TSM
TSMC (TSM)
434.77
+1.37% (+5.86)
Market read
A major institutional investor counts TSM as a top holding, signaling continued high-profile confidence in the chipmaker. The disclosure reflects positioning as of Q2 2026 and does not indicate current or future buying activity.
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Soros Fund disclosed a Q2 2026 portfolio valued at $8.14B, with TSM among its top holdings alongside AMZN and GOOGL.
A major institutional investor counts TSM as a top holding, signaling continued high-profile confidence in the chipmaker. The disclosure reflects positioning as of Q2 2026 and does not indicate current or future buying activity.
Jin10·08/26, 11:54 AM
TSMC electricity consumption reached 28.77 billion kWh in 2025, up 12.6% year-over-year, and the company targets 60% renewable energy by 2030 and net-zero emissions by 2050.
Jin10·08/24, 03:13 PM
US technology stocks fell in pre-market trading, with AMD down over 2%, SpaceX down 2%, Intel down 1.9%, TSMC down 1.3%, and Broadcom down 1%.
Jin10·08/21, 10:05 AM
Multiple semiconductor companies announced strategic updates: SK Hynix plans a memory chip fab in Miyagi, Japan; Samsung may announce a ~$79B shareholder return plan and delays 1.4nm production to 2029; Micron launches a research lab with $10B planned investment over ten years; TSMC completes A16 process development targeting Q4 mass production; and a new wave of chip price hikes is underway.
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