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Taiwan Semiconductor Newsroom
Top Gap Ups and Downs on Monday: TSM, NVO, PG and More
Market Climbed Monday Just Past Santa Rally High Water Mark | Wall Street Today
AMD and Nvidia Overtake Intel in Key Markets, Challenging Its Leadership
10 Information Technology Stocks Whale Activity In Today's Session
The Semiconductors Index rose nearly 4%, with NVIDIA and Taiwan Semiconductor expected to close at new highs! What has happened to the chip stocks?
NVIDIA has broken through the $150 mark for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA experiencing widespread gains. AI demand stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main reason driving chip stocks to lead. Meanwhile, Microsoft and OpenAI have released positive signals regarding AI demand, and the market also anticipates a significant speech by Jensen Huang on Monday, all of which have boosted market sentiment.
Micron Technology Climbing 1% in Chip-Stock Rally
Shares of Semiconductor and AI Stocks Are Trading Higher in Possible Reaction to Microsoft's Plan to Invest Approximately $80 Billion Into AI Data Center Development in Fiscal 2025.
Express News | Shares of Semiconductor and AI Stocks Are Trading Higher in Possible Reaction to Microsoft's Plan to Invest Approximately $80 Billion Into AI Data Center Development in Fiscal 2025
U.S. stock market movements | Taiwan Semiconductor (TSM.US) rose nearly 5% to hit a new all-time high. Goldman Sachs stated that this year's revenue will achieve a growth of 26.8%.
On Monday, Taiwan Semiconductor (TSM.US) opened up nearly 5%, reaching a record high of 218.10 USD.
Countdown to Jensen Huang's "CES Personal Show"! A speech concerning "AI faith" is about to make a huge impact.
NVIDIA's investors expect Jensen Huang's speech at CES to trigger a new round of breakthroughs in stock prices; the market's core focus will be the demand outlook for NVIDIA's Blackwell AI GPU and humanoid robots.
The Nasdaq Futures rose more than 1% before the market opened, chip stocks strengthened, and Taiwan Semiconductor is expected to reach a new high | Highlights for tonight.
① Trump is reportedly considering implementing universal tariffs only on key imported Commodities; ② NVIDIA's AR glasses patent revealed, with no backlight design for a more natural experience; ③ Microsoft has suspended construction of part of the OpenAI Datacenter in Wisconsin; ④ Xpeng Autos and Volkswagen China announced a partnership to build a super fast charging network.
Trending Stocks Today | Magic Empire Global Soars 93.91% Pre-Market
Express News | Semiconductor Stocks Rally Premarket with ASML Up Over 4%, Nvidia Up Nearly 2%
AI Takes Over CES 2025 With a Keynote Spotlight on NVIDIA's Jensen Huang
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.
Nvidia Is Headlining CES; Here Are 5 Chip Stocks Rated Higher
Evercore ISI Predicts Tech Will Lead the S&P 500 to Another 20% Upside Year in 2025