Marshall Investment Management LLC Invests $649,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Marshall Investment Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,325 shares of the semiconductor company’s stock, valued at approximately $649,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in TSM. Heartwood Wealth Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing during the third quarter worth about $32,000. Cedar Wealth Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after acquiring an additional 64 shares during the last quarter. Fairman Group LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after acquiring an additional 89 shares during the last quarter. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $32,000. Finally, Delta Asset Management LLC TN raised its position in shares of Taiwan Semiconductor Manufacturing by 50.0% in the 3rd quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock valued at $42,000 after acquiring an additional 50 shares during the period. Institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Unusually large options flow — traders bought ~468,549 TSM call contracts in one day (≈+213% vs. average), which signals aggressive bullish positioning and short-term upside expectations from institutional/trader activity.
• Positive Sentiment: Analyst bullishness ramps up — Bernstein and other outlets are highlighting TSM’s AI exposure and several firms maintain buy/overweight views with high price targets, supporting momentum. TSMC Stock (TSM): Top Bernstein Analyst Turns Up the Heat on This AI Chipmaker
• Positive Sentiment: Tight foundry capacity from AI demand — reports that Nvidia’s next-gen GPUs and rising Google TPU orders are competing for advanced-node capacity at TSMC support pricing power and utilization for 3nm/2nm nodes. Nvidia Rubin GPU Faces Possible Delay As HBM4 Supply Falls Short, While Google TPU Demand Surges In Race For TSMC Capacity
• Neutral Sentiment: Comparative coverage and market roundups — pieces comparing Micron vs. TSM and broader tech market notes provide context but no immediate company-specific catalysts. Better Chip Stock to Buy: Micron or Taiwan Semiconductor?
• Neutral Sentiment: Mixed institutional and congressional activity — Quiver/market trackers show large portfolio reshuffles (some big sell-downs by major funds but also sizable additions by others) and several congressional trades; this creates noise but not a clear directional signal. TSMC Stock (TSM) Opinions on BofA Buy Rating and AI Demand
• Neutral Sentiment: Industry peers and technicals — GlobalFoundries’ momentum and broader tech roundup items influence sentiment toward chip stocks generally but are not specific TSM catalysts. Tech, Media & Telecom Roundup: Market Talk
• Negative Sentiment: China’s domestic push toward 7nm — reports of Chinese foundry advances (Hua Hong and others) raise medium-term competition and geopolitical risk that could pressure margin or market share in certain segments. China’s Next Chip Push Moves Toward 7 nm
• Negative Sentiment: Supply-chain constraints (HBM4 memory) — memory or advanced-package shortages that delay key customers’ product launches (e.g., Nvidia Rubin) could create short-term demand timing risk even as longer-term node demand remains strong. China ‘Homegrown’ Gamble: Can New 7nm Chips Finally Replace Nvidia, TSMC?

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on TSM shares. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a report on Saturday. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Four analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $340.22 on Tuesday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The stock has a market cap of $1.76 trillion, a price-to-earnings ratio of 31.95, a PEG ratio of 0.93 and a beta of 1.29. The business has a 50 day simple moving average of $347.35 and a 200 day simple moving average of $307.18. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. 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. Investors of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

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.