Nykredit A S Invests $78.25 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Posted by Stanley Muller on Sep 19th, 2026

Nykredit A S bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 163,854 shares of the semiconductor company’s stock, valued at approximately $78,252,000.

Several other hedge funds have also recently made changes to their positions in the company. Fisher Asset Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.8% during the 4th quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after acquiring an additional 313,773 shares during the period. Janus Henderson Group PLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 7.7% during the 4th quarter. Janus Henderson Group PLC now owns 8,291,884 shares of the semiconductor company’s stock valued at $2,497,638,000 after buying an additional 594,780 shares in the last quarter. Franklin Resources Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 8.8% during the 4th quarter. Franklin Resources Inc. now owns 7,513,453 shares of the semiconductor company’s stock valued at $2,283,263,000 after buying an additional 605,256 shares in the last quarter. Tiger Global Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after buying an additional 1,839,600 shares during the period. Finally, Clearbridge Investments LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 3.3% in the 4th quarter. Clearbridge Investments LLC now owns 4,414,472 shares of the semiconductor company’s stock worth $1,341,514,000 after buying an additional 140,784 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Positive Sentiment: 2nm technology is gaining commercial traction. MediaTek selected TSMC’s 2nm process for its Dimensity 9600 Pro, while using TSMC’s 3nm technology for the broader 9600M line. The dual-node launch gives TSMC’s newest process near-term visibility in consumer devices and provides an early validation of its advanced manufacturing leadership. TSMC Gains 1.65% as 2-Nanometer Phones Leave the Lab
Positive Sentiment: TSMC is ramping 2nm production and increasing investment. Higher spending and capacity expansion are intended to meet expected demand from smartphone and AI-chip customers. The investment could strengthen long-term revenue growth, though it also raises capital requirements before full returns are realized. Why TSM Is Ramping 2nm Production And Spending More
Positive Sentiment: AI demand remains the central growth catalyst. Analysts and fund managers describe TSMC as a key “pick-and-shovel” supplier for AI accelerators and data-center buildouts. Recent revenue acceleration, strong quarterly results, and infrastructure demand support expectations for continued earnings growth and potential upside. Taiwan Semiconductor Q2 Earnings: AI Infrastructure Demand Sets the Stage for Decade-Long Compounding
Neutral Sentiment: A new ETF, AIFR, is designed to provide concentrated exposure to semiconductor foundries, potentially increasing visibility for TSMC. However, its narrow mandate, higher fee, and heavy geopolitical concentration could make the fund less attractive to some investors. Portfolio Fit: AIFR
Negative Sentiment: Valuation and execution risks are becoming more prominent. One analysis suggests TSM may be about 14% overvalued despite the MediaTek win. A costly 2nm ramp, a shortage of skilled workers in U.S. manufacturing operations, and geopolitical concentration in Taiwan could weigh on margins, expansion speed, or the stock’s valuation. TSM Could Be 14% Overvalued As 2nm MediaTek Win Lands

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. TD Cowen lifted their price target on 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 boosted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Finally, Stifel Nicolaus started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price for the company. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $523.22.

View Our Latest Analysis on Taiwan Semiconductor Manufacturing

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 350 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average price of $73.58 per share, with a total value of $25,753.00. Following the completion of the purchase, the vice president directly owned 2,000 shares of the company’s stock, valued at $147,160. The trade was a 21.21% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Shu-Hua Fang purchased 2,000 shares of the business’s stock in a transaction that occurred on Thursday, July 2nd. The stock was bought at an average price of $77.09 per share, for a total transaction of $154,180.00. Following the acquisition, the senior vice president owned 8,206 shares of the company’s stock, valued at $632,600.54. This represents a 32.23% 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 20,106 shares of company stock valued at $1,496,473 in the last 90 days. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Trading Up 0.7%

NYSE TSM opened at $433.32 on Friday. The company has a market capitalization of $2.25 trillion, a price-to-earnings ratio of 31.26, a PEG ratio of 0.95 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 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $262.81 and a twelve month high of $479.00. The stock’s 50-day simple moving average is $417.39 and its two-hundred day simple moving average is $401.87.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced 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 return on equity of 39.25% and a net margin of 50.31%. Research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.25%.

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.