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TSMC to Cut VIS Stake to About 19% in $850 Million Block Trade

The move reallocates capital to TSMC’s core fabs without altering its production or GaN licensing ties with VIS.

Overview

  • TSMC said it will sell up to 152 million Vanguard International Semiconductor shares to institutional buyers in a block trade that shifts big share lots off the open market.
  • The planned sale would lower TSMC’s ownership in VIS from about 27.1% to roughly 19% on a fully diluted basis.
  • At current prices, the shares are valued at about NT$26.8 billion, equal to roughly $850 million.
  • TSMC described the sale as a portfolio adjustment to focus on contract chip manufacturing and said it does not plan further VIS sell-downs.
  • The step follows TSMC’s 2024 exit from VIS’s board and keeps outsourcing of interposer work and gallium nitride (GaN) licensing to VIS in place.