|
|
|
14.05.26 - 10:06
|
TSMC symposium spotlights AI expansion, advanced packaging demand (Digitimes)
|
|
|
TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data centers to edge devices — driving surging demand for semiconductor compute density, high-bandwidth connectivity, power efficiency, and thermal management. Ray Wan, director of Asia-Pacific business, said TSMC will leverage advanced process technology and advanced packaging to help customers accelerate innovation in the AI era....
|
|
|
14.05.26 - 09:06
|
TSMC SVP: better AI days lie ahead, remember the keyword ′COUPE′ (Digitimes)
|
|
|
Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far faster than anticipated and is reshaping the industry from generative AI and AI agents to inference computing....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
13.05.26 - 10:06
|
Imec′s IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide (Digitimes)
|
|
|
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....
|
|
|
13.05.26 - 06:06
|
How the Hormuz Blockade Is Disrupting Chip Supply Chains (Bloomberg)
|
|
|
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....
|
|
|
13.05.26 - 04:06
|
Taiwan to set up US industrial parks as bilateral ties deepen (Digitimes)
|
|
|
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....
|
|
|
|
|
|
|
|
|
12.05.26 - 17:54
|
Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market (24/7 Wall St.)
|
|
|
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...
|
|
|
|
|
|
|
|
|
12.05.26 - 12:15
|
Der Chipmarkt zündet den „KI-Turbo“ (DZ Bank)
|
|
|
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...
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
