TB Alternative Assets Ltd. Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by on Aug 17th, 2026

TB Alternative Assets Ltd. lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 486.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 158,390 shares of the semiconductor company’s stock after acquiring an additional 131,390 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 12.1% of TB Alternative Assets Ltd.’s holdings, making the stock its 3rd biggest position. TB Alternative Assets Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $75,642,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings 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 valued at $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $701,000. Bank of Nova Scotia increased its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after purchasing an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $270,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

  • Positive Sentiment: TSMC remains a key beneficiary of the AI boom. Nvidia is reportedly accelerating development of its next-generation Feynman platform, which could increase demand for TSMC’s 2-nanometer chips and advanced packaging capacity. Nvidia’s Next-Gen Feynman AI Platform Is Ramping Up
  • Positive Sentiment: TSMC and Sony committed $4.69 billion to a new CMOS image-sensor plant in Kumamoto, Japan, with production targeted for 2029 and support from Japanese government subsidies. The project could broaden TSMC’s geographic footprint and strengthen its relationship with a major customer. Sony and TSMC’s $4.7 Billion Venture
  • Positive Sentiment: Several institutional investors expressed confidence in TSMC: Causeway Capital increased its position, while Perseverance Asset Management International also raised its stake. Analysts including Sanford C. Bernstein continue to forecast meaningful appreciation. Causeway Capital Boosts TSMC Stake
  • Neutral Sentiment: TSMC filed reviewed interim financial statements with the SEC. The filing provides updated regulatory disclosure but, based on the available report, does not identify a material change to the company’s outlook. TSMC Files Reviewed Interim Financials
  • Negative Sentiment: SoftBank disclosed that it sold 71.5% of its TSMC holdings during the second quarter. Although the sale may reflect portfolio management rather than a change in fundamentals, it creates near-term overhang and may weigh on sentiment. SoftBank Sells Most of Its Taiwan Semiconductor Holdings
  • Negative Sentiment: Investors are increasingly concerned that strong earnings may already be reflected in chip valuations, while Fidelity has warned that the semiconductor cycle could be nearing a peak. Those concerns are particularly relevant for TSMC, whose valuation and recent gains leave the stock vulnerable to profit-taking. Analyst Sees Trouble Brewing for Hot Chip Stocks

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction dated Monday, August 3rd. The stock was purchased at an average cost of $73.06 per share, for a total transaction 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. The trade was a 7.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was acquired at an average cost 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 $395,950. This represents a 25.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought 18,312 shares of company stock valued at $1,347,058 in the last ninety days. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

TSM opened at $426.67 on Monday. The firm has a 50-day simple moving average of $425.97 and a two-hundred day simple moving average of $390.79. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00. The company has a market capitalization of $2.21 trillion, a PE ratio of 30.78, a price-to-earnings-growth ratio of 0.98 and a beta of 1.39. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.13.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Wall Street Analysts Forecast Growth

TSM has been the subject of several recent analyst reports. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Bank of America upped their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Sanford C. Bernstein lifted their target price on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Finally, Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $524.25.

Get Our Latest Research Report on TSM

About Taiwan Semiconductor Manufacturing

(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.

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Institutional Ownership by Quarter for Taiwan Semiconductor Manufacturing (NYSE:TSM)

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