TAIWAN SEMICONDUCTOR Aktie

 

Despite an exceptionally strong 2025 performance, Taiwan Semiconductor still has plenty of room to run this year and beyond....

Taiwan Semiconductor, Micron and Super Micro are outpacing NVIDIA in 2026 as AI-driven data center demand fuels chip and server growth....

Taiwan Semiconductor targets 63%-65% gross margin in Q1 despite a 2%-4% hit from overseas fabs as AI and advanced node demand fuels global expansion....

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Taiwan Semiconductor, NVIDIA and Vertiv ride a $650B AI spending wave as clean energy and biotech fuel 2026's market split....

Based on the average brokerage recommendation (ABR), TSMC (TSM) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?...

Taiwan Semiconductor will be a huge winner as long as AI spending continues....

Ein alter Gleichklang gerät ins Rutschen: Handelsströme verschieben sich, politische Gewichte ebenso – mittendrin ein Unternehmen, das seit Monaten liefert. TSMC ist ein wesentlicher Teil dieser Entwicklung. AKTIONÄR-Leser profitieren. Die spannende Frage ist nur: Wie lange bleibt dieser Rückenwind ein Vorteil, wann wird er zum Risiko?...

In the latest trading session, TSMC (TSM) closed at $370.54, marking a +2.82% move from the previous day....

Taiwan Semiconductor Manufacturing, the world's leading chip foundry, is well on the way to a $3 trillion market cap....

Market leaders Nvidia, Alphabet, and TSMC have long-term moats....

19 February 2026   Ashoka WhiteOak Emerging Markets Trust plc (the 'Company')   Monthly Update – January 2026   The Company's monthly factsheet as at 31 January 2026 is now available: https://awemtrust.com/factsheet/   The Fund was up 5.85% in January 2026, underperforming the benchmark by 0.85%. The key contributors include Samsung Electronics (+31.3%), TSMC (+12.1%), and SK Hynix (+37.0%), whereas OneSource Specialty (-37.3%), Naspers (-9.1%), and Vivara Participacoes (-13.0%) were the key detractors.   Market Review   In January 2026, the MSCI EM...

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor manufacturing — has historically commanded the largest share of TSMC's capital budget. Facilities and civil construction matter, but they have rarely led the bill. That conventional wisdom is now being tested....

Micron has delivered impressive results so far in 2026....

Unternehmen eröffnet 20.000-Quadratfuß-Hauptsitz im Silicon Valley, um KI-Agenten einzusetzen und Chip-Design-Workflows zu beschleunigen. Sandeep Bharathi wird Mitglied des Beirats.SANTA CLARA, Kalifornien--(BUSINESS WIRE)--ChipAgents, der Marktführer für Agentic AI-Plattformen in der Halbleiterdesignbranche, hat bekannt gegeben, dass es eine überzeichnete Serie-A1-Finanzierungsrunde in Höhe von 50 Millionen US-Dollar abgeschlossen hat, wodurch sich das insgesamt aufgebrachte Kapital auf 74 Millionen US-Dollar erhöht. Die Finanzierungsrunde wurde von Matter Venture Partners, einer von TSMC unterstützten HardTech-VC-Firma, angeführt, wobei die bestehenden Investoren Bessemer Venture Partners, Micron, MediaTek und Ericsson ebenfalls beteiligt waren. Im Rahmen der Investition wird Wen Hsieh, Gründungsgeschäftsführer von Matter VP, dem Vorstand von ChipAgents beitreten und mehr als zwei Jahrzehnte Erfahrung und Beziehungen im Bereich Halbleiterdesign und -fertigung einbringen. Aufbau einer KI-Bele...

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke Lin, speaking on a DIGITIMES podcast....

Company opens 20,000 sq ft HQ in Silicon Valley to deploy AI Agents to accelerate chip design workflows. Sandeep Bharathi joins Advisory Board.SANTA CLARA, Calif.--(BUSINESS WIRE)--ChipAgents, the category leader for Agentic AI platforms in the semiconductor design industry, announced it has closed an oversubscribed $50 million Series A1 funding round, bringing total capital raised to $74 million. The round was led by Matter Venture Partners, a TSMC-backed HardTech VC firm, with participation from existing investors Bessemer Venture Partners, Micron, MediaTek, and Ericsson. As part of the investment, Wen Hsieh, Founding Managing Partner of Matter VP, will join ChipAgents' Board of Directors, bringing over two decades of expertise and relationships in semiconductor design and manufacturing. Building the AI Workforce for Chip Design Companies This new capital will enable ChipAgents to aggressively scale its Agentic AI platform, expand its engineering and research organization, and accelerate global deploym...

NVIDIA and Taiwan Semiconductor stand at the heart of a near-$1T chip boom as AI spending and defense backlogs power 2026's top sectors....

Shares of Nvidia, Broadcom, and Taiwan Semiconductor are set to soar further....

The semiconductor sector posted mixed results last week, with the VanEck Semiconductor ETF (SMH) gaining 1.5%. While equipment makers and foundries showed strength, chip designers faced headwinds as investors digested recent earnings and positioned ahead of key reports. Let's dive into the biggest storylines if you're a chip investor. Winners included Applied Materials (Nasdaq: AMAT) and Taiwan ... Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat The post Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat appeared first on 24/7 Wall St.....