GoalFusion Wealth Management LLC Takes $656,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Geri Gentry on Aug 12th, 2026

GoalFusion Wealth Management LLC purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 1,374 shares of the semiconductor company’s stock, valued at approximately $656,000. Taiwan Semiconductor Manufacturing makes up approximately 0.3% of GoalFusion Wealth Management LLC’s investment portfolio, making the stock its 18th biggest holding.

Several other hedge funds have also modified their holdings of TSM. Fisher Asset Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock valued at $5,514,662,000 after purchasing an additional 313,773 shares in the last quarter. Van ECK Associates Corp increased its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after buying an additional 1,750,824 shares during the last quarter. Bank of America Corp DE increased its stake in Taiwan Semiconductor Manufacturing by 6.5% during the fourth quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock worth $4,832,708,000 after acquiring an additional 966,926 shares during the last quarter. Jennison Associates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock valued at $4,070,393,000 after purchasing an additional 802,757 shares during the last quarter. Finally, Coatue Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 6.9% during the 4th quarter. Coatue Management LLC now owns 8,629,524 shares of the semiconductor company’s stock valued at $2,622,426,000 after buying an additional 556,988 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $422.38 on Wednesday. The company has a debt-to-equity ratio of 0.13, a current ratio of 2.46 and a quick ratio of 2.25. The company has a market capitalization of $2.19 trillion, a P/E ratio of 30.48, a P/E/G ratio of 0.96 and a beta of 1.38. The company’s 50-day simple moving average is $426.20 and its two-hundred day simple moving average is $388.73. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on TSM. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, July 28th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Finally, Bank of America increased their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Three research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average target price of $524.25.

Check Out Our Latest Stock Analysis on Taiwan Semiconductor Manufacturing

Insiders Place Their Bets

In other news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction dated 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 transaction, the vice president owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This represents a 7.66% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the purchase, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This trade represents a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders bought 18,312 shares of company stock worth $1,347,058. 1.11% of the stock is currently owned by company insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

Positive Sentiment: Record July revenue reinforces the AI-growth thesis. TSMC reported July sales of NT$467.58 billion, a 44.7% year-over-year increase and a 5.6% improvement from June. Management expects 2026 revenue growth slightly above 40% in U.S. dollar terms, suggesting demand for AI accelerators and advanced nodes remains robust. Taiwan Semiconductor’s July Revenue Rose 45% and the Stock Sits 13% Below Its High
Positive Sentiment: Microsoft could become a larger TSMC customer. Reports that Microsoft is preparing its Maia 300 AI chip and seeking capacity for hundreds of thousands of units—and potentially more than one million over time—highlight TSMC’s role as a key supplier to hyperscalers. Microsoft plans Maia 300 chip reveal in September
Positive Sentiment: Bernstein identified another potential growth engine in CPUs. Analysts believe the expansion of agentic AI could accelerate CPU demand, adding to TSMC’s existing exposure to graphics processors and high-performance computing. Central Processing Units Could Be New Growth Driver for TSMC
Positive Sentiment: Analyst sentiment improved. Sanford C. Bernstein raised its TSMC price target from $430 to $554 and assigned an “outperform” rating, citing the CPU opportunity and sustained AI demand.
Positive Sentiment: TSMC and Sony agreed to invest approximately $4.7 billion in a Japan image-sensor joint venture. TSMC will contribute about $1.77 billion, while Sony will remain the controlling shareholder. Volume production is expected in 2029, providing longer-term exposure to smartphones, vehicles, robotics and physical AI. TSMC to invest $1.8 billion in joint venture with Sony for image sensors
Neutral Sentiment: Capacity investment is accelerating. TSMC’s board approved approximately $29.4 billion in capital expenditures and a second-quarter dividend. The spending supports advanced-node capacity but increases execution requirements and near-term cash demands. TSMC Board Approves US$29.4 Billion Capex, Q2 Dividend and Sony Image-Sensor JV
Negative Sentiment: Much of the good news may already be reflected in the valuation. The stock trades at roughly 30 times earnings and has shown a muted reaction to the revenue surge, indicating investors may require even stronger results to drive another sustained advance.
Negative Sentiment: Investors face longer-term uncertainty around AI-return expectations and geopolitics. Morningstar cited potential revenue uncertainty in 2028–2029 as major AI investments need to prove their returns. Meanwhile, calls for tighter controls on advanced-chip shipments to China could increase compliance costs or restrict sales. TSMC Faces Revenue Uncertainty in 2028-29

Taiwan Semiconductor Manufacturing Profile

(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.