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Wire · operational-macro

This Hedge Fund Just Sold Sandisk and Bought Taiwan Semiconductor Manufacturing ...

27 August 2026 · By · Wire by Fusion42

Published

27 August 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at fool.com →

◆ Verified

Fusion42 · 27 August 2026 · Fusion42 review

Hedge fund Duquesne Family Office sold Sandisk shares after a strong rally and bought Taiwan Semiconductor Manufacturing stock, signalling a preference for TSMC's less cyclical logic chip market despite Sandisk's higher Wall Street price targets.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

You must weigh stability over peak hype in chip investing now. Selling high on volatile memory chips and shifting to steadier logic chip makers like Taiwan Semiconductor opens a safer path for scaling your semiconductor startup.

◆ Coverage

1 source · 27 Aug 2026

◆ Related on Wire

◆ Topics

Semiconductorshedge-fundsemiconductorsstock-marketinvestment-strategy