Taiwan Semiconductor Manufacturing News - August 2026
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...
Terry Smith's Fundsmith initiates a $548M position in chipmaker TSMC
In a notable move, Terry Smith's Fundsmith disclosed a new stake in Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker....
TSMC Doubles Profit to NT$1.28 Trillion, Driven by Advanced Tech Demand
Taiwan Semiconductor Manufacturing Company (TSMC) reported net revenue of NT$2.4 trillion for the first half of 2026. This figure increased from NT$1.77...
TSMC Revenue Surges 45% to Record, Driven by AI Demand
Taiwan Semiconductor Manufacturing Co. (TSMC) reported record July revenue of NT$467.58 billion. This figure represents approximately $14.5 billion. Revenue...
🟢 TSMC is trading 3.1% up today on 2nm capacity expansion and 2027 price hike reports
TSMC is trading 3.1% up at $418.62 as investors respond to reports of significant 2nm capacity expansion and improved pricing power. • The company reportedly...