TAIWAN SEMICONDUCTOR Aktie

 

Jan Beckers ist mit BIT Capital einer der erfolgreichsten deutschen Tech-Investoren. Hier erklärt er, was ihm an Nvidia nicht mehr gefällt, warum er Perlen in der zweiten und dritten Reihe sucht und welche Favoriten er in Deutschland hat....

Taiwan Semi's beat-and-raise quarter, surging AI demand and discounted valuation spotlight its appeal as investors eye opportunities in the pullback....

SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning is expected to deliver a significant boost to the company's earnings and operating profit, potentially surpassing Taiwan Semiconductor Manufacturing Company (TSMC)....

Chris Miller, the economic historian and author of Chip War, warned that China's growing dominance in older-generation semiconductors poses an increasingly severe threat to global supply chains, intensifying the urgency of US efforts to rebuild domestic chip production....

European chipmakers need TSMC's help to grow their own semiconductor supply chain, but the chip giant's Taiwanese suppliers find Europe a tough place to do business....

Taiwanese authorities have launched an investigation into Wei-Jen Lo, a former SVP for corporate development at TSMC, following allegations that he copied advanced process technology data before leaving the company and subsequently joined Intel Corporation. The Ministry of Economic Affairs (MOEA) and the High Prosecutors' Office are involved in examining whether Lo's actions violate national security laws....

Samsung Electronics confirmed the first performance results from its upcoming 2nm chip process, signaling a more aggressive push into next-generation foundry manufacturing as it tries to narrow the gap with market leader TSMC....

Investors looking to buy best-in-class AI stocks on the dip might start with the diverse set of stocks we explore today--Taiwan Semiconductor Manufacturing and Vertiv....

Taiwan Semiconductor Manufacturing and Super Micro Computer are among the stocks that could move in tandem with Nvidia following its Wednesday earnings report....

Which of these bellwethers of the semiconductor market is a better buy?...

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Investment management firm Baillie Gifford is remaining committed to a series of names ranging from Nvidia and TSMC to luxury houses such Moncler....

When Dr. Wei-Jen Lo, the former senior vice president for corporate strategy development at TSMC, retired in July at the age of 75, many in the chip industry assumed his career had drawn to a close. Lo, an architect of several major process breakthroughs at TSMC and a key figure in the company's rise to technological dominance, was widely expected to honor strict noncompete commitments after stepping down....

Vanessa Lee, former TSMC vice president of materials management and a veteran procurement lead for Apple and Google, abruptly took an extended leave in June 2025. TSMC confirmed her resignation for personal reasons on July 11, 2025. Industry sources now say she has joined Nvidia as a vice president in its World Wide Field Operation (WWFO) Group, where she will also oversee Taiwan sales, a role previously held by retired Nvidia executive Eunice Chiu....

Taiwan Semiconductor Manufacturing Company's growth hasn't slowed. AI demand is outpacing packaging capacity, creating an industry bottleneck. Here's why Powertech, ASE, and Intel matter next....

These highfliers have flown high indeed, and still have much growth potential -- and reasonable prices....

Samsung Electronics has reportedly secured 2nm chip orders from two major Chinese cryptocurrency mining firms, MicroBT and Canaan. This marks a notable, though unconfirmed, client win for Samsung's foundry business as it attempts to gain ground on the industry's dominant leader, TSMC....

Morgan Stanley presented its Asia Pacific Thematic Focus List - Highest Conviction Opportunities:TSMC (2330.TW)TENCENT (00700.HK)Samsung Electronics (005930.KS)CATL (300750.SZ)Reliance Industries (RELI.NS)Sony (6758.JP)AIA (01299.HK)Delta Electronics (2308.TW)NAURA Technology (002371.SZ)Daiichi Sankyo (4568.JP)WUXI APPTEC (02359......

The market is focusing on rising demand for Nvidia AI GPUs and various ASICs, with optimism growing as TSMC plans to expand its CoWoS capacity and sees OSAT partners joining the race. Meanwhile, TSMC is quietly speeding up the mass production schedule of Chip-on-Panel-on-Substrate (CoPoS)....

AI stocks are booming, but not all of them look like a good deal....