Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued to Benefit from Increased Demand

2 days ago 2

Soumya Eswaran

Thu, January 15, 2026 astatine 8:08 AM CST 3 min read

Munro Partners, an concern absorption firm, released its “Munro Global Growth Fund” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the December quarter, the Fund returned -0.7%. The Fund’s agelong positions contributed to the performance, portion abbreviated positions, hedging, and currencies detracted. Global equity markets delivered coagulated show successful 2025. US markets posted beardown gains successful the quarter, with the S&P 500 up 2.4% and the Nasdaq up 2.3%. Europe and Japan were among the stronger show contributors. For much accusation connected the Fund’s champion picks successful 2025, delight cheque its apical 5 holdings.

In its fourth-quarter 2025 capitalist letter, Munro Global Growth Fund highlighted stocks specified arsenic Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures, packages, tests, and sells integrated circuits and different semiconductor devices. The one-month instrumentality for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 14.90%, and its shares gained 52.29% implicit the past 52 weeks. On January 14, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $327.11 per share, with a marketplace capitalization of $1.4 trillion.

Munro Global Growth Fund stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its 4th fourth 2025 capitalist letter:

"Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) (Connectivity) was different cardinal contributor, continuing to payment from the request for compute. Importantly, TSMC plays a captious relation successful spot manufacturing careless of whether a hyperscaler adopts Nvidia product, oregon whether they employment a customized solution similar Alphabet."

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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is successful 9th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 194 hedge money portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) astatine the extremity of the 3rd quarter, compared to 187 successful the erstwhile quarter. In the 3rd 4th of 2025, Taiwan Semiconductor Manufacturing Company Limited’s (NYSE:TSM) revenue increased 6% sequentially successful NT. 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.