Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Clear Street Group Inc.

Posted by Stanley Muller on Jun 14th, 2026

Clear Street Group Inc. increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 43.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 47,246 shares of the semiconductor company’s stock after acquiring an additional 14,294 shares during the quarter. Clear Street Group Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $14,358,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of TSM. Brighton Jones LLC boosted its stake in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the period. Gamco Investors INC. ET AL purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $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 boosted its stake 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 worth $57,000 after buying an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $270,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average price of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders bought 3,496 shares of company stock valued at $229,407. Insiders own 1.11% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

Positive Sentiment: Several reports highlighted TSMC as a major beneficiary of Big Tech’s massive AI capital spending, with articles calling it an underappreciated winner in the AI infrastructure buildout. 2 Unsung Heroes of Big Tech’s $725 Billion AI Capex Spend
Positive Sentiment: Nvidia CEO Jensen Huang’s comments that AI is “insanely profitable” for TSMC added to confidence that the company remains central to the AI chip supply chain. Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
Positive Sentiment: New coverage said TSMC is a top semiconductor stock for 2026, while other pieces noted Harvard Management’s large stake, both reinforcing institutional confidence in the stock. Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Neutral Sentiment: TSMC’s CEO said chip supply is likely to stay tight for years because AI demand is still outpacing capacity, which is positive for pricing power but also underscores how stretched supply remains. Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply
Negative Sentiment: At the same time, CEO C.C. Wei highlighted talent shortages and ongoing concerns about water availability in Taiwan, which could limit production growth and add operational risk. TSMC boss frets about shortages of talent, water in Taiwan
Negative Sentiment: One report also said Google may look to Samsung for additional AI chip capacity because of a TSMC capacity crunch, suggesting some customers are seeking alternatives. GOOGL Explores Samsung Partnership For Next-Gen AI Chip Amid TSMC Capacity Crunch: Report

Taiwan Semiconductor Manufacturing Trading Up 0.5%

NYSE TSM opened at $423.00 on Friday. The firm has a 50 day simple moving average of $397.03 and a 200-day simple moving average of $352.69. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $206.20 and a one year high of $450.16. The firm has a market cap of $2.19 trillion, a price-to-earnings ratio of 35.19, a PEG ratio of 1.24 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $30.65 billion during the quarter. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date of this dividend 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 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 29.20%.

Wall Street Analyst Weigh In

Several research analysts have weighed in on TSM shares. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Finally, DA Davidson reaffirmed a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $404.29.

Get Our Latest Research Report on TSM

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.