Taiwan Semiconductor Manufacturing Company Limited (TSM) Rebounded Strongly in Q3

In its third-quarter 2025 capitalist letter, Hardman Johnston Global Equity 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 5.27%, and its shares gained 51.13% implicit the past 52 weeks. On December 26, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $302.84 per share, with a marketplace capitalization of $1.571 trillion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its 3rd 4th 2025 capitalist letter:

"The apical idiosyncratic contributors to comparative show during the 4th were Prosus N.V., Commerzbank AG, and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Ltd. Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) remains a cardinal enabler of AI infrastructure crossed hyperscale, enterprise, and sovereign AI ecosystems. The institution reported beardown Q2 net successful July, raising full-year 2025 gross guidance by astir 5 percent points to 30% growth, with its High Performance Computing conception accounting for 60% of full sales. Momentum continued done the quarter, supported by robust monthly income successful July and August, reflecting beardown request for leading-edge AI semiconductors. TSMC has rebounded powerfully since April lows, and we stay assured successful the presumption fixed its near-monopolistic presumption successful precocious semiconductor manufacturing and an charismatic valuation some connected an implicit and comparative basis."

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is successful 9th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 194 hedge money portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) astatine the extremity of the 3rd quarter, compared to 187 successful the erstwhile quarter. In the 3rd 4th of 2025, Taiwan Semiconductor Manufacturing Company Limited’s (NYSE:TSM) revenue increased 6% sequentially successful NT. While we admit the imaginable of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.