Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 1.5% – Time to Buy?

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) shares shot up 1.5% during mid-day trading on Thursday . The stock traded as high as $411.46 and last traded at $407.6760. 8,830,343 shares traded hands during trading, a decline of 37% from the average session volume of 13,964,848 shares. The stock had previously closed at $401.62.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Nvidia’s upbeat AI demand outlook boosted sentiment across Asian chipmakers, reinforcing TSMC’s role as a major supplier to the AI buildout. Nvidia’s AI Outlook Sends Asian Chipmakers Up 5.5%
• Positive Sentiment: AMD began ramping its next-generation EPYC “Venice” CPUs on TSMC’s 2nm process, a sign that TSMC’s advanced-node manufacturing remains in high demand. AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology
• Positive Sentiment: TSMC reportedly lifted its 2030 global semiconductor market forecast to over $1.5 trillion, pointing to a larger long-term market opportunity. Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) Raises 2030 Global Semiconductor Market Forecast to Over USD1.5 Trillion
• Neutral Sentiment: There is also stock-specific attention on TSMC after commentary around valuation, insider trading, and the company’s recent tech symposium, which may add to trading activity but does not change the core AI growth story. Taiwan Semiconductor stock coverage
• Negative Sentiment: Some headlines continue to flag geopolitical and supply-chain risks tied to Taiwan and the broader semiconductor sector, which can limit upside even amid strong fundamentals. Taiwan may limit currency switching for TSMC dollar dividends to once a year, sources say

Analysts Set New Price Targets

Several brokerages recently issued reports on TSM. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

The company has a quick ratio of 2.32, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The company has a market cap of $2.11 trillion, a PE ratio of 33.92, a P/E/G ratio of 1.15 and a beta of 1.39. The stock’s 50 day simple moving average is $368.37 and its two-hundred day simple moving average is $337.04.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is 24.71%.

Insiders Place Their Bets

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders bought 3,346 shares of company stock worth $218,005. Insiders own 1.11% of the company’s stock.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vestor Capital LLC increased its stake in Taiwan Semiconductor Manufacturing by 9,082.3% during the 1st quarter. Vestor Capital LLC now owns 50,227 shares of the semiconductor company’s stock worth $16,974,000 after buying an additional 49,680 shares during the period. J. Derek Lewis & Associates Inc. increased its stake in Taiwan Semiconductor Manufacturing by 1.7% during the 1st quarter. J. Derek Lewis & Associates Inc. now owns 1,940 shares of the semiconductor company’s stock worth $656,000 after buying an additional 32 shares during the period. BankChampaign National Association purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth $1,605,000. Liontrust Investment Partners LLP increased its stake in Taiwan Semiconductor Manufacturing by 221.2% during the 1st quarter. Liontrust Investment Partners LLP now owns 520,558 shares of the semiconductor company’s stock worth $175,923,000 after buying an additional 358,494 shares during the period. Finally, Hobbs Group Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 13.6% during the 1st quarter. Hobbs Group Advisors LLC now owns 5,741 shares of the semiconductor company’s stock worth $1,940,000 after purchasing an additional 688 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

About Taiwan Semiconductor Manufacturing

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.