Proficio Capital Partners LLC Buys 1,439 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Proficio Capital Partners LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 95.0% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 2,954 shares of the semiconductor company’s stock after buying an additional 1,439 shares during the quarter. Proficio Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,411,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Nwam LLC lifted its position in Taiwan Semiconductor Manufacturing by 1.2% during the second quarter. Nwam LLC now owns 26,622 shares of the semiconductor company’s stock worth $12,714,000 after acquiring an additional 310 shares during the last quarter. Teza Capital Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $426,000. Gill Capital Partners LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 8.8% in the second quarter. Gill Capital Partners LLC now owns 309 shares of the semiconductor company’s stock valued at $148,000 after purchasing an additional 25 shares during the last quarter. Rehmann Capital Advisory Group increased its stake in shares of Taiwan Semiconductor Manufacturing by 1.5% during the second quarter. Rehmann Capital Advisory Group now owns 24,704 shares of the semiconductor company’s stock worth $11,801,000 after purchasing an additional 372 shares during the period. Finally, Denver PWM LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 10.6% during the second quarter. Denver PWM LLC now owns 1,095 shares of the semiconductor company’s stock worth $523,000 after purchasing an additional 105 shares during the period. Institutional investors own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Bank of America maintained a Buy rating and set a $590 price target, citing TSMC’s leadership in advanced process nodes and silicon photonics, continued artificial-intelligence demand, and an attractive valuation. TSMC Earns Buy Rating as Analyst Sees AI-Driven Upside
• Positive Sentiment: Billionaire investor Daniel Loeb increased his TSMC position by 67%, from 275,000 to 460,000 shares. The move reflects confidence in strong AI-related demand, rising revenue, and profitability. Billionaire Investor Raises TSMC Stake 67%
• Positive Sentiment: Baron Capital highlighted TSMC as a contributor to its strong second-quarter fund performance, reinforcing the investment case around the company’s stellar financial results and structural AI exposure. TSMC Continues to Deliver Stellar Financial Results
• Neutral Sentiment: TSMC made a minor administrative adjustment to its first-quarter 2026 cash-dividend disclosure in a Form 6-K filing. The update does not appear to materially change the company’s income outlook. TSMC Makes Minor Dividend Adjustment
• Neutral Sentiment: Taiwan’s president emphasized that the country’s semiconductor industry is supported by democracy, the rule of law, and reliable supply commitments. The comments support Taiwan’s strategic reputation but offer no immediate earnings catalyst. Taiwan’s Chip Prowess Is Built on Democracy and Rule of Law
• Negative Sentiment: A global bond selloff pushed yields higher and triggered declines across semiconductor stocks, creating valuation pressure for TSMC despite its strong operating outlook. Semiconductor Stocks Slide as Bond Yields Rise

Wall Street Analyst Weigh In

Several analysts recently issued reports on TSM shares. Bank of America boosted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Needham & Company LLC boosted their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th. Sanford C. Bernstein upped their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Finally, DA Davidson raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average price target of $523.22.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was purchased at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the transaction, the vice president owned 6,000 shares of the company’s stock, valued at $447,000. This trade represents a 20.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, with a total value of $73,060.00. Following the completion of the transaction, the vice president directly owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 17,662 shares of company stock valued at $1,307,491 in the last 90 days. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

Shares of Taiwan Semiconductor Manufacturing stock opened at $414.56 on Wednesday. The firm’s 50 day moving average is $421.50 and its 200 day moving average is $397.04. The firm has a market capitalization of $2.15 trillion, a PE ratio of 29.91, a price-to-earnings-growth ratio of 0.95 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $225.63 and a 1 year high of $479.00. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The business had revenue of $39.89 billion during the quarter. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.32%.

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.