Alger Focus Equity Fund Q1 2026 Portfolio Update [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: Seeking Alpha
Western Digital Corporation, Taiwan Semiconductor Manufacturing Co., and Nebius Group were among the top contributors to performance. Microsoft Corporation, AppLovin Corp., and NVIDIA Corporation were among the top detractors from performance. utah778/iStock via Getty Images The following segment was excerpted from the Alger Focus Equity Fund Q1 2026 Commentary. Details Class A shares of the Alger Focus Equity Fund outperformed the Russell 1000 Growth Index during the first quarter of This article was written by Quick Insights WDC's outperformance was driven by strong revenue growth, record gross margins, favorable pricing in a tight market, and full-year capacity committed under long-term agreements. TSM issued full-year revenue guidance above expectations and raised its long-term gross margin target, signaling confidence in sustained earnings growth amid accelerating AI-related demand. NBIS secured a multi-year hyperscaler agreement, reported dramatic year-over-
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News
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TSM
Earnings
- 4/17/26 - Beat
TSM
Sec Filings
- 4/17/26 - Form 6-K
- 4/16/26 - Form 6-K
- 4/16/26 - Form 6-K
- TSM's page on the SEC website