<div id="readability-page-1"><p>HighTower Advisors LLC lifted its position in  Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 14.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor  owned 780,611 shares of the semiconductor company's stock after acquiring an additional 97,241 shares during the quarter. HighTower Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $237,220,000 as of its most recent SEC filing.</p><ul><li>As U.S. Debt Surpasses GDP, These 2 ETFs Are Emerging Winners in the “Sell America” Trade</li></ul><p>Several other institutional investors and hedge funds have also made changes to their positions in the company. Fisher Asset Management LLC increased its stake in  Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock valued at $4,980,614,000 after purchasing an additional 168,171 shares during the last quarter.  Bank of America Corp DE boosted its holdings in shares of  Taiwan Semiconductor Manufacturing by 0.9% in the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company's stock valued at $4,171,445,000 after buying an additional 130,173 shares during the period.  Jennison Associates LLC boosted its holdings in shares of  Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock valued at $4,070,393,000 after buying an additional 802,757 shares during the period.  Alliancebernstein L.P. grew its position in shares of  Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company's stock valued at $2,984,783,000 after buying an additional 229,237 shares during the last quarter.  Finally, WCM Investment Management LLC raised its stake in  Taiwan Semiconductor Manufacturing by 0.3% during the third quarter. WCM Investment Management LLC now owns 10,090,519 shares of the semiconductor company's stock worth $2,757,033,000 after acquiring an additional 31,860 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds. </p><h2>Trending Headlines about Taiwan Semiconductor Manufacturing</h2><p>Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:</p><ul>   <li><span>Positive Sentiment: </span>Analysts and market commentators continue to highlight TSMC as a core beneficiary of AI infrastructure spending, with one note placing it in an “AIR 7” basket alongside other key AI hardware names. <i></i><span>CIO touts 'AIR 7' as AI-heavy alternative to 'Magnificent 7'</span></li>   <li><span>Positive Sentiment: </span>Several bullish articles argue TSM shares remain attractive on pullbacks, including one saying the stock looks appealing below $400 and another calling it a fundamentally strong buy, reinforcing the view that investors still see upside from AI-driven demand. <i></i><span>Buy TSM Below $400</span></li>   <li><span>Positive Sentiment: </span>Coverage also pointed to strong semiconductor industry trends, including explosive AI memory demand and Samsung’s trillion-dollar valuation, which supports a constructive read-through for the broader chip supply chain that TSMC serves. <i></i><span>Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes</span></li>   <li><span>Neutral Sentiment: </span>TSMC also announced it will trim its Vanguard International Semiconductor stake to refocus capital on core operations, a move that may improve strategic focus but does not materially change the investment case in the near term. <i></i><span>TSMC Trims Vanguard Stake To Refocus Capital And Valuation Story</span></li>   <li><span>Negative Sentiment: </span>Some headlines revived geopolitical risk around Taiwan, reminding investors that TSMC remains exposed to cross-strait tensions, which can weigh on sentiment even when business fundamentals are strong. <i></i><span>Game Theory Says Taiwan May Be The World's Most Dangerous Standoff</span></li>   <li><span>Negative Sentiment: </span>There were also reports of large TSMC stake reductions by some funds, including ARK Invest and Driehaus Capital, which can create short-term selling pressure or signal caution among active managers. <i></i><span>ARK Invest Dumps $40M in TSMC Stock, Pivots to Cerebras and AI Healthcare</span></li> </ul><h2>Taiwan Semiconductor Manufacturing Trading Down 2.1%</h2><ul><li>Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes</li></ul><p>Shares of TSM stock opened at $395.84 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $188.81 and a 1 year high of $421.97. The firm has a market capitalization of $2.05 trillion, a PE ratio of 32.93, a price-to-earnings-growth ratio of 1.18 and a beta of 1.39. The stock has a fifty day moving average of $366.23 and a two-hundred day moving average of $335.73. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51. </p><p>Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. As a group, research analysts expect that  Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current year. </p><h2>Taiwan Semiconductor Manufacturing Increases Dividend</h2><ul><li>Sony's $4 Billion Bet on Rock &amp; Roll Royalties</li></ul><p>The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's payout ratio is presently 24.71%. </p><h2>Wall Street Analysts Forecast Growth</h2><p>Several research firms have recently commented on TSM. DA Davidson  reaffirmed a &#34;buy&#34; rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a &#34;strong-buy&#34; rating to a &#34;hold&#34; rating in a research report on Monday, March 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a &#34;hold (c+)&#34; rating to a &#34;buy (b-)&#34; rating in a report on Friday, March 20th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a &#34;hold&#34; rating to a &#34;buy&#34; rating in a research report on Sunday, March 22nd. Finally, Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a &#34;moderate buy&#34; rating in a report on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned  a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of &#34;Buy&#34; and an average price target of $404.29.</p><p><b>Get Our Latest Stock Report on Taiwan Semiconductor Manufacturing</b></p><h2>Insider Buying and Selling at Taiwan Semiconductor Manufacturing</h2><p>In related news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. The trade was a 12.42% increase in their position. The acquisition was disclosed in a filing with the Securities &amp; Exchange Commission, which is available through this link. Over the last ninety days, insiders have purchased 1,346 shares of company stock valued at $78,185. Corporate insiders own  1.11% of the company's stock. </p><h2>Taiwan Semiconductor Manufacturing 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>Featured Articles</h2><ul><li>Five stocks we like better than Taiwan Semiconductor Manufacturing</li><li>Why Applied Optoelectronics Stock May Be Near a Turning Point</li><li>From High-Yield to High-Growth: 3 Stocks Boosting Dividends</li><li>Is Everspin Technologies the Next AI Edge Breakout?</li><li>5 Robotics Stocks to Watch as Physical AI Builds Momentum</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>

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

<p>The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?</p>

Big funds' 13Fs are out: betting on AI compute and safe havens

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<p>HighTower Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 14.2% in Q4, now holding 780,611 shares valued at $237.22 million. Other institutional investors also adjusted their positions, with notable increases from Fisher Asset Management and Bank of America. Analysts remain positive on TSMC, citing strong AI demand, despite geopolitical risks and recent stake reductions by some funds. TSM shares opened at $395.84, with a market cap of $2.05 trillion.</p>

- HighTower Advisors LLC increased its position in Taiwan Semiconductor Manufacturing Company by 14.2%, owning 780,611 shares valued at $237.2 million as of the latest SEC filing.  
- Other institutional investors also adjusted their stakes, with Fisher Asset Management raising its holdings by 1.0% to 17.8 million shares valued at nearly $5 billion.  
- Despite positive sentiments regarding AI infrastructure demand, TSMC faces geopolitical risks and recent stake reductions by some funds that may impact investor sentiment.

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Taiwan Semiconductor

VanEck Semiconductor ETF

Direxion Daily TSM Bull 2X Shares

Leverage Shares 2X Long TSM Daily ETF

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Bank of America

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

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BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lifted by HighTower Advisors LLC