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Fisher Asset Management LLC, managed by Ken Fisher, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company Limited ((TSM)). The hedge fund increased its position by 313,773 shares.
Recent Updates on Taiwan Semiconductor Manufacturing Company Limited stock
TSMC shares recently traded around $362, up about 2%, with options activity moderately bullish and implied volatility elevated, reflecting expectations of sizable daily moves. A large buyer in March $360 calls also booked a 31% profit as the stock climbed from roughly $343 to $349.
Fundamentally, TSMC posted a 36.8% year-on-year jump in January 2026 revenue to NT$401.26B, approved 2025 revenue of NT$3.81T and hefty capex including up to US$30B for TSMC Global, supporting aggressive global expansion amid strong AI-driven chip demand.
Spark’s Take on TSM Stock
According to Spark, TipRanks’ AI Analyst, TSM is a Outperform.
The score is driven primarily by excellent financial performance (elite margins, improving growth momentum, strong balance sheet) and a constructive earnings outlook with strong AI-led guidance. These positives are moderated by an extended technical setup (overbought signals) and a relatively rich valuation (P/E ~32 with low dividend yield), plus execution and margin-dilution risks tied to elevated CapEx and global/advanced-node ramp-ups.
To see Spark’s full report on TSM stock, click here.
More about Taiwan Semiconductor Manufacturing Company Limited
YTD Price Performance: 16.95%
Average Trading Volume: 12,788,500
Current Market Cap: $1463.4B