Boston Common Asset Management LLC Has $164.73 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Boston Common Asset Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 33.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 542,072 shares of the semiconductor company’s stock after purchasing an additional 134,961 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 8.3% of Boston Common Asset Management LLC’s investment portfolio, making the stock its biggest holding. Boston Common Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $164,730,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Brown Advisory Inc. lifted its position in Taiwan Semiconductor Manufacturing by 43.2% during 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 buying an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership grew its position in shares of Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after buying an additional 1,842,951 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in shares of Taiwan Semiconductor Manufacturing by 268.2% in the 2nd 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 in the last quarter. Alliancebernstein L.P. increased its stake in shares of Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. Finally, SurgoCap Partners LP purchased a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $360,443,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

TSM has been the topic of a number of recent research reports. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Needham & Company LLC raised their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Down 3.1%

NYSE:TSM opened at $316.47 on Tuesday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The firm has a market cap of $1.64 trillion, a P/E ratio of 29.72, a P/E/G ratio of 0.90 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The firm has a 50-day simple moving average of $348.33 and a two-hundred day simple moving average of $313.77.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The business had revenue of $30.65 billion during the quarter. Analysts predict 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 announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 28.36%.

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the transaction, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 1.11% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC has begun production of its next‑generation 2nm node and is seeing record AI chip demand from customers like NVIDIA and Apple, which management cites as raising its long‑term growth profile. This strengthens revenue mix and pricing power. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative
• Positive Sentiment: Quarterly and fund‑letter commentary point to resilient end‑market demand in Q4 (strong orders and fund positioning), supporting near‑term revenue momentum. Strong Demand Lifted Taiwan Semiconductor Higher in Q4
• Positive Sentiment: Secondary market signals: insiders recently purchased shares and public discussion highlights a record gross margin (~62%), plus analysts continue to issue Buy/Overweight ratings and lofty price targets (median targets near $405), which can underpin investor confidence. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Some funds and large institutions are actively rebalancing their TSM positions (large additions and sizable trims reported), creating mixed flows that can amplify volatility but don’t change the company’s fundamentals. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Comparisons with peers (e.g., Micron) spotlight valuation differences; TSMC trades at a premium reflecting its foundry dominance — investors weighing value vs. growth may rotate between names. Micron vs Taiwan Semiconductor Manufacturing
• Negative Sentiment: Short‑term downside pressure: the stock pulled back more steeply than the broader market today as traders booked gains and digested near‑term risks (high capex, geopolitical exposure and tight advanced‑node capacity that can constrain near‑term supply flexibility). TSMC (TSM) Falls More Steeply Than Broader Market

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.