TSM Taiwan Semiconductor
- 173.700
- -0.260-0.15%
Taiwan Semiconductor News
Nvidia AI Dominance Challenged By Asian Startups Betting On Energy-Efficient And Cost-Effective Silicon — 'Inference' And 'Training' Chips Emerge As Key Focus
TSMC's Advanced-Packaging Investment Likely Aimed at Meeting Surging AI-Chip Demand -- Market Talk
During the August sell-off, 'enthusiastic' retail investors bought technology stocks on the dip.
Due to the significant drop in the stock market in early August, retail investors held a positive view and saw a buying opportunity. This once again proves the phenomenon of buying on dips.
Applied Materials (AMAT.US) achieved a new high in Q3 revenue, with Q4 revenue guidance consistent with expectations.
Applied Materials, the largest chip manufacturing equipment manufacturer in the USA, announced its third quarter performance.
Express News | Shares of Semiconductor Stocks Are Trading Higher Amid Overall Market Strength as Stock Rebound Following Upbeat US Economic Data, Which Could Be Alleviating Recession Worries
Trending Industry Today: Micron Technology Leads Gains In Semiconductors Stocks
'TSMC To See CoWoS Fab Capacity Reach 60,000 Wafers In 2025; The Recent Acquisition Of An Innolux 5.5G LCD Factory Would Allow TSMC To Increase Its Overall Production Capacity For CoWoS Packaging To 60,000 Wafers Per Month In 2025, Rising To...
Taiwan Semiconductor Manufacturing Company Limited (TSM): An Important AI Stock You Should Pay Attention To
SoftBank's AI chip partnership with Intel has fallen through and turned to Taiwan Semiconductor (TSM.US).
SoftBank Group announced the failure of negotiations with the chip giant Intel on developing ai chips.
Seven Chip Stocks Emerge as Wall Street's Top Picks Following Recent Pullback
Hedge funds had significant changes in their holdings in the second quarter! Nvidia was heavily sold, while Apple and Chinese concept stocks were favored.
Nvidia's stock price has surged this year, and major hedge funds are taking profits and leaving. Microsoft has been reduced or liquidated by 140 hedge funds, while Amazon has been increased or established by 166. China Concept Stocks are increasingly favored by Wall Street, and hedge fund giants David Tepper and Hillhouse Capital are steadfastly increasing their holdings in China Concept Stocks.
Masayoshi Son's Plans To Rival Nvidia With SoftBank's Own AI Chip Production Hit A Roadblock As Intel Talks Reportedly Fall Through
SoftBank, Intel Talks to Produce AI Chip to Rival Nvidia Reportedly Failed
Media: SoftBank has discussed with Intel about producing ai chips, but the talks failed to reach an agreement.
The Financial Times of the United Kingdom cited unnamed sources as reporting that SoftBank has discussed producing artificial intelligence (AI) chips that compete with Nvidia with both Intel and United Kingdom. However, Intel found it difficult to meet SoftBank's requirements regarding production volume and speed, and the related plans could not be concluded. Negotiations broke down in the "last few months." SoftBank has also had discussions with Taiwan Semiconductor, but no agreement has been reached. SoftBank has also communicated with technology groups such as Google and Meta, hoping to gain support and financing to achieve its AI aspirations. Meta declined to comment and Google did not respond to requests for comment.
The fund giant Third Point is heavily betting on AI, with Q2 holdings in Apple (AAPL.US), ASML Holding (ASML.US), and increased holdings in Taiwan Semiconductor (TSM.US).
Third Point submitted their Q2 13F holding report until June 30, 2024.
The net profit in the first half of the year was USD 138 billion! The world's largest sovereign fund slightly reduced shareholding in technology and increased shareholding in energy stocks, warning that the stock market will not rise like in previous year
Norway's sovereign wealth fund had a strong stock investment return in the first half of the year, but warned that the risk of sovereign debt could impact the financial market.
NVDA, TSM: 2 Tech Stocks That Look Buyable on the Dip
"YOLOs" smell a good opportunity for a windfall and roll the dice on "AI faith" making a comeback.
The crash of AI-related technology stocks seems to have brought the valuation of artificial intelligence hardware back to a reasonable level. NVIDIA and Dell, the big winners of AI investment boom, are scheduled to release their financial reports later this month.
Taiwan Semiconductor Analyst Ratings
After the hot AI stocks cooled off, the bulls saw some opportunities.
Skeptics have long warned that there's a bubble in AI-adjacent stocks, but now that some of the froth has cleared, the bulls see opportunities. Stocks of hardware and infrastructure producers for AI, including Dell Technologies, Super Micro Computer Inc., ARM Holdings Plc. and Nvidia, have faced huge selling pressure in recent months, bringing their valuations back to reasonable levels. Additionally, most of their big customers plan to continue spending billions of dollars on AI, leading some to say it's time to selectively re-enter the AI space. "The volatility of AI stocks is definitely... "
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