Values First Advisors Inc. Invests $547,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Values First Advisors Inc. bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,802 shares of the semiconductor company’s stock, valued at approximately $547,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in TSM. SurgoCap Partners LP bought a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter worth approximately $360,443,000. Thrivent Financial for Lutherans grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3,164.9% in the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock worth $333,172,000 after purchasing an additional 1,156,389 shares during the last quarter. Danica Pension Livsforsikringsaktieselskab bought a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter worth approximately $232,924,000. Man Group plc grew its holdings in shares of Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after purchasing an additional 812,404 shares during the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 171.9% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,764 shares of the semiconductor company’s stock worth $335,573,000 after purchasing an additional 757,926 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction dated Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 1.11% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $405.16 on Tuesday. The stock has a market cap of $2.10 trillion, a P/E ratio of 33.71, a price-to-earnings-growth ratio of 1.19 and a beta of 1.35. The firm’s fifty day simple moving average is $357.15 and its 200 day simple moving average is $325.93. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $160.50 and a twelve month high of $414.50. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 24.71%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC unveiled its A13 process (a “direct shrink” of last year’s A14) at the 2026 North America Technology Symposium — a near-term node improvement that supports TSM’s technology leadership, potential ASP/margin upside, and customer wins for advanced AI/compute chips. Taiwan Semiconductor Manufacturing Company Limited (TSM) Unveils A13 Technology at 2026 North America Technology Symposium
• Positive Sentiment: Broader AI earnings and chip demand momentum are lifting sector sentiment — stronger AI revenue outlooks for major cloud/AI players increases foundry loadings and capex visibility for TSMC. Why This Week Could Be Huge For AI Stocks
• Positive Sentiment: TSMC hit a new 52-week high recently — a technical signal that reflects strong investor appetite and momentum for the stock amid the AI chip rally. Taiwan Semiconductor Manufacturing (NYSE:TSM) Sets New 52-Week High – Time to Buy?
• Positive Sentiment: Taiwan’s court handed heavy sentences and fines in a TSMC trade‑secrets case — stronger IP and national-security enforcement lowers long‑term technology leakage risk for TSMC’s advanced nodes. Taiwan court sentences ex-Tokyo Electron staff to 10 years in TSMC trade secrets case
• Neutral Sentiment: Positive analyst moves in adjacent chip names (e.g., Marvell price-target boost) support sector momentum but are indirect for TSMC’s fundamentals. Marvell Technology (MRVL) Price Target Increase by $21 Following Strong Sector Signals
• Neutral Sentiment: Google is pursuing multiple partners (including MediaTek) for next‑gen AI chips — diversification by big cloud customers is a mixed signal for TSMC: demand stays large but share gains aren’t guaranteed. Google looks to MediaTek for next-gen AI chips
• Negative Sentiment: Comparisons with equipment suppliers: some analysts argue Lam Research (LRCX) may outperform TSMC near term because TSMC faces heavier capital spending and geopolitical exposure tied to Taiwan — that raises investor concerns about higher near‑term cash requirements and execution risk. TSMC vs. Lam Research: Which AI Infrastructure Stock Has an Edge?
• Negative Sentiment: Analyst downgrades elsewhere (e.g., Northland’s downgrade of AMD) could signal cooler demand expectations for some customers and chipmakers — a potential headwind for foundry order growth if weakness broadens. After 11 years, Northland Capital downgrades AMD

About Taiwan Semiconductor Manufacturing

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.