<div id="readability-page-1"><div id="ArticleBody-InlineImage-108287444"><div><div><p>TSMC CoWoS chips: Sample microchips packaged using CoWoS at TSMC's offices in San Jose, California, shown to CNBC on February 20, 2026.</p><p>CNBC</p></div></div></div><div><p>Shares in <span id="RegularArticle-QuoteInBody-1">Taiwan Semiconductor Manufacturing Co.<span><span id="-WatchlistDropdown"></span></span></span> surged 5% to a fresh all-time high on Friday after the island's regulator said it plans to loosen limits on funds' allocations to single stocks.</p><p>Under the revised framework, domestic equity funds and actively managed ETFs focused exclusively on Taiwanese stocks will be allowed to allocate up to 25% of their assets to any listed firm that carries a weighting above 10% on the Taiwan Stock Exchange. </p><div><p>A long-standing rule had capped fund managers' allocations to a single company at 10% of their portfolio's net asset value.</p><p>TSMC, whose shares had a hit a record high on Thursday as well, last week reported a 58% increase in first-quarter profit, beating estimates as the boom in artificial intelligence drives demands for chips.</p></div><p>TSMC's net income of 572.48 billion new Taiwanese dollars for the three months ended in March represented a fourth consecutive quarter of record profits. </p><p>The company is Asia's most valuable technology firm, and produces semiconductors that are used across devices from consumer gadgets to large-scale data centers.</p><p>The world's largest contract chipmaker continues to see robust demand for cutting-edge chips from major clients such as Apple an, while also benefiting from the rapid expansion of AI, manufacturing advanced processors designed by companies like Nvidia — now its largest customer.</p></div><div><p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.</p></div></div>

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<p>TSMC shares surged 5% to a record high after Taiwan's regulator announced plans to ease investment caps on single stocks for funds. The new rules allow domestic equity funds to allocate up to 25% of assets to firms with over 10% weighting on the Taiwan Stock Exchange. TSMC recently reported a 58% increase in first-quarter profit, driven by strong demand for chips, particularly in AI, marking its fourth consecutive quarter of record profits.</p>

- Shares of Taiwan Semiconductor Manufacturing Co. (TSMC) rose 5% to an all-time high after regulators announced looser limits on fund allocations to single stocks.  
- The new guidelines allow domestic equity funds and ETFs to allocate up to 25% of assets to firms weighted over 10% on the Taiwan Stock Exchange, a change from the previous 10% cap.  
- TSMC recently reported a 58% increase in first-quarter profit, driven by strong demand for chips related to artificial intelligence, marking its fourth consecutive quarter of record profits.

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TSMC shares jump to record high as Taiwan eases single-stock investment caps for funds