ARK's Cathie Wood bought approximately 200,000 shares of TSMC ADR.

ARK Investment (ARK Invest) founder Cathie Wood has recently made a significant buyback of Taiwan Semiconductor Manufacturing Company (TSMC) American Depositary Receipts (ADR), the largest purchase in nearly a year, acquiring approximately 200,000 shares of TSMC ADR.

ARK bought approximately 200,000 shares of TSMC ADR.

According to a Bloomberg report, two funds under ARK Investment purchased a total of 200,000 shares of TSMC ADR on 5/19, respectively:

ARK Innovation ETF: Buy 123,587 shares

ARK Next Generation Internet ETF: Buy 74,189 shares

This is the largest single-day purchase since June 18 of last year.

Looking back, Cathie Wood's ARK series of funds mainly sold TSMC after the third quarter of 2024 (Q3). Although there was a small increase in February this year, it was far less than this large-scale replenishment.

Underlying Motive: Easing of the China-U.S. Trade War, Rise of AI Supply Chain

This round of buying is also related to the recent changes in international political and economic situations. With the Trump administration announcing a temporary halt to the trade war with China and actively promoting AI cooperation agreements in the Middle East, the market expects that TSMC and similar AI chip suppliers are likely to continue benefiting.

As TSMC serves as a key wafer foundry partner for NVIDIA, it is naturally expected to benefit from this wave of AI.

Stock prices have stopped falling and rebounded, analysts are optimistic about the future market.

According to Bloomberg data, TSMC's ADR share price listed in the United States fell from its peak in early 2025, rebounded in April, and has recently surged back to nearly $200.

The current stock price has recovered more than half of the decline, market confidence is warming up, and analysts also estimate that there is still about an 11% upside potential in the next 12 months.

This article discusses how ARK's Cathie Wood heavily bought approximately 200,000 shares of TSMC ADR, first appearing in Chain News ABMedia.