Seaview Investment Managers LLC lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 23.0% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,839 shares of the semiconductor company’s stock after selling 7,432 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 3.5% of Seaview Investment Managers LLC’s portfolio, making the stock its 4th largest position. Seaview Investment Managers LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $11,862,000 as of its most recent SEC filing.
Several other large investors have also recently made changes to their positions in the business. Capital Research Global Investors boosted its stake in shares of Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after acquiring an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $961,000. Meridian Wealth Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 27.9% in the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after purchasing an additional 14,406 shares in the last quarter. Y Intercept Hong Kong Ltd raised its holdings in Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after purchasing an additional 59,435 shares during the period. Finally, Stiles Financial Services Inc raised its holdings in Taiwan Semiconductor Manufacturing by 79.1% in the 4th quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock worth $1,323,000 after purchasing an additional 1,923 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.
Taiwan Semiconductor Manufacturing Stock Up 0.4%
TSM opened at $430.66 on Friday. The stock has a market cap of $2.23 trillion, a price-to-earnings ratio of 31.07, a price-to-earnings-growth ratio of 0.98 and a beta of 1.38. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.25 and a current ratio of 2.46. The firm’s fifty day moving average is $425.75 and its 200 day moving average is $390.12. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00.
Taiwan Semiconductor Manufacturing Cuts Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be given a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 21.43%.
More Taiwan Semiconductor Manufacturing News
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Record revenue reinforces the AI growth story. TSMC’s July revenue reached NT$467.58 billion, an increase of 44.7% year over year. Management expects 2026 revenue growth of slightly more than 40% in U.S. dollar terms, suggesting demand for advanced chips remains robust. Taiwan Semiconductor’s July Revenue Rose 45% and the Stock Sits 13% Below Its High
- Positive Sentiment: TSMC and Sony are forming a major Japan-based image-sensor venture. The companies plan to invest nearly $4.7 billion and combine Sony’s sensor expertise with TSMC manufacturing, with volume production targeted for 2029. The partnership broadens TSMC’s customer and geographic base while supporting next-generation smartphone components. TSMC Stock Rises 2.2% as $4.69 Billion Sony Venture Launches
- Positive Sentiment: Analysts and institutional investors remain constructive. Sanford C. Bernstein forecast strong price appreciation, Erste Group issued a fiscal 2027 earnings forecast, and Perseverance Asset Management International increased its TSMC stake. Another analysis rated TSMC a buy among major AI infrastructure companies. Sanford C. Bernstein Forecasts Strong Price Appreciation for Taiwan Semiconductor Manufacturing
- Neutral Sentiment: TSMC’s competitive moat remains a central investor focus. A comparison with ASML highlights TSMC’s importance in manufacturing the world’s most advanced chips, although investors are weighing whether its advantage is as durable as ASML’s equipment monopoly amid rising AI demand and geopolitical pressure. ASML vs. TSMC: Which Semiconductor Giant Has the Deeper Moat?
- Negative Sentiment: Cycle and valuation risks are becoming more prominent. Despite continued inflows into semiconductor and leveraged chip ETFs, Fidelity’s Jurrien Timmer warned that the semiconductor cycle could be approaching a peak. Analysts also caution that strong earnings may no longer be sufficient to drive hot chip stocks higher, particularly after TSMC’s substantial rally and elevated valuation. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs
Insider Buying and Selling
In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin bought 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The shares were bought at an average price of $74.13 per share, with a total value of $74,130.00. Following the purchase, the vice president owned 30,269 shares of the company’s stock, valued at $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was acquired at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the acquisition, the vice president owned 14,051 shares in the company, valued at $1,026,566.06. This represents a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders acquired 18,312 shares of company stock worth $1,347,058. 1.11% of the stock is owned by corporate insiders.
Wall Street Analysts Forecast Growth
Several research firms have issued reports on TSM. Bank of America boosted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday. Finally, TD Cowen boosted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $524.25.
Get Our Latest Analysis on TSM
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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