Delta Investment Management LLC reduced its position in Taiwan Semiconductor Manufacturing Company Ltd. by 11.5% during the third quarter, according to its latest 13F filing with the Securities and Exchange Commission. The firm sold 2,820 shares, leaving it with 21,692 shares—equivalent to 1.1% of its total portfolio and ranking TSMC as its 26th largest holding. As of the filing date, those shares were valued at $6,058,000, underscoring the semiconductor company’s significance even as Delta rebalances its exposure.

Nvidia has formally requested that TSMC accelerate production of its new H200 artificial intelligence chips in response to surging orders from Chinese cloud and internet firms. Sources estimate these customers have collectively ordered in excess of 2 million units for 2026 delivery, representing a direct lift to TSMC’s high-end wafer capacity utilization and anticipated revenue streams in the coming quarters.

TSMC confirmed in recent industry reports that its 2-nanometer manufacturing process has entered early volume production, marking the company’s deepest technology node to date. This achievement not only reinforces TSMC’s technology leadership but also underpins its ability to command premium pricing and sustain long-term gross margins above 55% in advanced-node wafer fabrication.

The U.S. Department of Commerce granted TSMC an annual license to import critical chipmaking equipment to its Nanjing, China facility. This authorization removes a key operational constraint and ensures continuity of production for Chinese semiconductor customers, safeguarding a revenue stream that accounts for roughly 20% of TSMC’s overall foundry output.