How crazy are the Global chip foundry giants? Under Taiwan Semiconductor's new high, Wall Street's voices are rising.
One of the biggest beneficiaries of AI.
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.
Sinolink: Taiwan Semiconductor's CPO has made new progress; November's performance in China's Consumer Electronics is poor.
The preliminary application of CPO technology has laid an important foundation for future higher integration optoelectronic solutions, while further consolidating Taiwan Semiconductor's leading position in the advanced packaging field.
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104128755 : its not premarket, its overnight, don’t use overnight trading prices as a gauge lol, low volume, low liquidity = sharp increase/decrease
73809374 : Refer to the price in Taiwan, its reasonable.
123456FEDCBA OP : Oh sorry, yes overnight. I always confuse pre and overnight.
72237937 : But Taiwan has risen a lot. Break through the high point at once. There is a chance to continue climbing today.