TAIWAN SEMICONDUCTOR Aktie

 

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg's journalists around the world. Today, Ed Ludlow and Ian King report on the skepticism that has greeted startup Substrate's announcement that it will produce new chipmaking equipment — and new chips — that can shake up the entire industry....

Some estimates say global data center investments could approach $7 trillion over the next five years....

As TSMC and Samsung Electronics move closer to mass production of 2nm chips, Japan's semiconductor materials makers are accelerating investments to strengthen their global supply chain presence and meet surging demand for advanced materials....

The world's top chip foundry is still a solid long-term investment....

Industry sources revealed TSMC had introduced a rare multi-year price increase strategy for its advanced semiconductor processes, effective starting in 2026. The company will implement consecutive annual hikes over four years for advanced nodes, including 5nm, 4nm, 3nm, and sub-2nm technologies, marking a significant shift from its traditional pricing approach....

Samsung Electronics' foundry division appears poised for a long-anticipated recovery after winning consecutive chip orders from Tesla. Following reports that Samsung would handle Tesla's AI6 chip, new industry sources now say the automaker's AI5 chip, once thought to be TSMC's exclusive project, will also be fabricated by Samsung using a 2nm process....

TSMC is accelerating development beyond the 2nm process node while expanding mass production of CoWoS-L, SoIC, and next-gen WMCM and CoPoS technologies. The semiconductor industry is entering a "complexity explosion" phase in advanced packaging, boosting high-end AI chip performance and power efficiency....

Taiwan Semiconductor is a predetermined winner in the AI arms race....

Taiwan Semiconductor Manufacturing Company (TSMC) plans to launch its latest 1.6nm process, dubbed A16, in 2027. Reports indicate that Nvidia is currently working with TSMC on testing the A16 technology and is poised to become its inaugural adopter. In contrast, Apple has yet to engage in discussions regarding A16 and may skip it entirely in favor of the more advanced 1.4nm A14 process....

TSMC has secured a record-breaking performance for 2025, with profits reaching NT$1.21 trillion (approx. US$39.4 billion) in the first three quarters, already surpassing full-year 2024 results. Key drivers include Nvidia's Rubin platform chips entering 3nm production ramping up in 2026, alongside Apple advancing into 2nm process technology, combined with new advanced packaging using WMCM. Together, these two major customers are expected to account for over 40% of TSMC's revenue, fueling sustained average selling price (ASP) growth....

TSM's bold 2nm expansion may squeeze margins in the short term but could secure long-term gains as AI chip demand accelerates....

It's hard to avoid the fearful “AI bubble” comments these days, especially as the big technology companies move into earnings where, of course, there's a fairly high bar. Amazon and Taiwan Semiconductor can give you pause and are actually value picks right now.  And while it's been a while (Liberation Day) since we've had a ... 2 AI Value Stocks That'll Have You Thinking There's No Bubble The post 2 AI Value Stocks That'll Have You Thinking There's No Bubble appeared first on 24/7 Wall St.....

Alphabet, Nvidia & TSMC profitieren vom KI-Boom. Gleichzeitig beschert vor allem Nvidia fast schon vergessenen Konzernen neue Kursfantasien....

Nvidia, Alphabet oder auch TSMC. Sie gelten als große Gewinner des KI-Megatrends. Gleichzeitig sorgt vor allem Nvidia mit neuen Allianzen dafür, das fast schon vergessene Konzerne neue Erfolgsaussichten erhalten – und ihre Aktien neue Kursfantasie. WELT stellt diese Titel vor....

Taiwan Semiconductor received permits for new A14 chip plant, expected to start construction by year-end and invest $49 billion. read more...

Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts....

Silicon Valley investors commit $100M to chip startup Substrate, aiming to disrupt Taiwan Semiconductor and ASML in advanced chipmaking. read more...

A $5 trillion market capitalization would be larger than the combined market values of Broadcom, TSMC, AMD, ASML, Micron, Lam Research, Qualcomm, Intel and Arm....

Taiwan Semiconductor is behind all the exciting AI technology we experience....

Taiwan's semiconductor industry is sounding the alarm. The Taiwan Semiconductor Industry Association (TSIA) has issued a rare public warning about critical power shortages that threaten the island's chip manufacturing dominance. The message is clear: without immediate action, Taiwan risks losing its competitive edge in the global semiconductor race....