Soros Capital Loads Up On MU, AMAT, AMD And TSM In Massive Semiconductor Pivot

Soros Capital Management has significantly increased its semiconductor and AI-related technology holdings, doubling its equity portfolio and reallocating from industrials and energy sectors in Q2 2026. Key new positions include Micron Technology, Applied Materials, Advanced Micro Devices, and Taiwan Semiconductor, reflecting strong sector performance driven by AI demand and chip shortages.

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