12 AI News Investors Probably Missed

4. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Number of Hedge Fund Holders: 158

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures semiconductors and integrated circuits, supporting industries like computing, smartphones, IoT, and automotive with diverse fabrication processes.

On January 28, Citi said that it remains positive on Taiwan Semiconductor (TSMC) and MediaTek and noted that DeepSeek highlights a shift toward cost-efficient innovation in LLMs and domain-specific applications. Despite GPU supply constraints and geopolitical challenges affecting scalability, TSMC’s key role in advancing AI through the semiconductor supply chain is seen as vital. The firm said:

“While there are constraints in GPU supply, geopolitical factors could continue to significantly impact scalability and economic viability of LLM development. Thus we see semiconductor supply chain, in particular TSMC’s critical role in enabling AI advancement.”