William John Sempolinski Invests $1.60 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

William John Sempolinski acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 3,360 shares of the semiconductor company’s stock, valued at approximately $1,605,000.

A number of other institutional investors and hedge funds have also bought and sold shares of TSM. Succession Financial Inc. bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $295,000. MW Advisory LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $3,868,000. Maloon Powers Pitre Higgins & Dennehy LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $864,000. Markowski Investments acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. Finally, Oakmont Investment Advisors Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth $603,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is developing a three-hectare laboratory aimed at speeding supplier validation and addressing its advanced-packaging bottleneck. Because the facility is intended to improve production efficiency rather than add another multibillion-dollar fab, investors may view it as a relatively capital-efficient way to support growing AI-chip demand. TSMC Jumps as a Three-Hectare Lab Attacks Its Packaging Bottleneck
• Positive Sentiment: Goldman Sachs says the AI spending cycle may still be in its early stages, supporting the outlook for TSMC’s leading-edge manufacturing and packaging businesses. Goldman Sachs Says the AI Trade Is Barely Started
• Positive Sentiment: Citi identified TSMC as a stock to watch if Apple’s next premium iPhones, including a potential foldable model, command higher prices. More expensive devices could support Apple’s component spending and TSMC’s high-end chip demand. Apple’s New Foldable iPhone Could Cost $2,000
• Positive Sentiment: Coverage points to rising demand for specialized cleaning chemicals and other materials required by advanced AI-chip fabs, reinforcing the view that TSMC’s strong margins are supported by a broad semiconductor supply chain. TSMC’s 67.7% Margin Now Needs Twice the Cleaning Chemistry
• Positive Sentiment: Analyst commentary describes TSMC as a “picks-and-shovels” beneficiary of the AI buildout and argues that its customer diversification and manufacturing position may make it more attractive than many major technology stocks. TSMC Is a Better Buy Than Any of the Magnificent Seven Stocks
• Neutral Sentiment: Senior Vice President Shu-Hua Fang disclosed a purchase of 2,000 shares, increasing personal ownership by 32.23%. The insider buying is supportive sentiment, though the transaction was disclosed well after the purchase and is small relative to TSMC’s market value. SEC insider trading filing
• Negative Sentiment: One valuation analysis estimates TSMC may be about 9% above fair value, while its planned investments in Arizona and Europe increase capital requirements. Investors may therefore remain sensitive to execution risks, returns on new capacity, and any slowdown in AI spending. TSMC Could Be 9% Above Fair Value As Capex Plans Grow

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $429.07 on Friday. The firm has a market cap of $2.23 trillion, a P/E ratio of 30.96, a price-to-earnings-growth ratio of 0.95 and a beta of 1.39. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The company’s 50 day moving average is $420.63 and its 200-day moving average is $397.96. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $237.90 and a 12-month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.25%.

Analysts Set New Price Targets

Several brokerages recently commented on TSM. Bank of America upped their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 26th. Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday. They set a “buy” rating and a $515.00 price objective for the company. Finally, Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Three analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $523.22.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were acquired at an average price of $73.06 per share, with a total value of $73,060.00. Following the acquisition, the vice president directly owned 14,051 shares in the company, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Shyue-Shyh Lin bought 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average cost of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the purchase, the vice president directly owned 30,269 shares of the company’s stock, valued at $2,243,840.97. The trade was a 3.42% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have acquired 19,512 shares of company stock valued at $1,450,270. Corporate insiders own 1.11% of the company’s stock.

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.