We just covered the Top 10 Stock Picks of 10 Famous Billionaires.
Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires)
Number of Hedge Funds: 234 Top Pick Of: Philippe Laffont — Coatue Management Taiwan Semiconductor (NYSE:TSM) is the biggest holding of billionaire Philippe Laffont of Coatue Management. Taiwan Semiconductor (NYSE:TSM) is a direct beneficiary of the AI boom. It controls about 62% of the total foundry market and more than 90% of advanced nodes at 7nm and below.
Advanced nodes matter because the smallest, most powerful chips used in AI workloads can only be manufactured at these process sizes. Customers cannot switch because no other foundry can match TSMC’s scale or technical capability at these levels. The client list tells the story.