Integrity Advisory Solutions LLC Acquires Shares of 1,789 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Integrity Advisory Solutions LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 1,789 shares of the semiconductor company’s stock, valued at approximately $500,000.

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

Wall Street Analyst Weigh In

TSM has been the topic of several recent research reports. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Finally, Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Four equities research 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 company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $391.43.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is accelerating construction of a new “mega fab” in Southern Taiwan to boost AI-focused capacity, a direct long-term positive for supply to hyperscalers and chip designers that rely on TSMC’s advanced nodes. TSMC Speeds Southern Taiwan Mega Fab As AI Demand Meets Valuation Debate
• Positive Sentiment: Reports say Nvidia has reallocated production at TSMC from H200 chips for China to its next‑gen Vera Rubin hardware — good for TSMC if it means higher‑value, in‑demand wafers and continued utilization of premium capacity. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Neutral Sentiment: Macro/sector theme: analysts and ETF pieces continue to flag the multi‑hundred‑billion dollar AI buildout that underpins long‑term semiconductor demand, keeping TSM well positioned as the dominant foundry. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Neutral Sentiment: Fundamentals reminder: TSMC recently reported strong margins and EPS, supporting the long‑term investment thesis even as short‑term flows create volatility. (See company filings and recent earnings release for details.)
• Negative Sentiment: Regulatory/export controls and stalled China sales: multiple outlets report Nvidia has halted China‑bound H200 output — a sign U.S./China restrictions are limiting near‑term volumes and adding uncertainty to TSMC’s China‑exposed revenue. That political/regulatory uncertainty is a near‑term headwind. Nvidia Halts China Bound H200 Chip Output, Shifts Focus to Vera Rubin
• Negative Sentiment: Market flows and notable profit‑taking: global funds have trimmed the hottest AI bets and dumped Taiwan exposure, and some prominent managers trimmed TSMC positions — contributing to recent selling pressure and amplified volatility. Global Funds Unwind Hottest AI Trades as Inflation Fears Mount

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $353.57 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The company has a market cap of $1.83 trillion, a P/E ratio of 33.20, a P/E/G ratio of 1.00 and a beta of 1.29. The business’s 50 day moving average is $342.34 and its two-hundred day moving average is $300.91. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The business had revenue of $30.65 billion for the quarter. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 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.