Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) SVP Acquires 2,000 Shares of Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) SVP Shu-Hua Fang acquired 2,000 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The stock was bought at an average price of $77.09 per share, with a total value of $154,180.00. Following the completion of the acquisition, the senior vice president directly owned 8,206 shares of the company’s stock, valued at approximately $632,600.54. This represents a 32.23% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.

Shu-Hua Fang also recently made the following trade(s):

• On Friday, August 7th, Shu-Hua Fang purchased 57 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average cost of $73.31 per share, with a total value of $4,178.67.
• On Tuesday, July 7th, Shu-Hua Fang acquired 54 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $76.62 per share, for a total transaction of $4,137.48.

Taiwan Semiconductor Manufacturing Trading Up 0.4%

Shares of Taiwan Semiconductor Manufacturing stock opened at $417.08 on Friday. The business has a fifty day simple moving average of $420.70 and a 200-day simple moving average of $397.74. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $230.30 and a fifty-two week high of $479.00. The firm has a market cap of $2.16 trillion, a price-to-earnings ratio of 30.09, a price-to-earnings-growth ratio of 0.95 and a beta of 1.39. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Analyst Ratings Changes

A number of analysts recently weighed in on TSM shares. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Bank of America raised their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Sanford C. Bernstein raised their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. Three investment 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 company. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $523.22.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

A number of hedge funds have recently modified their holdings of TSM. Quattro Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $27,000. Strategic Advocates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Basepoint Wealth LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $31,000. Finally, Evolution Wealth Management Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 67 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

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 Company 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.