YHB Investment Advisors Inc. Purchases 2,526 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

YHB Investment Advisors Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.6% in the second quarter, HoldingsChannel.com reports. The fund owned 47,776 shares of the semiconductor company’s stock after acquiring an additional 2,526 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 1.5% of YHB Investment Advisors Inc.’s holdings, making the stock its 15th biggest position. YHB Investment Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $22,816,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in TSM. Quattro Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $27,000. Strategic Advocates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $29,000. Finally, Basepoint Wealth LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $31,000. 16.51% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on TSM. Sanford C. Bernstein raised their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Bank of America raised their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Three research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $524.25.

Insider Activity

In other news, VP Bor-Zen Tien acquired 3,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, July 21st. The stock was acquired at an average cost of $74.39 per share, with a total value of $223,170.00. Following the transaction, the vice president owned 4,000 shares of the company’s stock, valued at approximately $297,560. This trade represents a 300.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the purchase, the vice president owned 5,000 shares in the company, valued at approximately $395,950. The trade was a 25.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased 18,312 shares of company stock valued at $1,347,058 over the last ninety days. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $430.66 on Friday. 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 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 moving average price of $425.75 and a 200-day moving average price of $390.12. The company has a market cap of $2.23 trillion, a PE ratio of 31.07, a price-to-earnings-growth ratio of 0.98 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results 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 return on equity of 39.37% and a net margin of 50.31%. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Record revenue reinforces the AI growth story. TSMC’s July revenue reached NT$467.58 billion, an increase of 44.7% year over year. Management expects 2026 revenue growth of slightly more than 40% in U.S. dollar terms, suggesting demand for advanced chips remains robust. Taiwan Semiconductor’s July Revenue Rose 45% and the Stock Sits 13% Below Its High
• Positive Sentiment: TSMC and Sony are forming a major Japan-based image-sensor venture. The companies plan to invest nearly $4.7 billion and combine Sony’s sensor expertise with TSMC manufacturing, with volume production targeted for 2029. The partnership broadens TSMC’s customer and geographic base while supporting next-generation smartphone components. TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches
• Positive Sentiment: Analysts and institutional investors remain constructive. Sanford C. Bernstein forecast strong price appreciation, Erste Group issued a fiscal 2027 earnings forecast, and Perseverance Asset Management International increased its TSMC stake. Another analysis rated TSMC a buy among major AI infrastructure companies. Sanford C. Bernstein Forecasts Strong Price Appreciation for Taiwan Semiconductor Manufacturing
• Neutral Sentiment: TSMC’s competitive moat remains a central investor focus. A comparison with ASML highlights TSMC’s importance in manufacturing the world’s most advanced chips, although investors are weighing whether its advantage is as durable as ASML’s equipment monopoly amid rising AI demand and geopolitical pressure. ASML vs. TSMC: Which Semiconductor Giant Has the Deeper Moat?
• Negative Sentiment: Cycle and valuation risks are becoming more prominent. Despite continued inflows into semiconductor and leveraged chip ETFs, Fidelity’s Jurrien Timmer warned that the semiconductor cycle could be approaching a peak. Analysts also caution that strong earnings may no longer be sufficient to drive hot chip stocks higher, particularly after TSMC’s substantial rally and elevated valuation. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

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.