Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks

18. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)

Number of Hedge Fund Holdings in Q4 2025: 224

Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares are up by 110% over the past year and by 23% year-to-date. Despite the fact that the firm is one of the most important companies in the artificial intelligence ecosystem, Cramer doesn’t discuss the stock as often as he discusses other firms. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s importance in the AI industry is through its leading-edge chip manufacturing processes, which allow it to make chips for AI giant NVIDIA and other firms. The CNBC TV host previously discussed Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) in late April when he didn’t hold back with his praise. Calling the firm “terrific,” Cramer added that the company was in a “good situation.” Since his remarks, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares are down by 2.7%. In this appearance, he discussed the firm’s April sales, which grew at 17.5% – a rate which was the slowest in six months:

“. . .Taiwan Semi, it looks like they don’t even a bottleneck. They did not have a great month, slow.”

Wedgewood Partners discussed Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q1 2026 investor letter:

“Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was a top contributor to portfolio performance in the first quarter. Revenues grew +25%, and the Company guided to accelerating revenue growth to +30% in 2026 as demand for compute accelerators for AI applications continues to ramp unabated. In addition, the Company recently reported that March revenue was up +45% year over year, +31% month over month, and +35% year to date. The semiconductor customer base has evolved to the point that the Company increasingly works directly with non-traditional end customers, particularly cloud service providers, to develop custom silicon. This helps the Company better match supply with demand, so despite strong revenue growth, the Company has kept capital expenditures relatively in line with revenue growth. In addition, the Company is raising prices as utilization rates at leading-edge nodes continue to climb. We trimmed positions because our holdings exceeded 10% of portfolios. Taiwan Semiconductor Manufacturing Company remains a top holding.”