Taiwan Semiconductor (TSM) just had a killer quarter. The company reported stronger-than-expected earnings, with revenue jumping nearly 39% compared to last year.
The reason for the boost was the massive demand for the chips that power AI tools, smartphones, and other high-performance tech.
TSM’s earnings per share hit $2.47, beating Wall Street’s estimate of $2.37. That’s not small. Its sales came in at $30.07 billion, topping expectations again.
TSM’s high-performance computing segment alone made up 60% of that. This means AI chips are the future, and TSM is already winning.
They expect their revenue to keep climbing, aiming for up to $33 billion next quarter. For the full year, they’re predicting a 30% jump in sales. The numbers are loud and clear. TSM is a big deal in the AI race, and if you’re not buying TSM stock directly, there’s still a smart way to get in on the action.
5 ETFs That Love TSM
If you want a piece of TSM’s growth, here are five ETFs that already hold strong positions in the company. These funds spread your risk while letting you ride TSM’s momentum.
SP Funds S&P World ex-US ETF
This global ETF holds international stocks, skipping U.S. ones. TSM takes up 16.8% of the fund, making it the biggest holding. If you’re looking to bet on global tech with a strong TSM presence, this is worth checking out.
SP Funds S&P Global Technology ETF
This one targets tech giants around the world. TSM is the second-biggest holding here at 11.1%. The fund focuses on companies leading in cloud, healthcare, and e-commerce tech.
VanEck Vectors Semiconductor ETF
This is a semiconductor-focused ETF, and it’s loaded. TSM makes up 11.3% of the fund. It’s the second-largest holding, right after Nvidia. SMH is huge, with over $27 billion in assets and lots of trading volume.
Matthews Emerging Markets ex China Active ETF
MEMX invests in emerging markets excluding China. TSM holds the top spot here at 11.6%. It’s a nice pick if you want exposure to new tech growth without depending on China.
EMM- Finding Tomorrow’s Leaders
This fund is all about spotting long-term winners in emerging markets. TSM is 15.2% of the portfolio. EMM is focused and selective, making it a strong bet for early movers.
TSM is leading the AI chip race, and it’s showing up in the numbers. If you’re not ready to buy the stock outright, these ETFs give you an easy way to get in.
They’re diversified, built for growth, and already backing one of the most important players in tech right now.
Whether you’re a new investor or someone looking to level up your strategy, this might be the right time to give these ETFs a serious look.
