Generation Investment Management Boosts Stake in TSMC

Generation Investment Management LLP, managed by David Blood, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company Limited ((TSM)). The hedge fund increased its position by 16,193 shares.

Recent Updates on Taiwan Semiconductor Manufacturing Company Limited stock

Recent developments in Taiwan Semiconductor Manufacturing Company Limited (TSMC) highlight significant financial growth and strategic market positioning. In July 2025, TSMC reported a consolidated revenue of approximately NT$323.17 billion, marking a 22.5% increase from June 2025 and a 25.8% increase from July 2024. The company’s revenue for the first seven months of 2025 increased by 37.6% compared to the same period in 2024. Analysts maintain a ‘Buy’ rating with a $220 price target, supported by TSMC’s robust financial performance and strategic advancements in advanced technologies. Despite a recent decline in stock price to $234.71, a subsequent increase to $245.74 reflects a modestly bullish sentiment. TSMC is exempt from U.S. tariffs due to its U.S. plant setup, and the company has faced a security breach leading to legal actions. Hedge funds have adjusted their stakes, with Antipodes Partners reducing and ARK Investment Management increasing their positions in TSMC.

Spark’s Take on TSM Stock

According to Spark, TipRanks’ AI Analyst, TSM is a Outperform.

TSMC’s strong financial performance and positive earnings call sentiment are the primary drivers of its overall stock score. The company’s robust revenue growth, efficient operations, and strategic positioning in advanced technologies contribute significantly. However, the high valuation and technical indicators suggest caution due to potential short-term volatility.

To see Spark’s full report on TSM stock, click here.

More about Taiwan Semiconductor Manufacturing Company Limited

YTD Price Performance: 23.17%

Average Trading Volume: 11,694,150

Current Market Cap: $1018.9B