---
title: "Ark Invest dumps $40M in TSMC, pours into Cerebras"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286882526.md"
description: "Ark Invest sold over $40M in TSMC shares and reduced stakes in AMD and Teradyne, capitalizing on gains from legacy chip stocks. Meanwhile, Cerebras' IPO saw a 68% surge in share price, driven by high demand for its innovative AI chip technology. This move reflects Ark's strategic shift towards alternative AI computing models and next-generation infrastructure."
datetime: "2026-05-19T09:01:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286882526.md)
  - [en](https://longbridge.com/en/news/286882526.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286882526.md)
---

# Ark Invest dumps $40M in TSMC, pours into Cerebras

Major semiconductor sell-off: Ark Invest offloaded more than $40M in TSMC shares and reduced AMD and Teradyne stakes, locking in gains from legacy chip stocks. Cerebras IPO surge: The AI chipmaker’s shares jumped 68% on debut, with demand exceeding supply, as investors chased its wafer-scale processor story. Strategic AI pivot: Ark’s purchases of Cerebras shares highlight a bet on alternative AI computing models and next-gen infrastructure growth.

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## Related News & Research

- [ARK Invest makes $46.4M Cerebras buy, cuts TSMC, AMD stakes](https://longbridge.com/en/news/286758134.md)
- [Cerebras set for debut in stock market gripped by AI mania](https://longbridge.com/en/news/286399918.md)
- [Is It Too Late to Buy Cerebras Systems After the Stock Soared Following Its IPO?](https://longbridge.com/en/news/286880386.md)
- [Cerebras IPO mints two billionaires, sets stage for potential AI wave](https://longbridge.com/en/news/286471007.md)
- [Be wary of the risk of a major collapse in the world's "largest" chip IPO.](https://longbridge.com/en/news/286506803.md)