Cidel Asset Management Inc. Purchases 22,223 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Brian Himes on Sep 9th, 2026

Cidel Asset Management Inc. lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 548.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,273 shares of the semiconductor company’s stock after purchasing an additional 22,223 shares during the quarter. Cidel Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $12,547,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in TSM. Quattro Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $27,000. Strategic Advocates LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Basepoint Wealth LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $31,000. Finally, Evolution Wealth Management Inc. raised its stake in Taiwan Semiconductor Manufacturing by 257.7% in the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 67 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, SVP Shu-Hua Fang purchased 2,000 shares of the company’s stock in a transaction that occurred on Thursday, July 2nd. The stock was bought at an average price of $77.09 per share, with a total value of $154,180.00. Following the completion of the purchase, the senior vice president directly owned 8,206 shares of the company’s stock, valued at $632,600.54. The trade was a 32.23% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, for a total transaction of $74,500.00. Following the acquisition, the vice president owned 6,000 shares of the company’s stock, valued at $447,000. This represents a 20.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 21,066 shares of company stock valued at $1,568,685 in the last 90 days. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $439.09 on Wednesday. The firm has a market cap of $2.28 trillion, a PE ratio of 31.68, a price-to-earnings-growth ratio of 0.98 and a beta of 1.39. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The business has a 50 day moving average price of $419.33 and a 200-day moving average price of $399.17. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $246.93 and a fifty-two week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data 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 net margin of 50.31% and a return on equity of 39.25%. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Taiwan Semiconductor Manufacturing News Roundup

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

Positive Sentiment: Broad insider buying signals confidence. CEO Che-Chia Wei, CFO Jen-Chau Huang, multiple COOs, SVPs and VPs collectively purchased shares in September 7 transactions. Although the individual purchases were relatively small, the participation of senior executives—including the CEO and CFO—provides a favorable sentiment signal. TSMC CEO insider purchase filing
Positive Sentiment: TSMC is committing to next-generation High-NA EUV technology. TSMC plans to begin using ASML’s High-NA extreme-ultraviolet tools around 2030 for advanced-node production. TSMC and ASML are also working toward a 12-inch photomask pilot line by 2031, supporting future manufacturing productivity and smaller, more powerful AI chips. TSMC and ASML High-NA EUV report
Positive Sentiment: AI demand continues to improve the industry outlook. Analysts and market commentary point to TSMC’s dominant foundry position, strong demand for advanced chips and investments in N2, N3 and advanced packaging as reasons for optimism. TSMC was also identified as a leading AI-related semiconductor investment and moved above an early technical buy point. TSMC technical breakout report
Neutral Sentiment: TSMC’s U.S. expansion brings strategic benefits but may pressure margins. Its roughly $265 billion U.S. investment strengthens relationships with customers and policymakers, while the cost and complexity of overseas manufacturing remain important execution considerations. TSMC U.S. investment report
Negative Sentiment: Valuation and macroeconomic risks remain. TSM’s approximately 31.7 P/E ratio leaves the stock sensitive to higher Treasury yields, oil prices, market-wide risk aversion and any slowdown in AI-related capital spending. Future High-NA benefits are also several years away.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research report on Friday, July 17th. Bank of America lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 26th. Three analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $523.22.

Read Our Latest Stock Report on TSM

Taiwan Semiconductor Manufacturing Profile

(Free Report)

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.