Maytree Asset Management Ltd Has $5.49 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Maytree Asset Management Ltd cut its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 41.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,053 shares of the semiconductor company’s stock after selling 12,660 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 4.1% of Maytree Asset Management Ltd’s holdings, making the stock its 7th largest holding. Maytree Asset Management Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $5,486,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Childress Capital Advisors LLC increased its position in Taiwan Semiconductor Manufacturing by 145.3% in the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after purchasing an additional 1,891 shares during the period. Shannon River Fund Management LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $2,430,000. Vanguard Personalized Indexing Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after purchasing an additional 8,738 shares during the period. Hantz Financial Services Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 28.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after purchasing an additional 8,284 shares during the last quarter. Finally, Hollencrest Capital Management boosted its stake in shares of Taiwan Semiconductor Manufacturing by 125.3% in the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after purchasing an additional 2,901 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently weighed in on TSM. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Trading Down 1.8%

NYSE TSM opened at $394.37 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $170.59 and a one year high of $414.50. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The firm has a market cap of $2.04 trillion, a P/E ratio of 32.81, a P/E/G ratio of 1.17 and a beta of 1.39. The stock’s 50-day moving average is $359.51 and its 200-day moving average is $328.68.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The business had revenue of $30.65 billion during the quarter. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction dated Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the transaction, the vice president directly owned 9,051 shares of the company’s stock, 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 Securities & Exchange Commission, which can be accessed through the SEC website. 1.11% of the stock is owned by company insiders.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Samsung’s surge to a $1 trillion market cap underscores booming AI memory/chip demand that benefits the entire semiconductor supply chain and validates investor appetite for chipmakers like TSMC. Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club
• Positive Sentiment: Analysts (Bernstein) say AI agent demand is “off the charts,” implying continued strong wafer demand and pricing power for leading foundries including TSMC. This supports upside to revenue and utilization. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
• Positive Sentiment: Large cloud/AI capex plans (e.g., Google buildout coverage) and ongoing inclusion of TSM in AI-focused portfolios keep long-term demand prospects robust, supporting multi-year revenue visibility. 3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout
• Neutral Sentiment: TSMC remains a top AI-infrastructure name and subject of bullish long-term forecasts (including some outright multi‑year price targets), but some investor commentary notes the trade is crowded and relative monthly performance has lagged certain peers. Everyone’s Talking About TSMC’s AI Boom. Smart Money Is Watching UMC Instead
• Negative Sentiment: Apple’s exploratory talks with Intel and Samsung about U.S. onshore chip production introduce execution and customer‑concentration risk for TSMC if Apple pursues a secondary supplier over time — the discussions are preliminary but market‑sensitive. Apple Talks Put Intel Foundry Ambitions And Investor Hopes In Focus
• Negative Sentiment: Intel’s shares spiked on reports it may win chip-manufacturing business from large customers, and some coverage noted TSMC shares slipped amid that rotation — a near‑term headwind tied to investor repositioning rather than fundamentals. INTC stock hits record high as Apple mulls using Co’s chipmaking skills; TSM drops

Taiwan Semiconductor Manufacturing 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.