Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 1.5% – Here’s What Happened

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) shot up 1.5% during trading on Thursday . The stock traded as high as $334.57 and last traded at $330.50. 14,603,592 shares were traded during trading, a decline of 3% from the average session volume of 15,104,278 shares. The stock had previously closed at $325.74.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC plans mass production of 3‑nanometre chips in Japan with ~ $17 billion investment — Tokyo subsidies and local capacity aim to speed AI chip supply and cut Taiwan concentration risk. TSMC plans 3-nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: Benzinga reports the ~$17B Japan expansion is tied to government subsidies and a push to bring advanced 3nm capacity online for AI customers — a strategic capex shift that supports secular growth. TSMC Plans $17 Billion Japan Expansion With Advanced 3nm Chips
• Positive Sentiment: Barron’s: TSMC will produce 3nm chips at its Kumamoto site as it races to meet AI demand — a capacity move that should protect and expand relationships with major customers. TSMC Needs to Make More Advanced Chips. Why It’s Turning to Japan.
• Positive Sentiment: Zacks Research upgraded TSMC from “Hold” to “Strong Buy” and TSMC was added to Zacks Rank #1 momentum lists — analyst upgrades and momentum listings can attract funds and retail flows. Zacks Research upgrade
• Positive Sentiment: Analyst consensus/price-target coverage implies roughly ~25% upside from current levels — signals bullish analyst revisions and potential further upward re-rating if earnings estimates keep rising. Can TSMC (TSM) Climb 25.25% to Reach the Level Wall Street Analysts Expect?
• Neutral Sentiment: Coverage pieces note that analyst ratings and price targets can move stock momentum but aren’t perfect predictors — investors should weigh fundamentals and capacity timelines. Is It Worth Investing in TSMC (TSM) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Market commentary (momentum lists, opinion pieces) highlights TSMC vs. peers debate — useful for trading flows but less decisive for long-term valuation which depends on execution of new fabs and 3nm ramp. Taiwan Semiconductor or Broadcom? You Should Only Own One of Them

Analyst Upgrades and Downgrades

A number of research firms have issued reports on TSM. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Three analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $381.67.

Taiwan Semiconductor Manufacturing Stock Performance

The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The company has a market cap of $1.71 trillion, a P/E ratio of 31.03, a P/E/G ratio of 0.94 and a beta of 1.31. The firm has a 50 day moving average price of $312.58 and a 200-day moving average price of $283.01.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The firm had revenue of $32.50 billion during the quarter. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This represents a $3.87 dividend on an annualized basis and a yield of 1.2%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 28.64%.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

Several large investors have recently made changes to their positions in the business. Stephens Consulting LLC raised its position in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Ares Financial Consulting LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $29,000. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $32,000. Finally, Mid American Wealth Advisory Group Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $33,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

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.