|
|
|
|
|
30.04.26 - 01:36
|
Price Prediction: TSM Sees 21% Upside as AI Boom Powers $477 Target (24/7 Wall St.)
|
|
|
I am opening with the bottom line. Taiwan Semiconductor Manufacturing (NYSE:TSM) trades at $392.34 after a 143% one-year run, and our 24/7 Wall St. price target points to $477.06 over the next 12 months. That implies 21.59% upside, with our model carrying a 90% confidence score. The recommendation is buy. Metric Value Current Price $392.34 ... Price Prediction: TSM Sees 21% Upside as AI Boom Powers $477 Target...
|
|
|
30.04.26 - 00:36
|
AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply (24/7 Wall St.)
|
|
|
Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) is a semiconductor foundry, which means it manufactures chips for other companies like Advanced Micro Devices, Inc. (AMD) and NVIDIA Corporation (NVDA) and 530 other companies. AMD and Nvidia, on the other hand, are fabless semiconductor companies that design and sell their own chips but outsource the manufacturing to ... AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply...
|
|
|
29.04.26 - 16:18
|
TSMC Just Broke Out. Yet the Stock Still Looks Strikingly Inexpensive (24/7 Wall St.)
|
|
|
Shares of Taiwan Semiconductor (NYSE:TSM) recently hit fresh, new all-time highs as the semiconductor trade heats up, while investors digest that outstanding quarterly earnings report. Of course, the big question is whether the latest breakout is the start of a sustained rally to much higher levels or if this is a trap and the start ... TSMC Just Broke Out. Yet the Stock Still Looks Strikingly Inexpensive...
|
|
|
29.04.26 - 15:48
|
Nvidia vs TSM-Earnings Reveal AI Hardware Power Split (24/7 Wall St.)
|
|
|
NVIDIA (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered the two most consequential earnings reports in AI hardware. NVIDIA closed fiscal 2026 with a 73.21% revenue surge, while TSMC, the foundry that physically builds those chips, posted 35.1% growth. One designs the architecture. The other turns it into silicon. Their results show how AI dollars ... Nvidia vs TSM-Earnings Reveal AI Hardware Power Split...
|
|
|
|
|
|
|
29.04.26 - 09:33
|
ASML: TSMC-Rückzieher kein Beinbruch (Der Aktionaer)
|
|
|
ASML ist mit überraschend viel Schwung in das neue Jahr gestartet und erzielte Umsatzrekorde bei Maschinen für Speicherchips sowie im Servicegeschäft. Der Anlagenbauer für die Halbleiterbranche profitiert weiterhin von steigenden Investitionen in das Thema KI....
|
|
|
|
|
29.04.26 - 07:42
|
TSMC exits Arm investment with $231 million sale (Digitimes)
|
|
|
TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at $207.65 each for a total of $231 million, the company disclosed on April 29. The transaction generated roughly $174 million in retained earnings....
|
|
|
|
|
|
|
29.04.26 - 07:06
|
Commentary: How TSMC anchors Taiwan′s semiconductor supply chain from within (Digitimes)
|
|
|
As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost reduction, breaking international monopolies, and the ability to respond rapidly to disruptions, TSMC has taken multiple actions to nurture local suppliers. Notably, TSMC has played a critical role as a "supply chain stabilizer," stepping in during key moments....
|
|
|
|
|
|
|
|
|
29.04.26 - 02:24
|
Samsung doubles down on 2nm as TSMC pushes toward 1nm (Digitimes)
|
|
|
Samsung Electronics and TSMC have taken increasingly different approaches to advanced semiconductor manufacturing as the industry moves beyond the 3nm generation. Although being the first to introduce mass production of a 3nm-class process in 2022, Samsung Electronics now plans to take a cautious path, focusing on improving 2nm node yields and meeting customer demands....
|
|
|
|
|
|
|
28.04.26 - 10:06
|
Nanya breaks into Nvidia′s AI memory ecosystem with LPDDR (Digitimes)
|
|
|
Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology has secured a supply chain position through LPDDR products, supported by an advanced packaging collaboration with TSMC. The move marks the first entry by a Taiwanese memory maker into Nvidia's AI server primary memory ecosystem....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
