Sam Konrad's stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top heavy with winners, he now needs to ditch his best performers.

TSMC (2330.TW) has pitched U.S. chip designers Nvidia (NVDA.O), Advanced Micro Devices (AMD.O) and Broadcom (AVGO.O) about taking stakes in a joint venture that would operate Intel's (INTC.O) factories, according to four sources familiar with the matter.