Taiwan Semiconductor: Another Buying Opportunity Materializes (Technical Analysis) (Rating Upgrade)
Taiwan Semiconductor's recent earnings report shows strong profitability, driven by high-end AI chip sales, justifying a "strong buy" rating with potential for further gains in 2025. TSM's forward ...
Billionaire Philippe Laffont Sold 80% of Coatue's Stake in Nvidia and Is Piling Into This Critical Artificial Intelligence (AI) Infrastructure Stoc...
You might not realize it, but arguably the most important data dump of the first quarter occurred on Friday, Feb. 14.
If You Only Own the Vanguard S&P 500 ETF, You're Missing Out on This Brilliant Artificial Intelligence (AI) Semiconductor Stock
One of the most popular ways to invest in stocks is to buy the Vanguard S&P 500 ETF (VOO 0.00%). The Vanguard fund is popular for a reason: Its long record of closely tracking the S&P 500, combined...
TSMC: AI Foundry Leader For GPUs And ASICs
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. TSMC has a customer group of high caliber technology leaders that is driving its fou...
Ex-TSMC Exec Urges Stronger Taiwan-U.S. Cooperation Amid Chip Tariff Threat
TAIPEI, Taiwan--(BUSINESS WIRE)--If the United States imposes tariffs on Taiwan-made semiconductors, Taiwan should work actively to enhance industrial cooperation with the U.S. to mitigate potentia...
OpenAI reportedly close to developing AI training chip with TSMC to bypass Nvidia
ChatGPT developer OpenAI is close to producing a new microchip with Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) to circumvent Nvidia Corp (NASDAQ:NVDA, ETR:NVD). Last October the AI comp...
TSMC shares down 1.8% after earthquake leaves its mark on earnings
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) shares dropped 1.8% after the company warned that first-quarter revenue would be at the lower end of its forecast due to a $161 million hit fr...
TSMC sees Q1 revenue near lower end of guidance on January earthquake impact
TSMC , the world's biggest contract chipmaker, said on Monday its first-quarter revenue would be closer to the lower end of its guidance, as it expects a $161 million impact from an earthquake that...
If I Could Only Buy 1 Semiconductor Stock, This Would Be It
The last few days have been quite challenging for the semiconductor industry. The news of Chinese start-up DeepSeek releasing its open-source AI model DeepSeek-R1 -- which it says cost less than $6...
TSMC: DeepSeek Opportunity
Taiwan Semiconductor Manufacturing Company Limited slumped despite strong quarterly results due to news of a Chinese AI company producing a more efficient AI model, which should boost AI chip deman...
TSMC: Poised To Hit All-Time Highs
Taiwan Semiconductor Manufacturing Company reported robust 4Q24 earnings, with net sales up 37% YoY and gross margins reaching 59%, driven by AI chip demand. TSMC's dominant market position and pri...
DeepSeek Panic: Here's Why I'm Doubling Down On TSMC
The DeepSeek news sparked unfounded fears of reduced AI hardware spending, ignoring TSMC's critical role in AI infrastructure. 3nm technology accounted for 26% of Q4-24 wafer revenue, reflecting si...
Here's 1 Trillion-Dollar Artificial Intelligence (AI) Chip Stock to Buy Hand Over Fist While It's Still a Bargain
There are currently 10 public companies in the world boasting a market capitalization over $1 trillion. Among newer entrants into the trillion-dollar club is chip stock Taiwan Semiconductor Manufac...
This Chip Stock Could Be the Best Investment of the Decade
Finding stocks that are among the top investments of the decade isn't easy. Many trends can rise and fall, causing some stocks to falter after a few years.
Why Taiwan Semiconductor Is A Buy: Capitalizing On AI And HPC Trends
TSMC's AI and HPC-driven growth has led to the stock solidly beating the market over the last year. After more than tripling in 2024, management forecast revenue from AI accelerators to double in 2...
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