Taiwan Semiconductor Manufacturing (NYSE:TSM) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) from a hold rating to a buy rating in a research note issued to investors on Sunday.

TSM has been the subject of several other research reports. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $343.34 on Friday. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17. The business’s 50 day moving average is $349.05 and its 200-day moving average is $311.65. The stock has a market cap of $1.78 trillion, a PE ratio of 32.24, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29. Taiwan Semiconductor Manufacturing has a twelve month low of $134.25 and a twelve month high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The business had revenue of $30.65 billion during the quarter. On average, analysts predict that Taiwan Semiconductor Manufacturing will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.36%.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 1.11% of the company’s stock.

Institutional Trading of Taiwan Semiconductor Manufacturing

A number of institutional investors and hedge funds have recently made changes to their positions in TSM. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at $27,000. Stephens Consulting LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the last quarter. Strategic Advocates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after buying an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broadcom says TSMC is hitting production capacity limits — investors interpret this as evidence of sustained demand for TSMC’s leading-edge nodes, which supports pricing power and long-term revenue visibility. Broadcom’s comments pressured some customers but helped lift TSMC shares as the supplier with the bottleneck stands to benefit. Broadcom flags supply constraints, says TSMC capacity a bottleneck
• Positive Sentiment: Market commentary frames TSMC as the “AI gatekeeper” — multiple articles stress that TSMC’s 2nm/advanced packaging backlog underscores its strategic position in the AI hardware supply chain, a bullish narrative for long-term investors. (Market narrative supporting TSMC’s premium valuation.)
• Positive Sentiment: Insider buying: a TSMC vice president disclosed a purchase of shares, signaling management confidence and providing a near-term positive signal to investors. SEC Form 4 — insider purchase
• Positive Sentiment: Broader AI demand backdrop remains supportive — comments from Nvidia’s CEO and large ASML orders in the industry reinforce expectations for prolonged capital spending on advanced chips and memory, which indirectly benefits TSMC as the critical foundry partner for AI GPUs and HPC chips. Nvidia’s Huang Says Human-Level AI Has Arrived. Don’t Get Too Excited.
• Neutral Sentiment: Large equipment orders across the industry (e.g., major ASML commitments) signal durable capex for advanced nodes and memory — positive for long-term demand but not an immediate revenue lever for TSMC until capacity is expanded.
• Negative Sentiment: Geopolitical and commodity risks—reports on disrupted helium and energy supply routes tied to the Iran conflict raise the risk of production interruptions or higher operating costs for fabs in East Asia, a potential downside for near-term output and margins. Iran War Chokes Helium Supply: Are US Semiconductor ETFs at Risk?

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.