Taiwan Semiconductor Holdings Among Billionaires
Four billionaire hedge fund managers—Chase Coleman (Tiger Global Management, 4% of portfolio), Steve Mandel (Lone Pine Capital, 6.2%), David Tepper (Appaloosa Management, 4%), and Daniel Loeb (Third Point, 3.7%)—own shares in Taiwan Semiconductor Manufacturing Company (NYSE: TSM). The billionaires have shown bullish sentiment towards TSMC, a key player in chip manufacturing, especially within the booming artificial intelligence sector.
The demand for data center capital expenditures is projected to reach $3 trillion to $4 trillion by 2030, a significant increase from $600 billion in 2025, according to Nvidia. This positions TSMC advantageously as it supplies chips to major competitors like Nvidia and AMD, making it a critical contributor in the AI arms race.
As of September 30, TSMC shares have seen a modest increase of about 3%. It is currently valued at 23 times its 2026 earnings, aligning favorably compared to its peer companies and indicating a strong potential for growth leading up to 2026.
