Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Get Free Report)’s share price traded down 1.5% during trading on Tuesday . The company traded as low as $381.30 and last traded at $393.1350. 18,062,750 shares changed hands during mid-day trading, an increase of 28% from the average daily volume of 14,066,888 shares. The stock had previously closed at $399.09.
Trending Headlines about Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Analyst H. Engel of Erste Group raised TSMC’s estimated EPS to $16.69 for fiscal 2026 from $15.82 and to $21.25 for fiscal 2027 from $20.58. The revisions are above the current-year consensus estimate of $16.34, reinforcing expectations for continued AI and high-performance-computing growth. Taiwan Semiconductor Manufacturing analyst estimates
- Positive Sentiment: TSMC was viewed more favorably than ASML in a comparison of AI-chip stocks because of its valuation, recent performance and stronger analyst sentiment. Both companies benefit from rising AI-chip demand, but the analysis favors TSM as the better buy. ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?
- Positive Sentiment: The broader AI-chip group rebounded, lifting TSMC along with Intel and AMD. The move reflects renewed demand for AI infrastructure following the sector’s recent selloff rather than a new company-specific announcement. AI-chip stocks rebound
- Positive Sentiment: Two TSMC vice presidents recently purchased shares in open-market transactions. The insider buying offers a modest confidence signal, though the purchases are small relative to TSMC’s market capitalization. TSMC insider buying
- Neutral Sentiment: Amkor’s 10-year agreement connected to a TSMC-backed advanced-packaging facility in Arizona highlights growing demand for localized AI-chip packaging and strengthens TSMC’s U.S. manufacturing ecosystem. Amkor lands 10-year TSMC Arizona deal
- Negative Sentiment: Samsung’s proposed agreement with Broadcom, reportedly valued at more than $200 billion across memory and foundry businesses, represents an effort to build an integrated alternative to TSMC’s AI-foundry dominance. Increased competition could pressure TSMC’s long-term market share and pricing power. Samsung and Broadcom AI foundry deal
- Negative Sentiment: Recent coverage continues to raise questions about TSMC’s access to China-related equipment and the sustainability of AI customer spending. Those concerns, together with the prior technology-sector selloff, remain risks to the stock despite record profits. TSMC faces questions over China tools and AI spending
Analyst Upgrades and Downgrades
TSM has been the subject of several recent research reports. Needham & Company LLC upped their price target on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research report on Monday. DA Davidson lifted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Bank of America increased their target price 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. Finally, TD Cowen raised their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $496.25.
Taiwan Semiconductor Manufacturing Stock Performance
The stock has a market cap of $2.10 trillion, a P/E ratio of 29.09, a PEG ratio of 0.91 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The firm’s 50-day moving average price is $427.21 and its 200-day moving average price is $383.56.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The firm had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.34 earnings per share for the current fiscal year.
Taiwan Semiconductor Manufacturing Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.32%.
Insider Transactions at Taiwan Semiconductor Manufacturing
In other news, VP Shyue-Shyh Lin acquired 1,000 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The shares were acquired at an average cost of $74.13 per share, with a total value of $74,130.00. Following the acquisition, the vice president directly owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. The trade was a 3.42% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The stock was acquired at an average cost of $67.97 per share, with a total value of $67,970.00. Following the completion of the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at $339,850. This represents a 25.00% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders bought 15,857 shares of company stock valued at $1,167,094. 1.11% of the stock is owned by company insiders.
Institutional Trading of Taiwan Semiconductor Manufacturing
Large investors have recently made changes to their positions in the business. Brighton Jones LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL bought a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth $701,000. Bank of Nova Scotia boosted its stake in Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after buying an additional 1,784 shares during the period. FWL Investment Management LLC increased its position in Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after acquiring an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC bought a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at $270,000. 16.51% of the stock is currently owned by institutional investors.
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.
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