Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersHardman Johnston International EquityTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Foundry, Geographic Diversification, Leading Edge, Monopoly, semiconductors, Taiwan
Jun 30, 2025Fund LettersMagellan Global Opportunities FundTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Manufacturing, AI, capital-intensive, data centers, Foundry, market dominance, semiconductors, supply chain, Taiwan, technology
Jun 30, 2025Fund LettersAlan PullenTSM TSMC Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Fabrication, Foundry, innovation, Margins, scale, semiconductors
May 28, 2025Fund LettersArtemis Global Select FundTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NYSEFoundry, manufacturing, market leader, semiconductors, Taiwan, technology
May 27, 2025Fund LettersRGA Investment AdvisorsTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEadvanced nodes, AI infrastructure, Cyclical Recovery, Foundry, geopolitical risk, hyperscalers, NVIDIA, Pricing power, semiconductors, Taiwan
Apr 17, 2025SubstackAlpha Seeker 84TSM Taiwan Semiconductor Manufacturing Company Limited TechnologySemiconductors Bull -3nm and 5nm chips, advanced technology nodes, AI demand, China-Taiwan tensions, geopolitical risk, global expansion, Revenue Growth, semiconductors, TSMC, valuation
Mar 31, 2025Fund LettersAriel International FundTSM Taiwan Semiconductor Manufacturing Company Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Foundry, market leader, semiconductors, shareholder returns, Taiwan, technology
Mar 31, 2025Fund LettersDiamond Hill InternationalTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEadvanced nodes, contract manufacturing, Foundry, geopolitical risk, semiconductors, Taiwan, technology
Mar 31, 2025Fund LettersMairs & Power - Growth FundTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Logic, Foundry, manufacturing, market share, R&D, semiconductors, Taiwan, technology
Jan 16, 2025Fund LettersIronvine Capital PartnersTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Capital equipment, Foundry, high-ROIC, manufacturing, market leader, Pure-Play, semiconductors, Taiwan, technology
Dec 31, 2024Fund LettersDiamond Hill InternationalTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI chips, Foundry, growth, high-performance computing, manufacturing, semiconductors, Taiwan, technology
Sep 30, 2024Fund LettersRVKARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Mercado Libre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQBrazil, digital payments, e-commerce, Emerging markets, Fintech, Internet Retail, Latin America, Mexico
Jul 17, 2024Fund LettersVT Holland Advisors Equity FundTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEcompetitive moat, growth, manufacturing, scale advantage, semiconductors, Taiwan, technology
Jul 12, 2024Fund LettersLongriver Investment PartnersTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Manufacturing, Cyclical Recovery, Foundry, GenAI, semiconductors, Taiwan, technology
Jul 5, 2024Fund LettersEast CapitalTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Chips, AI, Foundry, growth, NVIDIA, Pricing power, semiconductors, Taiwan
Jun 30, 2024Fund LettersDiamond Hill InternationalTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSE5G, AI, contract manufacturing, Foundry, semiconductors, Taiwan, technology
Jun 30, 2024Fund LettersAriel International FundTSM Taiwan Semiconductor Manufacturing Company, Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Apple, datacenter, Edge AI, Foundry, manufacturing, semiconductors, technology
Jun 30, 2024Fund LettersAriel Global FundTSM Taiwan Semiconductor Manufacturing Company, Ltd. Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAdvanced Manufacturing, AI, Apple, Edge computing, Foundry, semiconductors, Taiwan
Jun 30, 2024Fund LettersBaron Emerging Markets FundTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors & Semiconductor Equipment Bull NYSE5G, AI, automotive, Foundry, high-performance computing, IoT, semiconductors, Taiwan, technology
Jun 30, 2024Fund LettersMunro Global Growth FundTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, Cyclical, Foundry, growth, semiconductors, Taiwan

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