Overbrook Management Corp Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Overbrook Management Corp increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 65,225 shares of the semiconductor company’s stock after acquiring an additional 3,209 shares during the period. Taiwan Semiconductor Manufacturing comprises about 3.4% of Overbrook Management Corp’s investment portfolio, making the stock its 12th biggest holding. Overbrook Management Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $19,821,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Brown Advisory Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after purchasing an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership increased its position in shares of Taiwan Semiconductor Manufacturing by 109.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after purchasing an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in shares of Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after purchasing an additional 1,820,852 shares during the period. Alliancebernstein L.P. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after buying an additional 1,593,786 shares during the last quarter. Finally, SurgoCap Partners LP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter worth approximately $360,443,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC’s 2nm capacity crunch is forcing major customers (including NVIDIA) to rethink designs, underscoring extreme demand and limited supply for TSMC’s leading-edge nodes — a near-term pricing and leverage positive for TSMC. Nvidia (NVDA) Stock Drops 3% Amid TSMC Manufacturing Bottleneck Concerns
• Positive Sentiment: Coverage pieces emphasize TSMC’s de facto “AI gatekeeper” role (dominant share of advanced foundry and packaging technologies), reinforcing expectations for sustained revenue and margin strength. Taiwan Semiconductor Controls 72% of the Global Chip Market, and the Stock Could Surge in 2026
• Positive Sentiment: Recent analyst upgrades and “buy” recommendations add buy-side momentum and institutional validation, supporting the rally. Taiwan Semiconductor Given Average Recommendation of “Buy” by Analysts
• Neutral Sentiment: TSMC’s CEO publicly dismissed some Chinese humanoid robot demos as “fun but useless,” a PR/data-point emphasizing that advanced robotics still require cutting-edge semiconductors — more narrative than operational news. Robot Brain Maker TSMC (TSM) Blasts Chinese Humanoids as “Fun But Useless”
• Negative Sentiment: Operational risk: a reported helium/energy supply crunch (Qatar disruption) could hit EUV tool uptime and constrain production runs — a real short-term production vulnerability for advanced-node output. TSMC Helium Crisis: How the Persian Gulf War Put the World’s Chip Supply on an 11-Day Clock
• Negative Sentiment: Competitive risk: Samsung’s aggressive ~$73B spending push to bolster AI-focused fabs raises medium-term competition for advanced nodes and packaging capacity. Samsung Targets SK Hynix AI Lead With $73 Billion Blitz
• Negative Sentiment: Geopolitical risk remains a watch item (Middle East tensions, Taiwan’s strategic exposure); several pieces flag the potential for disruptions that could pressure investor sentiment despite TSMC’s global expansion plans. Are Rising Geopolitical Tensions a Reason to Sell Taiwan Semiconductor Stock?

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on TSM shares. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Finally, Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $338.68 on Tuesday. The stock has a 50-day moving average price of $348.80 and a 200 day moving average price of $310.94. The stock has a market capitalization of $1.75 trillion, a P/E ratio of 31.80, a P/E/G ratio of 0.90 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $390.20. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The company had revenue of $30.65 billion for the quarter. Equities research analysts forecast 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 announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 28.36%.

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.