Druckenmiller's Duquesne Family Office holds a $167 million stake in Taiwan Semiconductor Manufacturing (TSMC), making it his third-largest holding, despite trimming some shares in Q1 2026. TSMC reported a nearly 34% year-over-year revenue increase in Q2, with high-performance computing (HPC), including AI accelerators, now accounting for 66% of its total revenue. The company projects Q3 revenue of approximately $45 billion and expects full-year revenue growth to exceed 40%, supported by robust outlooks from key clients like Nvidia and AMD in the AI sector.