Greenland Capital Management LP Purchases 25,850 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Greenland Capital Management LP raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 403.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 32,259 shares of the semiconductor company’s stock after purchasing an additional 25,850 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 0.9% of Greenland Capital Management LP’s investment portfolio, making the stock its 21st biggest holding. Greenland Capital Management LP’s holdings in Taiwan Semiconductor Manufacturing were worth $9,010,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of the company. Childress Capital Advisors LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 145.3% in the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after buying an additional 1,891 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after buying an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after buying an additional 8,284 shares in the last quarter. Hollencrest Capital Management lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 125.3% in the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after acquiring an additional 2,901 shares during the last quarter. Finally, Cherokee Insurance Co purchased a new position in Taiwan Semiconductor Manufacturing in the second quarter worth about $1,248,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

TSM has been the topic of a number of recent research reports. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Four analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

Shares of NYSE TSM opened at $369.97 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $380.00. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The company has a market cap of $1.92 trillion, a price-to-earnings ratio of 34.74, a PEG ratio of 1.03 and a beta of 1.31. The business’s 50 day moving average price is $329.67 and its 200-day moving average price is $294.52.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The company had revenue of $32.50 billion during the quarter. On average, sell-side analysts expect 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. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.64%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Large institutional buying: Point72 reportedly added a big stake, taking roughly $870M in TSM, which can lift demand for shares and signal confidence from a major hedge fund. Billionaire fund manager drops $2.8 billion on Big Tech stocks
• Positive Sentiment: Longer‑term structural bull case: MarketBeat’s piece on the nanotech/AI supply chain highlights TSMC as the factory backbone for advanced AI chips and notes U.S. capacity expansion (Arizona), reinforcing durable demand for TSM’s advanced nodes. The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It
• Positive Sentiment: Sector momentum and analyst attention: Zacks and other outlets list TSM among AI leaders outpacing peers as data‑center demand and tight capacity support revenue and margin upside — a near‑term technical/earnings tailwind. 3 AI Stocks Outpacing NVIDIA in 2026 – With More Upside Ahead
• Positive Sentiment: Retail/investor buy lists: Several Fool.com pieces include TSMC in recommended multi‑stock retirement or growth portfolios, which can draw longer‑term retail inflows. Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade
• Neutral Sentiment: Valuation debate: Several articles ask whether TSMC’s price is justified after a ~95% one‑year rally, outlining scenarios where expectations are already priced in — this fuels both profit‑taking and cautious new buying. Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After 95% One Year Rally?
• Negative Sentiment: Macro/trade risk: Reports that global tariffs were raised to 15% have rattled markets and could complicate cross‑border supply chains and equipment sourcing for chipmakers, representing a potential near‑term headwind for TSM. Dow Jones Futures Fall After Trump Hikes Global Tariff To 15%

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.