Third View Private Wealth LLC Purchases Shares of 3,910 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Third View Private Wealth LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 3,910 shares of the semiconductor company’s stock, valued at approximately $1,188,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Stephens Consulting LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares in the last quarter. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth $32,000. Resources Management Corp CT ADV bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $32,000. Maseco LLP bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $35,000. Finally, Cedar Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 64 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Surging AI revenue and upbeat Q1 guidance — Multiple previews and company commentary point to record Q1 revenue driven by AI/data-center chips, supporting expectations for an earnings beat and continued pricing power. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
• Positive Sentiment: Record revenue/profit expectations — Reuters and other outlets report TSMC likely posted another quarter of record revenue and net profit thanks to insatiable AI infrastructure demand, reinforcing bullish sentiment ahead of results. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
• Positive Sentiment: Capacity tightness and long-term positioning — Market commentary highlights sold-out capacity for advanced nodes and TSMC’s roadmap (2nm mass production), implying multi-year demand visibility and pricing leverage. TSMC Stock (TSM) Opinions on Record Q1 Revenue
• Positive Sentiment: Insider buying — CEO Che‑Chia Wei purchased shares (Form 4 filed), a small but positive governance/confidence signal for investors. SEC Form 4 disclosure
• Neutral Sentiment: ETF flows and product launches — GraniteShares launched a TSM-linked YieldBOOST ETF (TMYY), which could boost short-term flows into TSM-related exposure but is not a fundamental change to TSMC’s business. GraniteShares Expands YieldBOOST(TM) Lineup with Three New ETFs
• Neutral Sentiment: Earnings-driven volatility risk priced in — Analysts widely expect a beat, which raises the bar; this consensus can amplify moves in either direction when TSMC reports. Here’s How Much TSMC Stock Is Expected to Move After Earnings
• Negative Sentiment: Rising overseas costs — Previews note higher capex and operating costs for overseas fabs (U.S./Japan expansions) could pressure margins even as revenue grows, a key earnings risk to watch. Rising AI Infrastructure Spending Likely to Boost TSM’s Q1 Revenues
• Negative Sentiment: Geopolitical and supply-chain risks — Middle East tensions and potential supply disruptions are being flagged as possible near-term catalysts for negative sentiment or interruptions. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
• Negative Sentiment: High expectations increase downside risk — With shares near all‑time highs and strong momentum, any earnings miss or cautious guidance could trigger outsized selling. TSMC Q1 Earnings Preview: What to Expect From Upcoming Report

Analyst Ratings Changes

Several research firms have recently weighed in on TSM. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Finally, Needham & Company LLC raised their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $391.43.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $379.92 on Wednesday. The stock has a fifty day moving average of $352.68 and a 200-day moving average of $320.31. The firm has a market capitalization of $1.97 trillion, a P/E ratio of 35.67, a PEG ratio of 1.01 and a beta of 1.35. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $145.84 and a 12-month high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data 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 return on equity of 34.89% and a net margin of 45.13%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 27.89%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, March 22nd. The stock was purchased at an average cost of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Company 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.