TAIWAN SEMICONDUCTOR Aktie

 

Fidelity Asian Values PLC on Monday announced that it outperformed its benchmark during its financial half year, but noted it...

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As TSMC capacity sells out through 2028, Samsung Foundry emerges as a vital second source for Nvidia and Tesla's 2nm chip needs. Importance Rank:  1 read more...

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Fidelity ASIAN VALUES PLC Half Yearly Report for the six months ended 31 January 2026   HIGHLIGHTS   · During the six-month period ended 31 January 2026, Fidelity Asian Values PLC reported an ordinary share price total return of +15.2% and a Net Asset Value (NAV) return of +10.9%. · The benchmark index, the MSCI All Country Asia ex Japan Small Cap Index, produced a total return of +8.9% over the same timeframe. · Taiwan Semiconductor Manufacturing Company (“TSMC”) was the largest contributor to performance. · Underweight exposure to India, stock selection in Hong...

Two of the best-performing chipmakers over the past year go head to head....

Taiwan Semiconductor Manufacturing is one of the best ways to invest in the chip space....

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The leading foundry player's temporary pullback can be a smart time for long-term investors to buy....

Nvidia, Palantir, and Taiwan Semiconductor Manufacturing are purpose-built for the AI infrastructure era....

Taiwan Semiconductor ramps up capex to $52B-$56B in 2026, doubling down on advanced nodes and global fabs to cement its lead in AI-driven chip demand....

Over 90% of Nvidia's chips are made at TSMC in Taiwan. This includes Blackwell. Much of Taiwan's energy is powered by natural gas (about 90%). According to the Atlantic Council, “Taiwan relied on imports to meet 95 percent of its energy needs in 2025, including over 99 percent of its demand for oil and natural ... Nvidia Share Price Could Be Hit Hard By Iran War The post Nvidia Share Price Could Be Hit Hard By Iran War appeared first on 24/7 Wall St.....

Taiwan's Legislative Yuan Internal Administration Committee held its second public hearing on proposed amendments to the National Security Act on March 26. Attendance from civil society groups and academic experts was limited, and only a small number of lawmakers spoke....

Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design houses....

It's the beginning of the AI pipeline....

Targeting the growing needs of Taiwan's high-tech and semiconductor sectors, UPS has officially launched its Taoyuan International Logistics Center (TILC) with a total investment nearing US$100 million. Part of the warehouse space is dedicated to Applied Materials as its Asia-Pacific storage and distribution center, providing customers with 24/7 operational services....

Artificial intelligence (AI) accelerators have become a significant source of revenue for Taiwan Semiconductor Manufacturing....

When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait. Yet, the market had already quietly signaled a nuanced answer....

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Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference in San Francisco, sending shockwaves through an already fiercely competitive AI chip market....