares during the last quarter. Jennison Associates LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 4.5% during the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock valued at $3,516,692,000 after purchasing an additional 544,750 shares in the last quarter. Alliancebernstein L.P. boosted 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 during the last quarter. Finally, WCM Investment Management LLC grew its position in Taiwan Semiconductor Manufacturing by 3.3% in the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock worth $2,299,108,000 after purchasing an additional 324,615 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Nvidia is set to become TSMC’s largest customer as AI spending surges, signaling sustained high-volume demand for advanced nodes (supporting revenue and utilization). Nvidia set to supplant Apple as TSMC’s top customer
• Positive Sentiment: Microsoft’s new Maia 200 inference accelerator is built on TSMC’s 3nm process — a tangible win for TSMC’s premium node roadmap that should drive high-margin wafer demand from hyperscalers. Microsoft’s Maia 200: The Profit Engine AI Needs (TSM)
• Positive Sentiment: Taiwan’s president signaled support for more semiconductor investment in Arizona, which reinforces TSMC’s U.S. expansion plans and reduces geopolitical execution risk for capacity growth. Taiwan president supports more semiconductor investment in Arizona: report
• Neutral Sentiment: Recent retrospective performance pieces highlight strong 12‑month gains for TSMC shares — useful context for momentum-driven flows but not a driver of forward fundamentals. If You’d Invested $10,000 in Taiwan Semiconductor Stock a Year Ago
• Neutral Sentiment: Industry-equipment comparisons (ASML/AMAT/LRCX) underscore continued capex across the ecosystem; positive for wafer fab demand over time but indirect for TSMC near-term stock moves. Which Semiconductor Equipment Stock Has More Upside in 2026?
• Negative Sentiment: Analyst and opinion pieces warn TSMC’s rapid share-price appreciation raises valuation concerns — investors may be trimming or demanding higher proof of sustained margin leverage to justify current multiples. TSMC: Powers America’s AI Boom – Yet, The Valuation Doesn’t Make Sense
• Negative Sentiment: Valuation-focused writeups that followed the rally highlight stretched P/E and the risk of multiple compression if growth or fab margins disappoint, which could cap near-term upside. A Look At Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Taiwan Semiconductor Manufacturing Trading Up 1.7%

Shares of Taiwan Semiconductor Manufacturing stock opened at $338.28 on Wednesday. The stock has a market capitalization of $1.75 trillion, a P/E ratio of 31.76, a P/E/G ratio of 0.96 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 $351.33. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The stock’s 50-day simple moving average is $306.18 and its 200 day simple moving average is $279.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The company 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%. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

Analysts Set New Price Targets

TSM has been the topic of a number of research analyst reports. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. TD Cowen raised their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research report on Friday, January 16th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average 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.