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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

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

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.

Tip Ranks

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

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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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.

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

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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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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.

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Intel's stock extends its hot streak. This is the latest source of optimism.

Valeo Financial Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 7.0% during the 4th quarter, acquiring an additional 2,176 shares, bringing its total to 33,413 shares valued at $10,154,000. Other hedge funds also adjusted their positions in TSM. Analysts have given TSM a consensus rating of "Buy" with an average price target of $404.29. The stock opened at $411.05, with a market cap of $2.13 trillion and a PE ratio of 34.20. TSM recently announced a quarterly dividend of $0.9503 per share.

- Valeo Financial Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 7.0%, owning 33,413 shares worth $10,154,000 as of the latest quarter.  
- Other hedge funds also adjusted their stakes, with Stephens Consulting LLC boosting its holdings by 82.0% and several firms establishing new positions in TSM.  
- Taiwan Semiconductor's stock recently opened at $411.05, showing a market cap of $2.13 trillion, and it reported strong earnings, with revenue of $30.65 billion for the last quarter.

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Valeo Financial Advisors LLC Buys 2,176 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Nvidia will release its earnings tonight, with expected revenue of $46 billion, a 53% year-on-year increase. Three major focal points are driving sentiment in the semiconductor sector.

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NVIDIA Q2 earnings countdown! $46 billion revenue? Three key factors determine market trends

1. Options market bets on earnings favor On July 16th Eastern Time, $Taiwan Semiconductor(TSM.US) options market showed a clear bullish tendency, with options traders increasing their bullish bets. Data shows that the cost of hedging against a drop in TSMC's stock price has fallen to its lowest level since January. The total trading volume for the day reached 210,800 contracts, with call options accounting for 52.52% and put options for 47.48%. The total open interest was approximately 1.7879 million contracts, close to the 30-day trading average. 2. Quick Interpretation of Q2 Earnings On July 17th Eastern Time...

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

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

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

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

TSMC reduces VIS ownership after announcing massive share sale

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