In nearly a year, "Cathie Wood" has significantly increased her holdings in Taiwan Semiconductor, betting on the AI dividend once again

Zhitong
2025.05.20 06:23
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Kathy Wood's fund has significantly increased its holdings in Taiwan Semiconductor stocks for the first time in nearly a year, marking a shift in its stance. This increase occurred at a time when global economies reached a trade truce, with the ARK Innovation ETF purchasing 123,587 shares of Taiwan Semiconductor ADR and the ARK Next Generation Internet ETF acquiring 74,189 shares. The scale of the increase is the largest since June of last year, and the ADR price has recovered more than half of the decline from its peak in January to its trough in April. Analysts expect the stock price to rise by 11% over the next 12 months