BankChampaign National Association Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

BankChampaign National Association bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,748 shares of the semiconductor company’s stock, valued at approximately $1,605,000. Taiwan Semiconductor Manufacturing accounts for 1.6% of BankChampaign National Association’s holdings, making the stock its 10th largest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of TSM. Twin City Private Wealth LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after buying an additional 25 shares during the period. Financial Life Planners raised its stake in Taiwan Semiconductor Manufacturing by 3.4% in the first quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock worth $266,000 after buying an additional 26 shares in the last quarter. Corus Family Wealth Advisors increased its holdings in shares of Taiwan Semiconductor Manufacturing by 1.1% in the 1st quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock valued at $811,000 after acquiring an additional 26 shares during the period. Lodestar Private Asset Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 1st quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $979,000 after acquiring an additional 27 shares in the last quarter. Finally, Mitchell Sinkler & Starr PA grew its stake in Taiwan Semiconductor Manufacturing by 1.9% in the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after purchasing an additional 28 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Microsoft’s improving cloud performance and ongoing AI infrastructure expansion helped restore confidence in chip demand, lifting TSMC and other semiconductor stocks after a five-session decline. TSMC Stock Jumps as Microsoft Revives AI-Chip Trade
• Positive Sentiment: TSMC’s move into advanced AI-chip packaging technology highlighted its ability to capture more value from the AI supply chain and helped boost sentiment across the industry. TSMC’s Next AI Chip Move
• Positive Sentiment: Erste Group raised its TSMC earnings forecasts to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027, above the current-year consensus of $16.34. The revisions reinforce expectations for sustained AI and high-performance-computing demand.
• Positive Sentiment: Analyst commentary continues to favor TSMC over ASML on valuation, performance and sentiment, while insider purchases by company vice presidents provide a modest additional confidence signal. ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?
• Neutral Sentiment: Amkor’s 10-year agreement to support TSMC’s advanced-packaging operations in Arizona could strengthen the company’s U.S. manufacturing ecosystem and supply-chain flexibility. Amkor Lands 10-Year TSMC Arizona Deal
• Negative Sentiment: Samsung’s proposed partnership with Broadcom, reportedly valued at more than $200 billion, represents a long-term effort to challenge TSMC’s dominance in AI foundry and advanced packaging services. Samsung’s Broadcom Deal Challenges TSMC
• Negative Sentiment: Investors remain concerned about China-related equipment restrictions, the sustainability of AI spending and broader technology-sector volatility. Those concerns contributed to the previous session’s decline despite TSMC’s strong profits. TSMC Faces Questions Over China Tools and AI Spending

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was bought at an average cost of $67.97 per share, for a total transaction of $67,970.00. Following the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at $339,850. The trade was a 25.00% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Shyue-Shyh Lin bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, July 21st. The shares were acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the acquisition, the vice president owned 30,269 shares in the company, valued at $2,243,840.97. This represents a 3.42% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders acquired 15,857 shares of company stock valued at $1,167,094. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $404.18 on Friday. The company has a quick ratio of 2.31, a current ratio of 2.46 and a debt-to-equity ratio of 0.13. The firm has a 50-day simple moving average of $427.14 and a 200-day simple moving average of $384.13. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00. The stock has a market capitalization of $2.10 trillion, a price-to-earnings ratio of 29.16, a price-to-earnings-growth ratio of 0.86 and a beta of 1.36.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 21.43%.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on TSM shares. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. TD Cowen boosted their price target 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. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research note on Monday. Finally, DA Davidson raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $496.25.

Taiwan Semiconductor Manufacturing Company 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.