Burns Matteson Capital Management LLC Acquires Shares of 1,855 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Burns Matteson Capital Management LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,855 shares of the semiconductor company’s stock, valued at approximately $564,000.

Other large investors also recently made changes to their positions in the company. Childress Capital Advisors LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 145.3% in the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after acquiring an additional 1,891 shares during the last quarter. Shannon River Fund Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $2,430,000. Vanguard Personalized Indexing Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 9.4% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after purchasing an additional 8,738 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 28.6% in the third quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after purchasing an additional 8,284 shares in the last quarter. Finally, Hollencrest Capital Management increased its holdings in shares of Taiwan Semiconductor Manufacturing by 125.3% in the third quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after purchasing an additional 2,901 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 6.8%

Shares of NYSE TSM opened at $337.90 on Wednesday. The company’s 50 day simple moving average is $348.54 and its 200 day simple moving average is $314.32. 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 market capitalization of $1.75 trillion, a P/E ratio of 31.73, a P/E/G ratio of 0.87 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 28.36%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. DA Davidson raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Needham & Company LLC upped their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $391.43.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Japan approves TSMC’s plan to build a large 3nm “AI chip” factory — a $5.26B investment that brings advanced-node capacity to Japan, diversifies the AI supply chain away from Taiwan and reduces geopolitical concentration risk, supporting long-term revenue and strategic customer wins. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: TSMC has started production/ramp of next‑gen 2nm chips amid record AI demand — a development analysts say reframes growth and valuation expectations as AI and data‑center orders increase. This supports higher long‑term revenue and margin outlooks. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative
• Positive Sentiment: Unusually large call-option activity — investors bought ~212,745 calls (≈33% above average) — signals short‑term bullish positioning and elevated probability of upside/volatility in the near term. (Market options data)
• Positive Sentiment: Big push into advanced packaging — analysts highlight packaging as a new growth and margin lever that could deepen customer relationships for AI chips and increase wafer‑plus‑services revenue. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?
• Positive Sentiment: Insider purchases and strong margin reports — recent VP buys and commentary about record gross margins and NVIDIA becoming the top customer are read as confidence signals from insiders and confirm pricing power. TSMC Stock (TSM) Opinions on Capacity Constraints
• Positive Sentiment: Brand/innovation recognition — TSMC appears on Fast Company’s list of most innovative companies, a reputational plus that underscores technology leadership (minor direct impact but supportive of investor sentiment). ELEHEAR Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
• Neutral Sentiment: Capacity constraints are intensifying — social and analyst commentary points to tight advanced-node supply. That supports pricing and margins but raises short‑term fulfillment risks and high capex needs. TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Quarterly fund letters highlight strong underlying demand and TSMC’s role in portfolios — supportive context but largely reiterative of stronger operational themes. TSM Gains from Strong Demand and Its Industry-Leading Manufacturing Capabilities
• Negative Sentiment: Short‑term pullback noted — recent market coverage flagged that TSMC fell more sharply than the broader market in a prior session, indicating increased near‑term volatility and profit‑taking pressure despite the positive fundamental news flow. TSMC (TSM) Falls More Steeply Than Broader Market

Insider Buying and Selling

In related news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the acquisition, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Corporate insiders own 1.11% of the company’s stock.

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.