Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 13, 2026Fund LettersCooper Investors Global Equities Fund (Unhedged)TSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAI Beneficiary, Foundry, high-performance computing, Monopoly, semiconductors, Taiwan, technology
May 11, 2026Fund LettersGreenalpha InvestmentTSM Taiwan Semiconductor Manufacturing SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchange2nm process, Advanced Manufacturing, AI infrastructure, Equity, foundry services, semiconductors, Taiwan, technology leadership
May 11, 2026Fund LettersImpax Global Environmental Markets FundTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Chips, AI, Efficient IT, Foundry, Secular Demand, semiconductors
Apr 28, 2026Fund LettersSGA - Global GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Equity, Foundry, Geographic Diversification, manufacturing, Process Nodes, semiconductors, Taiwan, technology leadership
Apr 27, 2026Fund LettersAGT PartnersTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, Foundry, manufacturing, Moat, R&D, semiconductors, Taiwan, technology
Apr 25, 2026Fund LettersStewart InvestorsTSM Taiwan Semiconductor Manufacturing SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI chips, capital expenditure, semiconductor foundry, Taiwan, Technology Manufacturing
Apr 23, 2026Fund LettersPolen Capital - International GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI infrastructure, Foundry, growth, semiconductors, Taiwan, technology
Apr 23, 2026Fund LettersPolen Capital - Global GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI infrastructure, Cyclical, Foundry, growth, manufacturing, semiconductors, Taiwan
Apr 23, 2026Fund LettersMontaka Global InvestmentsTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI, Cloud computing, Equity, geopolitical risk, Monopolist, power efficiency, Pricing power, semiconductors, Taiwan
Apr 21, 2026SubstackRijnberk Invest InsightsTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Foundries Bull New York Stock Exchangeadvanced nodes, AI demand, capacity expansion, capital expenditure, geopolitical risks, market dominance, R&D, semiconductors, technological leadership, yield
Apr 13, 2026Seeking AlphaSeeking AlphaTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Manufacturing Bull New York Stock ExchangeAdvanced Chips, AI boom, CapEx, data centers, geopolitical risks, gross margins, long-term investment, semiconductors, supply chain, valuation
Apr 12, 2026Fund LettersHardman Johnston International EquityTSM Taiwan Semiconductor Manufacturing Co. Ltd. SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI compute, contract manufacturing, Foundry, growth, Pricing power, Taiwan
Apr 6, 2026Fund LettersWedgewood PartnersTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Cloud Service Providers, custom silicon, Foundry, growth, Leading-Edge Nodes, semiconductors, Taiwan
Mar 31, 2026Fund LettersClearBridge Investments All Cap GrowthTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAdvanced Chips, AI, contract manufacturing, Foundry, semiconductors, Taiwan
Feb 13, 2026Fund LettersRavenel B. Curry IIITSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NASDAQAI, CapEx, Foundry, Pricing, semiconductors
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductor Manufacturing Bull New York Stock ExchangeAI, CapEx, Foundry, Margins, semiconductors
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductor Foundries Bull New York Stock ExchangeArtificial Intelligence, CapEx, Foundry, Pricing power, semiconductors
Feb 4, 2026Fund LettersPeter CooperTSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductor Manufacturing Bull New York Stock ExchangeAI, Complexity, Foundry, HPC, semiconductors
Feb 2, 2026Fund LettersGregory SeeTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Margins, ROE, semiconductors
Jan 30, 2026Fund LettersAlexTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, Moat, semiconductors

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