Investors Boost TSMC Stakes as Sony-TISMC Japan Image-Sensor Venture Announced
Fisher Asset Management increased its Taiwan Semiconductor Manufacturing holdings by 1.8% in Q4, adding shares to 18,146,900. Bank of America Corp DE, Jennison Associates, and Coatue Management also raised positions. Positive sentiment surrounds TSMC and Sony forming a Japan-based image-sensor venture as analysts and institutions remain constructive, while debate continues on how durable TSMC’s chipmaking advantage is versus ASML.