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TSMC HITS RECORD HIGH AS TAIWAN EASES FUND LIMITS

AI DESK1 MIN READ
FRI, APR 24, 2026

■ AI-SUMMARIZED FROM 2 SOURCES ▸ TIMELINE

Taiwan Semiconductor Manufacturing Co. shares reached record levels after Taiwan's financial regulator relaxed restrictions on single-stock fund holdings. JPMorgan estimates the regulatory change could trigger over $6 billion in new fund inflows.

Taiwan's Financial Supervisory Commission expanded the maximum allocation limits that funds can hold in a single stock, removing a previous constraint on TSMC holdings. The chipmaker, which dominates global semiconductor manufacturing, immediately benefited from the policy shift. JPMorgan Chase analysts attributed the potential $6 billion inflow to institutional investors gaining greater flexibility to increase TSMC positions. The regulatory adjustment reflects Taiwan's effort to support its flagship semiconductor industry amid intense global competition. TSMC remains critical to Taiwan's economy and plays a central role in global chip supply chains. The company manufactures advanced processors for major tech companies including Apple, Nvidia, and AMD. The share surge underscores investor appetite for exposure to semiconductor manufacturing amid persistent global demand for chips.

■ SOURCES

Bloomberg TechBloomberg Tech

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