Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Price Up 2.8% – Here’s Why

Posted by Brian Himes on Apr 14th, 2026

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Get Free Report) shares traded up 2.8% on Tuesday . The stock traded as high as $382.16 and last traded at $379.92. 12,716,471 shares traded hands during mid-day trading, a decline of 8% from the average session volume of 13,769,021 shares. The stock had previously closed at $369.57.

Taiwan Semiconductor Manufacturing News Roundup

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

Positive Sentiment: Record Q1 sales and bullish market reaction: Social and trade coverage highlights Q1 revenue surging ~35% YoY to roughly $35.7B (March sales +45%), underpinning optimism that AI-infrastructure demand is already driving outsized revenue. TSMC Stock (TSM) Opinions on Record Q1 Revenue
Positive Sentiment: Strong guidance and technology edge: Company guidance and coverage point to Q1 revenue of ~$34.6–$35.8B and an expanding share of advanced-node wafer revenue (2nm in mass production), supporting pricing power and long-term AI market leadership. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
Positive Sentiment: Insider buying: CEO Che‑Chia Wei bought shares in the open market, a small governance signal that can reinforce investor confidence ahead of earnings. SEC Form 4 disclosure
Neutral Sentiment: New ETF product tied to TSM exposure may change short-term flows: GraniteShares launched a YieldBOOST TSM-linked ETF (TMYY), which could increase options and ETF-driven trading around TSM but is not a fundamental change. GraniteShares Expands YieldBOOST(TM) Lineup with Three New ETFs
Neutral Sentiment: Analyst previews set expectations for a beat — raises potential for bigger post-earnings moves: Multiple previews (Zacks, TipRanks, Motley Fool) expect a Q1 beat, which both lowers the odds of surprise and raises post-release volatility. Rising AI Infrastructure Spending Likely to Boost TSM’s Q1 Revenues
Negative Sentiment: Margin risk from overseas expansion and higher capex: Coverage warns that expanding fabs abroad and rising operating costs could pressure margins even as revenue rises — a key earnings risk to watch in guidance and margin commentary. TSM Likely to Beat Q1 Earnings Estimates: How to Play the Stock?
Negative Sentiment: Geopolitical and supply-chain risks: Analysts flag Middle East tensions and “zero‑availability” constraints as potential disruptions to supply and investor sentiment that could trigger short-term pullbacks. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
Negative Sentiment: Elevated volatility risk: With the stock near all‑time highs and expectations high, any earnings miss or cautious guidance could produce outsized downside given stretched multiples. Here’s How Much TSMC Stock Is Expected to Move After Earnings

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $391.43.

Get Our Latest Stock Analysis on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Stock Up 2.8%

The firm has a 50-day simple moving average of $351.80 and a 200 day simple moving average of $319.56. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The company has a market capitalization of $1.97 trillion, a PE ratio of 35.67, a price-to-earnings-growth ratio of 1.01 and a beta of 1.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The company had revenue of $30.65 billion for the quarter. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.17%.

Insider Buying and Selling

In related news, VP Bor-Zen Tien acquired 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the transaction, the vice president directly owned 9,051 shares of the company’s stock, valued at $506,222.43. This trade represents a 12.42% 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. 1.11% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the stock. Quattro Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $27,000. Stephens Consulting LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares in the last quarter. Strategic Advocates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $29,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

About Taiwan Semiconductor Manufacturing

(Get Free Report)

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.