TSMC Hits $1 Trillion Market Cap, Setting New Benchmark for Asian Companies
TSMC's Positive Momentum Could Sustain Into 1H 2025 -- Market Talk
Ningbo Boway Alloy Material (601137.SH): The company will not directly cooperate with Taiwan Semiconductor.
Jiuzhouhui, October 21st. Ningbo Boway Alloy Material (601137.SH) stated on the investor interaction platform that the company will not directly cooperate with Taiwan Semiconductor. However, the company's lead frame special materials will be used for chip packaging before the third generation; The socket base special material is mainly used to connect advanced packaging chips and substrates. With the development of AI, the market focuses on AI computing chips. Advanced packaging is an important way to package AI computing chips. The socket base connection method can be applied to chips produced in more advanced packaging methods.
TSMC's Strong Momentum Could Extend Into 4Q
Dan Ives Acknowledges Nvidia, Microsoft As 'Core Drivers Of AI' But Sees Palantir, IBM, AMD And Apple Joining The Party As Well — Robust Q3 Earnings Expected
TSMC Target Price Raised to NT$1,300.00 From NT$1,200.00 by Deutsche Bank >2330.TW
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
Track the entire lifecycle of the main sector.
The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.
Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.
What signal? Goldman Sachs: 'Smart money' is pouring into technology stocks at the fastest pace in five months!
①Dubbed the "smart money," a global hedge fund aggressively bought US information technology stocks such as semiconductors and hardware at the fastest pace in five months by last Friday (the 18th). ②Goldman Sachs' institutional brokerage department indicated that portfolio managers have been net buyers of US information technology stocks for a third consecutive week.
Financial Morning Post: A-share margin clients maintain enthusiasm for increasing positions, equity funds launch a "big counterattack".
【Highlights】23 companies! Involving an amount exceeding 10 billion! The first batch of A-share companies' share buyback and stake increase loans have arrived (with a loan amount table) The A-share share buyback and stake increase loans are implemented. On October 20th, China Merchants Shekou, China Petroleum & Chemical Corporation, Sinotrans Limited, Cosco Ship Engy, cosco shipping development, China Merchants Energy Shipping, Dongxin Technology, Shandong Linglong Tyre and other companies have successively announced that they have obtained bank loan quotas, credit lines used for company share buyback, and shareholding plans. Comment: According to relevant policy requirements, these funds will enter the capital markets through centralized bidding to better support the stability of related stock prices, further drive market trading volume and increase activity, and enhance the overall trading environment.
taiwan semiconductor 2nm, no competitors.
taiwan semiconductor currently has planned a total of 7 2-nanometer fabs, which will be the most fabs in the company's history, surpassing competitors Samsung and intel, symbolizing taiwan semiconductor's reign in advanced processes, playing out a martial arts competition of one person.
Microsoft Stock Removed From Top Pick List. Plus, Airbnb, Snowflake, and More
Unusual Options Activity: AAL, GEV and Others Attract Market Bets, AAL V/OI Ratio Reaches 82.5
TSMC Says It Complies With Export Controls After Report of U.S. Probe -- Barrons.com
Gene Munster Predicts 'Bull Market Driven By AI' Amid TSMC's Stellar Performance
Express News | Top 10 Trending Stocks On WallStreetBets As Of October 18, 2024 (Via Swaggy Stocks)
Today's Analyst Rating | Taiwan Semiconductor Price Target Raised to $225 by Needham, HSBC Downgrades UnitedHealth to Hold
TSMC Financial Report Review: Gross Margin Significantly Exceeds Expectations, Strong AI Demand | Moomoo Research
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).
TSMC Shares Hit All-Time High on Record Results, Strong Outlook -- Update