CIBC Bancorp USA Inc. Purchases New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

CIBC Bancorp USA Inc. acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, Holdings Channel reports. The institutional investor acquired 571,272 shares of the semiconductor company’s stock, valued at approximately $159,551,000.

A number of other large investors have also recently made changes to their positions in the business. Bell Investment Advisors Inc increased its holdings in shares of Taiwan Semiconductor Manufacturing by 19.7% in the 3rd quarter. Bell Investment Advisors Inc now owns 286 shares of the semiconductor company’s stock worth $80,000 after buying an additional 47 shares during the last quarter. Tcfg Wealth Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 4.5% in the 3rd quarter. Tcfg Wealth Management LLC now owns 2,255 shares of the semiconductor company’s stock valued at $630,000 after acquiring an additional 97 shares during the last quarter. Ariadne Wealth Management LP grew its position in Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Ariadne Wealth Management LP now owns 2,936 shares of the semiconductor company’s stock worth $829,000 after acquiring an additional 102 shares in the last quarter. WBI Investments LLC bought a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth approximately $450,000. Finally, Old North State Trust LLC increased its stake in Taiwan Semiconductor Manufacturing by 10.6% during the third quarter. Old North State Trust LLC now owns 7,806 shares of the semiconductor company’s stock worth $2,180,000 after acquiring an additional 748 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. DA Davidson raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. TD Cowen raised their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Finally, UBS Group set a $330.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Four research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Up 1.7%

Shares of NYSE:TSM opened at $346.01 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The business has a 50 day simple moving average of $347.73 and a two-hundred day simple moving average of $307.99. The firm has a market capitalization of $1.79 trillion, a PE ratio of 32.49, a price-to-earnings-growth ratio of 0.93 and a beta of 1.29. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion for the quarter. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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 $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 23.57%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Big Tech is projected to spend roughly $720 billion on AI capex in 2026; that surge in infrastructure spending supports higher wafer/service demand for foundries like TSMC. Read More.
• Positive Sentiment: NVIDIA’s strong AI chip outlook from GTC increases near-term demand pressure for advanced-node capacity, a tailwind for TSMC’s premium-margin business. Read More.
• Positive Sentiment: Large, unusual options activity: traders bought ~468,549 TSM call options on Monday (≈213% above average), signaling short-term bullish investor positioning.
• Positive Sentiment: Research houses (including Bernstein coverage noted in recent headlines) remain bullish on TSMC’s AI opportunity and capacity-led upside, reinforcing buy-side conviction. Read More.
• Positive Sentiment: Coverage arguing the “TSMC AI bottleneck” thesis is maturing (not breaking) suggests sustained structural demand for advanced nodes and capacity pricing power. Read More.
• Neutral Sentiment: Microsoft’s Maia 200 and other in-house AI chip efforts keep competitive dynamics evolving; TSMC could still be a fabricator for many designs but competition among OEMs may shift mix. Read More.
• Neutral Sentiment: Macro calendar (Fed decisions, tech events) is creating short-term market volatility that can amplify TSMC moves but doesn’t change the company’s long-term demand drivers. Read More.
• Negative Sentiment: Geopolitical/supply risk: analysts warn a helium shortage or Strait-of-Hormuz disruption could impair chip production inputs and logistics, posing short-term operational risk. Read More.
• Negative Sentiment: China’s push to develop domestic 7nm supply and longer-term onshore fabrication ambitions represent strategic competition risk that could erode addressable market share over time. Read More.

Taiwan Semiconductor Manufacturing 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.