TAIWAN SEMICONDUCTOR Aktie

 

Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate the development of multi-die systems, smoothing paths to high-volume manufacturing and benefiting designers across AI, high-performance computing, automotive, and telecommunications markets worldwide—as well as technology supply chains....

Asian chipmakers, including giants Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co., are facing disruptions to their supplies of oil and other essential commodities as a result of the closure of the Strait of Hormuz. The companies are preparing contingencies to mitigate the impact should conflict in the Middle East drag on....

The US may soon see Taiwan-style industrial parks, according to officials and industry representatives who recently visited the country to attend a trade summit. The development could see companies in Taiwan's chip ecosystem establish a presence at US locations near TSMC's facilities....

TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately approved a capital injection of up to US$20 billion into its wholly owned US subsidiary, TSMC Arizona....

Taiwan Semiconductor jumps 33% YTD as AI demand and advanced-node expansion fuel growth, but valuation and margin pressures may limit upside....

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Let me cut to the chase. Taiwan Semiconductor Manufacturing (NYSE:TSM) trades at $404.54, and our 24/7 Wall St. price target for TSMC is $473.33 over the next 12 months. That implies 17% upside, and our recommendation is buy with high confidence at 90%. 24/7 Wall St. Price Target Summary Metric Value Current Price $404.54 24/7 ... Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market...

Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store....

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Bei TSMC ist die Cowos-Fertigungskapazität knapp. Intels Emib könnte eine Alternative sein. (Halbleiterfertigung, Intel)...

Der globale Chipmarkt, der bereits im vergangenen Jahr einen Umsatz-Höchstwert erreichte, befindet sich auch im laufenden Jahr auf Rekordkurs. Im März hat sich die 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 wird sich unserer Meinung nach in den kommenden Jahren fortsetzen...

TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI accelerators....

Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises global supply chains, cloud services, and device makers faster access to advanced nodes and reduced time from development to high-volume manufacturing....

Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and ongoing fab construction projects across the semiconductor, high-tech, and memory industries....

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to server assemblers and suppliers of cooling, board materials, rail kits, and server-management chips....

Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter....

With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback....

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints....

The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence....

TSMC's dominance makes it a universal holding, but AI capex risks, resource strains, and geopolitical shifts could trigger a crowded‑trade unwind as investors rush to reduce exposure. Importance Rank:  1 read more...