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Polen Capital initiates position in Taiwan Semiconductor (TSM), citing its role as a dominant pure semiconductor foundry benefiting from the AI cycle
In its Q2 2026 investor letter, Polen Focus Growth Strategy stated that Taiwan Semiconductor Manufacturing Company (TSM) is the dominant pure semiconductor foundry globally, benefiting from the current strong AI cycle and long-term secular growth.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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