AEGON ASSET MANAGEMENT UK Plc increased its holdings in Taiwan Semiconductor Manufacturing Company (TSM) by 1.6%. The position is now valued at $165.46 million. TSM ranks as the firm's 10th largest holding. The chipmaker’s stock benefits from the booming AI sector.
Analysts maintain a bullish outlook on TSM. The consensus rating is "Buy." The average price target stands at $381.67. Strong fourth-quarter results showed significant year-over-year revenue growth. TSMC projects continued strong growth in 2026, driven by high demand for AI chips.