Brooklyn FI LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Brooklyn FI LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,222 shares of the semiconductor company’s stock, valued at approximately $1,014,000.

Several other institutional investors also recently modified their holdings of TSM. Fiduciary Advisors Inc. grew its position in Taiwan Semiconductor Manufacturing by 200.0% during the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 40 shares during the last quarter. Cedar Mountain Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 88.2% in the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 30 shares in the last quarter. Markowski Investments acquired a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $33,000. Heritage Family Offices LLP bought a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at about $37,000. Finally, Curry Webb Wealth Management LLC bought a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at about $39,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director Michael R. Splinter acquired 840 shares of the business’s stock in a transaction that occurred on Thursday, November 5th. The shares were bought at an average cost of $357.00 per share, with a total value of $299,880.00. Following the completion of the purchase, the director directly owned 8,405 shares in the company, valued at $3,000,585. The trade was a 11.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, November 1st. The stock was bought at an average price of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the acquisition, the vice president directly owned 8,000 shares of the company’s stock, valued at $571,920. The trade was a 14.29% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders purchased 7,869 shares of company stock worth $823,771. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Stock Up 2.0%

Shares of NYSE:TSM opened at $396.56 on Wednesday. The firm has a market cap of $2.06 trillion, a P/E ratio of 25.52, a P/E/G ratio of 0.77 and a beta of 1.44. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $266.82 and a 12-month high of $487.47. The business has a fifty day simple moving average of $430.71 and a 200 day simple moving average of $401.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, beating analysts’ consensus estimates of $4.45 by $0.15. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The firm had revenue of $46.72 billion for the quarter, compared to analyst estimates of $45.67 billion. During the same quarter in the previous year, the company posted $2.92 EPS. The business’s revenue was up 41.2% on a year-over-year basis. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.46 earnings per share for the current year.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC reported October revenue of NT$586.89 billion, up 59.7% year over year and 14.7% from September. The strong result, attributed to demand for advanced chips, points to solid momentum heading into the fourth quarter; the company has guided for quarterly revenue of up to $54.3 billion. TSMC’s October sales jump as global chip boom rolls on
• Positive Sentiment: Analyst and investing coverage highlighted TSMC’s position as a key supplier for AI chips, with demand from customers including Nvidia and Apple. Some commentary also described the shares as undervalued following the semiconductor sell-off, which could attract investors if growth continues. TSMC Sales Jump Again as Nvidia and Apple Orders Keep the AI Chip Boom Going
• Positive Sentiment: Reports say TSMC plans to invest up to $1 billion, split between Anthropic and OpenAI. The move signals confidence in AI’s growth, though the investment’s direct financial contribution to TSMC is not yet clear. TSMC to invest up to $1 billion in Anthropic and OpenAI
• Neutral Sentiment: Some coverage suggests TSMC shares could be about 7% undervalued, while another notes the company’s fab expansion plans. Such expansion supports future capacity but also requires substantial investment. TSM Stock Could Be 7% Undervalued Despite Fab Expansion Plans
• Negative Sentiment: Recent AI-stock volatility remains a risk, and Wedbush reportedly says the strong sales update sets a high bar for TSMC. Shares may be vulnerable if future results or guidance fail to match elevated growth expectations. Wedbush Has a Strong Message for TSMC Stock Fans

Analysts Set New Price Targets

A number of brokerages have recently commented on TSM. Sanford C. Bernstein lifted their price target on Taiwan Semiconductor Manufacturing from $554.00 to $600.00 and gave the company an “outperform” rating in a research note on Wednesday, November 4th. DA Davidson reaffirmed a “buy” rating and issued a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 16th. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the company an “overweight” rating in a report on Friday, October 16th. Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 target price on the stock. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 7th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $533.89.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) is a semiconductor foundry that manufactures chips designed by other companies. It provides wafer fabrication and related services, including advanced packaging, serving customers across industries such as computing, communications, automotive and consumer electronics. Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC helped establish the dedicated foundry model, in which a manufacturer focuses on producing semiconductors for customers rather than selling its own chip designs.