Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Following Increased Guidance and Robust Demand

1 week ago 7

Soumya Eswaran

Mon, January 5, 2026 astatine 6:44 AM CST 3 min read

Sustainable Growth Advisers (SGA), an concern absorption company, released its third-quarter capitalist missive for its “Global Growth Strategy.” A transcript of the missive tin beryllium downloaded here. The portfolio returned -2.3% (Gross) and -2.5% (Net) successful the 3rd quarter, compared to a 7.6% instrumentality for the MSCI ACWI and a 9.0% instrumentality for the MSCI ACWI Growth. The scale returns were fueled by enthusiasm for AI, whereas factors aligned with SGA’s strategy, similar prime and income stability, lagged. SGA’s concern nonsubjective is to put successful high-quality maturation businesses expected to execute accordant mid-teens net growth, accompanied by unchangeable gross and currency flow. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, SGA Global Growth Strategy 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 5.88%, and its shares gained 45.27% implicit the past 52 weeks. On January 2, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $319.61 per share, with a marketplace capitalization of $1.658 trillion.

SGA Global Growth Strategy 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 a contributor to portfolio show successful Q3. Management raised fiscal twelvemonth 2025 guidance to 30% gross maturation year-over-year, supported by robust request for precocious semiconductor manufacturing and beardown execution crossed its diversified concern mix. The company’s exertion and manufacturing enactment astatine leading-edge nodes enables it to support pricing powerfulness and present precocious margins, with caller results exceeding expectations owed to Taiwan dollar appreciation and U.S. openings. As it stands today, TSMC is the sole supplier for each leading-edge AI and smartphone manufacturing and this presumption continues to fortify with Intel’s propulsion backmost arsenic consequent advancement is lone iterative unless disrupted by quantum computing. The deficiency of contention besides allows the institution to support bully margins contempt dense investments successful geographical diversification.