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Financial analysis points to the strategic importance of the mainland China market for TSMC

Analyst Du Jinlong predicts a future price target for TSMC of 3,600 TWD

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Wall Street Zen Downgrades TSMC to Hold

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TSMC plans to convert its Phase 6 factory site in Arizona into an advanced packaging base

Multiple institutions maintain 'Buy' rating for TSMC, optimistic about its growth prospects

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TSMC's Chiayi advanced packaging plant construction accelerates, with P2 plant to begin mass production next year

Former Taiwanese Minister of Economic Affairs states that power supply is sufficient to support TSMC's continued expansion in Taiwan

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Analysts are bullish on the 2026 AI trend, viewing TSMC as a core beneficiary

TSMC Chairman Mark Liu visits mainland China for the first time in two and a half years

AWS executive states demand for TSMC's capacity is 'extremely strong'

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Victory Financial Group LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 161.8% in Q2, owning 4,705 shares worth $1,066,000. Other investors also modified their holdings. TSM's stock opened at $294.64, with a market cap of $1.53 trillion. Analysts forecast growth, with a consensus "Buy" rating and target price of $371.67. TSM reported Q3 earnings of $2.92 per share, beating estimates, and increased its dividend to $0.9678 per share.

- Victory Financial Group LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 161.8% in Q2, owning 4,705 shares valued at $1,066,000.  
- Other institutional investors also modified their holdings, with Clear Street LLC purchasing shares worth $3,469,000 and Seaview Investment Managers LLC increasing its stake by 1.1%.  
- Taiwan Semiconductor Manufacturing reported Q3 earnings of $2.92 per share, exceeding estimates, and announced a dividend increase to $0.9678 per share, reflecting a 1.3% yield.

Market Beat

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Victory Financial Group LLC

Wall Street Zen downgraded Taiwan Semiconductor Manufacturing (NYSE:TSM) from a "buy" to a "hold" rating. Despite this, other analysts maintain a positive outlook, with several issuing "buy" ratings and increasing price targets. The company recently reported strong quarterly earnings, surpassing expectations with a 40.1% revenue increase year-over-year. Hedge funds and institutional investors have been adjusting their holdings, with 16.51% of the company owned by these entities.

- Taiwan Semiconductor Manufacturing was downgraded from a "buy" to a "hold" rating by Wall Street Zen, while other analysts issued mixed ratings, with six maintaining a "buy" rating.  
- The company reported earnings of $2.92 per share, exceeding estimates, and had a revenue of $32.36 billion, reflecting a 40.1% year-over-year increase.  
- Taiwan Semiconductor Manufacturing has a market capitalization of $1.53 trillion and a consensus price target of $371.67, indicating strong investor interest despite recent rating changes.

Taiwan Semiconductor Manufacturing (NYSE:TSM) Lowered to Hold Rating by Wall Street Zen

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