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11.03.26 - 17:01
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TSMC: Aktie mit Rücksetzer nach Rekord – jetzt kaufen? (Der Aktionaer)
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Die Rally war beeindruckend. Ende Februar markierte die Aktie von Taiwan Semiconductor ein neues Allzeithoch bei 250 Dollar. Seitdem ging es jedoch zunächst deutlich nach unten. Zwischenzeitlich rutschte der Kurs bis auf rund 217 Dollar ab. In den vergangenen Tagen folgte wieder eine Erholung....
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11.03.26 - 13:15
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Taiwan Semiconductor-Aktie: Rücksetzer zum Einstieg nutzen? (Sharedeals)
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Die Aktie von Taiwan Semiconductor Manufacturing hat sich in den vergangenen Monaten deutlich besser entwickelt als viele andere Technologiewerte. Trotz einer jüngsten Korrektur bleibt der langfristige Investmentcase eng mit der globalen Nachfrage nach Hochleistungschips und der Dynamik im Bereich Künstliche Intelligenz verbunden. Auch nach dem Rückgang seit dem Hoch im Februar 2026 bleibt die Entwicklung […]
The post Taiwan Semiconductor-Aktie: Rücksetzer zum Einstieg nutzen? first appeared on sharedeals.de....
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10.03.26 - 15:30
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Why ASML Investors Shouldn’t Worry About Competition From China (24/7 Wall St.)
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ASML Holding (NASDAQ:ASML) stock tumbled 5.5% last Friday after reports surfaced that top Chinese semiconductor executives are urging national policies to develop “China's ASML.” The Dutch company's monopoly on extreme ultraviolet (EUV) lithography equipment is the only way chipmakers can produce the advanced semiconductors powering AI workloads. Without ASML's machines, Taiwan Semiconductor Manufacturing (NYSE: TSM), ... Why ASML Investors Shouldn't Worry About Competition From China
The post Why ASML Investors Shouldn't Worry About Competition From China appeared first on 24/7 Wall St.....
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10.03.26 - 15:03
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Futures Slide, Reversing Overnight Gains As "Off-Ramp Optimism" Fades (ZeroHedge)
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Futures Slide, Reversing Overnight Gains As "Off-Ramp Optimism" Fades
S&P futures are unchanged this morning, but approaching session low, following Trump comments that appeared to be the first signs of an off-ramp which however were followed by renewed fighting in the Middle East. While the risk is of re-escalation, JPMorgan writes that we are "seeing a global unwind of war-related trades as the market awaits additional news from US, Israel, Iran" but with headlines like this it will hardly last *IRAN BEGINS NEW WAVE OF MISSILE STRIKES ON NORTHERN ISRAEL: TV. As of 8:00am, S&P futures are down 0.2%, and Nasdaq futs turn red even as Mag7 and Semis help Tech outperform with AI themes working across regions. TSMC sales worth noting up 30% in the first two months of the year. ORCL post close in focus on the tech/AI front. Global markets snapped higher with the batshit insane KOSPI leading up 535bps one day after being halted limit down (again), Europe rises ~200bps, depend...
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10.03.26 - 08:06
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TSMC Feb. Revenue Up 22.2% YoY (AFX)
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BRUSSELS/FRANKFURT/PARIS (dpa-AFX) - TSMC (TSM) reported February net revenue, on a consolidated basis, of approximately NT$317.66 billion, a decrease of 20.8 percent from January 2026 and an incr......
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