Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Lifted by Farmers & Merchants Investments Inc.

Farmers & Merchants Investments Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 97,970 shares of the semiconductor company’s stock after buying an additional 2,518 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 1.0% of Farmers & Merchants Investments Inc.’s portfolio, making the stock its 23rd largest holding. Farmers & Merchants Investments Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $44,693,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of TSM. Lighthouse Financial LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 18.9% in the third quarter. Lighthouse Financial LLC now owns 12,570 shares of the semiconductor company’s stock worth $5,734,000 after purchasing an additional 1,999 shares in the last quarter. Wedbush Securities Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 2.5% during the third quarter. Wedbush Securities Inc. now owns 26,851 shares of the semiconductor company’s stock worth $12,249,000 after buying an additional 667 shares in the last quarter. Vision Financial Markets LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 50.0% during the third quarter. Vision Financial Markets LLC now owns 300 shares of the semiconductor company’s stock valued at $137,000 after purchasing an additional 100 shares during the last quarter. XXI Wealth LLC raised its holdings in Taiwan Semiconductor Manufacturing by 12.8% during the 3rd quarter. XXI Wealth LLC now owns 8,091 shares of the semiconductor company’s stock worth $3,691,000 after buying an additional 918 shares during the period. Finally, Yousif Capital Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 11.5% during the 3rd quarter. Yousif Capital Management LLC now owns 7,392 shares of the semiconductor company’s stock valued at $3,372,000 after purchasing an additional 762 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Moody’s upgraded TSMC’s issuer rating to Aa2 from Aa3, citing its dominant foundry position, robust balance sheet and sustained AI-related demand. The stable outlook and upgraded ratings for financing subsidiaries could lower perceived credit risk. Moody’s upgrades TSMC rating
• Positive Sentiment: TSMC reported its sixth consecutive quarter of record profit, while management raised its full-year growth outlook for the third time. Analysts at Erste Group also increased their FY2026 EPS estimate to $17.21 from $16.92 and FY2027 forecast to $22.82 from $22.26, above the current consensus for the current year. TSMC record profit and market concerns
• Positive Sentiment: Investors continue to view TSMC as a critical supplier for AI accelerators, smartphones and data centers. Its advanced-node manufacturing, packaging capabilities and broad customer base reinforce the company’s competitive position as AI infrastructure spending expands. TSMC as a global computing utility
• Positive Sentiment: TSMC confirmed discussions with SpaceX regarding its proposed Terafab facility. Any agreement could provide additional long-term capacity demand, although the company reportedly wants operational control of the fab. TSMC and SpaceX Terafab discussions
• Neutral Sentiment: TSMC’s results demonstrate powerful demand, but comparisons with ASML highlight a key constraint: AI orders exceed currently available semiconductor manufacturing equipment, fab capacity and advanced packaging. The pace and cost of expanding supply remain important investment questions. ASML versus TSMC and AI demand
• Negative Sentiment: Despite record earnings, a slight decline in gross margin unsettled some investors. The reaction reflects concerns that higher overseas expansion costs, capacity investments or product mix could pressure profitability even while revenue and AI demand remain strong. TSMC margin concerns

Insiders Place Their Bets

In related news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Monday, August 3rd. The shares were purchased at an average price of $73.06 per share, with a total value of $73,060.00. Following the purchase, the vice president owned 14,051 shares in the company, valued at approximately $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, with a total value of $74,500.00. Following the transaction, the vice president directly owned 6,000 shares in the company, valued at $447,000. This trade represents a 20.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders bought 8,043 shares of company stock worth $598,956. Insiders own 1.11% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on TSM. DA Davidson reissued a “buy” rating and issued a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b)” rating in a research note on Wednesday. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 7th. Finally, TD Cowen upped their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $528.78.

Taiwan Semiconductor Manufacturing Stock Up 1.3%

TSM stock opened at $417.74 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The stock has a market capitalization of $2.17 trillion, a PE ratio of 26.88, a price-to-earnings-growth ratio of 0.84 and a beta of 1.37. The firm has a 50 day moving average of $434.30 and a 200 day moving average of $420.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (EPS) for the quarter. The business had revenue of $46.87 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 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, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 22.07%.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.