Goodman Advisory Group LLC Has $10.13 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

Goodman Advisory Group LLC reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 12.9% in the first quarter, selling 4,433 shares and retaining 29,979 shares valued at approximatel... Read original →

Goodman’s modest TSMC stake reduction reflects tactical portfolio rebalancing amid elevated AI chip valuations, not a strategic retreat. Technologically, TSMC’s dominance in 3nm and upcoming 2nm nodes cements its irreplaceability for NVIDIA, AMD, and Apple in both AI training and edge inference chips. Geopolitically, while U.S., Japan, and EU subsidies for local fabs raise TSMC’s capex, they also reinforce its role as the global capacity orchestrator. Samsung and Intel may push GAA transistors and advanced packaging, but TSMC’s yield leadership and HPC ecosystem remain unmatched. Over the next 12–24 months, as AI infrastructure shifts from training to power-efficient inference, TSMC’s revenue mix will diversify, strengthening its pricing power and dividend appeal—solidifying its status as the cornerstone of institutional semiconductor exposure.