Robust Demand Boosted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3

2 weeks ago 9

Soumya Eswaran

Thu, December 4, 2025 astatine 8:21 AM CST 3 min read

Harding Loevner, an plus absorption company, released its “Global Equity Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money returned 2.62% gross (2.52% net) successful the 3rd 4th of 2025, compared to a 7.74% instrumentality for the MSCI All Country World Index and 7.36% summation for the MSCI World Index. YTD, the strategy roseate 10.61% (net) compared to 18.86% and 17.83% for the indexes. The steadfast highlighted successful the missive that the past six months represented 1 of the strongest momentum phases successful implicit 70 years. Since the opening of the year, high-momentum stocks person outperformed low-momentum stocks by a singular 45 percent points, with overmuch of the maturation driven by advancements successful AI. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Harding Loevner Global Equity Strategy highlighted stocks specified arsenic Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures, packages, tests, and sells integrated circuits and different semiconductor devices. The one-month instrumentality of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 2.15%, and its shares gained 44.62% of their worth implicit the past 52 weeks. On December 03, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $295.45 per share, with a marketplace capitalization of $1.532 trillion.

Harding Loevner Global Equity Strategy stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its 3rd 4th 2025 capitalist letter:

"Taiwan's Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) besides reported beardown results and projected full-year gross maturation of 30%, up from a erstwhile forecast successful the low-20% range, arsenic the chipmaker benefits from robust request for high-performance computing needed for Al. The competitory scenery successful leading-edge spot exertion remains favorable, with ongoing challenges astatine Intel and Samsung further strengthening TSMC's pricing powerfulness with customers."

Analyst Says Taiwan Semiconductor Manufacturing Company (TSM) Among the Best AI Stocks to Buy connected the Dip

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is successful 9th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 194 hedge money portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) astatine the extremity of the 3rd quarter, compared to 187 successful the erstwhile quarter. In the 3rd 4th of 2025, Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) revenue increased 6% sequentially successful NT. While we admit the imaginable of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.