Overseas investor net Taiwan share buying most since Aug. 7

Monday, Aug 25, 2025 3:22 am ET1min read

Overseas investor net Taiwan share buying most since Aug. 7

Overseas investors have significantly increased their net buying of Taiwan Semiconductor Manufacturing Company Ltd. (TSM) shares since August 7, according to recent filings with the Securities and Exchange Commission (SEC). This trend is driven by robust financial performance and strategic positioning in the semiconductor market.

Taiwan Semiconductor Manufacturing reported a 44.4% increase in revenue year-over-year for the last quarter, with earnings of $2.47 per share, surpassing analysts' expectations [1]. The company's strong financial performance has attracted significant interest from institutional investors, including large firms such as Goldman Sachs Group Inc., Nuveen LLC, and Jennison Associates LLC, among others.

Goldman Sachs Group Inc. increased its holdings in Taiwan Semiconductor by 55.6% during the first quarter, owning 17,306,108 shares worth $2,872,814,000 after buying an additional 6,180,445 shares [1]. Nuveen LLC bought a new stake valued at approximately $482,676,000, while Jennison Associates LLC lifted its stake by 36.8% to 9,509,032 shares valued at $1,578,499,000 [1].

These investments follow a broader trend of increased institutional buying, with institutional investors and hedge funds owning 16.51% of the company's stock [1]. The stock has seen a 1-year low of $134.25 and a 1-year high of $248.28, with a market capitalization of $1.18 trillion and a price-to-earnings ratio of 25.95 [1].

The semiconductor market's growth, driven by data centers, electric vehicles, and other technologies, has bolstered Taiwan Semiconductor's position. Analysts have issued positive ratings and price targets, with four analysts rating the stock with a "Buy" rating and a consensus price target of $258.33 [1].

Investors should closely monitor Taiwan Semiconductor's performance and the broader semiconductor market for potential opportunities. The company's strong financial performance and strategic positioning make it an attractive investment option for overseas investors.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-ameriprise-financial-inc-sells-360928-shares-of-taiwan-semiconductor-manufacturing-company-ltd-tsm-2025-08-22/

Overseas investor net Taiwan share buying most since Aug. 7

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