SkyView Investment Advisors LLC Cuts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

SkyView Investment Advisors LLC decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 94.7% during the second quarter, HoldingsChannel reports. The firm owned 600 shares of the semiconductor company’s stock after selling 10,802 shares during the period. SkyView Investment Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $287,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Fisher Asset Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.8% in the 4th quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock valued at $5,514,662,000 after purchasing an additional 313,773 shares in the last quarter. Janus Henderson Group PLC raised its position in Taiwan Semiconductor Manufacturing by 7.7% in the 4th quarter. Janus Henderson Group PLC now owns 8,291,884 shares of the semiconductor company’s stock worth $2,497,638,000 after purchasing an additional 594,780 shares during the period. Franklin Resources Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 8.8% in the fourth quarter. Franklin Resources Inc. now owns 7,513,453 shares of the semiconductor company’s stock worth $2,283,263,000 after purchasing an additional 605,256 shares during the last quarter. Tiger Global Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 49.4% during the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after buying an additional 1,839,600 shares during the period. Finally, Clearbridge Investments LLC boosted its position in Taiwan Semiconductor Manufacturing by 3.3% during the fourth quarter. Clearbridge Investments LLC now owns 4,414,472 shares of the semiconductor company’s stock valued at $1,341,514,000 after buying an additional 140,784 shares during the period. Institutional investors own 16.51% of the company’s stock.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, with a total value of $74,500.00. Following the completion of the purchase, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. The trade was a 20.00% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Shyue-Shyh Lin purchased 2,000 shares of the company’s stock in a transaction that occurred on Sunday, July 19th. The stock was acquired at an average cost of $71.71 per share, with a total value of $143,420.00. Following the purchase, the vice president directly owned 28,269 shares of the company’s stock, valued at $2,027,169.99. This trade represents a 7.61% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased 20,106 shares of company stock worth $1,496,473 in the last ninety days. Insiders own 1.11% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Stifel Nicolaus started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price for the company. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Finally, DA Davidson increased their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $523.22.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC’s August revenue reached a monthly record, increasing 53% year over year, reinforcing expectations that demand for advanced chips used in artificial intelligence infrastructure remains strong. Amazon and 2 Other AI Stocks to Buy With $5,000
• Positive Sentiment: Several investment articles continue to identify TSMC as a leading AI stock, citing its durable competitive advantages, attractive long-term growth prospects and valuation. One forecast projects the shares could reach $600 by the end of 2027. Prediction: Taiwan Semiconductor Manufacturing Stock Will Hit $600 by the End of 2027 Buy These 5 Top-Ranked Wide Moat Stocks to Strengthen Your Portfolio
• Positive Sentiment: GS Microelectronics joined TSMC’s Open Innovation Platform Value Chain Alliance in North America, potentially expanding the foundry’s ecosystem and supporting customer access to design and ASIC services. GSME Joined TSMC OIP Value Chain Alliance in North America
• Neutral Sentiment: Industry commentary comparing Fireworks AI to the “TSMC of AI factories” highlights the broader shift toward specialized AI models and infrastructure, indirectly underscoring the expanding market TSMC supplies. Fireworks AI: TSMC of AI
• Neutral Sentiment: Alchip’s showcase of 3-nanometer production, 2-nanometer designs and advanced 3D packaging reflects continued demand for technologies connected to TSMC’s manufacturing ecosystem, although it is not a direct TSMC announcement. Alchip Technologies Showcases Advanced ASIC Design and Packaging
• Negative Sentiment: The immediate pressure on TSMC’s stock came from concerns that its 2028 chip-process roadmap reaches key milestones before High-NA lithography is broadly adopted. The differing schedules raised questions about technology-transition timing and capital-spending requirements. TSMC Falls as Its 2028 Chip Roadmap Precedes High-NA Adoption

Taiwan Semiconductor Manufacturing Stock Down 3.3%

NYSE TSM opened at $418.94 on Tuesday. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The stock has a market capitalization of $2.17 trillion, a PE ratio of 30.23, a PEG ratio of 0.96 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $257.98 and a 1 year high of $479.00. The business’s 50-day moving average is $418.33 and its 200 day moving average is $400.78.

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 39.25% and a net margin of 50.31%.The business had revenue of $39.89 billion during the quarter. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is 21.43%.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.