TAIWAN SEMICONDUCTOR Aktie

 

TSM stands out as Zacks' Bull of the Day, while EXP faces near-term pressure as earnings estimates move lower....

Taiwan Semiconductor (TSM) is arguably the most important technology company in the world, making it one of the most surefire buy-and-hold stocks on Wall Street....

MediaTek president and chief operating officer Joe Chen stated that artificial intelligence (AI) computing is shifting from training to inference applications, with rapid growth expected across cloud data centers and various edge devices. He noted that following the rise of generative AI and agentic AI, physical AI is also anticipated to see more mature applications and development within the next two to three years....

JPMorgan has listed in its report the latest "High-Conviction" stocks in emerging markets. All of them were rated as Overweight:Hong Kong-Listed Stock│Target PriceBABA-W (09988.HK)│HKD210PING AN (02318.HK)│HKD100ZIJIN MINING (02899.HK)│HKD48Stock Listed in Other RegionsTaiwan│TSMC (2330.TW......

TSMC chairman C.C. Wei recently visited Japan and appeared alongside Prime Minister Sanae Takaichi to jointly announce that Kumamoto Fab 2 will be upgraded from a 6nm to a 3nm process, signaling Japan's plan to reclaim its semiconductor glory. However, according to supply chain sources, when the Japanese government first invited TSMC to build fabs in Kumamoto, it had already mapped out three major strategies that included advancing advanced packaging and constructing new facilities. Most importantly, Japan aims to leverage its strengths in equipment and materials to reinforce its critical position and bargaining power in the advanced packaging industry chain....

India marked a milestone in its semiconductor push as seven chip designs from startups under the design-linked incentive (DLI) scheme were successfully fabricated, including advanced nodes at Taiwan Semiconductor Manufacturing Co. (TSMC). The progress underscores India's aim to develop indigenous chip design and manufacturing capabilities amid global supply constraints....

Major tech stocks swung sharply as Amazon posted mixed Q4 results, Snap surged on an earnings beat, Alphabet delivered strong cloud and YouTube growth, Palantir pulled back after a rally, and TSMC announced a $17 billion expansion in Japan. Importance Rank:  1 read more...

The traditional wafer foundry model is transforming as leading foundries increasingly incorporate intellectual property (IP) into mature technology nodes to address economic pressures and shifting customer needs. Nearly four decades after TSMC founder Morris Chang separated chip design from wafer manufacturing, foundries are evolving from mere silicon suppliers into broader infrastructure providers offering extended platform support....

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TSMC's decision to bring 3nm manufacturing to Japan is often explained in terms of subsidies and diversification. A better explanation sits in a book written five years ago by Prime Minister Sanae Takaichi—one that C.C. Wei chose to endorse in public when the deal was finally unveiled. That book offers a useful guide to why TSMC's 3nm future is being built in Kumamoto....

Nvidia and TSMC are both well positioned for the long term....

Elon Musk macht große Ankündigungen zu Weltraumrechenzentren. Bald seien diese günstiger als auf der Erde - und bräuchten viele Starship-Starts. (KI, TSMC)...

Taiwan Semiconductor and Alphabet look like no-brainer buys right now....

TSM widens manufacturing beyond Taiwan to mitigate tariff uncertainty and China-related risk, plans to produce 3nm chips in Japan and Arizona. Importance Rank:  1 read more...

To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development was personally conveyed by TSMC chairman C.C. Wei to Japanese Prime Minister Sanae Takaichi....

Samsung Electronics' foundry business is reportedly preparing price increases for certain process technologies, including 4nm and 8nm nodes, with hikes reportedly around 10%. Despite the adjustment, Samsung is expected to maintain a pricing advantage over TSMC as TSMC continues to raise its own wafer prices....

The global competition for advanced wafer foundry processes is intensifying, with Samsung Electronics recently announcing that its 2nm process will focus on artificial intelligence (AI) chips. The company projects a more than 130% increase in 2nm order volume in 2026 compared to 2025, signaling an aggressive push to catch up with TSMC....

TSMC is doubling down on Japan. By upgrading its second Kumamoto facility to 3-nanometer production, the chipmaking giant has turned what was once a secondary supply-chain hedge into a cornerstone of its global strategy to dominate advanced AI silicon....

TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's first 3nm wafer fab, while Japan-backed Rapidus advances toward 2nm development....

Broadcom and TSMC look like two monster stocks to own over the next several years....