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Wire · operational-macro

Taiwan Semiconductor Has Returned 132.6% in Eric Bleeker's AI Portfolio in Under Two Years

29 September 2026 · By · Wire by Fusion42

Published

29 September 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

Taiwan

◆ Source

Read at 247wallst.com →

◆ Verified

Fusion42 · 29 September 2026 · Fusion42 review

Taiwan Semiconductor Manufacturing Company (TSMC), the key manufacturer for nearly all major AI chips, has returned 132.6% in Eric Bleeker's AI Portfolio in under two years, driven by strong AI-driven chip demand despite geopolitical risks.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 9 sources have reported it between 10 Sep 2026 and 4 Oct 2026.

◆ ◆ The Wire takeaway

AI chip demand is overriding geopolitical concerns in Taiwan, opening a clear market opportunity if you supply or integrate advanced chips. The window to capitalise on this surge before geopolitical tensions rise again is now.

◆ Coverage

9 sources · first reported 10 Sep 2026 · latest 4 Oct 2026

◆ Related on Wire

◆ Topics

Semiconductorsai-chipssemiconductorstaiwanportfolio-performancegeopolitical-risk