# Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) is the prime beneficiary of the global AI-driven semiconductor boom.

*semiconductor, business · news · 2026-05-26 · Benzinga*

## Key points

- Taiwan overtook India as the world's fifth-largest equity market, driven mainly by TSMC's surge.
- Taiwan's financial regulator raised the single-stock investment cap for funds from 10% to 25% for firms like TSMC.
- JPMorgan estimates the new investment cap could channel over $6 billion into Taiwan's market.
- TSMC reported record Q1 revenue and profit, surpassing analyst expectations by wide margins.

**Companies:** Taiwan Semiconductor Manufacturing Company Ltd
**Countries:** Taiwan

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/05/52772317/taiwan-semiconductors-growth-propels-taiwan-stock-market-to-overtake-india)

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