Taiwan Semiconductor Manufacturing Company Limited (TSM) Gains from Strong Demand and Its Industry-Leading Manufacturing Capabilities

3 days ago 6

Soumya Eswaran

Tue, March 31, 2026 astatine 8:09 AM CDT 3 min read

Platinum Asset Management, an concern absorption company, released its Q4 2025 capitalist missive for “Platinum International Technology Fund”. A transcript of the missive tin beryllium downloaded here. The money was up 3% successful the 4th fourth and 13.1% for calendar 2025, surpassing the benchmark instrumentality of 2.5% and 12.4%, respectively. U.S. Dollar depreciation negatively impacted Fund and Benchmark returns successful Australian dollar presumption successful 2025. The marketplace was ‘risk-on’, with antiaircraft sectors similar Real Estate and Consumer Staples underperforming, portion discretionary user businesses showed mixed results. For 2026, the steadfast anticipates a akin concern situation arsenic successful 2025 and 2024, hoping to debar utmost events similar a Liberation Day. The steadfast expects ongoing macroeconomic trends and a absorption connected AI, portion being cautious astir imaginable adverse outcomes from unexpected areas. In addition, you tin cheque the Portfolio’s apical 5 holdings to find retired its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Platinum International Technology Fund highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) arsenic a notable contributor. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s starring shaper of integrated circuits and different semiconductor devices. On March 30, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed astatine $316.50 per share. One-month instrumentality of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -10.37%, and its shares gained 87.68% implicit the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a marketplace capitalization of $1.64 trillion.

Platinum International Technology Fund stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its 4th fourth 2025 capitalist letter:

"Taiwan’s Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the starring shaper of semiconductor chips utilized successful AI, mobile telephone and different applications. It benefits from highly beardown request and has manufacture starring manufacturing capabilities. It is expanding successful Taiwan and making ample manufacturing investments successful the U.S. and different planetary markets. Financial show continues to transcend our expectations and we judge the concern has a agelong runway for aboriginal growth."

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks 6th connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 224 hedge money portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) astatine the extremity of the 4th quarter, up from 194 successful the erstwhile quarter. While we admit the imaginable of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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