Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Well Done LLC

Well Done LLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,050 shares of the semiconductor company’s stock after buying an additional 1,716 shares during the period. Well Done LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,142,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Brown Advisory Inc. increased its position in shares of 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 acquiring an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in 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 acquiring an additional 1,842,951 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in Taiwan Semiconductor Manufacturing by 268.2% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after acquiring an additional 1,820,852 shares during the period. Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after acquiring an additional 1,593,786 shares during the period. Finally, SurgoCap Partners LP purchased a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $360,443,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Insider buying reported this week, cited by market coverage, signals confidence from company insiders and can be a short-term support for the stock. Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 1.3% on Insider Buying Activity
• Positive Sentiment: Bor‑Zen Tien (insider) acquired 1,000 shares, another small vote of confidence from an insider that can help sentiment. Bor-Zen Tien Acquires 1,000 Shares of Taiwan Semiconductor Manufacturing
• Positive Sentiment: Analyst and media pieces reiterate TSMC’s central role in the AI chip supply chain — positioning the foundry as a structural beneficiary of the multi‑year AI capex cycle. TSMC Has a Monopoly on Making AI Chips. Here’s Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom.
• Positive Sentiment: Market commentary highlights an industry “silicon squeeze” and pricing power for chip designers, which indirectly supports TSMC’s pricing leverage and utilization rates. The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks (TSM)
• Neutral Sentiment: Arm’s launch of its AGI CPU uses TSMC 3nm manufacturing — a validation of fab demand — but Arm’s move also intensifies competition in data‑center silicon. Arm’s New Gambit: Building Chips to Challenge the AI Titans (TSM)
• Neutral Sentiment: Industry roundups list TSMC among core AI infrastructure plays (with Broadcom, Micron), underlining consensus exposure to AI demand but offering limited new catalyst. TSMC (TSM), Broadcom (AVGO), and Micron (MU): Three AI Infrastructure Plays Beyond Nvidia
• Negative Sentiment: Form 13F coverage flags that one mega‑cap member saw institutional net selling in the December quarter — headlines like this can amplify outflows and weigh on TSMC if investors perceive reduced institutional demand. Institutional Investors Are Selling One of Wall Street’s Premier Trillion-Dollar Club Members (No, Not Nvidia!)
• Negative Sentiment: Geopolitical coverage around the Iran conflict and renewed focus on Taiwan risk raises the perceived political/geographic risk premium for TSMC, pressuring multiples and investor appetite. The Iran War Puts a Spotlight on Taiwan Risk. There’s More at Stake for Your Portfolio.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were acquired at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on TSM. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $325.89 on Friday. The business’s 50-day moving average is $349.14 and its two-hundred day moving average is $312.00. The company has a market capitalization of $1.69 trillion, a P/E ratio of 30.60, a P/E/G ratio of 0.96 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The business had revenue of $30.65 billion during the quarter. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 28.36%.

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.