Billionaire Druckenmiller Expands Stake in TSMC, Signaling Confidence in AI Growth
Stanley Druckenmiller's Duquesne Family Office increased its position in Taiwan Semiconductor Manufacturing Company (TSMC) by 28% last quarter, according to recent 13F filings. The MOVE underscores institutional bullishness on the chipmaker's role in artificial intelligence infrastructure.
TSMC dominates advanced semiconductor fabrication, producing chips for Nvidia and Apple. Its accelerating revenue growth reflects surging demand for AI-capable processors. While 13F data reflects past positions, the investment highlights TSMC's strategic position at the intersection of multiple tech megatrends.