TSM240712P185000
- 3.83
- +0.63+19.69%
Taiwan Semiconductor Newsroom
Latest measures to revitalize the chip industry! The USA has launched a $1.6 billion chip packaging research subsidy program.
According to Zhitong Finance APP, the US government is launching a $1.6 billion funding competition for chip packaging research and development projects, marking the latest attempt to revive the US semiconductor industry. Laurie E. Locascio, deputy secretary for standards and technology at the US Department of Commerce, said the funds come from the 2022 Chips and Science Act and will be used for research in five areas. Besides supporting research, officials also hope to provide funds for prototype development. Packaging -- the process of packaging chips to protect them and connect them to devices -- is an important part of the chip industry. The United States accounts for only 3% of global capacity.
Top Gap Ups and Downs on Tuesday: BABA, TTE, MUFG and More
Gaps can show signals that something important has happened to the fundamental or the psychology of traders that accompanies this market movement.
Express News | US Launches $1.6B Competition For Chip Packaging Research Initiatives
Citigroup suggests that investors take profits on overinflated ai concept stocks.
According to Citigroup's strategist, there are no signs that the rally of AI stocks will weaken, but based on historic experience, it is time to realize profits for large-cap stocks. Strategy analysts including Drew Pettit said that confidence in AI-related stocks is at its highest level since 2019, and they expect that most of these companies will generate free cash flow beyond what analysts are predicting. Such data usually indicates that there will be "significant volatility" in the future. They also said that while there may not currently be signs of a price bubble, the rise of certain stocks is "concerning." The AI frenzy has driven the stock market to reach a record high this year.
Taiwan Semiconductor, with a market capitalization of trillions, is about to face its financial report test. Here are seven focus points.
Next Tuesday, global chip foundry giant Taiwan Semiconductor will release its second-quarter financial report. According to media compiled data, the market is currently expecting the company's second-quarter revenue to increase by 36% year-on-year, marking the fastest growth since the fourth quarter of 2022. Amid strong bullish sentiment, Taiwan Semiconductor's stock price hit a new record high during regular trading hours of the U.S. stock market, and the company's market cap briefly surpassed 1 trillion U.S. dollars. Analysts from JPMorgan, Gokul Hariharan and Robert Hsu, maintained a 'shareholding' rating for Taiwan Semiconductor and raised its target price for 2025 to NT$1,080 in a research report released on July 7th.
Today's Analyst Rating | Apple Price Target Raised to $260 by Melius Research, New Street Initiates Coverage on Microsoft With Target Price of $570
Jul 9, Wall Street analysts have updated their stock ratings today including $Apple(AAPL.US)$ and $Microsoft(MSFT.US)$.
Nvidia Stock Gains as Chip Makers Continue to Rally -- Barrons.com
Nvidia was rising Tuesday as chip stocks looked set for another positive day. There are further signs of huge spending on infrastructure to support artificial-intelligence technology.
AI chip roadmap: 3 charts and 7 major impacts
According to Bernstein, as AI chips accelerate iteration, Nvidia's leading advantage over other manufacturers will further expand, Taiwan Semiconductor's advanced packaging advantage is expected to continue, and the ASIC chip market is expected to expand.
Taiwan Semiconductor hits historic high, what is the catalyst this time?
There are more and more customers ahead in the process.
Intel and AMD have soared together! Are the "AI laggards" starting their stock price rise?
Melius Research released a report stating that "laggards" in the AI field, such as AMD (AMD.US), Apple (AAPL.US) and Intel, may begin to catch up with absolute leaders like Nvidia in the AI field in the second half of this year.
Hong Kong stock concept tracking: Taiwan Semiconductor (TSM.US) market cap breaks one trillion US dollars during trading hours. Industry prices may enter an upward trend (with concept stocks attached).
In addition, driven by strong demand for AI servers, computing chips and other products, the prosperity of the semiconductor industry has continued to improve. Recently, price increases in the industry have become more frequent.
US stocks hit new highs, with Apple's market cap surpassing Microsoft's, Tesla rising for the ninth consecutive day, silver futures falling by 3% at one point, and French stocks opening high and falling low.
Waiting for this week's US CPI and PPI inflation and Powell's congressional hearing. The New York Fed survey found that Americans' inflation expectations have fallen for two consecutive months, and the market is still betting on two interest rate cuts later this year. The S&P and Nasdaq have hit new highs for at least four days in a row, and Apple's market cap has surpassed Microsoft to become the largest company. Nvidia's increase has been cut in half after a nearly 4% increase, and TSMC briefly rose more than 4.8% in market cap, breaking the $1 trillion barrier. AI concept stocks such as Arm and Oracle also hit new highs and Intel and Super Micro Computer rose more than 6%. The Chinese concept stock index fell 1%, Xpeng Motors fell more than 6%, and Niu Technologies rose 16%. The second round of the French parliament elections unexpectedly ended without any political party obtaining an absolute majority, and European stocks rose but fell in the final session. The euro and French bond yields also opened high
The US stock market is mixed, waiting for inflation indicators and testimony from Powell, the chairman of the Federal Reserve (on the 8th).
The US stock market is mixed. The Dow Inc ended trading at 39,344.79, down 31.08 points, while the Nasdaq ended trading at 18,403.74, up 50.98 points.
TSMC's Market Cap Hits $1 Trillion: What's Going On With The Stock?
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) shares are trading higher Monday, and the company's market capitalization reached the $1 trillion mark.
Taiwan Semiconductor's Stock Is Riding the AI Wave to $1 Trillion
Paul R. La Monica The trillion-dollar market-cap club may soon have another member. $Taiwan Semiconductor(TSM.US)$ is inching closer to joining $Apple(AAPL.US)$, $Microsoft(MSFT.US)$, $NVIDIA(NVDA.US)
Express News | New AI PCs May Take Years To Make Sales Impact; Microsoft, Dell, HP Among Makers Highlighting AI PCs; Only 3% Of PCs Shipped In 2024 Will Be AI-Optimized
4 Reasons Why the AI Stock Bubble Could Get Bigger -- Barrons.com
By Tae Kim The boom in AI stocks isn't going to end soon, says Jefferies. The Wall Street firm said its basket of 27 large-cap AI stocks has added $10 trillion in value since the release of ChatGPT in
Express News | 'TSMC May Revise Its Sales Growth Projection For 2024 At Its Forthcoming Investors Conference In Light Of The Substantial Orders It Has Received From AMD, Apple, Broadcom, Intel, Mediatek, And Qualcomm, According To Industry Sources" - DigiTimes Alert
What's Going On With Nvidia And AMD Stocks On Monday?
Nvidia Corp (NASDAQ:NVDA) and peer stocks, including Advanced Micro Devices, Inc (NASDAQ:AMD), are trading higher on Monday, demonstrating the continued artificial intelligence frenzy.
Intel up 4%, Highest Gainer on the Dow Jones Industrial Average
$Intel(INTC.US)$ traded higher after the firm said it had bypassed Vietnam for a $3.3B project and instead planned on launching in Poland. The chipmaker requested 15% "cash support" from the Vietnames