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Mirova US LLC, managed by Philippe Zaouati, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company Limited ((TSM)). The hedge fund increased its position by 29,253 shares.
Recent Updates on Taiwan Semiconductor Manufacturing Company Limited stock
Taiwan Semiconductor Manufacturing Company Limited (TSMC) recently reached a market value of $1 trillion, driven by strong demand in AI and high-performance computing sectors. The company reported significant financial growth in Q2 2025, with a 38.6% year-over-year increase in revenue to NT$933.79 billion and a 60.7% rise in net income to NT$398.27 billion. Advanced technologies, particularly 3-nanometer and 5-nanometer processes, contributed significantly to this growth. Despite challenges like foreign exchange headwinds and margin dilution from overseas fabs, TSMC maintains a positive outlook, projecting Q3 revenue between $31.8 billion and $33.0 billion. The stock price saw a rise of $10.15, or 4.27%, to $247.71, with Barclays raising its price target to $275, citing TSMC’s seamless execution and strong AI demand.
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 overall stock score. The company’s robust revenue growth, efficient operations, and strategic positioning in advanced technologies contribute significantly. However, the high valuation and technical indicators suggest caution due to potential short-term volatility.
To see Spark’s full report on TSM stock, click here.
More about Taiwan Semiconductor Manufacturing Company Limited
YTD Price Performance: 22.41%
Average Trading Volume: 12,202,020
Current Market Cap: $1013.9B