TAIWAN SEMICONDUCTOR Aktie

 

Micron Technology and TSMC are two top stocks worth a closer look....

The chip maker has reportedly stopped production of its H200s for China at TSMC, and is focusing instead on Vera Rubin...

TSM targets 2028 for its new Tainan fab as AI chip demand surges. EIA review set for March 26. Groundbreaking expected later in 2026. Importance Rank:  1 read more...

Nvidia (NVDA.US) has ceased production of H200 chips specifically for the Chinese market and has redirected the production capacity of its foundry partner TSMC (TSM.US) to its next-generation AI supercomputer hardware, Vera Rubin, The Financial Times reported.According to the report, Nvidia announced last week that it had receiv......

TSMC has solidified its critical role in the global semiconductor supply chain through nearly two decades of strategic investment in advanced packaging, positioning itself at the forefront of the AI era. Shang-Yi Chiang, a key figure dubbed one of the "Six Knights of TSMC R&D," reflected on how the company laid the groundwork early for AI-driven growth by pioneering CoWoS and InFO technologies....

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Semiconductors are a core technology of the digital economy. While most chip design still takes place in the US, manufacturing has long been concentrated in Asia, particularly Taiwan. The pandemic exposed vulnerabilities in the global semiconductor supply chain, while geopolitical tensions and natural disaster risks have further highlighted potential disruptions. These developments have prompted the US government to promote a revival of domestic chip manufacturing....

Ark Invest bought Amazon and Alibaba, sold TSMC and Nextdoor, and made several other strategic moves across its ETFs in a $27M+ trading session on Wednesday, March 4, 2026. Importance Rank:  1 read more...

In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it was working with TSMC to launch its 3.5D eXtreme Dimension System in Package (XDSiP) platform, with products scheduled to ship in 2026. Broadcom has now confirmed that the product, built on a 2nm process and using 3.5D system-level packaging, has begun shipping on schedule, primarily to customer Fujitsu....

TSMC (TSM) concluded the recent trading session at $357.44, signifying a +1.22% move from its prior day's close....

Duquesne Family Office's billionaire boss meaningfully pared down two high-flying stocks in the fourth quarter and made a $301 million wager on a popular sector-based exchange-traded fund (ETF)....

The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking free from previous lows....

ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for the first time in the industry's history....

TSMC has seen frequent senior personnel changes in recent years, accelerating generational succession. Recently, the company announced promotions for four senior vice presidents and four deputy general managers, with notable figures including Y.L. Wang and T.S. Chang promoted to senior vice president roles. These eight executives, aged around 50-60, form the core of TSMC's main succession team. Additionally, under the initiative of Lora Ho and J.K. Wang, the TSMC Alumni Network was officially established in 2025....

Samsungs erstes Halbleiterwerk in den USA wird wohl über zwei Jahre später starten als geplant. (Halbleiterfertigung, TSMC)...

Wei-Jen Lo, former senior vice president of corporate strategy development at TSMC, retired in 2025 and subsequently accepted an invitation from Intel to serve as executive vice president. Judicial authorities have officially launched an investigation and completed evidence collection regarding allegations that Lo leaked sensitive information. Cheng-Wen Wu, Minister of the National Science and Technology Council (NSTC), stated that after the incident, prosecutors consulted the Hsinchu Science Park Bureau to help verify that the sub-2nm process technology taken by Lo constitutes a national core key technology....

Taiwan President Ching-te Lai stated on March 2 that one of the government's core policy goals for 2026 is to boost the economy by fully promoting the country's AI major infrastructure projects. Silicon photonics (SiPh) is reportedly a key focus within this plan. Cheng-Wen Wu, chairman of the National Science and Technology Council (NSTC), confirmed that the government has decided to actively invest in localizing SiPh equipment and materials. TSMC has pledged to assist Taiwan's traditional industries in developing related equipment and materials, opening new opportunities for these sectors....

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite mounting geopolitical pressures. For the fiscal year, the company posted more than US$120 billion in profit with a gross margin of 71.1%, underscoring the extraordinary profitability of AI infrastructure even as export controls and trade tensions intensified during the first year of US President Donald Trump's administration....

Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor Manufacturing Company (TSMC), with the goal of creating an end-to-end production system within the Rohm Group....