TAIWAN SEMICONDUCTOR Aktie

 

Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two countries. As Taiwanese supply chains pursue strategies of making collective moves in the US, some companies express willingness to follow the lead of TSMC, the world's largest contract chipmaker who is investing enormous sums in building wafer fabs in the US. However, upstream players admit that with high production costs in the US, investments may not be profitable unless their gross margins exceed 50%....

Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium nitride (GaN) process technologies, the company announced on January 28. This deal aims to accelerate Vanguard's development of next-generation GaN power devices for applications in data centers, automotive electronics, industrial control, and energy management....

TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due to cost and capacity constraints, accelerating the shift toward multi-sourcing strategies....

mid-December 2024, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production, but on AI-driven robotics. Musk identified chip scarcity as his primary constraint, to which Wei responded that capacity remains available for customers willing to commit the necessary capital....

ASML (NASDAQ:ASML) dominates the semiconductor equipment market with its extreme ultraviolet (EUV) lithography technology, essential for producing the world's most advanced chips. No competitors can match its precision in etching circuits at nanoscale levels, creating a monopoly on tools that power the AI surge.  Chipmakers like Taiwan Semiconductor Manufacturing (NYSE:TSM), Intel (NASDAQ:INTC), and Samsung rely ... Here's Why 1 Analyst Just Hiked This Monopoly's Target to $1,642 Ahead of Earnings The post Here's Why 1 Analyst Just Hiked This Monopoly's Target to $1,642 Ahead of Earnings appeared first on 24/7 Wall St.....

TSMC is now worth US$1.7 trillion. The chip giant has surpassed Broadcom and Meta to become the world's sixth-largest company. But the milestone has triggered fresh concerns in Taiwan....

TSM expanding abroad to sustain growth due to land constraints in Taiwan. U.S.-Taiwan trade pact scrutinized for chip production location. Importance Rank:  1 read more...

With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity. As TSMC and Nvidia light the way for AI development, related semiconductor and electronics suppliers across Taiwan are investing heavily to boost production capabilities in response to surging orders....

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely on a single foundry. Qualcomm has confirmed plans to return to a dual-track strategy for its processor system-on-chip products, placing orders with both TSMC and Samsung Electronics....

Microsoft officially introduced its second-generation AI accelerator, Maia 200, on January 27, marking its continued efforts in chip development since 2019. The new chip emphasizes improved inference performance and is produced with TSMC's advanced 3nm process technology....

TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin said in a podcast episode. This development signals structural changes in the semiconductor production landscape and has broader implications for global industry competition and US-Taiwan trade relations....

The chip company is enjoying AI tailwinds....

Find insight on TSMC, Baidu, the smart-glasses market and more in the latest Market Talks covering Technology, Media and Telecom....

Ein Deal mit Google schiebt MediaTek auf Rekord. Anleger setzen auf KI-Chips, während Fonds nach Alternativen zu TSMC suchen....

Taiwan Semiconductor is spending big to fulfill chip demand....

The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks....

Wall Street expects the company to gain about 25% this year....

The semiconductor manufacturer just reported stellar fourth-quarter results....

Taiwan Semiconductor Manufacturing will benefit from the same tailwinds in 2026 as it did in 2025....

The week's tech roundup spans Nvidia navigating strong China demand despite constraints, Taiwan Semiconductor shifting toward next-generation manufacturing, Intel topping Q4 earnings expectations, Netflix casting doubt on Paramount's Warner Bros bid, and Elon Musk reviving Tesla's Dojo3 supercomputer project. Importance Rank:  1 read more...