Engineers Gate Manager LP Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Engineers Gate Manager LP raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 311.0% during the second quarter, HoldingsChannel reports. The firm owned 48,346 shares of the semiconductor company’s stock after purchasing an additional 36,584 shares during the quarter. Engineers Gate Manager LP’s holdings in Taiwan Semiconductor Manufacturing were worth $23,089,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cidel Asset Management Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 548.7% during the 2nd quarter. Cidel Asset Management Inc. now owns 26,273 shares of the semiconductor company’s stock valued at $12,547,000 after acquiring an additional 22,223 shares during the period. Capital Analysts LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.8% in the second quarter. Capital Analysts LLC now owns 30,549 shares of the semiconductor company’s stock worth $14,589,000 after buying an additional 527 shares during the last quarter. Community Bank N.A. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 15.4% in the second quarter. Community Bank N.A. now owns 516 shares of the semiconductor company’s stock worth $246,000 after buying an additional 69 shares during the last quarter. RFG Advisory LLC grew its holdings in Taiwan Semiconductor Manufacturing by 5.0% during the second quarter. RFG Advisory LLC now owns 12,067 shares of the semiconductor company’s stock worth $5,763,000 after acquiring an additional 580 shares during the period. Finally, NewEdge Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 0.6% during the second quarter. NewEdge Advisors LLC now owns 243,543 shares of the semiconductor company’s stock worth $116,308,000 after acquiring an additional 1,353 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC and ASML announced plans to advance High-NA EUV manufacturing, with TSMC expected to introduce the technology into high-volume advanced-node production beginning in 2030. The companies also aim to establish a 12-inch photomask pilot line by 2031, potentially improving future lithography efficiency and supporting AI-chip demand. ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV
• Positive Sentiment: Multiple TSMC executives and directors, including CEO Che-Chia Wei and CFO Jen-Chau Huang, purchased shares in recent SEC-reported transactions. Although the individual purchases were relatively small, the broad insider buying may signal management confidence in the company’s outlook. TSMC insider purchase filing
• Positive Sentiment: Recent coverage highlights TSMC’s Arizona expansion as an increasingly attractive strategic investment, potentially strengthening its position with U.S. customers and reducing geographic concentration risk. TSMC’s Arizona Bet Was My Biggest Worry in July – Now It’s My Best Argument
• Neutral Sentiment: TSMC has attracted heightened investor and search attention, while technical coverage noted that the stock recently moved above an early buy point. This supports momentum, but does not represent a new company announcement or change to earnings expectations. TSMC, IBD Stock Of The Day, Rises Above Early Buy Point As Chip Stocks Rally
• Negative Sentiment: The broader market is under pressure as Brent crude approaches $100 per barrel and Treasury yields rise. Higher energy costs and interest rates can weigh on high-growth technology valuations, contributing to weakness in TSM despite its long-term AI exposure. Dow Jones Futures Fall As Oil Prices Push Stocks Toward Breaking Point
• Negative Sentiment: TSMC’s High-NA EUV benefits are several years away, with production adoption planned for 2030. Intel’s earlier progress processing more than one million wafers on High-NA equipment could temporarily reinforce its manufacturing narrative and competitive positioning. Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $435.63 on Thursday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The firm has a fifty day moving average of $419.15 and a 200 day moving average of $399.70. The firm has a market cap of $2.26 trillion, a PE ratio of 31.43, a PEG ratio of 1.00 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $257.75 and a one year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TSM. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Finally, DA Davidson raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Three equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $523.22.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The shares were acquired at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the transaction, the vice president directly owned 6,000 shares in the company, valued at $447,000. The trade was a 20.00% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction dated Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the purchase, 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders have purchased 21,106 shares of company stock valued at $1,571,733. 1.11% of the stock is currently owned by corporate insiders.

About Taiwan Semiconductor Manufacturing

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.