Cathie Wood and TSMC
Cathie Wood, the founder of Ark Invest, has strategically adjusted her positions in the semiconductor industry over the past few months. She has made significant investments in Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC). On May 20, 2025, Ark Invest acquired TSMC shares worth $8.4 million, which is a sign of her confidence in the future potential of the company. In total, Ark purchased 241,047 shares of TSMC between May 19 and 20, marking the first major investment in TSMC in years. These investments are particularly noteworthy as TSMC plays a central role in the semiconductor industry and maintains close partnerships with companies like Qualcomm.
Cathie Wood and Nvidia
Although there is no current information regarding a direct increase in position in Nvidia, Cathie Wood has historically resumed her relationship with Nvidia, particularly during the Nasdaq decline at the beginning of 2025. Nvidia is often seen as a key player in the AI revolution and together with TSMC and ASML forms the so-called “1-Trillion-Dollar AI Triangle”. This underscores the importance of Nvidia in the technology and semiconductor sector.
Importance for Investors
Cathie Wood’s investments in TSMC and her historical relationship with Nvidia are of great significance for investors in the technology and semiconductor sector. They reflect the growing interest in companies that are leaders in the AI and semiconductor industry. TSMC is a key player in the industry due to its leading position in semiconductor manufacturing and its partnerships with major clients like Qualcomm. Nvidia, on the other hand, is a key player in the AI revolution and benefits from the increasing demand for high-performance data centers and AI applications.
Overall, Cathie Wood’s investments in TSMC and her monitoring of Nvidia indicate that she continues to bet on the future of technology and the semiconductor industry, which is highly relevant for investors in this sector.