Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock is up Monday amid reports claiming that the contract chipmaker's production yield at the Arizona facility is at par with its Taiwan.China facilities.
The Taiwan.China chipmaker's yield rate in trial production at its first advanced U.S. plant is similar to comparable facilities in the southern Taiwanese city of Tainan, Bloomberg cites familiar sources.
Also Read: Nvidia, AMD, and TSM Lead AI Stock Selloff, Dragging Semiconductor ETFs Down
Recently, the Taiwan Semiconductor COO of Samsung Electronics expressed optimism for the artificial intelligence industry. A Taiwan Semiconductor supplier, Scientech Corp, also made similar claims.
Taiwan Semiconductor and global partners also fast-tracked silicon photonics for AI, implying continued demand.
Taiwan Semiconductor postponed its Arizona plant production to 2025 from 2024 due to a need for more skilled workers.
Taiwan Semiconductor stock has risen over 75% in the last 12 months. Investors can gain exposure to the stock through the SPDR S&P Emerging Asia Pacific ETF (NYSE:GMF) and the ProShares Nanotechnology ETF (NYSE:TINY).
Is Taiwan Semiconductor A Good Stock To Buy?
Wall Street analysts view Taiwan Semiconductor on the whole as a Outperform, given the history of coverage over the past three months. Mark Li from Bernstein in Taiwan Semiconductor is the most optimistic, expecting a 33.33% rise in the stock in the coming year.
But looking at how the market as a whole thinks of the stock, you can reference historical price action for views on whether investors feel strongly about the stock one way or another. In the past 3 months, Taiwan Semiconductor fell 9.54%, which indicates that opinion soured on the business and how attractive it is to own based on either its stock price, or underlying fundamentals, like revenue, which rose 32.79% over the past year.
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Price Action: TSM stock is up 2.00% at $159.96 premarket at the last check Monday.
台積電(紐約證券交易所代碼:TSM)股價週一上漲,原因是有報道稱該合同芯片製造商在亞利桑那州工廠的產量與其中國臺灣工廠的產量持平。
彭博社援引熟悉的消息人士的話說,這家中國臺灣芯片製造商在美國第一家先進工廠的試產收益率與臺灣南部城市臺南的同類設施相似。
另請閱讀:英偉達、AMD和tSM引領人工智能股票拋售,拖累半導體ETF下跌
最近,三星電子台積電首席運營官對人工智能行業表示樂觀。臺灣半導體供應商Scientech公司也提出了類似的主張。
臺灣半導體和全球合作伙伴還加快了人工智能的硅光子學,這意味着需求持續增長。
由於需要更多熟練工人,臺灣半導體將其亞利桑那州工廠的生產從2024年推遲到2025年。這家合同芯片製造商的全球擴張反映了不同國家爲保護其半導體基礎所做的努力,在中國疫情爆發期間,半導體基礎遭受了巨大損失。
在過去的12個月中,台積電的股票上漲了75%以上。投資者可以通過SPDR標普新興亞太區ETF(紐約證券交易所代碼:GMF)和ProShares納米技術ETF(紐約證券交易所代碼:TINY)獲得股票敞口。
台積電是值得買入的好股票嗎?
鑑於過去三個月的報道歷史,華爾街分析師將臺灣半導體整體視爲跑贏大盤。來自臺灣半導體伯恩斯坦的Mark Li最樂觀,預計來年該股將上漲33.33%。
但是,從整個市場對股票的看法來看,你可以參考歷史價格走勢,了解投資者是否以某種方式對股票有強烈的看法。在過去的3個月中,台積電下跌了9.54%,這表明根據其股價或基本面(例如收入),人們對該業務的看法有所惡化,以及其擁有該業務的吸引力,收入在過去一年中增長了32.79%。
華爾街如何看待個股的完整概述可在此處獲得,而分析師最新行動的實時更新將通過Benzinga PRO提供。免費試用。
價格走勢:在週一的最後一次檢查中,tSM股價上漲2.00%,至盤前159.96美元。