TSM Taiwan Semiconductor Manufacturing
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TSMC Dominates Foundry Market with 73% Share, Driven by AI Demand
The global pure-play semiconductor foundry market grew 29% year-over-year in the second quarter of 2026. Counterpoint Research attributes this expansion to a...
TSMC accelerates 1.4nm A14 production, targeting major AI efficiency gains
Taiwan Semiconductor Manufacturing Company (TSMC) is advancing its next-generation A14 process technology for future artificial intelligence applications. This...
TSMC Gains Positive Outlook, Driven by 40% Revenue Growth Forecast
Moody's Ratings upgraded Taiwan Semiconductor Manufacturing Company's (TSMC) outlook to positive from stable on August 28, 2026. The agency affirmed TSMC's Aa3...
Wedgewood Partners Trims Taiwan Semiconductor (TSM) Stake in Q2
In a recent 13F filing, David Rolfe's Wedgewood Partners reported a reduction in its stake in Taiwan Semiconductor Manufacturing (TSM) during the second...
Tiger Global Trims TSMC Stake, But Position Becomes Its Largest Holding
In a quarterly filing that reflects trades made by June 30, 2026, Chase Coleman's Tiger Global reported a 12.3% reduction in its Taiwan Semiconductor (TSM)...
Viking Global's Halvorsen Reduces TSMC Stake Amidst AI-Driven Stock Rally
In a quarterly disclosure filed on August 14, 2026, Andreas Halvorsen's Viking Global Investors revealed it had reduced its position in Taiwan Semiconductor...
Dodge & Cox Significantly Increases Stake in Taiwan Semiconductor (TSM)
In a recent 13F filing with the SEC, investment manager Dodge & Cox revealed a substantial increase in its holdings of Taiwan Semiconductor Manufacturing Co.,...
🔴 TSMC is trading 3.2% down today as chip stocks slide ahead of Nvidia earnings
TSMC is trading 3.2% down at $405.45 as semiconductor investors reduce exposure ahead of Nvidia’s August 26 earnings report. - The decline appears...
Nvidia secures TSMC capacity, CEO makes third Taiwan visit this year
Nvidia CEO Jensen Huang arrived in Taiwan on August 23. This trip marks his third visit to the country this year and occurs days before Nvidia’s earnings...
Stephen Mandel's Lone Pine drastically cuts stake in Taiwan Semiconductor (TSM)
In a notable move, Stephen Mandel's Lone Pine Capital significantly reduced its position in Taiwan Semiconductor Manufacturing (TSM), selling over 92% of its...
Cantillon Capital slashes TSM stake by 95% amid broader portfolio reduction
In a significant move, William Von Mueffling's Cantillon Capital Management drastically reduced its stake in Taiwan Semiconductor Manufacturing (TSM) by 95.4%...
Polen Capital more than doubles its stake in Taiwan Semiconductor (TSMC)
In a significant portfolio adjustment, Polen Capital Management boosted its holding in Taiwan Semiconductor Manufacturing by 187%, ending the second quarter of...
Bridgewater Associates drastically cuts new TSMC stake
In a significant reversal, Ray Dalio's Bridgewater Associates sold off 96.79% of its position in Taiwan Semiconductor Manufacturing Company (TSM) during the...
TSMC Taps Intel for AI Chip Packaging, Citing Unprecedented Demand
Taiwan Semiconductor Manufacturing Co. (TSM) is redirecting advanced packaging orders to Intel’s Malaysian facility. This move addresses unprecedented demand...
Dan Loeb's Third Point boosts its stake in chipmaker TSMC by 67%
Dan Loeb's Third Point significantly increased its investment in Taiwan Semiconductor Manufacturing Company (TSM) during the second quarter of 2026. According...
Stanley Druckenmiller's Duquesne Family Office boosts its stake in chipmaker Taiwan Semiconductor (TSM)
In a quarterly disclosure filed in mid-August, legendary investor Stanley Druckenmiller's Duquesne Family Office revealed it had increased its position in...
David Tepper's Appaloosa Boosts Stake in Chip Giant TSMC
Billionaire investor David Tepper's hedge fund, Appaloosa Management, significantly increased its position in Taiwan Semiconductor Manufacturing (TSMC) during...
Polen Capital pivots in Q2, buying industrials and slashing tech and services holdings
In its second-quarter 13F filing, Polen Capital Management reported a portfolio value of $11.61 billion as of June 30, 2026. The firm's largest positions...
Duan Yongping's H&H International Exits Taiwan Semiconductor (TSM)
In a recent SEC filing, Duan Yongping's H&H International Investment revealed it had sold its entire stake in Taiwan Semiconductor (TSM), liquidating 151,200...
Druckenmiller Re-Enters GOOGL, Boosts AMZN & TSM in Major Q2 AI Reshuffle
In his second-quarter 13F filing, legendary investor Stanley Druckenmiller of Duquesne Family Office revealed a significant portfolio rotation, re-establishing...