TAIWAN SEMICONDUCTOR Aktie

 

Kooperationen mit Nvidia, Taiwan Semi, Intel, AMD und Cisco: Wurde dieser KI-Profiteur bisher vollkommen übersehen?...

TOKIO, Japan (IT-Times) - Die japanische Beteiligungsgesellschaft SoftBank Group hat einen Großteil der Beteiligung an Taiwan Semiconductor veräußert und eine Beteiligung an Capital One aufgebaut. ......

Micron, AMD und TSMC gehören zu den auffälligsten Moves. Doch erst der Blick auf das gesamte Portfolio zeigt, wie radikal Soros Capital seine Wette verändert hat....

Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries across the first half of 2025, full-year 2025, and the first half of 2026. The Arizona fab, long seen as difficult to make profitable, has expanded sharply, while Japan's JASM has turned from loss to profit, China operations have remained stable, and Germany's ESMC is still in the red as it remains under construction....

TSMC, Micron, ASE, and SPIL continue to expand their advanced-node and OSAT investments, driving stronger first-half 2026 results for Taiwan's fab engineering players — including UIS, MIC, L&K Engineering, YKE and Acter. Together, these five companies, which design and build the specialized facilities and infrastructure that chipmakers rely on, make up what the industry calls the "fab five." With expanding reach into the US, ASEAN and Singapore, the "fab five" have maintained high order backlogs....

Taiwan Semiconductor has its fingerprints all over the modern data center....

Top hedge funds quietly rotated out of one chip giant and piled into another last quarter, and the price action since then suggests they knew something. Here is what Druckenmiller, Loeb, and Tepper actually did with their semiconductor books....

TSMC looks pricey, but there's a good reason for that....

With TSMC controlling 70% of the global foundry market, its stock has risen dramatically throughout the AI chip craze....

The hedge fund's five largest disclosed stock holdings at the end of June were Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor and Nebius Group....

Broadcom and Taiwan Semiconductor have a lot of work to do to join the $4 trillion market cap club....

Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin enters mass production and ramps up. The move is set to drive upgrades at TSMC and could trigger another wave of orders across the global equipment and materials supply chain....

Two companies help create the world's most advanced chips, but their moats are not equally durable. See which advantage may matter most as demand for AI intensifies and geopolitical pressure mounts....

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TSMC said on August 11 that it will invest in CMOS image sensor development and mass production with Sony Group in Kumamoto Prefecture, Japan, adding to a wave of foreign chip spending backed by Japanese subsidies. According to Nikkei Asia, Japan's total foreign investment in semiconductor plants has now reached JPY6 trillion (US$380 billion)....

Progate Group Corporation posted record second-quarter and first-half 2026 revenue and profit, as stronger operations and deeper ties with the TSMC, Synopsys, and ASE ecosystems boosted results. The Taiwan-based design services provider said demand from U.S. customers and advanced-process projects also supported its performance....

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Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it....

"Auch wenn man gar nicht so viel aktiv an der Börse ist, kann man trotzdem gute Renditen erwirtschaften. Aktiv bedeutet nicht: Ständig hin und her." Sebastian Steyers wikifolio "Qualitätsaktien aktiv" ( https://go.brn-ag.de/242 ) funktioniert über Diversifikation und Korrelation. So ist zum Beispiel Nvidia deutlich höher gewichtet als Rheinmetall. 46 Aktien stecken derzeit im Depot, darunter Cash Cows wie Amazon, Alphabet oder Apple. "Seit Jahresbeginn sind wir bei 11,7 % Rendite. Unter den großen Gewinnern: Applied Materials, Roche, Taiwan Semiconductor, Equinor, United Utilities." Unter den Kauf- und Aufstockungskandidaten befinden sich Hitachi, Aurubis, Siemens und NXP Semiconductors. "Mich reizt das Thema Robotik. Aurubis ist ein deutscher Top Player in der Kupferindustrie. Bei Siemens mache ich mir überhaupt keine Sorgen. NXP ist ein Philips-Spin-Off sowie eine Top-Aktie mit relativ moderater Bewertung."...

Broad semiconductor ETFs quietly bury photonics companies under a mountain of NVIDIA and TSMC weight, but a new fund called PHOX is betting that optical interconnects are where the real AI infrastructure money flows next. The question is whether that narrow bet earns a place in your portfolio or just adds expensive, concentrated risk you already carry elsewhere....