Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Bor-Zen Tien Buys 1,000 Shares

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were purchased at an average cost of $67.97 per share, for a total transaction of $67,970.00. Following the completion of the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at $339,850. This represents a 25.00% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Bor-Zen Tien also recently made the following trade(s):

• On Tuesday, July 21st, Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average cost of $74.13 per share, with a total value of $74,130.00.
• On Tuesday, July 21st, Bor-Zen Tien acquired 3,000 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average price of $74.39 per share, with a total value of $223,170.00.
• On Tuesday, July 7th, Bor-Zen Tien acquired 40 shares of Taiwan Semiconductor Manufacturing stock. The stock was purchased at an average price of $76.62 per share, with a total value of $3,064.80.
• On Monday, June 29th, Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock. The shares were purchased at an average cost of $76.64 per share, for a total transaction of $76,640.00.
• On Tuesday, May 19th, Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing stock. The shares were acquired at an average price of $69.91 per share, for a total transaction of $139,820.00.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock 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. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00. The business has a 50-day moving average price of $427.14 and a 200 day moving average price of $384.13. The firm has a market cap of $2.10 trillion, a PE ratio of 29.16, a P/E/G ratio of 0.86 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%. Sell-side 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 firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: AI-related semiconductor stocks rallied after Microsoft’s cloud growth and continued data-center investment reinforced expectations for sustained demand for advanced chips and foundry services. TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade
• Positive Sentiment: Lam Research’s much stronger-than-expected AI-driven forecast provided a positive read-through for semiconductor equipment spending and TSMC’s future capacity utilization. Lam Research Stock Soars 18.9% on $8.1 Billion AI Forecast
• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for TSMC to $16.69 from $15.82 and its FY2027 forecast to $21.25 from $20.58, signaling increased confidence in earnings growth above consensus. Erste Group Raises TSMC Earnings Estimates
• Positive Sentiment: TSMC’s planned expansion into advanced AI-chip packaging was viewed as a competitive move that could strengthen its role in the AI supply chain and challenge Intel’s packaging ambitions. TSMC’s Next AI Chip Move Sends Intel Stock Soaring
• Positive Sentiment: Amkor’s 10-year partnership with TSMC for an advanced-packaging facility in Arizona supports TSMC’s U.S. manufacturing and AI supply-chain strategy. Amkor Lands 10-Year TSMC Arizona Deal
• Neutral Sentiment: Analysts comparing TSMC with ASML favored TSMC on valuation, recent performance and sentiment, but both companies remain exposed to the same AI-chip investment cycle. ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?
• Negative Sentiment: Investors remain concerned that Samsung’s proposed Broadcom partnership could create a more credible vertically integrated alternative to TSMC in AI foundry and packaging. Samsung’s $200 Billion Broadcom Deal
• Negative Sentiment: Questions over China-related equipment restrictions, AI spending sustainability and the recent technology-sector selloff remain potential sources of volatility despite TSMC’s record profitability. TSMC Faces Fresh Questions Over China Tools and AI Spending

Wall Street Analyst Weigh In

A number of research firms recently issued reports on TSM. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. TD Cowen lifted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Bank of America boosted their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $496.25.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $27,000. Strategic Advocates LLC lifted its stake in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $29,000. Finally, Basepoint Wealth LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $31,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

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.