TSMC is trading at $400.64 (+4.7%), reaching a new all-time high after Taiwan's regulator signaled it would ease limits on how much local funds can invest in a single stock.
- The proposed change would allow certain funds to allocate up to 25% of their assets to one company, up from the previous 10% cap, directly benefiting the heavily-weighted TSMC. [15, 17]
- The rally also comes on the heels of the company's 2026 North America Technology Symposium, where it unveiled its new A13 and A12 process roadmaps this week. [1, 9]
- Broader semiconductor strength, led by a massive surge in Intel shares following strong earnings, is providing additional tailwinds. [2, 4]