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Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lifted by HighTower Advisors LLC

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

Big funds' 13Fs are out: betting on AI compute and safe havens

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HighTower Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 14.2% in Q4, now holding 780,611 shares valued at $237.22 million. Other institutional investors also adjusted their positions, with notable increases from Fisher Asset Management and Bank of America. Analysts remain positive on TSMC, citing strong AI demand, despite geopolitical risks and recent stake reductions by some funds. TSM shares opened at $395.84, with a market cap of $2.05 trillion.

- HighTower Advisors LLC increased its position in Taiwan Semiconductor Manufacturing Company by 14.2%, owning 780,611 shares valued at $237.2 million as of the latest SEC filing.  
- Other institutional investors also adjusted their stakes, with Fisher Asset Management raising its holdings by 1.0% to 17.8 million shares valued at nearly $5 billion.  
- Despite positive sentiments regarding AI infrastructure demand, TSMC faces geopolitical risks and recent stake reductions by some funds that may impact investor sentiment.

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NVIDIA has strategically invested in Indium Phosphide (InP) lasers as part of a broader shift from copper to silicon photonics, according to PANews. This transition is driven by limitations in bandwidth, scale, and power consumption associated with traditional copper technology. Key players in this sector include TSMC and Lumentum, which are listed on the U.S. stock market. The move highlights the growing importance of silicon photonics in addressing the challenges faced by the semiconductor industry.

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ASML and TSMC are key players in the AI semiconductor market, with TSMC currently seen as the better buy due to its direct ties to AI demand. Analysts highlight TSMC's struggles to meet demand and its valuable capacity in the AI supply chain. ASML, while critical for chipmaking, relies on future equipment orders and memory investments. Price targets suggest ASML has more upside potential than TSMC, with ASML's target at $1,791.40 indicating a 21% upside compared to TSM's 17.4%.

- ASML and TSMC are pivotal AI semiconductor stocks, with TSMC currently viewed as the better buy due to its direct ties to immediate AI demand.  
- ASML, while holding a monopoly in EUV lithography, relies on future fab spending and memory investments, projected to be significant in 2026 and 2027.  
- Analysts predict greater upside for ASML at a price target of $1,791.40 per share compared to TSM's 17.4% potential increase, reflecting differing growth trajectories influenced by AI demand.

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Intel CEO Lip-Bu Tan announced that the company's foundry business is gaining momentum, crucial for its turnaround strategy. Improvements in manufacturing processes have attracted customer interest, with expectations of commitments from multiple clients in the second half of the year. Tan emphasized the importance of the foundry for the U.S. semiconductor supply chain and highlighted progress in Intel's advanced manufacturing capabilities, aiming to compete with industry leaders like TSMC.

- Intel CEO Lip-Bu Tan announced that the company's external manufacturing business, known as foundry, is gaining momentum and is central to its turnaround strategy.  
- Improvements in Intel's advanced 18A manufacturing process are reportedly exceeding expectations, leading to increased interest from potential customers, including a preliminary deal with Apple.  
- Tan emphasized the strategic importance of the foundry business for U.S. semiconductor capacity and projected that Intel's next-generation 14A process could compete with industry leader TSMC.

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Intel CEO says foundry business is gaining momentum as customer interest grows

Ignore the Foundry Fears and Keep Buying Taiwan Semi Stock

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Ignore the Foundry Fears and Keep Buying Taiwan Semi Stock

TSMZ

Duncan Williams Asset Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 46.1% in Q4, owning 4,799 shares valued at $1,563,000. Other investors also raised their positions. TSMC's long-term outlook is positive, expecting the global semiconductor market to exceed $1.5 trillion by 2030, driven by AI demand. However, TSMC plans to sell a large stake in VIS, which may affect investor sentiment.

- Duncan Williams Asset Management LLC increased its holdings in Taiwan Semiconductor Manufacturing Company (TSMC) by 46.1% in Q4, owning 4,799 shares valued at $1,563,000 after acquiring 1,515 additional shares.  
- Other investors also boosted their positions, with total institutional ownership at 16.51%, highlighting continued interest despite mixed news sentiment around TSMC's stock.  
- Analysts generally maintain a Buy rating for TSMC, noting a consensus price target of $404.29, while the company’s strong fundamentals keep its outlook positive.

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Duncan Williams Asset Management LLC Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

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AAPL hit a record above $300. Fiscal Q2 revenue $111.2B (+17% YoY), GAAP EPS $2.01, operating cash flow >$28B — key figures for traders.1Apple faces TSMC chip supply constraints limiting iPhone and Mac output. Neo product deliveries at 1–2 weeks; Apple placed new A18 Pro chip orders to support Neo production.2

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Key facts: Apple tops $300; Q2 revenue $111.2B; TSMC limits output

The semiconductor industry is experiencing unprecedented growth, driven by AI technology, with a projected market size of $975 billion by 2026. Key players include Nvidia and TSMC, with significant investments in AI infrastructure. The supply chain is evolving, emphasizing the roles of designers, foundries, equipment vendors, and memory manufacturers. Geopolitical factors are reshaping production locations, while strict export controls are prompting companies to innovate within compliance frameworks. The industry is now a critical component of global economic security.

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A $1.5 Trillion Reason to Buy Taiwan Semi Stock Here

A $1.5 Trillion Reason to Buy Taiwan Semi Stock Here

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Semiconductor stocks declined after Trump and Xi's summit failed to yield major chip agreements, impacting AI supply chain expectations. Notable earnings included Figma exceeding forecasts, while Cisco raised guidance amid strong AI demand. Taiwan Semiconductor announced significant investments in advanced chips, and Meta is addressing EU antitrust concerns. Additionally, Uber's partnership with Waymo faces challenges, and Elon Musk's SpaceX is adjusting revenue strategies for Starlink services.

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Commerzbank Aktiengesellschaft FI reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 31.6% in Q4, now holding 2,732 shares valued at $830,000. Other investors like Fisher Asset Management and Massachusetts Financial Services increased their holdings. Despite some insider buying, TSMC's stock has seen a decline of 3.1%, influenced by mixed market sentiments and recent asset sale plans.

- Commerzbank Aktiengesellschaft FI reduced its stake in Taiwan Semiconductor Manufacturing Company by 31.6%, owning 2,732 shares valued at $830,000 after selling 1,262 shares.  
- Other large institutional investors, such as Fisher Asset Management and Massachusetts Financial Services, increased their holdings, further highlighting investment interest in TSMC, which is experiencing positive sentiment due to strong demand in AI and high-performance computing.  
- TSMC plans to accelerate investment in new technologies and announced an increase in its quarterly dividend, reflecting strong financial performance and confidence in future growth.

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Commerzbank Aktiengesellschaft FI Decreases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

The markets need more good news like this.

Taiwan Semiconductor Manufacturing Co. (TSM) reported a strong January revenue of $12.7 billion, a 36.8% year-over-year increase, driven by AI demand. This performance has led to a 2.87% rise in stock price, reaching a new 52-week high. Big Tech's increased capital expenditures, with Google and Amazon raising their forecasts, are boosting semiconductor stocks. Analysts predict the semiconductor industry could approach $1 trillion in annual revenue, fueled by AI and data center demand.

Taiwan Semiconductor Stock Smashes 52-Week High After Blowout January Sales

1. Options market bets on earnings favor On July 16th Eastern Time, $Taiwan Semiconductor(TSM.US) options market showed a clear bullish tendency, with options traders increasing their bullish bets. Data shows that the cost of hedging against a drop in TSMC's stock price has fallen to its lowest level since January. The total trading volume for the day reached 210,800 contracts, with call options accounting for 52.52% and put options for 47.48%. The total open interest was approximately 1.7879 million contracts, close to the 30-day trading average. 2. Quick Interpretation of Q2 Earnings On July 17th Eastern Time...

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TSMC's earnings report exceeded expectations, with AI demand being the biggest driver. The options market predicted this in advance.

GraniteShares 2x Long TSM Daily ETF(TSMU.US)

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lifted by HighTower Advisors LLC

NVIDIA Invests in InP Lasers Amid Shift to Silicon Photonics

ASML vs. TSM: The Better AI Chip Stock to Buy Now

Intel CEO says foundry business is gaining momentum as customer interest grows

Ignore the Foundry Fears and Keep Buying Taiwan Semi Stock