Ark Invest increases positions in chip stocks, focusing on AMD and TSMC for long-term growth potential.

Ark Invest has been increasing its positions in chip stocks, with Advanced Micro Devices and Taiwan Semiconductor Manufacturing now being key holdings. CEO Cathie Wood is shifting focus to semiconductor stocks, presenting new opportunities for AI investors. AMD has seen significant gains, while TSMC stands out as a unique opportunity in the chip landscape due to its fabrication services. Despite some concerns, both stocks offer potential for long-term growth.

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