TAIWAN SEMICONDUCTOR Aktie

 

The trajectory of Taiwan Semiconductor Manufacturing Co. (TSMC) into the 2030s is being shaped by a new generation of leadership. At the center of that shift is the board-approved promotion of Dr. Y.L. Wang (¤ý­^­¦)....

TSMC raised its 2026 capital expenditure forecast to US$52-56 billion, driving strong demand in the global semiconductor supply chain amid AI growth. Memory giants SK Hynix, Micron, Nanya Technology, and Winbond also expanded capacity plans....

Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as TSMC, Micron, ASE, and SK Hynix have shown strong interest in acquiring these high-spec cleanroom facilities to accelerate expansion amid rising AI demand....

BrainChip (ASX: BRN) kicks off AKD2500 silicon project with TSMC 12nm; US$2.5m budget; prototype due Q3 2026, advancing Akida 2.0 for edge AI....

Broadcom and TSMC are two top stocks to hold for the long term....

Taiwan boomt dank künstlicher Intelligenz und Chipgiganten wie TSMC. Experten warnen jedoch vor Blasenrisiken und geopolitischen Gefahren....

TSMC will remain a bellwether of the booming AI market....

Gablitz (www.anleihencheck.de) - Die Experten vom "ZertifikateReport" stellen in ihrer aktuellen Ausgabe eine Aktienanleihe (ISIN DE000A4PVAF3/ WKN A4PVAF) der Crédit Agricole auf die Aktien von AMD, Broadcom und TSMC vor. Obwohl die Aktienkurse der Halbleiterwerte zuletzt kräftig korrigiert hätten, hätten Anleger mit diesen Aktien in den vergangenen 12 Monaten kräftige Kursgewinne erzielen können. [mehr]...

Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....

This morning (12th), major Asia-Pacific stock markets were in a mixed bag, but indices in Taiwan, Japan, Singapore, and South Korea all notched record highs, with semiconductor stocks being favored in multiple markets.Taiwan Stock Exchange Weighted Index reached a record high of 33,707 in the early session, last at 33,605, up 53......

Apple verliert offenbar immer mehr den Zugriff auf TSMC-Chips: NVIDIA kauft die besten Halbleiter weg. Droht jetzt die Rückkehr zu Samsung?...

Xintec, the packaging and testing subsidiary of TSMC, held an investor conference in which Chairman CH Chen said full-year 2025 revenue maintained modest growth, driven primarily by a sharp increase in testing service revenue. However, high-margin optical diffractive element (DOE) packaging orders continued to decline after a 3D sensing customer adjusted its supplier strategy, putting pressure on overall gross margin and profitability....

Taiwan Semiconductor shares are trading higher Wednesday. Wedbush reiterated its Outperform rating following TSMC's strong sales. Importance Rank:  1 read more...

This top-performing ETF's largest five stock holdings are Nvidia, Taiwan Semiconductor Manufacturing (TSM), Broadcom, Micron, and ASML Holding....

ARW, IPGP, TSM and ATI trade near 52-week highs, backed by rising earnings estimates and strong demand across AI, defense and aerospace....

TSMC's board held its first meeting in Kumamoto, Japan, where it approved the promotion of Y.L. Wang and T.S. Chang to senior vice presidents (SVPs), marking a significant leadership transition within the company. The meeting followed an earlier session in Arizona, US, in 2025, and also saw Yuan-Guo Huang promoted to vice president overseeing procurement after Wen-Ru Li's departure....

Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion (approx. US$207.5 million) in 2025, up 59.93% year-over-year, with profits expected to hit new highs as well. However, January 2026 revenue unexpectedly plunged 47.7% from December's peak to NT$527 million, though it still rose 42% year-over-year. GPTC attributed the drop to delayed customer shipments affecting revenue recognition, but maintained that full-year momentum remains stable and upward....

Taiwan-based AblePrint Technology, a key supplier of advanced packaging defoaming equipment for major clients including TSMC, reported record-breaking performance despite earlier regulatory scrutiny. In January 2026, the company's revenue reached NT$304 million (US$9.65 million), up 50.44% month-on-month and 142% year-over-year, marking its highest single-month revenue ever....

The world's most advanced chip foundry just provided the most convincing evidence to date that AI implementation is ongoing....

C. C. Wei, chairman and chief executive of Taiwan Semiconductor Manufacturing Company, announced that the company's 3-nanometer manufacturing technology will be deployed in Japan, marking another major overseas expansion following its investment in advanced fabrication in the US. By contrast, TSMC's plant in Nanjing will remain focused on advanced mature and specialty processes, primarily at the 12- and 16-nanometer nodes....