Oakmont Investment Advisors Inc. Makes New $603,000 Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Oakmont Investment Advisors Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,263 shares of the semiconductor company’s stock, valued at approximately $603,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Quattro Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $25,000. Hilton Head Capital Partners LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $27,000. Strategic Advocates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 36 shares in the last quarter. Basepoint Wealth LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $31,000. Finally, Evolution Wealth Management Inc. lifted its position 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 acquiring an additional 67 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC is developing a three-hectare laboratory aimed at speeding supplier validation and addressing its advanced-packaging bottleneck. Because the facility is intended to improve production efficiency rather than add another multibillion-dollar fab, investors may view it as a relatively capital-efficient way to support growing AI-chip demand. TSMC Jumps as a Three-Hectare Lab Attacks Its Packaging Bottleneck
• Positive Sentiment: Goldman Sachs says the AI spending cycle may still be in its early stages, supporting the outlook for TSMC’s leading-edge manufacturing and packaging businesses. Goldman Sachs Says the AI Trade Is Barely Started
• Positive Sentiment: Citi identified TSMC as a stock to watch if Apple’s next premium iPhones, including a potential foldable model, command higher prices. More expensive devices could support Apple’s component spending and TSMC’s high-end chip demand. Apple’s New Foldable iPhone Could Cost $2,000
• Positive Sentiment: Coverage points to rising demand for specialized cleaning chemicals and other materials required by advanced AI-chip fabs, reinforcing the view that TSMC’s strong margins are supported by a broad semiconductor supply chain. TSMC’s 67.7% Margin Now Needs Twice the Cleaning Chemistry
• Positive Sentiment: Analyst commentary describes TSMC as a “picks-and-shovels” beneficiary of the AI buildout and argues that its customer diversification and manufacturing position may make it more attractive than many major technology stocks. TSMC Is a Better Buy Than Any of the Magnificent Seven Stocks
• Neutral Sentiment: Senior Vice President Shu-Hua Fang disclosed a purchase of 2,000 shares, increasing personal ownership by 32.23%. The insider buying is supportive sentiment, though the transaction was disclosed well after the purchase and is small relative to TSMC’s market value. SEC insider trading filing
• Negative Sentiment: One valuation analysis estimates TSMC may be about 9% above fair value, while its planned investments in Arizona and Europe increase capital requirements. Investors may therefore remain sensitive to execution risks, returns on new capacity, and any slowdown in AI spending. TSMC Could Be 9% Above Fair Value As Capex Plans Grow

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Susquehanna increased their price objective 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. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a report on Monday, July 27th. Finally, Sanford C. Bernstein boosted their target price on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $523.22.

Taiwan Semiconductor Manufacturing Trading Up 2.9%

Shares of TSM stock opened at $429.07 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $237.90 and a fifty-two week high of $479.00. The stock’s fifty day moving average price is $420.63 and its two-hundred day moving average price is $397.96. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The company has a market cap of $2.23 trillion, a PE ratio of 30.96, a P/E/G ratio of 0.95 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The company had revenue of $39.89 billion during the quarter. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.25%.

Insiders Place Their Bets

In related news, VP Bor-Zen Tien purchased 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The shares were bought at an average cost of $74.39 per share, with a total value of $223,170.00. Following the acquisition, the vice president owned 4,000 shares of the company’s stock, valued at $297,560. This trade represents a 300.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Shyue-Shyh Lin acquired 2,000 shares of the stock in a transaction that occurred on Sunday, July 19th. The shares were bought at an average price of $71.71 per share, with a total value of $143,420.00. Following the completion of the transaction, the vice president owned 28,269 shares in the company, valued at $2,027,169.99. This represents a 7.61% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 19,512 shares of company stock worth $1,450,270 in the last ninety days. 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.