The Semiconductor selection includes companies and ETFs in the Philadelphia Semiconductor Index (SOX Index) which is a key indicator for measuring global trends and performance in the semiconductor industry. Changes in the stocks that make up the SOX index reflect the overall trends and opportunities of the semiconductor industry. The SOX index is also used for research and investment in semiconductor ETFs. Refer to the Philadelphia Semiconductor Index (SOX index) for more details.
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In 2025, Wall Street remains bullish on Taiwan Semiconductor: the demand for AI and high-performance computers is strong, and the demand for Consumer Electronics is recovering.
Morgan Stanley believes that Taiwan Semiconductor usually provides conservative expectations at the beginning of the year and then exceeds those expectations. UBS Group points out that with strong demand in high-performance computing and cloud AI, Taiwan Semiconductor's total revenue is expected to achieve a significant growth of 25% in 2025. Goldman Sachs predicts that Taiwan Semiconductor's revenue in the first quarter of 2025 will only decline by 2.2% quarter-on-quarter, making it one of the more optimistic large investment banks.
Is Taiwan Semiconductor's 2-nanometer chip facing difficulties? Apple is reportedly postponing testing, while NVIDIA and Qualcomm may switch to Samsung.
①According to reports, Apple has postponed its plan to use Taiwan Semiconductor's 2-nanometer chips, possibly delaying it until 2026 for the iPhone 18 series; ②The current yield rate of Taiwan Semiconductor's 2-nanometer process is only 60%, resulting in high costs, which is a significant reason for many companies to seek diversified suppliers; ③NVIDIA and Qualcomm currently seem to be collaborating with Samsung to test the 2-nanometer chip process in order to break Taiwan Semiconductor's dominant position.