TAIWAN SEMICONDUCTOR Aktie

 

Taiwan Semiconductor Manufacturing is a top way to invest in AI....

Die bekannte Fondsmanagerin setzt nach wie vor voll auf den KI-Boom. Nach Nvidia, TSMC, Meta, Amazon und Alphabet hat sie bei einem weiteren KI-Gewinner eine Position aufgebaut....

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Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid ongoing memory shortages and rising demand for advanced packaging, Powertech aims to become the top partner outside the TSMC ecosystem, expecting a significant revenue surge in 2027-2028 as FOPLP capacity reaches full utilization, contributing NT$3 billion (US$95 million) monthly....

TSMC leads the global semiconductor race with advanced processes and a market value of NT$46.5 trillion (US$1.47 trillion), placing itself at the core of what is commonly described as Taiwan's "silicon shield." Inspired by this success, Taiwan's top talent is now turning to the medical field, aiming to replicate TSMC's path by developing a biotech- and healthcare-centered "shield" that could become another national pillar....

Alchip, Global Unichip (GUC), and Faraday each hold unique strengths as leading ASIC design service providers. Benefiting from major US cloud service providers' (CSPs) push for in-house chip development, their long-term operations are highly anticipated. Among them, Alchip focuses on high-end AI and sub-5nm advanced processes for US customers; GUC primarily serves TSMC-related projects; while Faraday targets mature to advanced process nodes in artificial intelligence of things (AIoT) and industrial control sectors....

Taiwan Semiconductor is foundational to the tech industry, is expanding its footprint in the U.S., and is slated for continued growth....

Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA's continued dominance in the AI infrastructure market. Broadcom just reported Q1 FY2026 revenue of $18.02B, up 28% year-over-year, with AI semiconductor revenue surging 74%. The company's Q1 FY2026 guidance projects AI semiconductor revenue ... Broadcom and TSMC Emerge as 'Big Winners' in Custom AI Chip Boom The post Broadcom and TSMC Emerge as 'Big Winners' in Custom AI Chip Boom appeared first on 24/7 Wall St.....

NVIDIA keeps powering higher as AI chip demand stays red-hot, eased trade tensions open China sales, and earnings growth outlook remains robust....

TSMC accelerates capacity expansion due to high AI demand from Nvidia, putting pressure on long-standing partners like Apple. Importance Rank:  1 read more...

AMD is more of a moonshot pick....

As Intel, Samsung Electronics, and TSMC increase investment in advanced packaging, market sources say SMIC has set up an advanced packaging research organization in Shanghai, with SMIC chairman Liu Xunfeng attending the unveiling ceremony, marking a new stage in the company's advanced packaging research and development efforts....

TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage of TSMC's total revenue in 2025....

Nvidia chief executive Jensen Huang on February 1, 2026 underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible without Taiwan," while warning that soaring AI demand is placing unprecedented pressure on semiconductor, memory, and manufacturing capacity worldwide....

Taiwan Semiconductor Manufacturing looks like an AI top performer....

Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip designer Nvidia, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said. Huang's remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including TSMC chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply......

Amidst escalating global trade tensions, NVIDIA CEO Jensen Huang's "Trillion-Dollar" power summit in Taipei featured a surprising guest: a legendary chairman of Chinese PCB giant. As the sole Chinese executive invited to the inner circle, his presence alongside the heads of TSMC and Foxconn underscores the pragmatic, border-defying alliances required to power the global AI boom....

Is TSMC still an AI goldmine, or has Wall Street already priced in the upside? Here's what investors need to know right now....

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem....

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former TSMC Vice President of Materials Management, who managed the event's arrangements....