Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Seaview Investment Managers LLC’s 6th Largest Position

Seaview Investment Managers LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 42.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 34,779 shares of the semiconductor company’s stock after selling 26,124 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 3.6% of Seaview Investment Managers LLC’s investment portfolio, making the stock its 6th biggest holding. Seaview Investment Managers LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,713,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares during the period. Ignite Planners LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 4.7% during the second quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock valued at $627,000 after purchasing an additional 116 shares during the last quarter. Pzena Investment Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.5% in the 2nd quarter. Pzena Investment Management LLC now owns 42,551 shares of the semiconductor company’s stock worth $9,637,000 after purchasing an additional 1,030 shares in the last quarter. Yousif Capital Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 10.0% in the 2nd quarter. Yousif Capital Management LLC now owns 44,544 shares of the semiconductor company’s stock worth $10,089,000 after buying an additional 4,049 shares during the last quarter. Finally, Vest Financial LLC increased its position in Taiwan Semiconductor Manufacturing by 14.9% during the 2nd quarter. Vest Financial LLC now owns 18,886 shares of the semiconductor company’s stock valued at $4,277,000 after buying an additional 2,443 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: January revenue hit a company record (NT$401.26B / $12.7B), up ~37% year-over-year and ~20% month-over-month, confirming persistent AI demand and driving the stock to fresh highs. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: CEO C.C. Wei framed the numbers as further evidence that AI adoption is accelerating, a message that reassures major customers (e.g., Nvidia) and supports continued order flow for advanced nodes. Taiwan Semiconductor Manufacturing (TSM) CEO C.C. Wei Just Delivered Fantastic News for Nvidia Investors
• Positive Sentiment: TSMC’s dominant share in contract manufacturing (reported ~71% global share and >90% of advanced AI chips) gives it pricing power and a near-monopoly on cutting-edge AI capacity—supporting margin durability and premium valuation. TSMC Stock Hits Record High as Demand for AI Chips Drives Growth
• Positive Sentiment: The board approved large 2026 capex plans, dividend and bonus payouts after strong 2025 results, and a TSMC Global Ltd. move clearing the way for up to US$30B in capital increase — actions that signal financial strength and support expansion. TSMC Subsidiary TSMC Global Clears Path for Capital Increase of Up to US$30 Billion
• Neutral Sentiment: U.S. officials are considering carve-outs from proposed chip tariffs tied to TSMC’s U.S. investment commitments — this could reduce tariff risk for TSMC but links benefits to future U.S. capex and political outcomes. US plans Big Tech carve-out from next wave of chip tariffs
• Negative Sentiment: Industry leaders warn TSMC likely must roughly double capacity to meet surging AI demand — that raises execution risk, multi-year capex needs and potential longer lead times that could pressure margins or delay revenue recognition. TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
• Negative Sentiment: After the rally (stock up strongly Y/Y), analysts and outlets are flagging valuation and whether upside is limited from current levels; investors should weigh stretched multiples against continued revenue and profit expansion. Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Gains

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $362.01 on Wednesday. The company’s 50 day moving average is $317.26 and its 200 day moving average is $286.39. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The company has a market cap of $1.88 trillion, a price-to-earnings ratio of 33.99, a PEG ratio of 0.99 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $364.76.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. The firm had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Analysts Set New Price Targets

A number of research firms have recently commented on TSM. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note 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. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Finally, Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Three investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $381.67.

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.