Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Syon Capital LLC

Syon Capital LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,811 shares of the semiconductor company’s stock after purchasing an additional 1,471 shares during the period. Syon Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,730,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC lifted its position in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares during the period. Gamco Investors INC. ET AL acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $701,000. Bank of Nova Scotia increased its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after purchasing an additional 1,784 shares during the period. FWL Investment Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after purchasing an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth approximately $270,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were purchased at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the acquisition, the vice president owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the stock in a transaction on Tuesday, August 18th. The shares were bought at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the transaction, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This trade represents a 20.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 17,512 shares of company stock worth $1,296,090 over the last 90 days. Company insiders own 1.11% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on TSM shares. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. DA Davidson upped their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday. They issued a “buy” rating and a $515.00 target price on the stock. Finally, Sanford C. Bernstein boosted their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $523.22.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s planned global capacity expansion is designed to capture sustained AI and semiconductor demand. Its roughly $265 billion Arizona investment and approximately $4.06 billion European factory would strengthen its manufacturing footprint and improve supply-chain diversification. Taiwan Semiconductor Manufacturing Could Be 9% Above Fair Value As Capex Plans Grow
• Positive Sentiment: Industry forecasts point to approximately $1.4 trillion in annual AI infrastructure spending by 2030, positioning leading chip manufacturers such as TSMC to benefit from tight silicon capacity and continued investment in AI systems. AI Infrastructure Spending Is Set to Hit $1.4 Trillion by 2030
• Neutral Sentiment: Investment commentary from Artisan Partners highlighted resilient global equities, strong corporate earnings and enthusiasm around AI—factors supportive of TSMC’s long-term investment case, though it did not represent a new company-specific catalyst. TSMC: The Powerhouse of Advanced Semiconductor Manufacturing
• Neutral Sentiment: Reports about additional Taiwanese companies planning roughly $20 billion of U.S. investment reinforce the broader trend toward localized chip production, but the unnamed backers and lack of specific TSMC commitments make the direct stock impact uncertain. Why Is Taiwan Hiding the Backers of Its $20B US Pledge?
• Negative Sentiment: Analysts caution that TSMC’s Arizona expansion and broader overseas fab buildout will carry higher operating and construction costs than its Taiwan base, potentially pressuring margins even as AI demand drives revenue growth. TSMC’s Global Expansion Pressures Margins Amid AI-Driven Growth
• Negative Sentiment: One valuation analysis suggested TSM shares could be about 9% above fair value, indicating that strong AI expectations and an approximately 30-times earnings valuation may already reflect substantial future growth. Taiwan Semiconductor Manufacturing Could Be 9% Above Fair Value As Capex Plans Grow
• Negative Sentiment: Reports that an ETF sponsor filed for a leveraged bearish TSM product highlight the presence of short-term skepticism and elevated volatility, although the same sponsor later introduced a fund focused on the foundry sector’s growth. The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund

Taiwan Semiconductor Manufacturing Trading Up 0.4%

NYSE:TSM opened at $417.08 on Friday. The stock has a fifty day moving average price of $420.70 and a two-hundred day moving average price of $397.74. The stock has a market capitalization of $2.16 trillion, a price-to-earnings ratio of 30.09, a PEG ratio of 0.95 and a beta of 1.39. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $230.30 and a 1 year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 21.43%.

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.