Diversified Enterprises LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Diversified Enterprises LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 35.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 6,845 shares of the semiconductor company’s stock after buying an additional 1,796 shares during the quarter. Diversified Enterprises LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,080,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in TSM. Stephens Consulting LLC increased 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 purchasing an additional 41 shares in the last quarter. Maseco LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $35,000. Westend Capital Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 476.2% during the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 100 shares in the last quarter. Cedar Wealth Management LLC increased 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 purchasing an additional 64 shares in the last quarter. Finally, Fairman Group LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 89 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the firm’s stock in a transaction that occurred on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 1.11% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC unveiled its A13 and N2U process advances, saying it can deliver smaller, faster chips (A13 geared for AI/HPC; N2U a more cost‑effective option) while avoiding immediate reliance on ASML’s costlier high‑NA machines — a potential margin and roadmap positive. TSMC shows smaller, faster chips without pricey new tool from ASML
• Positive Sentiment: TSMC plans to open an advanced packaging plant in Arizona by 2029, addressing a known packaging bottleneck for AI chips and supporting customer localization — a strategic expansion that reduces supply‑chain risk. TSMC plans to open chip packaging plant in Arizona by 2029, executive says
• Positive Sentiment: Synopsys announced deeper collaboration and EDA/IP enablement across TSMC’s advanced nodes (3nm/2nm and packaging), which should speed customer tape‑outs and strengthen TSMC’s ecosystem moat. Synopsys Partners with TSMC to Power Next-Generation AI Systems
• Positive Sentiment: Analyst and market positive signals: Barclays raised its TSMC price target to $470 (overweight), and coverage pieces highlight record margins and strong Q1 results driven by AI demand — supportive for medium‑term upside. Barclays raises price target
• Neutral Sentiment: Market commentators (including Jim Cramer) signaled they aren’t worried about near‑term weakness in TSMC’s share price, which can temper panic selling. Jim Cramer Isn’t Worried
• Neutral Sentiment: TSMC says it has little immediate need for ASML’s priciest high‑NA tools and has only used a small number for R&D — this reduces near‑term capex risk but raises questions about the pace of next‑generation cadence. TSMC says ASML’s chipmaking too pricey
• Negative Sentiment: The semiconductor group is extremely overbought — the PHLX SOX index is on a historic winning streak and described as the most overextended since 2000, making profit‑taking and short‑term pullbacks likelier across large caps including TSMC. Chip stocks just added $3 trillion in market value
• Negative Sentiment: Competitive/strategic headlines (e.g., commentary about Elon Musk’s chip plans for Tesla/SpaceX) raise the prospect of new entrants or alternative supply strategies that could change chip demand dynamics over time. Will Elon Musk’s New SpaceX and Tesla Joint Venture Disrupt This AI Semiconductor Giant?

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of recent research reports. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. DA Davidson reissued a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Down 1.3%

Shares of NYSE TSM opened at $382.51 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $157.39 and a 1 year high of $390.20. The firm’s 50 day moving average price is $355.66 and its 200 day moving average price is $324.14. The firm has a market cap of $1.98 trillion, a P/E ratio of 31.82, a price-to-earnings-growth ratio of 1.15 and a beta of 1.35. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The firm had revenue of $30.65 billion for the quarter. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.71%.

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.