Mitsubishi UFJ Asset Management UK Ltd. Reduces Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mitsubishi UFJ Asset Management UK Ltd. lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 87.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,200 shares of the semiconductor company’s stock after selling 8,300 shares during the quarter. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $335,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Jennison Associates LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after buying an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership grew its position in shares of Taiwan Semiconductor Manufacturing by 109.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after purchasing an additional 1,842,951 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in Taiwan Semiconductor Manufacturing by 268.2% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after purchasing an additional 1,820,852 shares during the last quarter. Finally, Alliancebernstein L.P. increased its stake in Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after purchasing an additional 1,593,786 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: DA Davidson started coverage with a Buy and a $450 price target, citing TSMC’s execution and AI-driven demand — a direct analyst catalyst supporting further upside. DA Davidson Assigns TSMC (TSM) a Buy Rating Amid AI Demand Growth
• Positive Sentiment: Company packaging advances plus a new Taiwan–U.S. trade agreement were reported as reframing TSMC’s growth outlook — this supports longer-term revenue from high‑performance and AI chips and bolsters capex visibility. Taiwan Semiconductor Packaging Breakthrough And Trade Deal Reframe Growth Outlook
• Positive Sentiment: Social and data platforms flagged a sharp January revenue surge and sustained AI infrastructure demand, reinforcing the narrative of multi‑year secular growth and supporting lofty analyst price targets. TSMC Stock (TSM) Opinions on January Revenue Surge
• Positive Sentiment: Notable hedge fund/investor activity (Druckenmiller, Tepper/Appaloosa, 13F interest from other big managers) shows continued institutional conviction, which can amplify momentum. 13F: What Druckenmiller, Dalio, Tepper, & NVIDIA are Buying Appaloosa’s David Tepper Boosts 70,000 Shares in TSMC
• Neutral Sentiment: Patent and co‑packaged optics analyses note TSMC as a leading IP player in advanced packaging/optical interconnects — strategic but longer‑term in impact. Co-Packaged Optics & Optical Interconnects Patent Landscape Analysis 2026
• Neutral Sentiment: TSMC is repeatedly featured in “best stocks” and investment‑idea roundups (Fool, Zacks). Useful for retail interest but less of an immediate price driver than corporate/earnings news. The Best Stocks to Buy With $10,000 Right Now Zacks Investment Ideas feature highlights Nvidia, Taiwan, Bloom Energy…
• Neutral Sentiment: Competitive development — startups (e.g., Taalas) and peer advancements (Micron debates) attract attention but so far don’t displace TSMC’s foundry scale; monitor as a medium‑term watch item. Chip startup Taalas raises $169 million… Is Micron Technology the Next Taiwan Semiconductor Manufacturing?
• Negative Sentiment: Geopolitical and “replacement anxiety” concerns (trade frictions, Taiwan‑China tensions) remain a persistent downside risk that can trigger volatility or disrupt supply chains. Replacement Anxiety
• Negative Sentiment: Valuation worries and articles asking whether TSMC is “too expensive” could cap near‑term gains if growth expectations cool. Is Taiwan Semiconductor Too Expensive Now?

Wall Street Analysts Forecast Growth

Several research firms have commented on TSM. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Needham & Company LLC upped 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. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Four investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $370.54 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The company’s fifty day moving average price is $328.02 and its two-hundred day moving average price is $292.76. The firm has a market capitalization of $1.92 trillion, a P/E ratio of 34.79, a P/E/G ratio of 1.01 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $380.00.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.64%.

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.