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Wall Street is firmly bullish on Taiwan Semiconductor amid concerns about crushing AI demand!
Nomura analysis indicates that this strong cycle is driven by AI demand, with Taiwan Semiconductor as the "AI enabler" capturing orders from almost all AI innovators, and Taiwan Semiconductor itself is also utilizing AI in research and development to obtain internal return on investment (ROI).
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Both giants in the semiconductor industry, why did ASML plummet while taiwan semiconductor surged?
Behind the fluctuation between heat and cold lies the internal differentiation of the chip industry. Analysis suggests that apart from taiwan semiconductor, both intel and Samsung are facing their own challenges, while customers of taiwan semiconductor like nvidia still have strong demand, making the performance of taiwan semiconductor a better indicator for AI demand.
Up nearly 10%! Taiwan Semiconductor's performance is better than expected across the board. AI may still be one of the clearest main themes in the market.
①TSMC's stock in the US surged nearly 10%, closing at a record high of $205 per share. TSMC previously announced its third-quarter financial report, with all indicators stronger than expected, and also raised its performance guidance. ②Guosheng Securities' research report pointed out that AI computing power is still one of the clearest main themes in the market in the present and even in the next two to three years, and the trend of industrial development has already taken shape.
US stocks close: The three major indexes move in different directions, with the Dow Jones continuing to hit new historical highs, and Taiwan Semiconductor surging nearly 10%.
1. Many popular China concept stocks fell, with the Nasdaq China Golden Dragon Index dropping by 3.61%; 2. Meta collaborates with Hollywood's Blumhouse to develop an AI movie generation model; 3. Is "Optimus Prime" a marketing gimmick? Tesla's official release video attempts to respond to doubts; 4. Nvidia hit a new intraday high, but the closing gain narrowed to 0.89%.
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1. Taiwan Semiconductor's pre-market surge of nearly 9%, poised to reach a new historical high; 2. Nvidia rose over 3%, Broadcom, AMD rose by about 2.9%; 3. Intel responds to security concerns: will maintain communication with relevant departments; 4. Northwestern University in the usa sues Moderna for infringement of its LNP patent technology.
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Capacity is still in short supply! Taiwan semiconductor opposes the "AI bubble theory" and states that demand is "just beginning".
1. Taiwan Semiconductor announced its third-quarter financial results today, with all data exceeding market expectations; 2. Wei Zhejia pointed out that artificial intelligence is a reality, and expects fourth-quarter business to continue to be supported by cutting-edge technology; 3. Currently, Taiwan Semiconductor's advanced process and advanced packaging capacity are in short supply, with future capital expenditures expected to increase.