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Taiwan Semiconductor Newsroom
Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
SK Hynix Posts Strong Fourth-Quarter Net Profit on AI Boom, Beating Consensus
Forget the $500 Billion. Trump's Energy Pledge Is Key to Project Stargate
Wall Street Today: Does Anyone Have the Cash for Stargates
Himax To Gain Big As TSMC, Nvidia and AMD Advance Silicon Photonics and COUPE Tech: Analyst
Semi Stocks Edge Higher, Led by Arm and Nvidia, as Quarterly Financial Results Loom
10 Information Technology Stocks With Whale Alerts In Today's Session
Unusual Options Activity: MRNA, LVS and Others Attract Market Bets, MRNA V/OI Ratio Reaches 375.9
Analyst Ming-Chi Kuo Says "Himax Emerging as a Key AI Upstream Winner in TSMC's COUPE (Silicon Photonics), Significantly Boosting Growth Visibility for 2026–2028"
Semiconductor Revenue Growth Slows to Single Digits in 2025: Susquehanna
US Morning News Call | Trump Announces $500B 'Stargate' AI Venture
The high-performing QDII funds' heavyweight stocks have been exposed, with NVIDIA, Taiwan Semiconductor, and Tesla being the "common choices". How to invest in 2025?
① Most of the well-performing QDII funds will allocate significant positions to Technology sectors focused on AI, Semiconductors, and especially stocks like NVIDIA, Taiwan Semiconductor, and Microsoft. ② Global investment remains a theme, and increasing allocations across different countries in various Industries can smooth risks from a single market.
Tech Companies Could Report Strong 4Q Earnings on AI Tailwind -- Market Talk
Nvidia Stock Rises After Trump Revokes AI Order. What It Means for Chip Makers. -- Barrons.com
Jibang Consulting: Preliminary assessment indicates that the 0121 earthquake did not cause significant damage to the Tainan wafer factory, but it may exacerbate the supply tightness of Television panels in the first quarter of 2025.
According to a TrendForce survey on January 21 regarding the impact of the 6.4 magnitude earthquake in Chiayi on nearby foundries and panel factories, Taiwan Semiconductor (TSMC) and United Microelectronics (UMC) in Tainan were affected as the intensity reached level 4 or higher.
TSMC's Gross Margin Could Reach Above 60% Over Time -- Market Talk
TSMC Target Price Raised to NT$1,400.00 From NT$1,300.00 by Deustche Bank >2330.TW
The total fortune exceeds one trillion dollars! The most eye-catching aspect of Trump's inauguration ceremony is actually the " billionaire entourage"?
Five "leaders" of the "Seven Giants" of USA Technology attended the inauguration ceremony, watching Trump take the oath of office and delivering a 30-minute inaugural speech; According to industry sources' Statistics, the total market value of the companies under these "billionaire teams" exceeds 12 trillion dollars, and their combined net worth also exceeds 1 trillion dollars.
Nvidia, Apple-Supplier TSMC Halts Production As 6.4 Magnitude Earthquake Strikes Taiwan
SA Asks: Will Nvidia See Major Growth From Robotics?