United American Securities Inc. d b a UAS Asset Management Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

United American Securities Inc. d b a UAS Asset Management purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, HoldingsChannel reports. The fund purchased 30,714 shares of the semiconductor company’s stock, valued at approximately $8,578,000. Taiwan Semiconductor Manufacturing comprises about 1.8% of United American Securities Inc. d b a UAS Asset Management’s investment portfolio, making the stock its 10th biggest position.

Other large investors also recently added to or reduced their stakes in the company. Brown Advisory Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 43.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after purchasing an additional 2,006,745 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its position in 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 worth $798,640,000 after buying an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position 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 worth $566,152,000 after buying an additional 1,820,852 shares during the last quarter. Alliancebernstein L.P. boosted its stake in Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after buying an additional 1,593,786 shares during the period. Finally, Stockbridge Partners LLC increased its position in Taiwan Semiconductor Manufacturing by 135.5% during the second quarter. Stockbridge Partners LLC now owns 2,218,034 shares of the semiconductor company’s stock valued at $502,363,000 after acquiring an additional 1,276,373 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: ASML’s shift toward High-NA EUV tools supports longer-term demand for advanced-node production capacity that benefits TSMC’s roadmap and revenue potential. ASML High NA EUV Shift Puts AI Chip Growth And Valuation In Focus
• Neutral Sentiment: Intel’s board/chair changes are industry-level governance news but don’t directly alter TSMC’s near-term fundamentals. Intel Chair Frank Yeary to Retire
• Neutral Sentiment: Analyst/sector spotlight pieces continue to list foundries among top stock ideas, reflecting ongoing interest in TSMC’s long-term secular story even as short-term flows swing. Top Stock Picks for Week of March 2, 2026
• Negative Sentiment: Large global funds aggressively trimmed AI and Taiwan exposure; Taiwan saw another $3.6B of outflows this week, boosting selling pressure on TSMC as part of a wider market unwind. Global Funds Unwind Hottest AI Trades as Inflation Fears Mount
• Negative Sentiment: High-profile investors reduced TSMC exposure: Cathie Wood’s Ark sold TSMC shares as she rotated into other China/US tech names, signaling reallocation by an influential active manager. Cathie Wood Loads Up on Alibaba and Amazon — Sells TSMC and Baidu
• Negative Sentiment: Billionaire Stanley Druckenmiller trimmed his TSMC stake in the latest 13F filing, consistent with profit-taking by some large managers. Billionaire Stanley Druckenmiller Dumped 2 of His Top Performers — Teva and Taiwan Semiconductor — and Made This Sector-Based ETF His Fund’s New No. 2 Holding
• Negative Sentiment: Short-term panic/risk-off from escalated Iran-related headlines and sector-wide profit-taking pushed chip names lower; coverage notes the drop appears driven more by macro/geopolitical flows than TSMC-specific disclosures. TSMC Shares Sink Amid Iran Tensions and Tech Selloff

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Four investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM opened at $353.14 on Wednesday. The firm’s 50 day simple moving average is $340.04 and its 200-day simple moving average is $300.14. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20. The firm has a market cap of $1.83 trillion, a PE ratio of 33.16, a price-to-earnings-growth ratio of 1.03 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

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.