Taiwan Semiconductor Manufacturing Company's Performance Highlighted in Wedgewood Partners' Q1 2026 Letter

Taiwan Semiconductor Manufacturing Company (TSM) saw a significant stock rally in Q1 2026, driven by strong demand for AI-related semiconductor products. Wedgewood Partners highlighted TSM as a top portfolio contributor, citing 25% revenue growth and guidance for 30% growth in 2026. The company's stock had a one-month return of 18.81% and a 52-week gain of 135.98%.

By Soumya Eswaran Tue, April 28, 2026 at 5:35 PM GMT+3 3 min read · Yahoo Finance · April 28, 2026, 14:35 UTC

Tickers: $TSM

Topics: AI demand geopolitical impact portfolio performance revenue growth semiconductor industry

Read the full article at Yahoo Finance

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