Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 1.1% – Time to Buy?

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)’s stock price rose 1.1% during trading on Wednesday . The stock traded as high as $440.49 and last traded at $437.19. 11,269,763 shares were traded during mid-day trading, a decline of 19% from the average session volume of 13,969,978 shares. The stock had previously closed at $432.57.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Citi reiterated that TSM is well-positioned to raise its 2026 revenue growth outlook and long-term targets, reinforcing the view that AI chip demand is still accelerating. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: Multiple articles say AI-driven semiconductor spending remains strong, and TSM continues to be viewed as a key beneficiary because it fabricates advanced chips used in AI infrastructure. AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio
• Positive Sentiment: Several market commentaries argue that the recent chip-stock weakness is mainly liquidity-driven, suggesting the sell-off may be temporary and unrelated to end-demand for TSM’s leading-edge capacity. The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity (TSM)
• Neutral Sentiment: TSM is still being compared favorably with other AI leaders as investors debate which stocks offer the best exposure to the long-running AI buildout. Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
• Negative Sentiment: TSM fell sharply in the prior session, with reports citing a broader market and sector downdraft rather than company-specific news. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
• Negative Sentiment: Goldman Sachs reportedly turned more cautious on TSM, creating some concern that the recent rally may have already priced in much of the good news. Goldman Sachs turns its back on major semiconductor stock Taiwan Semiconductor Manufacturing

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Bank of America upped their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. DA Davidson reiterated a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research note on Monday, June 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $449.38.

Taiwan Semiconductor Manufacturing Stock Performance

The firm has a market cap of $2.27 trillion, a price-to-earnings ratio of 36.37, a PEG ratio of 1.14 and a beta of 1.36. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The company has a 50 day moving average of $423.77 and a 200 day moving average of $371.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company had revenue of $35.49 billion for the quarter, compared to the consensus estimate of $35.47 billion. During the same period in the previous year, the business earned $2.12 EPS. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 40.6% compared to the same quarter last year. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 29.20%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the transaction, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have purchased 5,496 shares of company stock worth $404,567 in the last ninety days. 1.11% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the company. Shannon River Fund Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth about $2,430,000. Capital Research Global Investors lifted its holdings in Taiwan Semiconductor Manufacturing by 66.3% in the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after acquiring an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $961,000. Meridian Wealth Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after acquiring an additional 14,406 shares during the period. Finally, Boyer Financial Services Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $648,000. Institutional investors own 16.51% of the company’s stock.

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.