COMPAMIR
High-Purity Fact Pipeline
High-Purity Fact Pipeline
TSMC, MediaTek, Samsung Electronics
Taiwan, South Korea
May 22, 2026
Verified: May 22, 2026
"TSMC shares are underperforming compared to MediaTek and Samsung as AI demand shifts to inference and broader hardware. Investment caps on single stocks are forcing funds to diversify holdings beyond TSMC. TSMC now accounts for over 40% of Taiwan's Taiex index, prompting institutional rebalancing."
Author: Chris Miller
This book provides the definitive geopolitical and economic history of the semiconductor industry, explaining why TSMC became the central pillar of global AI hardware and why the current shift toward diversification is a critical turning point for global supply chains.
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