PI Global Investments
Alternative Investments

Taiwan Semiconductor (TSM): One of the Most Owned Stocks by Hedge Funds?


Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 28, Reuters reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) said that the rapid growth of AI is increasing electricity demand and making energy efficiency a more important challenge than computing power in future computer chip development.

Kevin Zhang, Senior Vice President of Business Development at Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), told reporters at a conference in Amsterdam that “the area customers most want improvement in is energy efficiency. ⁠This is true across the board, whether you are the edge guy, smartphone, mobile, IoT ​application, or high-performance AI data center.”

Taiwan Semiconductor (TSM): One of the Most Owned Stocks by Hedge Funds?
Taiwan Semiconductor (TSM): One of the Most Owned Stocks by Hedge Funds?

Zhang pointed out that improving transistor density remains a key part of Taiwan Semiconductor Manufacturing Company Limited’s (NYSE:TSM) roadmap. However, he explained that other approaches, including advanced packaging, chip stacking, and photonics, are becoming more important in improving efficiency.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) expects its chips to reduce power consumption by as much as 30% between its current N2 technology and its A14 generation, which is expected around 2028, while also offering over 20% higher computing performance.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a Taiwanese multinational semiconductor contract manufacturing and design company that manufactures, packages, and tests integrated circuits for various industries.

While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 10 Best Single Digit Stocks to Buy Right Now and 12 Best Revenue Growth Stocks to Buy According to Wall Street Analysts.

Disclosure: None. Follow Insider Monkey on Google News.



Source link

Related posts

Meta eyes up to $25 billion bond sale to fund AI expansion

D.William

Hedge Fund Favorites: Beaten-Down Tech Stocks on NASDAQ

D.William

US Treasury warns payments for vessel passage through Strait of Hormuz risk violating sanctions

D.William

Leave a Comment