TAIWAN SEMICONDUCTOR Aktie

 

Without TSMC, the entire tech ecosystem would noticeably suffer....

Both stocks should have strong 2026s, but one stands out....

Taiwan Semiconductor's growth is key to the health of the AI investment trend....

Der globale Chipmarkt, der bereits im vergangenen Jahr einen Umsatz-Höchstwert erreichte, befindet sich auch im laufenden Jahr auf Rekordkurs. Im Oktober hat sich die ohnehin hohe Erlösdynamik weiter beschleunigt. Die spürbar anziehende Nachfrage nach leistungsstarken Prozessoren für Anwendungen auf Basis von Künstlicher Intelligenz (KI) sowie nach Chips für das Hochleistungsrechnen (High Performance Computing) ist nach wie vor der wichtigste Wachstumstreiber. Dieser positive Trend dürfte sich in den kommenden Jahren u.E. sogar noch verstärken... --- Wir erwarten, dass die erfreuliche Entwicklung des weltweiten Halbleitermarktes in den kommenden Jahren andauern und es zu neuen Umsatzrekorden kommen wird. Hiervon sollten u.E. die Entwickler bzw. Hersteller von leistungsstarken Logik- und Speicher-KI-Chips (z.B. High Bandwidth Memory bzw. HBM) überproportional profitieren..

TSMC's decision to exit the gallium nitride (GaN) foundry market has set off a major restructuring of the global power device supply chain toward China-independent models and sharpened the race for leadership amongst Taiwan and US GaN foundries....

One of these industry giants is starting to show signs of competitive pressure....

Oracle, TSMC, and Palo Alto Networks are all promising long-term investments....

Micron Technologies and Taiwan Semiconductor should be on your investment radar this month....

Taiwan Semiconductor Manufacturing should be a winner, regardless of which chip designers gain or lose market share....

The transformation of Phoenix into a semiconductor hub by Taiwan's TSMC illustrates the difficulties of large-scale projects in the United States....

Some investors are hoping for an Intel resurgence, but they could be missing out on Taiwan Semiconductor's established lead....

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TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case....

Tokyo Electron Limited (TEL) sought to clarify its position after Taiwan's High Prosecutors Office indicted its subsidiary, Tokyo Electron Taiwan Ltd., over alleged supervisory failures tied to a confidential-information leak. TEL itself has not been indicted....

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Pat Gelsinger describes himself as a born-again Christian who lives "at the intersection of faith and technology." For the former Intel CEO, reviving American semiconductor manufacturing isn't just business strategy—it's a mission he believes he was called to fulfill. This conviction has driven him to donate nearly half of his income to charity and maintain strict self-discipline, waking at 4 a.m. each morning. But the same unwavering sense of purpose that guides his personal life now shapes his vision for the industry, one that fundamentally challenges how foreign companies like TSMC are investing in the US....

The Intellectual Property Branch of the Taiwan High Prosecutors Office recently indicted Li-ming Chen, an employee of Tokyo Electron (TEL), and Ping-chun Wu and Yi-ping Ko of Taiwan Semiconductor Manufacturing Company (TSMC) over a trade secret information leak....

The company is expanding production outside Taiwan to diversify its operations....

TSMC is set to be a huge beneficiary of the ongoing surge in AI data center demand....

The development escalates a dispute involving two Asian linchpins of a chip industry increasingly vital to national and economic security....