Key Points
- Insider purchase: VP Bor‑Zen Tien bought 1,000 shares on March 22 at an average of $55.93 per share (total $55,930), raising his stake to 9,051 shares—a 12.42% increase—according to an SEC Form 4 filing.
- Bullish market and analyst context: TSMC is benefiting from strong AI-driven demand and reported solid quarterly results ($3.11 EPS, $30.65B revenue), with capacity bottleneck commentary supporting pricing power and a consensus analyst rating of "Buy" (average target $391.43).
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction that occurred on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, with a total value 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 transaction was disclosed in a legal filing with the SEC, which is available at the SEC website.
Taiwan Semiconductor Manufacturing Trading Up 1.4%
NYSE TSM opened at $343.34 on Wednesday. The firm has a market capitalization 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. The business's 50-day moving average price is $349.05 and its two-hundred day moving average price is $311.65. 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 Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20.
Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.
Taiwan Semiconductor Manufacturing Cuts Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 28.36%.
Key Headlines Impacting Taiwan Semiconductor Manufacturing
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?
Analyst Ratings Changes
A number of analysts recently commented on the company. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an "overweight" rating in a research report on Friday, January 16th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday. Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a "buy" rating in a report on Thursday, January 15th. Finally, Argus raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Thursday, January 15th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Buy" and an average price target of $391.43.
Check Out Our Latest Analysis on Taiwan Semiconductor Manufacturing
Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing
Hedge funds have recently added to or reduced their stakes in the stock. Brown Advisory Inc. increased its stake in Taiwan Semiconductor Manufacturing by 43.2% in 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 buying an additional 2,006,745 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company's stock worth $798,640,000 after buying an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in shares of Taiwan Semiconductor Manufacturing by 268.2% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company's stock valued at $566,152,000 after acquiring an additional 1,820,852 shares in the last quarter. Van ECK Associates Corp grew its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% in the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company's stock valued at $5,307,428,000 after acquiring an additional 1,750,824 shares in the last quarter. Finally, Life Cycle Investment Partners Ltd purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $495,163,000. Institutional investors and hedge funds own 16.51% of the company's stock.
Taiwan Semiconductor Manufacturing Company Profile
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Get Free Report)
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.
Further Reading
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