Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 30, 2026SubstackModern Value InvestingTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsFoundry Bull New York Stock ExchangeAdvanced Process Technology, AI demand, capacity expansion, Cloud computing, Competitive Advantage, earnings potential, R&D investment, semiconductor foundry, Strategic Partnerships, technological transformation
Aug 10, 2026Seeking AlphaSeeking AlphaTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Manufacturing Bull New York Stock ExchangeAdvanced Packaging, AI accelerators, AI infrastructure, capacity expansion, custom silicon, geopolitical risk, hyperscaler capex, Semiconductor manufacturing, TSMC, valuation
Jul 28, 2026Fund LettersPolen Capital - Focus GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Packaging, AI infrastructure, fabless, high-performance computing, Leading-Edge Manufacturing, Monopoly, Pure-Play Foundry, secular growth, semiconductor foundry, Technology-Agnostic
Jul 28, 2026Seeking AlphaSeeking AlphaTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Foundries Bull New York Stock Exchangeadvanced node manufacturing, AI accelerators, AI industry, capacity expansion, CoWoS packaging, front-end wafer production, Intel collaboration, market share, semiconductors, TSMC
Jul 27, 2026Fund LettersBaillie Gifford - International AlphaTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAI infrastructure, High-Performance Chips, Leading-Edge Compute, margin expansion, Revenue Growth, semiconductor foundry, Taiwan
Jul 27, 2026Fund LettersBaillie Gifford -Global AlphaTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Process Technology, AI infrastructure, Chip Production, Durable Competitive Advantage, manufacturing, market dominance, semiconductor foundry, Taiwan
Jul 22, 2026Fund LettersAntipodes Global Value FundTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock Exchange2nm Technology, 3nm Technology, Advanced Process Nodes, AI, Foundry, high-performance computing, semiconductors, Taiwan
Jul 21, 2026Fund LettersBaillie Gifford -International Concentrated GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Node, AI infrastructure, capital expenditure, Chip Manufacturing, Foundry, Monopoly, semiconductors, supply chain, Taiwan, technology hardware
Jul 20, 2026Fund LettersLongriver Investment PartnersTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Packaging, AI chips, capital-intensive, Leading Edge, manufacturing, Process Technology, semiconductor foundry, Taiwan, Yields
Jul 13, 2026Fund LettersJanus Henderson Global Sustainable Equity FundTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Process Nodes, AI chips, Packaging Technology, Pricing power, semiconductor foundry, Supply Constraint, Taiwan, technology leadership
Jul 9, 2026Fund LettersClearBridge Investment Value StrategyTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI infrastructure, Equity, Foundry, growth, information technology, Leading-edge Technology, semiconductors, Taiwan
Jul 9, 2026Fund LettersMar Vista US Quality SelectTSM Taiwan Semiconductor Manufacturing SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Logic Chips, AI infrastructure, Capital Spending, Foundry, Hyperscale Cloud, Leading-edge Technology, margin expansion, Process Technology, semiconductors
Jul 7, 2026Fund LettersFundsmith Equity FundTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Node, AI infrastructure, capital-intensive, Equity, Foundry, growth, Semiconductor manufacturing, Taiwan, technology
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

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