Revolve Wealth Partners LLC Invests $784,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Revolve Wealth Partners LLC purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, Holdings Channel.com reports. The fund purchased 1,641 shares of the semiconductor company’s stock, valued at approximately $784,000.

Other institutional investors have also bought and sold shares of the company. Brighton Jones LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares during the period. Gamco Investors INC. ET AL bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $701,000. Bank of Nova Scotia grew its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after acquiring an additional 1,784 shares during the period. FWL Investment Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after acquiring an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $270,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling

In other news, VP Shyue-Shyh Lin purchased 1,000 shares of the business’s stock in a transaction on Tuesday, July 21st. The stock was purchased at an average cost of $74.13 per share, with a total value of $74,130.00. Following the acquisition, the vice president directly owned 30,269 shares in the company, valued at approximately $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This represents a 25.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have bought 18,312 shares of company stock valued at $1,347,058. Company insiders own 1.11% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: July revenue climbed 44.7% year over year. TSMC reported approximately NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. The result reinforces strong demand for AI accelerators and advanced-node manufacturing and supports management’s bullish 2026 outlook. TSMC sales surge amid buoyant AI demand
• Positive Sentiment: Analysts see additional growth from CPUs and custom AI chips. Bernstein identified agentic AI as a potential catalyst for faster CPU-market growth, while Microsoft’s planned Maia 300 expansion could generate significant additional TSMC orders. Reports suggest Microsoft is seeking capacity for hundreds of thousands of chips, with a longer-term ambition exceeding one million units. CPUs could be a new growth driver for TSMC
• Positive Sentiment: Bernstein raised its TSMC price target to $554 and maintained an Outperform rating. The revision reflects expectations for strong AI-related growth and a potentially larger CPU opportunity. Erste Group also modestly increased its FY2027 EPS estimate to $21.57 from $21.25. Bernstein spots massive CPU opportunity
• Positive Sentiment: TSMC and Sony agreed to form a $4.69 billion Japanese image-sensor joint venture. Sony will control the venture and invest about $2.92 billion, while TSMC will contribute approximately $1.77 billion. Production in Kumamoto is expected to begin in 2029, expanding TSMC’s exposure to smartphones, automobiles, robotics and physical AI. TSMC to invest in Sony image-sensor joint venture
• Neutral Sentiment: TSMC’s board approved approximately $29.4 billion in capital expenditure and a second-quarter dividend, underscoring confidence in demand but also highlighting the scale of investment required to expand advanced-chip capacity.
• Negative Sentiment: Morningstar warned of revenue uncertainty in 2028–2029 as TSMC’s AI investments must demonstrate attractive returns. Geopolitical tensions and possible tighter U.S. restrictions on advanced-chip shipments to China add further risk. TSMC faces revenue uncertainty in 2028 and 2029
• Negative Sentiment: Despite the strong sales report, investor enthusiasm has been restrained because exceptional AI growth appears largely priced in. TSMC’s elevated valuation leaves the stock vulnerable if AI spending slows or its heavy capacity expansion produces weaker-than-expected returns.

Taiwan Semiconductor Manufacturing Stock Up 0.9%

TSM stock opened at $422.38 on Wednesday. The stock has a 50-day simple moving average of $426.20 and a two-hundred day simple moving average of $388.73. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00. The firm has a market capitalization of $2.19 trillion, a PE ratio of 30.48, a PEG ratio of 0.96 and a beta of 1.38. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.13.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. The firm had revenue of $39.89 billion for the quarter. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have commented on TSM shares. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Bank of America raised their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. TD Cowen boosted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a report on Friday, July 17th. Finally, Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research report on Monday, July 27th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $524.25.

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.