<div id="readability-page-1"><p>Mawer Investment Management Ltd. raised its position in  Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 214,395 shares of the semiconductor company's stock after acquiring an additional 6,327 shares during the quarter. Mawer Investment Management Ltd.'s holdings in Taiwan Semiconductor Manufacturing were worth $59,878,000 at the end of the most recent quarter.</p><ul><li>Microsoft’s Maia 200: The Profit Engine AI Needs</li></ul><p>A number of other large investors have also made changes to their positions in TSM. Heartwood Wealth Advisors LLC purchased a new position in shares of  Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $32,000.  Fairman Group LLC increased its holdings in shares of  Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock worth $39,000 after buying an additional 89 shares during the last quarter.  Resources Management Corp CT ADV purchased a new stake in  Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $32,000.  Mid American Wealth Advisory Group Inc. bought a new stake in  Taiwan Semiconductor Manufacturing in the second quarter worth $33,000.  Finally, Navigoe LLC purchased a new position in shares of  Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $42,000. 16.51% of the stock is currently owned by institutional investors. </p><h2>Analysts Set New Price Targets</h2><p>Several brokerages recently issued reports on TSM. UBS Group  set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Needham &amp; Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a &#34;buy&#34; rating in a research note on Thursday, January 15th. Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a &#34;strong-buy&#34; rating in a research report on Thursday, January 15th. Weiss Ratings  reaffirmed a &#34;buy (b-)&#34; rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, December 29th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a &#34;hold&#34; rating to a &#34;buy&#34; rating in a research report on Saturday, January 17th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued  a Buy rating and one  has assigned  a Hold rating to the company's stock. Based on data from MarketBeat.com, the company  has a consensus rating of &#34;Buy&#34; and a consensus price target of $381.67.</p><ul><li>Which Semiconductor Equipment Stock Has More Upside in 2026?</li></ul><p><b>Check Out Our Latest Stock Analysis on Taiwan Semiconductor Manufacturing</b></p><h2>Taiwan Semiconductor Manufacturing Stock Performance</h2><p>NYSE:TSM opened at $330.69 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $351.33. The company has a market capitalization of $1.71 trillion, a P/E ratio of 31.05, a price-to-earnings-growth ratio of 0.93 and a beta of 1.31. The firm has a 50-day moving average price of $309.73 and a two-hundred day moving average price of $281.36. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. </p><ul><li>Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom</li></ul><p>Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The firm had revenue of $32.50 billion during the quarter.  As a group, research analysts expect that  Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year. </p><h2>Taiwan Semiconductor Manufacturing Increases Dividend</h2><p>The business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing's payout ratio is presently 23.57%. </p><h2>Taiwan Semiconductor Manufacturing News Roundup</h2><p>Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:</p><ul>   <li><span>Positive Sentiment: </span>Analysts and sector writeups highlight TSMC as a core beneficiary of the AI boom — Zacks groups TSMC with NVIDIA as AI chip winners, underscoring sustained data‑center demand that supports TSMC’s revenue and margin outlook. Read More.</li>    <li><span>Positive Sentiment: </span>NVIDIA’s CEO publicly backing TSMC’s global expansion and noting rising AI memory needs reinforces TSMC’s strategic role in next‑generation AI supply — a direct demand cue for TSMC’s advanced-node capacity. Read More.</li>    <li><span>Positive Sentiment: </span>NVIDIA winning approval for a $105M Taiwan hub and deepening local ties further cements the NVIDIA–TSMC ecosystem, implying more fab capacity demand and partnership stability. Read More.</li>    <li><span>Positive Sentiment: </span>Broker commentary and upgrades (Goldman/Morgan Stanley mentions, margin expansion notes) and coverage pieces emphasize TSMC’s improving profitability and leadership position — supportive for medium‑term analyst estimates and investor positioning. Read More.</li>    <li><span>Positive Sentiment: </span>Broader investor guides and AI stock roundups continue to list TSMC as a core AI‑infrastructure play, reinforcing demand narrative among long‑term investors. Read More.</li>    <li><span>Neutral Sentiment: </span>Zacks notes elevated investor attention on TSMC — this raises near‑term liquidity and volatility but doesn’t change the company’s underlying fundamentals. Read More.</li>    <li><span>Neutral Sentiment: </span>Coverage roundups (MSN/Wall Street take) and interim data writeups summarize the company’s strong results and higher capex but add little incremental surprise; useful for sentiment but not clearly catalytic. Read More. Read More.</li>    <li><span>Negative Sentiment: </span>Large leveraged liquidations in crypto markets (Bitcoin) drove risk‑off flows that contributed to broader market volatility and intraday weakness in chips and tech, a likely headwind for TSMC’s short‑term price action. Read More.</li> </ul><h2>Taiwan Semiconductor Manufacturing Company Profile</h2> (Free Report)<p>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.  </p><p>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.</p><h2>Recommended Stories</h2><ul><li>Five stocks we like better than Taiwan Semiconductor Manufacturing</li><li>Trump just signed it</li><li>New Banking Law #1582 Could Unlock $21 Trillion for Americans</li><li>Buy this Gold Stock Before May 2026</li><li>This is the Exact Moment the AI Boom Will End</li><li>GOLD ALERT</li></ul><p><strong>Want to see what other hedge funds are holding TSM?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report).</p><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVRTTQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPVRTTQ"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in Taiwan Semiconductor Manufacturing Right Now?</h2><p>Before you consider Taiwan Semiconductor Manufacturing, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Taiwan Semiconductor Manufacturing wasn't on the list.</p><p>While Taiwan Semiconductor Manufacturing currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

TAIT

TSMX

SOXX

TSMG

TSMZ

TSMU

<p>Mawer Investment Management Ltd. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 3.0% in Q3, owning 214,395 shares valued at approximately $59.88 million. Other investors also adjusted their positions in TSM. Analysts have set a consensus rating of "Buy" for TSM, with a price target of $381.67. The company reported $14.32 EPS for the last quarter and announced a quarterly dividend of $0.9678, reflecting a positive outlook amid strong demand in the semiconductor sector.</p>

- Mawer Investment Management Ltd. increased its stake in Taiwan Semiconductor Manufacturing Company by 3.0%, owning 214,395 shares worth approximately $59.9 million after adding 6,327 shares.  
- Various institutional investors also adjusted their positions, with Fairman Group LLC increasing its holdings by 171.2% and other firms investing around $32,000 to $42,000 in TSM shares.  
- Analysts have issued positive ratings, with a consensus Buy recommendation and a price target of $381.67, highlighting TSMC’s role in AI-driven demands and its recent announcements of dividend increases.

Market Beat

Taiwan Semiconductor

Taitron Components

VanEck Semiconductor ETF

SPDR S&P Semicon

Direxion Daily TSM Bull 2X Shares

iShares Semiconductor ETF

Leverage Shares 2X Long TSM Daily ETF

Direxion Daily TSM Bear 1X Shares

GraniteShares 2x Long TSM Daily ETF

Mawer Investment Management Ltd. Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM