Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors

1 month ago 10

Soumya Eswaran

Thu, July 16, 2026 astatine 9:07 AM CDT 3 min read

Janus Henderson Investors, an concern absorption company, released its second-quarter 2026 capitalist missive for the "Global Sustainable Equity Fund". A transcript of the missive tin beryllium downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index's 13.16% summation and the Peer Group's 12.98% return. An overweight successful accusation technology, peculiarly AI infrastructure, and underweight positions successful energy, materials, and user staples were the cardinal drivers. AI importantly contributed to returns, particularly among chipmakers. Information exertion was the apical performer successful the 4th with implicit 30% returns, alongside beardown performances from financials and industrials. The portfolio focuses connected high-quality companies with competitory advantages and vulnerability to semipermanent trends, positioning it to negociate evolving concern opportunities and risks. For insights into their cardinal selections for 2026, delight reappraisal the Strategy's apical 5 holdings.

In its Q2 2026 capitalist letter, Janus Henderson Global Sustainable Equity Fund highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) arsenic a apical contributor to performance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's starring declaration spot manufacturer, producing precocious semiconductors for large planetary exertion companies. On July 15, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed astatine $419.48 per share. One-month instrumentality of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 9.23%, and its shares gained 70.80% implicit the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a marketplace capitalization of $2.18 trillion.

Janus Henderson Global Sustainable Equity Fund stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its Q2 2026 capitalist update:

"The largest affirmative contributors included Seagate, Micron and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Shares successful TSMC continued to execute good arsenic the marketplace recognised its relation successful the AI spot buildout. There is efficaciously lone 1 steadfast astatine the starring edge, and TSMC combines multi-year request visibility, sustained wafer proviso tightness, pricing powerfulness and process exertion leadership. Its vulnerability to large AI spot players, alongside enactment successful precocious process nodes and cutting-edge packaging, reinforces its presumption arsenic a cardinal foundry for AI semiconductors."

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