
What smart money is saying about Taiwan Semiconductor Manufacturing Company
2 funds in our archive have pitched Taiwan Semiconductor Manufacturing Company — most recently AGT Partners in December 2025.
Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
Fund coverage · 2 theses
- AGT PartnersDecember 2025
Taiwan Semiconductor Manufacturing Company is the dominant leading-edge foundry with technology leadership, manufacturing excellence, and deep customer trust driving strong growth and profitability.
Read the full thesis - Platinium Asset ManagementDecember 2025
Taiwan Semiconductor Manufacturing Company dominates advanced chip manufacturing with a pure-play foundry model, scale advantages, and sustained demand from AI and mobile driving long-term growth.
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