Taiwan Semiconductor Manufacturing Company (TSM) Surged Amid Increasing AI Momentum

In its third-quarter 2025 capitalist letter, Janus Henderson Forty 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 7.03%, and its shares gained 51.67% implicit the past 52 weeks. On December 11, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $304.85 per share, with a marketplace capitalization of $1.581 trillion.

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

"Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was different affirmative contributor. As 1 of the world's ascendant spot manufacturers, TSMC is the starring supplier of graphics processing units for companies, specified arsenic NVIDIA, that are astatine the forefront of the AI buildout. Excitement astir the AI proviso concatenation grew arsenic starring hyperscalers and different exertion companies continued to denote substantive investments successful high-performance computing. We judge TSMC is good positioned to capitalize connected this spending owed to its unparalleled scale, heavy technological advantages, and partnerships with large semiconductor companies and hyperscalers."

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.