Sands Capital Snags 699K Shares of TSMC: What It Means for Your Portfolio

Exploring the Impact of Strategic Investments in the Semiconductor Market amidst Booming AI Demand

Welcome to this edition of our newsletter! We're excited to delve into the latest movements in the semiconductor sector, particularly focusing on the recent significant decisions made by Sands Capital regarding Taiwan Semiconductor Manufacturing Company (TSMC). As we explore these developments, we invite you to consider this: How are these strategic investments shaping the future of your portfolio in an increasingly AI-driven landscape? Please remember that the information provided here is for educational purposes only and does not constitute investment advice or recommendations.

🚀 Latest Moves in Semis

Hey investors! Big shifts in the semiconductor world you can't ignore!

• TSMC's stock position boost: Sands Capital now holds 699,611 more shares in Taiwan Semiconductor Manufacturing Company Limited (TSMC) as of November 15, 2025. This strategic move comes amid TSMC's strong performance, with an anticipated 22% year-over-year revenue growth for Q4 2025 driven by demand in AI and advanced technologies. Read more here.

• Broadcom's performance: A whopping 106.3% rise in stock price over the past year! This surge is tied to increasing demand for AI chips, particularly custom Application-Specific Integrated Circuits (ASICs). Broadcom’s partnerships with tech giants like OpenAI and Google have solidified its position in the semiconductor space. Catch the full scoop here.

Why this matters: Demand for AI chips isn't just a trend—it's reshaping tech!

💸 Portfolio Perspectives

What this all means for your investments:

• Eyes on TSMC: With a year-to-date price jump of 44.10%, TSMC is clearly signaling strong demand driven by advancements in AI and advanced technologies. As identified in the recent analysis, Sands Capital's increase of 699,611 shares in TSMC underscores the confidence in the company's growth trajectory. Read more here.

• Broadcom's next big thing: Broadcom's remarkable 106.3% rise in stock price over the past year showcases the booming demand for AI chips, especially custom Application-Specific Integrated Circuits (ASICs). Analysts are optimistic, with Jefferies designating Broadcom as a 'Top Pick' in the semiconductor space. The company is positioned for further growth, thanks to its strategic partnerships with heavyweights like OpenAI, Google, and Meta. Catch the full scoop here.

• Stay ahead: With shifts in the AI landscape, it's imperative to keep close tabs on the market movements of tech giants like Meta and Google. Their ongoing demand for AI-focused solutions not only enhances their product offerings but also reshapes competitive dynamics within the tech sector.

How are you positioning yourself for these shifts? Are you ready to take advantage of these opportunities in TSMC and Broadcom?