Range Advisory LLC Boosts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Range Advisory LLC raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 71.9% in the second quarter, Holdings Channel reports. The firm owned 6,723 shares of the semiconductor company’s stock after purchasing an additional 2,813 shares during the period. Range Advisory LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,211,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in TSM. Fisher Asset Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock valued at $5,514,662,000 after acquiring an additional 313,773 shares during the last quarter. Van ECK Associates Corp lifted its stake in Taiwan Semiconductor Manufacturing by 11.1% in the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after purchasing an additional 1,750,824 shares during the last quarter. Bank of America Corp DE grew its holdings in Taiwan Semiconductor Manufacturing by 6.5% during the fourth quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock valued at $4,832,708,000 after purchasing an additional 966,926 shares during the period. Coatue Management LLC increased its position in Taiwan Semiconductor Manufacturing by 6.9% in the fourth quarter. Coatue Management LLC now owns 8,629,524 shares of the semiconductor company’s stock worth $2,622,426,000 after buying an additional 556,988 shares during the last quarter. Finally, Janus Henderson Group PLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 7.7% in the fourth quarter. Janus Henderson Group PLC now owns 8,291,884 shares of the semiconductor company’s stock valued at $2,497,638,000 after buying an additional 594,780 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: AI demand and guidance support the growth story. TSMC has raised its outlook as demand for advanced chips continues to surge. Management now expects 2026 revenue to increase by slightly more than 40% in U.S.-dollar terms, strengthening expectations for earnings growth. Taiwan Semiconductor Manufacturing Company Raises Guidance as Demand for Advanced Chips Soars
• Positive Sentiment: TSMC retains a powerful competitive position. The company reportedly controls about 73% of the global contract-chip manufacturing market. Investments in its N2 and N3 process technologies and advanced packaging should help it capture additional AI-related demand and maintain its technological lead. Taiwan Semiconductor Retains 73% Foundry Share
• Positive Sentiment: Analyst sentiment remains favorable. Wall Street continues to view TSM as an attractive investment, while broader semiconductor optimism is being driven by rapidly rising sales and strong AI-related demand. Wall Street Analysts Think TSMC Is a Good Investment
• Positive Sentiment: The U.S. investment increases strategic importance. TSMC’s approximately $265 billion U.S. manufacturing commitment is improving its political access and reinforcing its role in global technology and Taiwan’s diplomatic strategy. That could deepen relationships with major customers and governments. TSMC’s $265 Billion U.S. Bet Is Becoming Part of Taiwan’s Chip Diplomacy
• Neutral Sentiment: Expansion carries execution and profitability risks. Overseas factories may provide geopolitical benefits and customer access, but they can also have higher operating costs and test the margins that have made TSMC indispensable. TSMC Rises as $265 Billion Becomes Taiwan’s Diplomatic Currency
• Neutral Sentiment: Long-term valuation expectations are ambitious. One projection sees TSMC’s market value exceeding $3 trillion before 2029, implying roughly 14% annual compounding from current levels. The forecast supports sentiment but leaves the stock dependent on sustained AI growth and successful capacity expansion. Prediction: Taiwan Semiconductor’s Market Value Passes $3 Trillion Before 2029

Analyst Upgrades and Downgrades

TSM has been the topic of a number of recent research reports. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Stifel Nicolaus initiated coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price objective on the stock. Sanford C. Bernstein upped their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 26th. Finally, 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. Three analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $523.22.

Taiwan Semiconductor Manufacturing Trading Up 0.0%

NYSE:TSM opened at $429.07 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $237.90 and a 1 year high of $479.00. The stock’s fifty day moving average price is $420.11 and its two-hundred day moving average price is $398.63. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The company has a market cap of $2.23 trillion, a P/E ratio of 30.96, a P/E/G ratio of 0.98 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results 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 39.25% and a net margin of 50.31%.The company had revenue of $39.89 billion during the quarter. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Insider Buying and Selling

In related news, VP Shyue-Shyh Lin purchased 2,000 shares of the firm’s stock in a transaction dated Sunday, July 19th. The shares were purchased at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the transaction, the vice president directly owned 28,269 shares in the company, valued at approximately $2,027,169.99. This represents a 7.61% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Bor-Zen Tien purchased 3,000 shares of the stock in a transaction dated Tuesday, July 21st. The stock was purchased at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the acquisition, the vice president owned 4,000 shares of the company’s stock, valued at approximately $297,560. This represents a 300.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired 19,512 shares of company stock worth $1,450,270 over the last quarter. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing 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.