Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Get Free Report) dropped 6.9% during trading on Wednesday . The company traded as low as $443.47 and last traded at $444.6240. Approximately 18,437,948 shares were traded during trading, an increase of 32% from the average daily volume of 13,955,866 shares. The stock had previously closed at $477.57.
Trending Headlines about Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC is expanding its global 3-nanometer manufacturing footprint across Taiwan, Arizona, and Japan to meet strong AI-related chip demand, which supports future revenue growth. How Taiwan Semiconductor’s Global N3 Expansion Plan Is Taking Shape
- Positive Sentiment: Wall Street analysts remain broadly bullish on TSMC, reinforcing investor confidence in the company’s earnings power and AI-foundry leadership. Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
- Positive Sentiment: Recent commentary notes TSMC is still trading near highs, suggesting the market continues to view it as a premier AI infrastructure beneficiary. Rallying Near Highs: Is TSM a Buy, Sell, or Hold?
- Neutral Sentiment: TSMC Arizona announced a treasurer change effective July 1, 2026; this is a routine management update with little obvious near-term stock impact. TSMC Arizona Announces Treasurer Change Effective July 1, 2026
- Negative Sentiment: TSMC was hit by a broader semiconductor sell-off, with Asian chip stocks sliding as markets awaited U.S. jobs data, pressuring the shares lower. Asian stocks slide on chip sell-off as markets await US jobs data
- Negative Sentiment: Analysts slightly trimmed FY2026 earnings estimates, which can weigh on valuation even though the revision was modest. Earnings estimate revision
- Negative Sentiment: Recent articles highlighted a sharp pullback in TSMC alongside Intel and AMD after BoA flagged potential AI-chip bubble risk, adding to near-term sentiment pressure. Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”
Analyst Upgrades and Downgrades
A number of research analysts recently commented on TSM shares. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Bank of America lifted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Needham & Company LLC upped their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research note on Monday, June 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $449.38.
Taiwan Semiconductor Manufacturing Stock Performance
The stock has a market cap of $2.25 trillion, a price-to-earnings ratio of 36.17, a price-to-earnings-growth ratio of 1.12 and a beta of 1.36. The company’s 50-day simple moving average is $420.84 and its 200-day simple moving average is $368.06. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 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 25.12%.
Insiders Place Their Bets
In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the acquisition, 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 ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders have purchased 5,496 shares of company stock worth $404,567. Company insiders own 1.11% of the company’s stock.
Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing
Several hedge funds have recently made changes to their positions in TSM. Box Hill Private Wealth LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 25.9% in the second quarter. Box Hill Private Wealth LLC now owns 1,319 shares of the semiconductor company’s stock valued at $630,000 after purchasing an additional 271 shares in the last quarter. Versant Capital Management Inc grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.5% during the second quarter. Versant Capital Management Inc now owns 1,961 shares of the semiconductor company’s stock valued at $937,000 after buying an additional 66 shares in the last quarter. Cedar Mountain Advisors LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 88.2% during the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 30 shares in the last quarter. Collective Family Office LLC acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at $251,000. Finally, SWP Investment Management LLC raised its position in Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. SWP Investment Management LLC now owns 7,006 shares of the semiconductor company’s stock valued at $3,346,000 after buying an additional 260 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.
Taiwan Semiconductor Manufacturing Company Profile
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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