TAIWAN SEMICONDUCTOR Aktie

 

A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable....

Luckily, it shouldn't slow down the chipmaker's momentum....

Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced packaging. While Taiwan Semiconductor Manufacturing Company's (TSM) (TSMC) Chip on Wafer on Substrate (CoWoS) platform has become the industry standard for high-performance AI ... AI Chip Packaging Constraints Create an Opening for Intel's EMIB Technology...

Halbleiteraktien stehen so hoch im Kurs wie nie: Nach Apple- und Nvidia-Zulieferer TSMC tritt nun der KI-Speicherchiphersteller Samsung Electronics als zweites Unternehmen in Ostasien in den 1-Billion-Dollar-Aktienklub ein....

Samsung crossed the $1 trillion valuation mark after shares surged on AI-driven chip demand, making it only the second Asian company after TSMC to hit the milestone....

Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections....

Nach dem taiwanesischen Chiphersteller TSMC ist Samsung das zweite asiatische Unternehmen mit einer dreizehnstelligen Bewertung...

Booming demand for chips used in artificial intelligence saw the world's largest memory maker's stock more than quadruple over the past year....

Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's trade flows — and its industrial ambitions....

Apple has held exploratory talks about using processors from Intel and Samsung in the iPhone maker's devices. Bloomberg's Mark Gurman explains why Apple is looking for a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing. He joins Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...

Taiwan Semiconductor Manufacturing (NYSE:TSM) is the headline name in every AI portfolio chatroom, and after a 143% one-year run that carried the world's most valuable chipmaker to a $2.1 trillion market cap, the reasons are obvious. But here's what you should actually be watching. The Crowded Trade Is Already Priced TSMC delivered $35.90 billion in ... Everyone's Talking About TSMC's AI Boom. Smart Money Is Watching UMC Instead...

Apple is exploring using Intel and Samsung to produce chips for devices in the US — as a backup to longtime partner TSMC. Peter Elstrom explains. (Source: Bloomberg)...

TSMC is one of the most important companies in the AI infrastructure space, which is why its stock could keep soaring....

Der US-Konzern ist derzeit massiv vom taiwanischen Chipfertiger TSMC abhängig. Nun zieht Apple-CEO Tim Cook offenbar Intel und Samsung als Alternativlieferanten in Betracht....

Apple bekommt nicht genug Chips von TSMC und sucht nach Alternativen. Google ist zumindest beim Packaging schon weiter. (Halbleiterfertigung, Google)...

Schon seit längerem sucht Apple nach Alternativen für den bislang einzigen Fertiger TSMC. Nun waren offenbar erneut Intel und sogar Samsung auf der Shortlist....

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, the four-week ceasefire in the Middle East has been tested by a flareup of violence between the US and Iran. The American military fought off attacks from Iranian drones, missiles and armed small boats as it guided two US-flagged vessels through the Strait of Hormuz. Plus Bloomberg understands that Apple is exploring using Intel and Samsung to produce the main processors for its devices in the US. Doing so would offer a secondary option beyond its longtime partner TSMC. Today's guest: Sunaina Sinha Haldea, Raymond James, Global Head of Private Capital Advisory. (Source: Bloomberg)...

Während Produktionskapazitäten weltweit knapp werden, prüft Apple Berichten zufolge neue US-Standorte für seine Chip-Fertigung....

Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US. According to people familiar with the deliberations, Apple had early-stage talks with Intel about enlisting the company's chipmaking services. Apple executives also made visits to a Samsung plant under development in Texas. The move would offer a secondary option beyond longtime partner TSMC. Bloomberg's Neil Campling explains. (Source: Bloomberg)...

Spending on artificial intelligence continues to defy expectations....