GoalFusion Wealth Management LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

GoalFusion Wealth Management LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,374 shares of the semiconductor company’s stock, valued at approximately $656,000. Taiwan Semiconductor Manufacturing comprises about 0.3% of GoalFusion Wealth Management LLC’s portfolio, making the stock its 18th largest position.

Other large investors have also recently modified their holdings of the company. Fisher Asset Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after buying an additional 313,773 shares during the last quarter. Van ECK Associates Corp raised its holdings in Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after acquiring an additional 1,750,824 shares during the last quarter. Bank of America Corp DE lifted its position in Taiwan Semiconductor Manufacturing by 6.5% in the 4th quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock valued at $4,832,708,000 after acquiring an additional 966,926 shares in the last quarter. Jennison Associates LLC lifted its position in Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after acquiring an additional 802,757 shares in the last quarter. Finally, Coatue Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 6.9% during the 4th quarter. Coatue Management LLC now owns 8,629,524 shares of the semiconductor company’s stock valued at $2,622,426,000 after purchasing an additional 556,988 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 0.9%

Taiwan Semiconductor Manufacturing stock opened at $422.38 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. The company has a market cap of $2.19 trillion, a P/E ratio of 30.48, a P/E/G ratio of 0.96 and a beta of 1.38. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.13. The business has a 50-day simple moving average of $426.20 and a two-hundred day simple moving average of $388.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The company had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, with a total value of $79,190.00. Following the acquisition, the vice president owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Shyue-Shyh Lin purchased 2,000 shares of the business’s stock in a transaction on Sunday, July 19th. The shares were bought at an average cost of $71.71 per share, with a total value of $143,420.00. Following the acquisition, the vice president directly owned 28,269 shares of the company’s stock, valued at $2,027,169.99. This trade represents a 7.61% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have acquired 18,312 shares of company stock worth $1,347,058. 1.11% of the stock is owned by insiders.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Record July revenue reinforces the AI-growth thesis. TSMC reported July sales of NT$467.58 billion, a 44.7% year-over-year increase and a 5.6% improvement from June. Management expects 2026 revenue growth slightly above 40% in U.S. dollar terms, suggesting demand for AI accelerators and advanced nodes remains robust. Taiwan Semiconductor’s July Revenue Rose 45% and the Stock Sits 13% Below Its High
• Positive Sentiment: Microsoft could become a larger TSMC customer. Reports that Microsoft is preparing its Maia 300 AI chip and seeking capacity for hundreds of thousands of units—and potentially more than one million over time—highlight TSMC’s role as a key supplier to hyperscalers. Microsoft plans Maia 300 chip reveal in September
• Positive Sentiment: Bernstein identified another potential growth engine in CPUs. Analysts believe the expansion of agentic AI could accelerate CPU demand, adding to TSMC’s existing exposure to graphics processors and high-performance computing. Central Processing Units Could Be New Growth Driver for TSMC
• Positive Sentiment: Analyst sentiment improved. Sanford C. Bernstein raised its TSMC price target from $430 to $554 and assigned an “outperform” rating, citing the CPU opportunity and sustained AI demand.
• Positive Sentiment: TSMC and Sony agreed to invest approximately $4.7 billion in a Japan image-sensor joint venture. TSMC will contribute about $1.77 billion, while Sony will remain the controlling shareholder. Volume production is expected in 2029, providing longer-term exposure to smartphones, vehicles, robotics and physical AI. TSMC to invest $1.8 billion in joint venture with Sony for image sensors
• Neutral Sentiment: Capacity investment is accelerating. TSMC’s board approved approximately $29.4 billion in capital expenditures and a second-quarter dividend. The spending supports advanced-node capacity but increases execution requirements and near-term cash demands. TSMC Board Approves US$29.4 Billion Capex, Q2 Dividend and Sony Image-Sensor JV
• Negative Sentiment: Much of the good news may already be reflected in the valuation. The stock trades at roughly 30 times earnings and has shown a muted reaction to the revenue surge, indicating investors may require even stronger results to drive another sustained advance.
• Negative Sentiment: Investors face longer-term uncertainty around AI-return expectations and geopolitics. Morningstar cited potential revenue uncertainty in 2028–2029 as major AI investments need to prove their returns. Meanwhile, calls for tighter controls on advanced-chip shipments to China could increase compliance costs or restrict sales. TSMC Faces Revenue Uncertainty in 2028-29

Analyst Upgrades and Downgrades

TSM has been the subject of a number of research analyst reports. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, July 28th. DA Davidson lifted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday, July 27th. Finally, TD Cowen boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a report on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus target price of $524.25.

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.