Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Melqart Asset Management UK Ltd

Posted by Geri Gentry on Jun 17th, 2026

Melqart Asset Management UK Ltd grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 53.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 116,673 shares of the semiconductor company’s stock after buying an additional 40,548 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 3.5% of Melqart Asset Management UK Ltd’s holdings, making the stock its 12th biggest position. Melqart Asset Management UK Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $35,456,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares during the period. Gamco Investors INC. ET AL acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $701,000. Bank of Nova Scotia raised its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% in the 2nd 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 in the last quarter. FWL Investment Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after buying an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $270,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Roundup

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

Positive Sentiment: TSMC signed a 10-year advanced packaging deal with Amkor in Arizona, strengthening its U.S. supply-chain footprint and supporting long-term growth in advanced chip packaging demand. TSMC and Amkor Sign 10-Year Advanced Packaging Deal in Arizona
Positive Sentiment: Analysts and investors continue to view TSMC as a key AI beneficiary, citing strong recent results, durable positioning in the AI supply chain, and confidence around its capacity expansion plans. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)
Positive Sentiment: A TSMC vice president bought additional shares in a recent insider purchase, which can be read as a vote of confidence from management. Taiwan Semiconductor Manufacturing Company Ltd. stock information
Neutral Sentiment: Market commentary highlighted TSMC as a trending stock and a core holding in AI-focused portfolios, but these pieces were mostly sentiment-driven rather than catalyst-driven. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
Neutral Sentiment: News that Alphabet may split next-generation AI processor manufacturing between Samsung and TSMC suggests continued strong demand for TSMC, though it also points to rising competition for future foundry work. Alphabet (GOOGL) In Talks With Samsung For Manufacturing Next-Gen AI Processors
Negative Sentiment: TSMC’s CEO warned about water and talent shortages, raising concerns about operational constraints that could affect long-term expansion. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
Negative Sentiment: A Zacks article noted TSMC fell more than the broader market in the latest session, reflecting broad profit-taking and weaker near-term trading sentiment. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction dated 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 directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the transaction, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. This represents 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 quarter, insiders have purchased 4,496 shares of company stock worth $304,667. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $426.34 on Wednesday. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The firm has a market cap of $2.21 trillion, a PE ratio of 35.47, a P/E/G ratio of 1.29 and a beta of 1.39. The business has a fifty day simple moving average of $400.82 and a 200-day simple moving average of $355.22. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $206.20 and a fifty-two week high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors 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 represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 29.20%.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. Needham & Company LLC raised their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company 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 report on Sunday, March 22nd. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $404.29.

View Our Latest Analysis 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.