Blue Whale Capital LLP Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Blue Whale Capital LLP increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 36.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 717,700 shares of the semiconductor company’s stock after buying an additional 193,430 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 11.1% of Blue Whale Capital LLP’s portfolio, making the stock its 3rd largest holding. Blue Whale Capital LLP’s holdings in Taiwan Semiconductor Manufacturing were worth $200,446,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Westfuller Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after acquiring an additional 34 shares during the last quarter. BankPlus Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.6% during the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after acquiring an additional 35 shares during the period. Bank of Jackson Hole Trust grew its position in shares of Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after purchasing an additional 35 shares during the last quarter. New Millennium Group LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 2.9% in the third quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock valued at $349,000 after purchasing an additional 35 shares during the last quarter. Finally, Empirical Asset Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 1.8% during the third quarter. Empirical Asset Management LLC now owns 2,008 shares of the semiconductor company’s stock worth $561,000 after purchasing an additional 36 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.5%

Shares of NYSE:TSM opened at $346.81 on Wednesday. The business’s 50 day simple moving average is $344.95 and its 200 day simple moving average is $304.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The company has a market capitalization of $1.80 trillion, a P/E ratio of 32.56, a P/E/G ratio of 0.97 and a beta of 1.29.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Wall Street Analyst Weigh In

TSM has been the subject of several research reports. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Four investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $391.43.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported double‑digit February revenue growth (consolidated net revenue NT$317.66B) and multiple outlets highlight Feb/early‑Q1 sales up ~22–30% year‑over‑year driven by AI chip demand — a clear near‑term tailwind for earnings. Taiwan Semiconductor’s Sales Rise 30 On A.I. Chip Demand
• Positive Sentiment: Zacks upgraded TSM to a Rank #1 (Strong Buy), reflecting growing optimism around TSMC’s earnings trajectory as AI spending accelerates — upgrades can support short‑term buying interest. TSMC (TSM) Upgraded to Strong Buy
• Neutral Sentiment: Coverage highlights TSMC as a core play on AI but flags a valuation debate after the stock’s large run — investors are reassessing whether multiples already price in future growth. Valuation Debate Defines Market Narrative
• Neutral Sentiment: Several pieces ask whether TSMC is “too late” after a ~100%+ one‑year rally — this frames growing debate between momentum investors and value/entry‑timing concerns. Is It Too Late To Consider TSMC After 106% One Year Rally
• Negative Sentiment: Barron’s notes the stock slipped because investors worry that strong revenue growth may not offset seasonal weakness and potential energy disruptions — these operational risks can compress near‑term multiples. TSMC Stock Slips. Why Strong Revenue Growth Isn’t Enough
• Negative Sentiment: Geopolitical tension in the Middle East is raising supply‑chain and energy risk chatter for chip names (including TSMC via fab energy/costs and customer disruptions), which is increasing short‑term volatility for the sector. How the Chip Supply Chain Is Threatened by Iran War

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.