Nykredit A S Makes New $80.33 Million Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Nykredit A S acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 168,199 shares of the semiconductor company’s stock, valued at approximately $80,327,000.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Brookstone Capital Management raised its position in shares of Taiwan Semiconductor Manufacturing by 87.3% during the 2nd quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock worth $12,008,000 after purchasing an additional 11,719 shares during the last quarter. Capital Research Global Investors lifted its stake in Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after buying an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $961,000. Meridian Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 27.9% in the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after buying an additional 14,406 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd increased its stake in Taiwan Semiconductor Manufacturing by 273.2% during the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after buying an additional 59,435 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s planned $100 billion Arizona investment and broader global foundry buildout are designed to capture rising AI-related demand and strengthen its strategic position with major customers. Industry forecasts calling for AI infrastructure spending to reach $1.4 trillion annually by 2030 further support the company’s growth outlook. TSMC’s Global Expansion Pressures Margins Amid AI-Driven Growth AI Infrastructure Spending Is Set to Hit $1.4 Trillion by 2030
• Positive Sentiment: Recent commentary from Baron Capital describes TSMC as continuing to deliver strong financial results, while Artisan Partners’ global-equities commentary highlights resilient earnings and enthusiasm around AI—favorable signals for institutional sentiment toward the stock. Taiwan Semiconductor Manufacturing Company Continues to Deliver Stellar Financial Results
• Neutral Sentiment: TSMC made a minor adjustment to its first-quarter 2026 cash dividend. The change may attract income-focused attention but appears unlikely to materially alter the investment case. TSMC Makes Minor Adjustment to First-Quarter 2026 Cash Dividend
• Neutral Sentiment: The launch of both bearish and bullish foundry-related ETFs highlights heightened trading interest and conflicting positioning around TSMC, but does not change the company’s fundamentals. The Firm That Filed a Bet Against Taiwan Semiconductor Then Launched a Foundry Fund Five Days Later
• Negative Sentiment: Overseas fabs, particularly in Arizona, carry higher construction and operating costs than TSMC’s Taiwan facilities. Those expenses could pressure margins even as revenue benefits from AI demand. TSMC’s Global Expansion Pressures Margins Amid AI-Driven Growth
• Negative Sentiment: A global bond-market selloff has pushed long-term yields higher, creating valuation pressure for high-multiple semiconductor stocks such as TSMC and making future earnings less valuable in present terms. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields

Taiwan Semiconductor Manufacturing Trading Up 0.5%

Shares of Taiwan Semiconductor Manufacturing stock opened at $415.95 on Thursday. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The stock’s 50 day simple moving average is $421.03 and its 200-day simple moving average is $397.38. The stock has a market cap of $2.16 trillion, a P/E ratio of 30.01, a P/E/G ratio of 0.95 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $228.60 and a 1-year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The firm had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, with a total value of $73,060.00. Following the purchase, the vice president directly owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were bought at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the acquisition, the vice president owned 6,000 shares in the company, valued at $447,000. This trade represents a 20.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders purchased 17,662 shares of company stock worth $1,307,491. Insiders own 1.11% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on TSM. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. TD Cowen boosted their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Stifel Nicolaus started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday. They issued a “buy” rating and a $515.00 price objective for the company. Finally, Bank of America raised their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Three analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average target price of $523.22.

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.