SJS Investment Consulting Inc. Acquires 1,742 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

On June 30, 2026, MarketBeat reported that SJS Investment Consulting Inc. significantly increased its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 286% in the first quarter, purchasin... Read original →

The stake increase by SJS and peers reflects strategic validation of TSMC’s AI chip manufacturing moat, not just financial speculation. Tight integration between sub-3nm nodes and advanced packaging locks in NVIDIA and AMD, creating a vertically cohesive tech stack that competitors can’t easily replicate. Despite CHIPS Act subsidies, TSMC’s Arizona backend partnership with Amkor remains dependent on leading-edge front-end processes from Taiwan, China—elevating geopolitical compliance costs and supply chain fragility. As Samsung and Intel race toward 2nm, TSMC counters with elevated dividends and AI-focused capex to fortify its dominance. Over the next 18 months, over 70% of global HPC chips will still originate from its Taiwan, China fabs, making any disruption a systemic risk for tech markets—precisely why institutions are buying even at a 37.9x P/E.