Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors
Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors.
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Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A copy of the letter can be downloaded here . Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index's 13.16% gain and the Peer Group's 12.98% return. An overweight in information technology, particularly AI infrastructure, and underweight positions in energy, materials, and consumer staples were the key drivers. AI significantly contributed to returns, especially among chipmakers. Information technology was the top performer in the quarter with over 30% returns, alongside strong performances from financials and industrials. The portfolio focuses on high-quality companies with competitive advantages and exposure to long-term trends, positioning it to manage evolving investment opportunities and risks. For insights into their key selections for 2026, please review the Strategy's top five holdings.
In its Q2 2026 investor letter, Janus Henderson Global Sustainable Equity Fund highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) as a top contributor to performance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 15, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $419.48 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 9.23%, and its shares gained 70.80% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $2.18 trillion.
Janus Henderson Global Sustainable Equity Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"The largest positive contributors included Seagate, Micron and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Shares in TSMC continued to perform well as the market recognised its role in the AI chip buildout. There is effectively only one firm at the leading edge, and TSMC combines multi-year demand visibility, sustained wafer supply tightness, pricing power and process technology leadership. Its exposure to major AI chip players, alongside leadership in advanced process nodes and cutting-edge packaging, reinforces its position as a key foundry for AI semiconductors."
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 6th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 . According to our database, 234 hedge fund portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of the first quarter, up from 224 in the previous quarter. In Q1 2026, Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) revenue increased 6.4% (in U.S. dollar terms) sequentially to $35.9 billion, exceeding the guidance. While we acknowledge the potential of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock .
In another article , we covered Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and shared Mar Vista U.S. Quality Strategy's views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey .
Sinergia Empresarial continuará el seguimiento de esta información sobre taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors y ampliará la cobertura conforme se confirmen nuevos elementos relevantes para el ecosistema empresarial.
