Taiwan Semiconductor Has Returned 164% in Eric Bleeker's AI Portfolio
As seen on the 24/7 Wall St. homepage on September 28, 2026.
Two years in Eric Bleeker's AI Portfolio turned $10,000 into roughly $26,400 on the world's most indispensable chipmaker. The position cleared the double mark long ago and keeps extending as AI foundry demand compounds.
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Eric Bleeker's AI Portfolio has held its Taiwan Semiconductor position long enough for the cumulative return to reach 164.2%, well past the point where the stake doubled.
The milestone matters because doubling a position is where many growth investors would consider trimming. This holding kept running past that level and has continued to extend, which reflects the durability of foundry demand tied to AI chip production rather than a single product cycle.
Taiwan Semiconductor occupies an unusual structural position in the semiconductor industry: it manufactures chips designed by the world's leading fabless companies, meaning its revenue is broadly tied to AI infrastructure spending across many clients at once. That concentration of demand is what Bleeker's framing of the company as the world's most indispensable chipmaker points to.
Investors following this position will want to track whether AI-related capital expenditure commitments from major customers hold through the next earnings cycle, since that spending is what underpins the foundry utilization rate.