TAIPEI (Taiwan News) — Taiwan Semiconductor Manufacturing Co. shares closed at a record NT$2,185 (US$67) on the Taiwan Stock Exchange on Friday, marking the chipmaker’s highest closing price and pushing the broader market to a fresh high.

TradingKey reported that the rally comes after the Financial Supervisory Commission raised the single‑stock holding cap for domestic equity funds and actively managed ETFs from 10% to 25%. This allows more institutional money to flow into TSMC.  

Analysts at JPMorgan and other brokerages estimated the change could channel more than NT$188.7 billion (US$6 billion) into TSMC‑linked products over time. They also warned it could deepen concentration risk in an already TSMC‑heavy market, according to Aastocks.  

Taiwan’s benchmark Taiwan Stock Exchange Capitalization Weighted Stock Index, or TAIEX, soared more than 3% to close at 38,932.40 on the day. TSMC alone contributed about 840 points to the index’s gain as foreign and institutional investors piled into the stock.  

TSMC stock is underpinned by strong quarterly earnings and robust demand for advanced AI and high-performance computing chips. This has tilted TSMC’s market value to around NT$54 trillion, according to MarketScreener.