Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 2.4% – Here’s What Happened

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) rose 2.4% on Tuesday . The company traded as high as $444.29 and last traded at $439.0930. Approximately 13,007,937 shares traded hands during mid-day trading, a decline of 4% from the average daily volume of 13,486,924 shares. The stock had previously closed at $428.91.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported August 2026 consolidated revenue of NT$514.81 billion (approximately $16.35 billion), up 53.3% year over year and 10.1% from July. The record result marked a fourth consecutive monthly increase and signals continued demand from AI-chip, cloud-computing and advanced semiconductor customers. Taiwan Semiconductor’s August Revenue Rose 53% To Record High
• Positive Sentiment: Revenue growth accelerated well above the 39.3% increase recorded during the first eight months of the year, suggesting that customer orders and production volumes remain strong heading into the second half of 2026. Capacity constraints and customer backlogs could support pricing and utilization. World’s largest contract chipmaker TSMC sees August revenue surge over 53% to record high
• Positive Sentiment: TSMC and ASML are collaborating on large-format 12-inch photomasks for High-NA EUV, targeting improved fab productivity and lower chipmaking costs. TSMC plans to bring High-NA EUV into high-volume advanced-node production around 2030, supporting its long-term technology leadership. TSMC Collaborates to Expand Large-Format Photomasks for High NA EUV
• Neutral Sentiment: Erste Group raised its FY2027 EPS estimate modestly to $21.72 from $21.61, reinforcing constructive expectations but offering limited incremental impact. Recent purchases by TSMC’s CEO and other executives provide an additional confidence signal, though the transactions were relatively small.
• Negative Sentiment: TSM is trading lower alongside the broader technology and semiconductor sector. Rising wholesale inflation, Treasury yields and expectations surrounding next week’s Federal Reserve meeting are pressuring growth-stock valuations. Apple, TSMC, SpaceX, Cooper Cos., Macy’s, and More Stocks That Explain Today’s Market
• Negative Sentiment: Record TSMC sales have not revived investor enthusiasm for the AI trade; AMD and other chip stocks are also falling. Investors may be taking profits or questioning whether elevated AI spending and semiconductor valuations can persist, even as TSMC’s underlying demand remains robust. TSMC Posts Record Sales. Why AMD and Other Chip Stocks Are Falling

Wall Street Analyst Weigh In

TSM has been the subject of several research reports. DA Davidson increased their price objective 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. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 26th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Three equities research 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 company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $523.22.

Taiwan Semiconductor Manufacturing Stock Performance

The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The business has a 50 day moving average price of $419.15 and a 200 day moving average price of $399.70. The stock has a market cap of $2.22 trillion, a P/E ratio of 30.89, a PEG ratio of 1.00 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company 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 $1.0854 dividend. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 3,000 shares of the business’s stock in a transaction dated Tuesday, July 21st. The shares were purchased at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the purchase, the vice president owned 4,000 shares in the company, valued at approximately $297,560. This represents a 300.00% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average price of $74.50 per share, with a total value of $74,500.00. Following the completion of the acquisition, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This represents a 20.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 21,106 shares of company stock worth $1,571,733 over the last quarter. 1.11% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Taiwan Semiconductor Manufacturing

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Brookstone Capital Management grew its stake in Taiwan Semiconductor Manufacturing by 87.3% during the 2nd quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock worth $12,008,000 after purchasing an additional 11,719 shares in the last quarter. Capital Research Global Investors raised its position in Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $961,000. Y Intercept Hong Kong Ltd boosted its stake in shares of Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after buying an additional 59,435 shares during the period. Finally, Opal Capital LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 72.5% in the 1st quarter. Opal Capital LLC now owns 27,767 shares of the semiconductor company’s stock valued at $9,384,000 after buying an additional 11,666 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.