TAIWAN SEMICONDUCTOR Aktie

 

Zohran Mamdani was elected the 111th mayor of New York in a historic victory that will put an avowed democratic socialist in charge of the city. When Mamdani is sworn in on Jan. 1, the 34-year-old state lawmaker from Queens will be the youngest person to hold the office in a century. The global selloff in semiconductor stocks accelerated on concern over lofty valuations for some of the artificial intelligence boom's biggest winners. Memory makers Samsung and SK Hynix dragged South Korea's benchmark Kospi down while Asia's largest stock TSMC fell more than 3%. All are suppliers to Nvidia. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Kriti Gupta. (Source: Bloomberg)...

Following Tesla's announcement that the AI5 chip will be produced by both Taiwan Semiconductor Manufacturing Company and Samsung Electronics, CEO Elon Musk explained the slight differences in specifications for the two versions. The chips will be manufactured at TSMC's Arizona facility and Samsung's Taylor, Texas plant, underscoring Tesla's dual-fab approach to enhance supply chain resilience and manufacturing flexibility....

Three former TSMC engineers have been indicted for allegedly stealing trade secrets related to TSMC's 2nm process technology, violating the National Security Act (NSA). The case has the possibility of damaging the partnership and trust between TSMC and Tokyo Electron Limited (TEL). The Executive Yuan may also propose amendments to the NSA to expand its scope of restrictions for the future....

Peter Thiel finanziert ein Startup, das Halbleiter in den USA billiger fertigen will als TSMC – dank Strahlung aus dem Beschleuniger....

Nvidia's success is also Taiwan Semiconductor's....

Taiwan-based foundry Vanguard International Semiconductor (VIS) reported a sharp profit decline in the third quarter of 2025 despite steady revenue growth. Net income fell 20% from a year earlier, hitting its lowest level in nearly six quarters....

Third Point looked overseas to find a cheaper way to play the memory-chip boom....

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....