First American Bank Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First American Bank grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.0% in the first quarter, according to its most recent filing with the SEC. The fund owned 29,922 shares of the semiconductor company’s stock after acquiring an additional 3,449 shares during the quarter. First American Bank’s holdings in Taiwan Semiconductor Manufacturing were worth $10,112,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Fisher Asset Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.8% during 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 purchasing an additional 313,773 shares in the last quarter. Van ECK Associates Corp grew its stake in shares of Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after buying an additional 1,750,824 shares in the last quarter. Bank of America Corp DE grew its stake in shares of Taiwan Semiconductor Manufacturing by 6.5% in the 4th quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock worth $4,832,708,000 after buying an additional 966,926 shares in the last quarter. Jennison Associates LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after buying an additional 802,757 shares during the last quarter. Finally, Alliancebernstein L.P. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock worth $2,984,783,000 after buying an additional 229,237 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently commented on TSM shares. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Bank of America upped their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday. Needham & Company LLC raised their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $449.38.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were acquired at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the purchase, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. The trade was a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 4,496 shares of company stock worth $327,927 over the last 90 days. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Bank of America raised its price target on TSM to $590 from $490 and reiterated a buy rating, signaling strong analyst confidence in further upside.
• Positive Sentiment: Recent coverage highlighted TSMC’s AI chip advances in CoWoS advanced packaging and 2D transistor technology, reinforcing its role as a key supplier in the AI infrastructure buildout. Taiwan Semiconductor Manufacturing (NYSE:TSM) Unveils AI Chip Advances In CoWoS And 2D Transistors
• Positive Sentiment: TSMC’s May 2026 revenue rose 30.1% year over year, and management said full-year 2026 revenue should grow by above 30% in U.S. dollar terms, pointing to continued strong demand from AI and advanced semiconductors. Can Taiwan Semiconductor Shares Hit $500 Before 2026 Ends?
• Positive Sentiment: Vice President Lipen Yuan bought 1,000 shares in a recent insider purchase, a small but constructive sign of management confidence. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Buys $79,190.00 in Stock
• Neutral Sentiment: Some articles frame TSM as a long-term AI winner, emphasizing its dominant foundry position and the widening “AI toll road” around advanced packaging and leading-edge wafers. Taiwan Semiconductor: The AI Toll Road Keeps Widening
• Negative Sentiment: There is also broader market noise around an AI trade cooldown and recent semiconductor selling in Asia, which could temper enthusiasm for chip stocks in the near term. A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

Taiwan Semiconductor Manufacturing Trading Up 0.7%

Shares of TSM opened at $439.44 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $220.80 and a twelve month high of $476.79. The company has a market cap of $2.28 trillion, a P/E ratio of 36.56, a P/E/G ratio of 1.27 and a beta of 1.38. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The company’s fifty day simple moving average is $411.75 and its 200-day simple moving average is $361.93.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is 25.12%.

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.