BlackRock Discloses 5.1% Passive Stake in Taiwan Semiconductor (TSMC)

Overview of Filing

On October 27, 2026, BlackRock, Inc. filed an initial Schedule 13G with the SEC disclosing a 5.1% passive beneficial ownership position in Taiwan Semiconductor Manufacturing Co Ltd (TSMC).

Beneficial Ownership Breakdown

• Reporting Person: BlackRock, Inc. (Parent Holding Company / Investment Adviser)
• Class of Securities: Common Stock (CUSIP: Y84629107)
• Aggregate Beneficial Ownership: 1,327,917,083 shares
• Ownership Percentage: 5.1% of TSMC's outstanding common equity
• Sole Voting Power: 1,241,870,999 shares
• Shared Voting Power: 0 shares
• Sole Dispositive Power: 1,327,917,083 shares
• Shared Dispositive Power: 0 shares

Entity Structure and Intent

• Passive Intent: Filed under Rule 13d-1(b), certifying that the securities were acquired and are held in the ordinary course of business without the purpose or effect of changing or influencing control of the issuer.
• Disaggregated Holding: Ownership is held through various BlackRock subsidiaries and operating entities, including BlackRock Institutional Trust Company, BlackRock Fund Advisors, BlackRock Financial Management, and international affiliates across Luxembourg, Canada, Germany, Ireland, Australia, and Japan.

Market Significance

Crossing the 5% threshold in a global semiconductor foundry leader of TSMC's scale highlights continued institutional passive capital accumulation through ETF inflows and index funds managed by BlackRock. While non-activist in nature, holding over 1.3 billion common shares cements BlackRock as one of TSMC's largest institutional holders worldwide.