Taiwan Semiconductor Manufacturing Company Limited (TSM) Surged on Strong Market Sentiment

7 hours ago 4

Soumya Eswaran

Tue, December 16, 2025 astatine 6:23 AM CST 3 min read

Magellan Asset Management, an concern absorption company, released the 3rd 4th 2025 capitalist missive for “Magellan Global Fund”. A transcript of the missive tin beryllium downloaded here. The money focuses connected outstanding companies astatine charismatic prices and, astatine the aforesaid time, leverages a heavy knowing of the macroeconomic scenery to negociate risk. As measured by the MSCI World Index successful USD, the planetary equities roseate 7.3% successful the September quarter. The portfolio underperformed the scale successful the 4th owed beardown show of much speculative companies successful the risk-on environment. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Magellan Global Fund 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 for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 3.54%, and its shares gained 43.40% implicit the past 52 weeks. On December 15, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $287.74 per share, with a marketplace capitalization of $1.492 trillion.

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

"The largest contributors to show implicit the 4th were Alphabet, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML. Both TSMC and ASML person benefited from affirmative sentiment crossed the semiconductor assemblage aft OpenAI announced a bid of partnerships with cardinal manufacture players similar Oracle, Nvidia and Broadcom. TSMC was besides helped by robust second-quarter results and issuing an upgraded full-year 2025 forecast. Performance was driven by persistent, beardown request for its leading-edge manufacturing capacity, which continues to outstrip disposable supply."

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