Brandes Investment Partners LP Reduces Stake in TSMC

Brandes Investment Partners LP, managed by Charles Brandes, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company Limited ((TSM)). The hedge fund reduced its position by 78,323 shares.

Recent Updates on Taiwan Semiconductor Manufacturing Company Limited stock

Recent developments for Taiwan Semiconductor Manufacturing Company Limited (TSMC) demonstrate strong financial performance and strategic growth initiatives. The company reported an 11% revenue increase in October 2025 compared to September, and a 16.9% rise from October 2024, with a forecasted 22% year-over-year revenue growth for Q4 2025 driven by demand in AI and advanced technology sectors. Despite challenges from overseas expansions and foreign exchange impacts, TSMC continues to focus on advanced technologies, notably its 3-nanometer process technology. The stock has experienced mixed options sentiment, fluctuating between $295 and $301, with a Buy rating and a price target of $360.00. Strategic expansions include new facilities in Arizona, Japan, and Germany, and the appointment of Sajiv Dalal as the new CEO of TSMC North America, effective January 1, 2026. Analysts maintain a positive outlook, although the high P/E ratio suggests potential overvaluation.

Spark’s Take on TSM Stock

According to Spark, TipRanks’ AI Analyst, TSM is a Outperform.

TSMC’s strong financial performance and positive earnings call sentiment are the primary drivers of its high score. While technical indicators show a positive trend, the high P/E ratio suggests potential overvaluation. The company’s strategic focus on advanced technologies and AI positions it well for future growth, despite challenges from overseas expansions and foreign exchange impacts.

To see Spark’s full report on TSM stock, click here.

More about Taiwan Semiconductor Manufacturing Company Limited

YTD Price Performance: 45.44%

Average Trading Volume: 12,820,217

Current Market Cap: $1213.1B