Taiwan Semiconductor Manufacturing Company Limited: Strong Financial Performance Amid Volatility

Soros Fund Management increased its stake in Taiwan Semiconductor Manufacturing Company Limited by 125,478 shares. The company plans to phase out its 6-inch wafer manufacturing and has approved a capital increase of up to $10 billion. TSMC reported a 22.5% revenue rise in July 2025 and analysts maintain a 'Buy' rating with a target price of $220. The stock has experienced fluctuations but maintains a strong financial performance and positive earnings call sentiment.

Soros Fund Management has significantly increased its stake in Taiwan Semiconductor Manufacturing Company Limited (TSMC), adding 125,478 shares to its portfolio. This move comes amidst TSMC's strategic plans to phase out its 6-inch wafer manufacturing and a capital increase of up to $10 billion, aiming to bolster its financial capabilities [1].

In July 2025, TSMC reported a 22.5% quarter-over-quarter revenue growth, driven largely by the surging demand for artificial intelligence (AI) chips. The company's consolidated net revenue for July reached approximately NT$323.17 billion, an increase of 25.8% year-over-year. This strong performance reflects TSMC's dominant position in the AI chip market, where it manufactures around 90% of the world's advanced AI chips [2].

Analysts maintain a 'Buy' rating for TSMC, with a target price of $220, despite recent stock fluctuations. The stock has experienced price volatility, ranging between $234.71 and $245.74, but maintains a year-to-date performance of approximately 22.97% [3].

The decision to phase out 6-inch wafer manufacturing is part of TSMC's long-term strategy to improve efficiency and consolidate its 8-inch production capacity. The company plans to work with its customers to ensure a smooth transition during this period [4].

References:
[1] https://www.ainvest.com/news/tjx-taiwan-semiconductor-manufacturing-wynn-resorts-cnbc-final-trades-2508-75/
[2] https://theoutpost.ai/news-story/tsmc-rides-ai-wave-to-record-revenue-secures-tariff-exemption-18865/
[3] https://www.theglobeandmail.com/investing/markets/stocks/TSM/pressreleases/34194517/brandes-investment-partners-boosts-stake-in-tsmc/
[4] https://ca.finance.yahoo.com/news/tsmc-phase-6-inch-wafer-065110236.html