Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Fisher Asset Management LLC’s 9th Largest Position

Fisher Asset Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 17,833,127 shares of the semiconductor company’s stock after purchasing an additional 168,171 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 1.8% of Fisher Asset Management LLC’s investment portfolio, making the stock its 9th biggest position. Fisher Asset Management LLC owned approximately 0.34% of Taiwan Semiconductor Manufacturing worth $4,980,614,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Heartwood Wealth Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth approximately $32,000. Fairman Group LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 89 shares in the last quarter. Riggs Asset Managment Co. Inc. acquired a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $41,000. Finally, Navigoe LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $42,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Apple confirmed it will buy more than 100 million advanced chips from TSM’s Arizona facility, a large, near‑term revenue and capacity-visibility win that validates TSM’s U.S. fab strategy and long-term customer demand. Apple to Purchase 100M Chips from Taiwan Semiconductor Manufacturing (TSM) Arizona Facility
• Positive Sentiment: ASML says its high‑NA EUV tools are ready for mass production — this accelerator in lithography technology lowers a key manufacturing constraint for next‑generation AI chips and supports TSM’s ability to scale advanced-node capacity. ASML Says High-NA EUV Tools Ready for Mass Production
• Positive Sentiment: Hyperscalers plan to spend roughly $700 billion on AI infrastructure this year — a macro demand tailwind that should lift orders for advanced logic and AI accelerators that TSM manufactures. Hyperscalers Plan to Spend $700 Billion on AI This Year. These 2 Stocks Are the Biggest Beneficiaries.
• Positive Sentiment: TSM reported the quarter with $3.11 EPS and $30.65B revenue, showing strong margins and ROE — results that underpin analyst confidence and institutional buying cited in recent filings. Taiwan Semiconductor Manufacturing (NYSE:TSM)
• Neutral Sentiment: Market commentary comparing Nvidia and TSM frames TSM as a long-term play on foundry exposure versus Nvidia’s pure-play AI GPU story — useful for portfolio positioning but not an immediate catalyst. Better Semiconductor Stock: Nvidia vs. TSMC
• Negative Sentiment: Geopolitical coverage highlights concentration risk: analysts warn that Taiwan’s central role in advanced chipmaking (and TSM’s footprint there) creates a systemic risk that could sharply disrupt supply and re‑rate multiples if tensions escalate. Washington’s Nightmare: Why America’s AI Future Is Stuck On A Small Island Near China
• Negative Sentiment: Near-term macro/legal/market headwinds: futures weakness on renewed AI fears and analyst notes about rich valuation after TSM’s sharp run create downside risk for the stock despite strong fundamentals. Dow Jones Futures Fall, S&P 500 To Test Support On AI Fears; Block, Netflix, Applied Opto Lead Big Movers

Analysts Set New Price Targets

TSM has been the topic of several recent research reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Four investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 0.6%

Shares of TSM opened at $374.48 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $390.20. The firm has a market capitalization of $1.94 trillion, a P/E ratio of 35.16, a P/E/G ratio of 1.05 and a beta of 1.29. The firm has a 50-day moving average price of $337.40 and a 200 day moving average price of $298.43. The company has a current ratio of 2.62, a quick ratio of 2.42 and a debt-to-equity ratio of 0.17.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

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.