Technology ❯ Computing ❯ Semiconductors

Integrated Circuits

Photonic Integrated Circuits Taiwan Semiconductor Manufacturing Company

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

The fund reports a 2.62% Q3 return during a narrow AI rally with a rare 45‑point momentum gap.

AMD Acquires Enosemi to Accelerate Silicon Photonics for AI