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Hotchkis & Wiley Capital Management has reduced its stake in Taiwan Semiconductor Manufacturing Company by 4,070 shares. Despite a recent pullback in TSMC's stock price, the company reported strong Q1 2026 results and raised its dividend. Analysts maintain a Buy/Outperform rating with price targets up to $490, driven by demand in AI and HPC, although concerns about valuation and near-term margin dilution persist.

- Hotchkis & Wiley Capital Management LLC reduced its position in Taiwan Semiconductor Manufacturing Company Limited by 4,070 shares.  
- Despite a recent share price decline to approximately $395–$404, TSMC reported strong Q1 2026 results and approved over US$50B in global capacity expansion.  
- Analysts maintain an Outperform rating for TSM, citing high profitability and robust demand driven by AI and HPC, despite concerns over valuation and near-term margin challenges.

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Hotchkis & Wiley trims Taiwan Semiconductor stake by 4,070 shares

Commerzbank Aktiengesellschaft FI reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 31.6% in Q4, now holding 2,732 shares valued at $830,000. Other investors like Fisher Asset Management and Massachusetts Financial Services increased their holdings. Despite some insider buying, TSMC's stock has seen a decline of 3.1%, influenced by mixed market sentiments and recent asset sale plans.

- Commerzbank Aktiengesellschaft FI reduced its stake in Taiwan Semiconductor Manufacturing Company by 31.6%, owning 2,732 shares valued at $830,000 after selling 1,262 shares.  
- Other large institutional investors, such as Fisher Asset Management and Massachusetts Financial Services, increased their holdings, further highlighting investment interest in TSMC, which is experiencing positive sentiment due to strong demand in AI and high-performance computing.  
- TSMC plans to accelerate investment in new technologies and announced an increase in its quarterly dividend, reflecting strong financial performance and confidence in future growth.

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Commerzbank Aktiengesellschaft FI Decreases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

TzuSou Chuang, VP at Taiwan Semiconductor, sold 200,000 shares worth $13.97M, as reported in an SEC filing. Following the sale, TSM shares fell by 2.12% to $387.56. TSMC, the largest chip foundry, has a strong market presence with a 66.25% gross margin and a P/E ratio of 34.02, indicating a potentially discounted valuation. Insider transactions should be considered carefully, as they may not always reflect negative sentiment.

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TzuSou Chuang Takes Money Off The Table, Sells $13.97M In Taiwan Semiconductor Stock

Duncan Williams Asset Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 46.1% in Q4, owning 4,799 shares valued at $1,563,000. Other investors also raised their positions. TSMC's long-term outlook is positive, expecting the global semiconductor market to exceed $1.5 trillion by 2030, driven by AI demand. However, TSMC plans to sell a large stake in VIS, which may affect investor sentiment.

- Duncan Williams Asset Management LLC increased its holdings in Taiwan Semiconductor Manufacturing Company (TSMC) by 46.1% in Q4, owning 4,799 shares valued at $1,563,000 after acquiring 1,515 additional shares.  
- Other investors also boosted their positions, with total institutional ownership at 16.51%, highlighting continued interest despite mixed news sentiment around TSMC's stock.  
- Analysts generally maintain a Buy rating for TSMC, noting a consensus price target of $404.29, while the company’s strong fundamentals keep its outlook positive.

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Duncan Williams Asset Management LLC Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

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Applied Materials and TSMC have announced a new partnership at Applied's EPIC Center in Silicon Valley to accelerate semiconductor technology development for AI. This collaboration builds on over 30 years of partnership and aims to enhance materials engineering and process integration. The $5 billion EPIC Center will facilitate faster commercialization of technologies and provide chipmakers with earlier access to R&D. Both companies emphasize the need for industry-wide collaboration to meet the challenges of evolving semiconductor architectures and AI demands.

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Applied Materials and TSMC partner at EPIC Center in Silicon Vallley to accelerate AI scaling

Taiwan Semiconductor Manufacturing Company (TSMC) plans to sell up to 152 million shares in Vanguard International Semiconductor (VIS), reducing its ownership from 27.1% to approximately 19%. The divestment aims to sharpen TSMC's focus on core operations while maintaining strategic cooperation with VIS. The share sale, valued at around $850 million, will not affect their partnership. TSMC has seen significant stock gains over the past year, driven by AI-related semiconductor demand, despite some recent pullbacks due to cautious guidance.

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TSMC reduces VIS ownership after announcing massive share sale

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Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.

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Broadcom vs. Taiwan Semiconductor: Which AI chip giant is the better buy right now?

Taiwan Semiconductor (NYSE: TSM) has delivered an average annual return of 33.08% over the past decade, outperforming the market by 19.34%. A $100 investment in TSM stock 10 years ago would now be worth $1,729.99, reflecting the significant impact of compounded returns. The company's current market capitalization stands at $2.08 trillion.

If You Invested $100 In Taiwan Semiconductor Stock 10 Years Ago, You Would Have This Much Today

The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.

What happens to Taiwan Semiconductor stock if the AI build-out slows down? Here's my answer.

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Intel's stock has surged over 90% in the past month, driven by optimism surrounding its foundry business and a potential partnership with SK Hynix on new chip-packaging technology. The collaboration aims to enhance 2.5D packaging capabilities, which could significantly boost Intel's revenue. Despite facing competition from TSMC, Intel's EMIB technology is gaining traction, and the company anticipates substantial growth in its packaging business. Investors are encouraged by signs of momentum in Intel's manufacturing sector, with shares rising nearly 4% in early trading.

- Intel is reportedly collaborating with SK Hynix on advanced chip-packaging technology, particularly 2.5D packing, which could generate billions in annual revenue.  
- The partnership comes amid a global shortage of packaging capacity, with Intel looking to leverage its EMIB technology to meet increasing demand.  
- Despite a projected decline in market share, Intel remains optimistic about its foundry business's growth potential, with significant interest from major tech firms like Amazon and Google.

Direxion Daily TSM Bear 1X Shares(TSMZ.US)