What's Going On With Taiwan Semi Stock On Tuesday?
What's Going On With Taiwan Semi Stock On Tuesday?
Nvidia Corp (NASDAQ:NVDA) and its leading supplier, Taiwan Semiconductor Manufacturing Co (NYSE:TSM), are encountering production issues with the next generation of Nvidia's most advanced artificial intelligence chips. These challenges could delay shipments planned for this year.
英伟达公司(纳斯达克股票代码:NVDA)及其主要供应商台积电(纽约证券交易所股票代码:TSM)正遭遇下一代英伟达最先进人工智能芯片的生产问题。这些挑战可能会延迟计划今年的发货。
Nvidia's latest designs, leveraging a new Taiwan Semiconductor manufacturing process, have faced complications with specific models in the upcoming Blackwell family of data center chips, Financial Times cites familiar sources.
据知情人士透露,英伟达最新采用台积电新工艺设计的部分型号在即将发布的Blackwell系列数据中心芯片中出现了问题,据《金融时报》报道。
Analysts project $1 trillion in spending on data centers for AI over the next five years.
分析师预计,在未来五年中,人工智能数据中心的支出将达到1万亿美元。
However, Wall Street's anxiety about the sustainability of the AI boom has been rising. As a key AI beneficiary, analysts say Nvidia's market value has dropped by about $750 billion since mid-June.
然而,随着华尔街对人工智能繁荣持续性的担忧增加,分析师们称,作为人工智能受益者的英伟达市值自6月中旬以来已经下跌约7500亿美元。
Hedge fund Elliott Management expressed concerns in a recent letter to investors, seen by the Financial Times. The broader semiconductor industry also remains jittery as the U.S. amplified its advanced semiconductor sanctions against China.
据《金融时报》报道,对冲基金艾略特管理公司在最近一封给投资者的信中表达了担忧。由于美国加大了对中国的先进半导体制裁,整个半导体行业也保持不安。
Morgan Stanley named Taiwan Semiconductor a "top pick" after the Monday selloff. The analysts flagged Taiwan Semiconductor's quality, defensive nature, and attractive valuations, according to Bloomberg.
摩根士丹利在周一的整理期内将台积电列为“首选”,该分析师指出,台积电的品质、防御性和吸引力估值都很高。据彭博社报道。
Taiwan Semiconductor stock gained 54% in the last 12 months.
台积电股价在过去12个月中上涨了54%。
Investors can gain exposure to Taiwan Semiconductor through iShares Semiconductor ETF (NASDAQ:SOXX) and First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:TDIV).
投资者可以通过购买ishares费城交易所半导体etf(NASDAQ:SOXX)和First Trust NASDAQ科技股息指数基金(NASDAQ:TDIV)来获得对台积电的投资。
Price Action: TSM shares traded higher by 2.01% at $150.91 premarket at the last check on Tuesday.
截至上周二最后一个检查时,台积电股价在盘前上涨2.01%,报价150.91美元。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明:本内容部分使用人工智能工具生成,并经Benzinga编辑审核发布。