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Friday 30 October 2026 The money behind public deals, and the press that covers them

Company · Taiwan Semiconductor Manufacturing

TSMC

Listed

About 15% of the MSCI EM Index alone (June 30, 2026), more than all of India's constituents combined; the AI capex cycle runs through it.

Role: Taiwan Semiconductor Manufacturing
Type: Company
Assessment: Listed, since 30 Oct 2026
Last revised: 30 Oct 2026
Sources: 2

Our assessment

About 15% of the MSCI EM Index alone (June 30, 2026), more than all of India's constituents combined; the AI capex cycle runs through it.

Connections

ListedTaiwanbased in
FriendAI capex and the chip cyclesupplies
FriendEM equity rally and concentrationconcentration
ListedMSCI~15% index weight

Assessment history

2026-10-29File opened from the research dataset.

Corrections

No corrections have been made to this case file.