Taiwan Semiconductor Manufacturing Company

Massive portfolio reallocations by large institutional investors characterize the current picture of Taiwan Semiconductor Manufacturing Company (TSMC). While the Japanese technology investor SoftBank has significantly reduced its position, the semiconductor giant is investing heavily in new partnerships for future sensor technology and recently recorded significant profit growth. Current filings with the US Securities and Exchange Commission (SEC) for the second quarter of 2026 show a clear change in SoftBank's course. 5 percent. 8 million US dollars.

At the end of the quarter on June 30, SoftBank still held approximately 565,000 shares worth about 270 million US dollars. This step follows the complete withdrawal from Nvidia in October 2025 and marks another adjustment of the company's AI hardware bets. Besides SoftBank, other major investors also showed movements in their portfolios. 3 percent. Harvard Management Co. reported a stake in TSMC worth approximately 350 million US dollars at the end of the last quarter. Despite these shifts, sentiment among market observers remains predominantly positive.

25 US dollars for the shares listed on Wall Street and rate the stock as a consensus buy. Parallel to the shifts in the shareholder base, TSMC is driving global expansion and technological diversification. In Koshi City, Kumamoto, a new joint venture with the Japanese electronics group Sony is being established under the name "Advanced Vision Semiconductor Manufacturing". 69 billion US dollars). 76 billion US dollars. Production is scheduled to start in 2029. The project is supported by Japanese subsidies of up to 40 percent. 42-nanometer transistors based on aluminum oxide interfaces, which could shift the scaling limits of conventional semiconductors.

Operationally, the company looks back on a successful second quarter of 2026. 89 billion US dollars. 28 US dollars. C. Wei described customer signals as very strong. Despite the positive financial data, TSMC continues to struggle with high demand in the area of advanced packaging technology (CoWoS). Although capacities have been continuously doubled over the past three years, media reports suggest that an easing of supply bottlenecks is not expected until 2027. As part of its global growth strategy, the group is also continuing to invest heavily in US locations.

The investment of 100 billion US dollars in Arizona, which was discussed about a month ago, is part of a total package of 265 billion US dollars for the expansion of manufacturing capacities there. On the stock market, operational successes are reflected in long-term performance. Since the beginning of the year, the stock has gained 44 percent. 50 Euros. TSMC Stock: Buy or Sell?! New TSMC analysis from August 15 provides the answer: The latest TSMC figures speak a clear language: Urgent action required for TSMC shareholders. Is it worth buying in, or should you rather sell?