TAIWAN SEMICONDUCTOR Aktie

 

Um den gesamten Artikel unter investing.com zu lesen, klicken Sie bitte auf die Überschrift...

These are the most-read DIGITIMES Asia stories in the week of Dec 29 - Jan 4....

Taiwan Semiconductor Manufacturing Co. shares climbed by the most since April, as the world's largest contract chipmaker rides a continued wave of optimism over artificial intelligence demand into the new year....

Nvidia CEO Jensen Huang is reportedly set to return to Taiwan this month to announce a new Taipei headquarters as booming AI demand — especially from China — boosts Nvidia's valuation while putting increasing strain on TSMC's chipmaking capacity. read more...

As its most advanced packaging lines are operating at full capacity, TSMC has transferred part of its advanced packaging orders to outsourced semiconductor assembly and test (OSAT) giants ASE and Amkor, rather than allowing customer orders to flow to its largest competitor, Samsung Electronics. The company is instead prioritizing subcontract capacity to relatively neutral OSAT players and plans to further incorporate them into TSMC's ecosystem....

The week highlights key tech developments, including Taiwan Semiconductor securing a one-year U.S. export license for China operations, Masimo's quality concerns despite a major patent win over Apple, OpenAI shifting AI hardware manufacturing to Foxconn, and Apple scaling back Vision Pro production after weak sales. read more...

Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and 2nm capacity is largely locked in. Advanced packaging now contributes a growing share of sales. The company is on track to see annual revenue exceed US$250 billion around 2029 or 2030. That widening gap has pushed Japanese companies to focus on panel-level packaging and nanoimprint technologies. Both emerged at SEMICON Japan 2025 as key levers to bypass manufacturing bottlenecks and secure a foothold in the fast-expanding AI accelerator supply chain....

Futurum Group CEO Daniel Newman says the AI rally is shifting from hype to hardware as easing chip supply constraints and expanding capacity at companies like TSMC and ASML drive renewed gains in AI-linked stocks despite ongoing production limits. read more...

Nvidia and TSMC are two great artificial intelligence (AI) stocks to invest in for the long term....

HSINCHU, Taiwan (IT-Times) - Taiwan Semiconductor Manufacturing (TSMC) hat von der US-Regierung die Genehmigung für Lieferungen von US-Chipfertigungsanlagen nach China erhalten. Zum Jahresstart 202......

TSMC stock rises on obtaining a U.S. export license for its China plant. Discover how this impacts AI chip supply and the upcoming investor conference. read more...

Für Mikrocontroller gibt es längst Betriebssysteme, doch ihnen fehlen wichtige Sicherheits-Features. Das will Hardwareentwickler Bunnie ändern. (Embedded Systems, TSMC)...

These are the stocks posting the largest moves in the premarket....

The Taiwan-based semiconductor foundry had an impressive 2025....

Samsung, SK Hynix und TSMC dürfen ihre Werke in der Volksrepublik China mit westlichen Maschinen aufrüsten. Doch die Unsicherheit bleibt. (Halbleiterfertigung, TSMC)...

U.S. stock futures up, Apple reduces Vision Pro production, TSMC gets U.S. export license, VS Media announces share combination. read more...

Following reports that the US government had granted annual export licenses to South Korea's Samsung Electronics and SK Hynix, the US Department of Commerce (DOC) has also approved TSMC to export chip manufacturing equipment containing US technology to its wafer fabs in Nanjing and other locations in China over the next year. The approval ensures existing production lines can continue operating normally and meet product delivery schedules....

TSMC has secured a one-year U.S. export license to continue importing American chipmaking tools for its China operations. read more...

Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters. The negotiations signal that Chinese demand continues to strain global supply chains even as the company faces a complex and unresolved regulatory environment in both Washington and Beijing....

TSMC has officially commenced volume production of its 2nm (N2) semiconductor process in the fourth quarter of 2025, marking a milestone as the first foundry worldwide to offer chiplet manufacturing based on nanosheet transistor technology using gate-all-around (GAA) architecture. Production is ramping up at TSMC's Hsinchu Baoshan fab (Fab 20) and Kaohsiung fab (Fab 22), positioning the company to meet growing market demand into 2026....