George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here’s Why You Should Be Buying Too.

George Soros increased his stake in Taiwan Semiconductor Manufacturing Company (TSMC) by an astonishing 1,000% in Q2, bringing his investment to approximately $37 million. This move comes amid strong financial performance from TSMC, which posted a record quarter with revenue rising 36% year-over-year to $40.2 billion and net profit increasing 77% YOY.

The company's gross margin hit a record 67.7%, driven by the artificial intelligence (AI) sector, which now accounts for two-thirds of TSMC's revenue after surging 20% sequentially. TSMC's expansion into the U.S. market is also contributing to its success, with sales in Arizona rising 145% year-over-year. Analysts expect TSMC's earnings growth of 54% in fiscal 2026 and 27% in fiscal 2027, alongside a strong balance sheet with $111 billion in cash and only $34 billion in debt.

As a result, experts like Bank of America Securities analyst Haas Liu and Bernstein maintain a Buy rating on TSMC, with price targets suggesting a potential upside of 36% and 36% respectively.