{
  "id": 3437328,
  "title": "George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here’s Why You Should Be Buying Too.",
  "url": "https://urgent.news/2026/08/24/george-soros-quietly-raised-his-taiwan-semi-stake-by-1-000-heres-why",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-24T18:16:23.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/george-soros-quietly-raised-taiwan-181623276.html"
  },
  "original_language": "en",
  "account": "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.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}