Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Boosted by Perseverance Asset Management International

Perseverance Asset Management International boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,453.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 446,505 shares of the semiconductor company’s stock after purchasing an additional 417,771 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 16.6% of Perseverance Asset Management International’s portfolio, making the stock its 3rd largest holding. Perseverance Asset Management International’s holdings in Taiwan Semiconductor Manufacturing were worth $150,896,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Brighton Jones LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the period. Gamco Investors INC. ET AL purchased a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $701,000. Bank of Nova Scotia boosted its holdings in Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after acquiring an additional 1,784 shares during the period. FWL Investment Management LLC grew its position in Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after acquiring an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $270,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was bought at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at $395,950. This represents a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 6,857 shares of company stock worth $512,334 over the last quarter. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Down 1.4%

Shares of NYSE:TSM opened at $415.36 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The company has a market cap of $2.15 trillion, a PE ratio of 29.97, a P/E/G ratio of 0.97 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The stock’s 50-day moving average is $427.71 and its 200 day moving average is $381.57.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The business had revenue of $39.89 billion during the quarter. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC raised its 2026 revenue growth outlook to above 40%, citing strong AI-related demand and a rapid ramp in 2-nanometer production, reinforcing expectations for continued growth. Article Title
• Positive Sentiment: Reports that TSMC plans wafer price increases of up to 10% beginning in 2027 suggest it has real pricing power, which could support margins even as costs rise. Article Title
• Positive Sentiment: Multiple articles highlighted TSMC as a key winner in the AI infrastructure buildout, with demand still running hot and customers like Nvidia and Broadcom securing advanced packaging capacity. Article Title
• Neutral Sentiment: Intel’s strong quarterly results and broader semiconductor ETF strength may lift sentiment across the chip sector, but they do not directly change TSMC’s fundamental outlook. Article Title
• Negative Sentiment: Some reports warned that TSMC’s massive U.S. expansion and push to onshore AI chip production could pressure margins for years, creating a near-term overhang on the stock. Article Title
• Negative Sentiment: Geopolitical headlines and concerns about valuation have also contributed to recent weakness, even though operating results remain strong. Article Title

Analyst Upgrades and Downgrades

TSM has been the topic of a number of analyst reports. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Bank of America raised their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. DA Davidson lifted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. TD Cowen lifted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average price target of $490.00.

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.