SteelPeak Wealth LLC Has $5.33 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

SteelPeak Wealth LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.7% in the 2nd quarter, Holdings Channel reports. The fund owned 11,131 shares of the semiconductor company’s stock after purchasing an additional 1,430 shares during the quarter. SteelPeak Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $5,326,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. First Community Trust NA lifted its stake in shares of Taiwan Semiconductor Manufacturing by 188.8% in the second quarter. First Community Trust NA now owns 540 shares of the semiconductor company’s stock valued at $258,000 after buying an additional 353 shares during the period. Walker Asset Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $275,000. Trinity Street Asset Management LLP grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 2nd quarter. Trinity Street Asset Management LLP now owns 930,851 shares of the semiconductor company’s stock worth $444,547,000 after purchasing an additional 30,840 shares in the last quarter. GoalFusion Wealth Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $656,000. Finally, Hyperion Asset Management Ltd acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $126,220,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record July revenue reinforced the AI growth story. TSMC reported July sales of approximately NT$467.58 billion, up 44.7% year over year and 5.6% from June. Management expects 2026 revenue growth slightly above 40% in U.S. dollar terms, indicating continued strength in AI accelerators, high-performance computing and advanced-node production. Taiwan Semiconductor’s July Revenue Rose 45%
• Positive Sentiment: TSMC and Sony launched a $4.69 billion Japanese joint venture. Sony will control Advanced Vision Semiconductor Manufacturing, while TSMC will invest approximately $1.8 billion. The venture will develop and manufacture next-generation smartphone image sensors, with volume production targeted for 2029. The project expands TSMC’s geographic footprint and diversifies its exposure beyond AI and computing. TSMC Stock Rises as Sony Venture Launches
• Positive Sentiment: Analysts remain constructive. Bernstein raised its TSMC price target to $554 from $430 and maintained an “outperform” rating, citing a potentially significant CPU opportunity as agentic AI expands. Other analysts have also raised targets, contributing to a broadly positive consensus view. Central Processing Units Could Be New Growth Driver for TSMC
• Neutral Sentiment: Capital spending is rising alongside demand. TSMC increased its 2026 capital-spending guidance to $60 billion-$64 billion to expand advanced capacity. The investment supports long-term growth but could pressure near-term free cash flow if AI demand or customer returns weaken.
• Neutral Sentiment: TSMC declared a quarterly dividend of $1.0854 per share, payable January 7, 2027, representing an annualized yield of approximately 1%. CEO Che-Chia Wei also made a modest open-market purchase, a potentially positive confidence signal but not a major financial catalyst.
• Negative Sentiment: Execution and geopolitical risks temper the outlook. Analysts have warned of uncertainty around whether heavy AI investments will generate sufficient returns in 2028-2029. Potential U.S. restrictions on advanced-chip shipments to China could further limit sales opportunities, while TSMC’s valuation leaves the stock vulnerable to any slowdown in AI spending.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. TD Cowen lifted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Sanford C. Bernstein increased 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 report on Tuesday. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. Finally, Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $524.25.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Shyue-Shyh Lin bought 1,000 shares of the stock in a transaction dated Tuesday, July 21st. The stock was purchased at an average cost of $74.13 per share, with a total value of $74,130.00. Following the completion of the purchase, the vice president directly owned 30,269 shares in the company, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 18,312 shares of company stock valued at $1,347,058 over the last quarter. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.7%

Shares of NYSE TSM opened at $429.03 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00. The firm’s 50-day simple moving average is $426.03 and its 200 day simple moving average is $389.45. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.13. The company has a market cap of $2.23 trillion, a price-to-earnings ratio of 30.95, a price-to-earnings-growth ratio of 0.97 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. The firm had revenue of $39.89 billion during the quarter. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 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. Investors of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. 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.