TAIWAN SEMICONDUCTOR Aktie

 

Taiwan Semiconductor hits a 52-week high as AI chip demand surges, earnings soar, and valuation still leaves room for upside....

TSMC (TSM) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues....

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Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class) technology. If implemented, the pivot would mark a significant strategic retreat from the foundry race, potentially leaving Taiwan's TSMC unchallenged in leading-edge nodes for the next several years....

Will TSM stock ride the AI wave all the way to Wall Street's fresh Street-high target?...

Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation semiconductor material, with related production lines at its Hsinchu Science Park fabs ceasing operations. TSMC has confirmed to DIGITIMES that after a comprehensive evaluation, it has decided to gradually exit the GaN business within the next two years....

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Taiwan Semiconductor Manufacturing Co (TSM) stock surged 14% YTD, beating market despite tariff & sanctions risks. Also, raised $10B to manage currency risk. read more...

Taiwan Semiconductor (NYSE: TSM) keeps smashing expectations as it gains market share and becomes an essential stock to own for investors focused on the growth of AI. In the segment below, 24/7 Wall St. Analyst Eric Bleeker looks at some recent data from Taiwan Semiconductor and why it points to another earnings beat from the company when it […] The post Why Taiwan Semiconductor (NYSE: TSM) Is Poised to Smash Earnings Expectations appeared first on 24/7 Wall St.....

New York (www.aktiencheck.de) - TSMC-Aktienanalyse von Needham & Co: Der Analyst Charles Shi von Needham & Co hat das Kursziel für die Aktie von Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) (ISIN: US8740391003, WKN: 909800, Ticker-Symbol: TSFA, NYSE-Symbol: TSM) von 225 USD auf beeindruckende 270 USD angehoben und die Bewertung auf "buy" belassen. [mehr]...

Der Fertigungsprozess sollte Intel wieder konkurrenzfähig machen, doch das Kundeninteresse ist gering. Die Hoffnung ruht nun auf dem Nachfolger. (Intel, TSMC)...

TSMC announced important resolutions from the extraordinary general meeting of its subsidiary TSMC Arizona. Rick Cassidy, senior vice president of corporate strategy development and chairman of TSMC Arizona, has transitioned to an advisor role effective immediately and will retire in January 2026....

Samsung Electronics has delayed mass production of its 1.4nm process node to 2029, two years later than its original timeline and trailing TSMC's 2028 target. The shift reflects a strategic pivot to focus on 2nm process stabilization and address persistent yield issues and underutilized fab capacity....

Intel CEO Lip-Bu Tan is reportedly considering halting external sales of the company's costly 18A chip process as losses mount and competition from TSMC intensifies, signaling a potential strategic shift toward its next-generation 14A technology. read more...

As global semiconductor production shifts toward localization, Taiwan's chipmaking ecosystem is responding with a unified alliance strategy to expand its presence in the US, Europe, and Japan. With TSMC ramping up fab investments across the US, Germany, and Japan, a network of small and mid-sized Taiwanese equipment and materials suppliers is deepening collaboration to stay competitive and globally relevant....

According to a corporate filing with the Taiwan Stock Exchange on July 1, TSMC Arizona Corporation, a key subsidiary of TSMC, announced a leadership change. Rick Cassidy resigned from his roles as director, CEO, and president at TSMC Arizona, and Rose Castanares will resume the role of president and director. There is currently no successor appointed for the position of CEO at TSMC Arizona....

Needham mapped out a pathway to $90 billion in AI revenue for TSMC, and set a new Street-high price target for the semiconductor foundry giant....

TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock....

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