Beyond 2025: Here Are 2 Artificial Intelligence (AI) Stocks You Can Buy and Hold for the Next Decade
- Investing in artificial intelligence (AI) stocks isn't just about setting yourself up for 2025, but also positioning yourself for the next decade. AI innovations won't stop in 2025, and with the stock market being a forward-looking machine, you're better off taking the long-term view rather than just narrowing in on what will happen in 2025.
- 01/07/2025
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Is It Finally Time to Take Profits in Taiwan Semiconductor Stock?
- Taiwan Semiconductor Manufacturing (TSM 5.46%) stock has nearly tripled since I recommended it as a buy.
- 01/07/2025
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TSMC Analyst Sees AI, Advanced Nodes Driving Growth In 2025
- Goldman Sachs analyst Bruce Lu maintained a Buy rating on Taiwan Semiconductor Manufacturing Co TSM with a price target of $254, up from $248.
- 01/06/2025
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Why TSMC, KLA, and Lam Research Stocks All Popped on Monday
- Why TSMC, KLA, and Lam Research Stocks All Popped on Monday
- 01/06/2025
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TSM & NVDA Among Soaring Chips Stocks on Foxconn Earnings
- Encouraging A.I. news kicks off the trading week after Foxconn posted one of its strongest earnings ever.
- 01/06/2025
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Buy These 3 Growth Stocks Before Inauguration Day
- On January 20, 2025, Donald Trump will be inaugurated as the 47th U.S.
- 01/06/2025
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3 Momentum Picks From 2024 Poised for More Gains in 2025
- As an indicator, Momentum can be one of the strongest measures of success for a stock or an industry. When it comes to how the year 2024 ended, some stocks got very close to their 52-week highs but are expected to keep going even higher in 2025.
- 01/06/2025
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3 Top Tech Stocks That Could Make You a Millionaire
- Investing in growth stocks is one of the best ways to grow your wealth. By parking your money in well-managed businesses with solid prospects, you can steadily increase the value of your investment portfolio to enjoy a well-deserved retirement.
- 01/05/2025
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5 Cheap Growth Stocks For 2025
- 2024 was a strong year for the stock market, with the S&P 500 up 23.64% and Nasdaq up 28.64%, sparking bubble concerns. Highlighting five great growth stocks that don't look expensive. Cheaper stocks always mean there are some worries, but these are put in context.
- 01/05/2025
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Here Are Billionaire Philippe Laffont's 5 Biggest Stock Holdings
- Large money management companies are required by the Securities and Exchange Commission (SEC) to publicly report their trades and holdings. That becomes excellent fodder for the small investor to discuss and dissect.
- 01/05/2025
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Why AI Chip Stocks Nvidia, Taiwan Semiconductor Manufacturing, and Arm Holdings Rallied Today
- Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NVDA 4.45%), Taiwan Semiconductor Manufacturing (TSM 3.49%), and Arm Holdings (ARM 10.05%) rallied on Friday, up 4.5%, 3.5%, and 10.1%, respectively, in Friday trading.
- 01/03/2025
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TSMC Proving to Be a Vital Global Company
- In AI race, Taiwain Semiconductor Manufacturing Co., Ltd. (TSM) wins by making chips for all competitors.
- 01/03/2025
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2 Stocks I'd Load Up On if the Market Dips in 2025
- During 2024, the S&P 500 had an incredibly strong year. However, it dipped by about 9% at one point during the year.
- 01/03/2025
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2 Magnificent Artificial Intelligence (AI) Stocks to Buy in 2025
- The artificial intelligence (AI) investing sector is a gold mine for finding companies with market-beating potential. Nvidia (NVDA -2.33%) and Taiwan Semiconductor Manufacturing (TSM -1.45%) are among the stocks that I think can outperform the market over the next five years.
- 01/02/2025
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2 Monster AI Stocks to Buy in January 2025
- The U.S. stock market demonstrated remarkable resilience in 2024 despite challenges such as lingering inflation, high interest rates, macroeconomic uncertainties, and geopolitical tensions. Technology companies, particularly those connected to the artificial intelligence (AI) trend, provided much of the market's lift.
- 01/01/2025
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2 Top Artificial Intelligence Stocks to Buy in January
- Artificial intelligence (AI) has created huge opportunities for technology companies as they use it to offer new products and services. Goldman Sachs estimates that companies will pour $1 trillion into generative AI investments over the next few years in their efforts to keep pace with each other.
- 01/01/2025
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History Says the Nasdaq Will Soar in 2025. My Top 10 Artificial Intelligence (AI) Growth Stocks to Buy Before It Does.
- The Nasdaq Composite has been gaining ground for more than two years now. Its rise was driven by the dawn of artificial intelligence (AI), a U.S. Presidential election, declining inflation, and the beginning of long-awaited interest-rate cuts.
- 01/01/2025
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 12/31/2024
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Tesla, Nvidia Left Out Of Fund-Buys List, As Managers Bet On Two Tech Winners
- Big Tech stocks like Nvidia had a banner year in 2024. Mutual funds are betting on Google stock and Taiwan Semi headed into 2025.
- 12/31/2024
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Meet the Supercharged Growth Stock That Could Make You a Millionaire
- Finding a stock that can outright make you a millionaire isn't easy. However, they're out there.
- 12/31/2024
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3 Artificial Intelligence (AI) Stocks Billionaires Can't Stop Buying Ahead of 2025
- Over the last two years, no trend has put more pep in Wall Street's step than the rise of artificial intelligence (AI). The ability for AI-driven software and systems to grow more proficient at their tasks, as well as evolve to learn new jobs without the need for human intervention, gives this technology a virtually limitless long-term ceiling.
- 12/31/2024
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These 5 Stocks Are My Top Picks For 2025
- In this article, I am listing my top picks for a successful investing year 2025. Every company on this list has a very high quality business model and is operating in a growing market. Providing the growth catalyst of each company, the main risk and potential undervaluation ranging from 13% to 26%.
- 12/30/2024
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TSMX: China And The Incoming U.S. Administration
- Taiwan remains a geopolitical hotspot, with tensions between China and the U.S. affecting Taiwan Semiconductor's market dynamics and potential tariffs under the Trump administration. Taiwan Semiconductor is a leading chip manufacturer, critical for U.S. electronics, with shares reaching record highs in 2024 due to soaring semiconductor demand. The Direxion Daily TSM Bull 2X Shares ETF amplifies TSM's gains, offering significant returns but requiring careful time and price management due to leverage.
- 12/30/2024
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NVDA, AVGO, TSM Outlook – Semiconductor Stocks Drift Lower in Premarket Trading
- The theme across the board in the semiconductor market in America seems to be that we are taking a little bit of profit ahead of the Monday session. That being said, all 3 of these major stocks look very bullish, and most certainly will continue to attract a certain amount
- 12/30/2024
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3 No-Brainer Artificial Intelligence (AI) Stocks to Buy for 2025 With $200 Right Now
- The last two years have been dominated by artificial intelligence (AI) stocks. The influx of spending on AI infrastructure and development, combined with investors' excitement around the potential for it to change multiple industries, pushed the prices of several companies' stocks into astronomical territories.
- 12/29/2024
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The Zen Ten - My Top Picks For 2025
- I've been publishing the Zen Ten list since 2008, consistently beating the market by an average of 9.1% per year since 2000. My methodology involves a rigorous three-step screening process using Zacks Investment Research, LSEG StarMine, and StockRover, narrowing 8,000 stocks to just 10. The screening process focuses on earnings growth, value, quality, financial stability, profitability, sustainability, and margin of safety, ensuring a diversified and robust selection.
- 12/29/2024
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Taiwan Semiconductor Manufacturing vs. ASML: Which Stock Will Outperform in 2025?
- Both Taiwan Semiconductor Manufacturing (TSM -0.70%) and ASML (ASML -0.32%) play critical roles in the semiconductor industry. Taiwan Semiconductor, or TSMC for short, is the world's leading semiconductor contract manufacturer.
- 12/29/2024
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2 AI Stocks That Could Help Make You a Fortune
- Artificial intelligence (AI) has propelled stocks to monster gains over the last two years, starting with the launch of OpenAI's ChatGPT. By now, investors are well aware of breakout stories like Nvidia and Palantir Technologies that have been early to capitalize on the boom, but there are likely to be plenty of other winners from the new technology.
- 12/29/2024
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3 Tech Stocks With More Potential Than Any Cryptocurrency
- The price of many cryptocurrencies has soared lately as some investors anticipate a friendlier approach to crypto under the incoming Trump administration. While some cryptocurrencies offer a potential for big gains, tech stocks can have just as much, if not more, potential and are often more stable investments.
- 12/29/2024
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3 Top Semiconductor Stocks to Buy for 2025
- With the global market for artificial intelligence presumed to be worth trillions in the coming years, these top semiconductor stocks should be lucrative investments going into 2025.
- 12/28/2024
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Better Artificial Intelligence Stock: Taiwan Semiconductor Manufacturing vs. Nvidia
- If you've been following the artificial intelligence market closely, then you likely already know a bit about the chip manufacturing company Taiwan Semiconductor Manufacturing (TSM -0.70%) and chip designer Nvidia (NVDA -2.09%).
- 12/28/2024
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These 3 Chip Stock Kings Are Still Buys for 2025
- Among chip stocks, these three stand out for their ability to dominate their respective markets. Combined with the AI arms race in big tech, their leading positions set their stocks up for massive returns in 2024.
- 12/28/2024
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The Last Time Taiwan Semiconductor Did This, the Stock Doubed in a Year
- While a company's past performance is no guarantee of its future results, history is one of the few reasonable things we can use to guide our predictions. Particularly for cyclical companies, it can be a pretty good indicator of what's to come.
- 12/28/2024
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Play TSMC's Best Year Since 1999 With These ETFs
- The Taiwan Semiconductor Manufacturing stock is up 82% this year.
- 12/27/2024
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Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030
- According to PC Gamer, “The AMD Ryzen 7 7800X3D is simply the best gaming CPU around right now. It’s certainly the best gaming chip that AMD has ever made, but it’s also capable of outperforming Intel’s top CPU when it comes to gaming frame rates and is doing so for a lot less cash. It’s also a lot less power-thirsty, too.” Rave reviews such as this would have been considered unthinkable over a decade ago. After 50 years of playing second best to rival Intel (NASDAQ: INTC), Advanced Micro Devices (NASDAQ: AMD) surpassed it, thanks to CEO Dr. Linda Su, who took the reins in 2014 and AMD was able to unveil the Ryzen in 2017, which became a game changer. Based on a principle of multiple microscopic CPUs working in tandem, AMD’s Ryzen CPU outperformed Intel’s CPUs in speed and efficiency, and most importantly – cost only half as much. Ryzen and its later updates subsequently added tens of billions to AMD’s revenues, and in 2022, AMD surpassed Intel in market cap, although not in chip market share. Headwinds and Challenges Under Dr. Lisa Su, AMD’s Ryzen and Epyc CPUs have propelled the company to profitability and market cap superiority over longtime rival Intel. Despite AMD’s phenomenal turnaround over the past decade, not everything has been smooth sailing and concern-free. Unlike Intel, AMD does not own manufacturing facilities in the US. Dr. Su’s reputation and ties to Taiwan have created a strong relationship with manufacturing facilities owned by Taiwan Semiconductor Manufacturing Co, (NYSE: TSM). While the relationship between AMD and TSMC remains robust, geopolitical tensions between Taiwan and China, whose CCP leadership continues to advocate for “reunification” with Taiwan, even if by military invasion, continues to be a supply chain risk factor. While AMD’s MI300 GPU is a viable competitor to Nvidia’s H100, industry publication Tom’s Hardware estimates that AMD’s new chips sell for just 25% of the price of Nvidia’s H100, despite their similar performance. This means less room for growth and lower margins. Additionally, Nvidia (NASDAQ: NVDA) isn’t standing still. In Q1, the company announced its new Blackwell platform, designed to train generative AI models at a fraction of the cost of its predecessor. Nvidia’s faster development cycle means that AMD may be stuck playing a game of catchup — putting further pressure on its pricing power, growth, and margins. US technology export restrictions require AMD, Nvidia, and other US chip makers to design lower-performance versions of their top products for export to China and the Middle East. Prior iterations from Q1 2024 were rejected by the Commerce Dept. as still being too powerful, and export licenses were withheld. The counterintuitive need to create a better device to market while simultaneously designing lower capabilities is proving to be a more delicate and difficult task than anticipated. Regardless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. While most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near-term projections irrelevant. 24/7 Wall Street aims to present some further-looking insights based on AMD’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article Lisa Su’s acquisitions of ZT Systems and various AI software companies are part of a comprehensive AI-focused strategy. The acquisition of ZT Systems, a cloud architecture solution provider, is a key building block of Lisa Su’s AI development strategy objective, which is to provide AI in end-to-end computing. AMD’s MI300 GPU and future models will continue to compete with Nvidia for the AI graphics market. AMD’s chip architecture for Ryzen and other products will expand for installation applications beyond gaming, such as automobiles, IoT, and others. The threat of a PRC military invasion of Taiwan is still a major semiconductor supply chain threat, as AMD, Nvidia, Apple, and other tech companies all rely on Taiwan Semiconductor for its manufacturing needs. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Advanced Micro Devices News and Updates 12/20/2024 Morgan Stanley analysts have lowered their price target for Advanced Micro Devices from $169 to $158, while maintaining an “equal weight” rating on the stock. Despite this lowered target, it still suggest a potential upside of 30.75% from AMD’s current price. 12/18/2024 Advanced Micro Devices’ stock has reached a 52-week low of $121.82, valuing the company at $199 billion. This decline, coupled with a beta of 1.64, indicates significant price volatility as investors grapple with economic uncertainties and shifting market dynamics. 12/16/2024 Advanced Micro Devices’ stock price dipped 1.3% in midday trading today, reaching a low of $123.12. Trading volume was also much lower than average, with only 15.7 million shares changing hands. 12/12/2024 Advanced Micro Devices’ stock experienced a slight decline of 0.2% during today’s midday trading, fluctuating between $129.13 and $129.92. Trading volume was also much lower than average. 12/11/2024 Advanced Micro Devices’ CEO Lisa Su has been named Time Magazine’s CEO of the year. Since taking over in 2014, Su has orchestrated an incredible turnaround for the company, driving AMD’s stock price up by a staggering 3700%. 12/9/2024 Vivek Arya, an analyst with Bank of America, downgraded Advanced Micro Devices stock from “Buy” to “Neutral” and lowered its price target from $180 to $155. This downgrade follows Amazon’s executives reports of weak demand for AMD’s AI accelerators and led to a decline in AMD’s stock today. 12/6/2024 AMD’s stock price has gone down today. This decrease followed an Amazon executive’s report that the company hasn’t observed enough demand for AMD’s AI accelerators to warrant their sale through Amazon Web Services. 12/5/2024 Mizuho has lowered its price target for Advanced Micro Devices from $185 to $180, but still maintains a “Buy” rating on the stock. This revised target price suggests a potential upside of 26.64% from AMD’s current market price. 12/3/2024 Advanced Micro Devices stock declined 0.3% today, trading between $141.23 and $141.61. 11/27/2024 Advanced Micro Devices has solidified its commitment to Indian by inaugurating a new research and development center. This move aligns with the company’s previously announced $400 million investment in the country. 5-10 Year Review A huge part of AMD’s success has been the Damocles sword decision to have all foundry work performed by Taiwan Semiconductor. After stints at IBM and Texas Instruments, Dr. Lisa Su became COO of AMD, assuming the CEO position in 2014. Soon afterwards, she started her overhaul of the company by splitting it into 2 divisions: Computing and Graphics, which includes desktop and notebook processors and chipsets, discrete GPUs, and professional graphics; Enterprise, Embedded, and Semi-Custom, which includes server and embedded processors, dense servers, semi-custom SoC products (including solutions for gaming consoles), engineering services, and royalties. Dr. Su oversaw the release of the Radeon 300 and Fury series, the last of the Bulldozer derivatives, and then the RX 400 series of GPUs in 2016. Based on AMD’s Zen architecture, both Epyc for servers and workstations Ryzen for laptops and desktops debuted in 2017. They innovatively took multiple micro CPUs to work as a team for superior computing power and speed. Ryzen, in particular, took the computing world and Intel by surprise, as it catapulted AMD to previously uncharted levels. 2020 saw AMD announce the acquisition of Xilinx for its field programmable gate arrays (FPGA). AMD would discontinue Xilinx production of its complex programmable logic devices (CPLD) in early 2024. Pensando Systems was added to AMD’s portfolio in 2022, with Mipsology to follow in 2023. On the AI front, 2023 saw AMD acquire Nod.ai, followed by Silo.AI, Europe’s largest private AI Lab, in 2024. Fiscal Year (Dec) Price Revenues Net Income 2015 $2.87 $3.991 B -($660 M) 2016 $11.34 $4.319 B -($498 M) 2017 $10.28 $5.253 B -($33 M) 2018 $18.46 $6.475 B $337 M 2019 $45.86 $6.731 B $341 M 2020 $91.71 $9.763 B $2.490 B 2021 $143.90 $16.434 B $3.162 B 2022 $64.77 $23.601 B $1.320 B 2023 $147.41 $22.680 B $864 M 2024 LTM (Jun 2024) $$162.21 $23.276 B $$1.354 B Key Drivers for AMD’s Stock in the Future Lisa Su’s release of AMD’s MI300 GPU has thrown down the gauntlet for AI to her cousin, CEO Jensen Huang of Nvidia, which controls close to 70% of the AI GPU market at present. AMD’s MI300 GPU (Graphics Processing Units) and similar products are addressing AI workloads for cloud computing, which is stirring up interest. Microsoft (NASDAQ: MSFT) and Oracle (NASDAQ: ORCL) are already using the MI300. As a result, AMD is now on the radar alongside other AI related stocks. The ZT Systems acquisition for $4.9 billion is a key building block of Lisa Su’s AI development strategy. By integrating ZT’s expertise in data center infrastructure, AMD will be able to offer complete AI solutions, encompassing hardware, software, and system-level integration. Therefore, AMD will soon provide a one-stop, comprehensive and integrated offering to clients seeking robust AI solutions. Data Center growth (already $2.3 billion sector revenues for AMD in Q1, +80% y-o-y), should continue to expand that area for the near and extended future. AMD 3D V-Cache chips will be an integral contributor to AMD-powered data center equipment. Stock Price Prediction for 2025 The consensus rating from over 40 Wall Street analysts is “buy/outperform” (31 buy, 7 outperform, 10 hold). Their average price target in 12 months is $186.91, which is 47.99% from the price today. 24/7 Wall Street’s 12-month projection for AMD’s price is $205.20, which would be a 62.48% increase. We believe Dr. Su’s goal of end-to-end AI utility is already underway, with AMD competing with Nvidia in a similar fashion and strategy to how it challenged Intel: with comparable or superior speed and performance for lower prices. AMD’s Next 5 Years’ Outlook The past 10-year median P/E ratio for AMD is 34.27. 24/7 Wall Street is using a more conservative P/E ratio of 30 for the following price predictions. These prices also preclude an invasion of Taiwan from China, which would understandably devastate chip manufacturing worldwide. For 2026, we predict a price of $237.12, which would be a 15.56% gain year-over-year. AMD’s acquisition of ZT Systems will be a significant contributor to Dr. Su’s AI development agenda. She anticipates that the AI accelerator and GPU chip market will reach $400 billion by 2027. AMD’s Instinct and Epyc accelerators for machine learning will see a major boost in this surge. To follow up on the AI agenda, 2027 should benefit from ZT Systems’ software boost capabilities. During 2023-24, AMD invested more than $1 billion to improve its AI software capabilities and R&D activities. AMD has already made three small software AI-related acquisitions (Silo AI, Nod.ai, and Mipsology) to bolster its mid- and high-level software abstractions and help customers customize LLMs. Dr. Su and Nvidia’s Jensen Huang are blood-relative cousins, and their respective competitive drives and tech savvy make the AMD and Nvidia rivalry in AI all the more compelling when the different components are compared head-to-head. The 24/7 Wall Street price target for 2027 is $294.40. This would be a 24.16% gain year-over-year. 2028 should see AMD get an upswing from its ancillary markets. For example, AMD’s Ryzen is already a big part of the digital cockpits in the automotive market. Its partnerships with Daimler-Benz and Tesla will likely expand to other auto manufacturers as AI becomes more ubiquitous and demand escalates. Our price target is $306, a modest year-over-year gain of 3.94%. Edge computing would be another ancillary market for AMD that would benefit from AI. 2029 should see a boost in IoT applications using AMD-powered devices and digital architecture. AMD’s Multi-Chip Modules (MCM) will continue to expand, with its Epyc Milan X, the first MCM GPU, leading the way for a range of other configurations. The resulting bump would be a target price of $336, a 9.80% gain from the previous year’s price target. AMD Stock in 2030 AMD’s development of end-to-end AI computing is Dr. Lisa Su’s primary goal over the next decade. At present, no smartphone utilizes any AMD CPUs. Nevertheless, AMD has already announced the availability of Ryzen chips for mobile devices. By 2030, the growth of AI-powered mobile gaming should reach the point where the demand for Ryzen performance in smartphones by game-oriented users should see Ryzen-powered smartphones. This would be a huge boon for AMD, as the smartphone market is a major one that has long eluded it. The 24/7 Wall Street 2030 price target is $396.20. Year EPS P/E multiple Price 2025 $6.84 30 $205.20 2026 $7.90 30 $237.12 2027 $9.81 30 $294.40 2028 $10.20 30 $306.00 2029 $11.20 30 $336.00 2030 $13.21 30 $396.20 Get Ready To Retire (Sponsored) Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. Here’s how it works: 1. Answer SmartAsset advisor match quiz 2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles. 3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future Get started right here. The post Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030 appeared first on 24/7 Wall St..
- 12/27/2024
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Taiwan Semiconductor (TSM) Price Prediction and Forecast
- In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Taiwan Semiconductor News and Updates 12/20/2024 The Biden administration is planning to blacklist Sophgo, a Chinese company illegally using a Taiwan Semiconductor chip in a Huawei AI processor. The chip, which was found in Huawei’s Ascend 910B, matched one ordered by Sophgo from TSMC. 12/18/2024 Taiwan Semiconductor’s Arizona-based chip fabrication plant is almost back on schedule according to the company’s Chairman, Rick Cassidy. The Arizona plant is the most advanced chip fabrication facility in the United States, producing 4-nanometer chips. 12/16/2024 Taiwan Semiconductor’s stock price experienced a slight increase of 0.1% today, trading as high as $205.50. However, trading volume was lower than average, with only 5.8 million shares changing hands. 12/12/2024 Taiwan Semiconductor’s stock price dipped 0.5% today, trading as low as $192.21. 12/11/2024 Taiwan Semiconductor has released a new report illustrating a solid financial performance for November 2024. The company’s revenue for the month reached NT$276.06 billion, marking a 34% year-over-year increase. 12/9/2024 Taiwan Semiconductor’s stock price declined slightly today, trading as low as $199.16. The stock traded lower than its previous closing price, with a significantly lower than average trading volume. 12/6/2024 Nvidia’s stock price experienced a slight decline of 0.4% to $144.48 in early Friday trading. However, for the week, the stock has seen a 4.8% increase. 12/5/2024 Tawaian Semiconductor may soon be making Nvidia’s powerful new Blackwell AI chips. Production on the chips could begin as early as next year at TSMC’s new factory in Arizona, which is currently under construction. Currently, the chips are manufactured in Taiwan at TSMC’s main plants. However, while the initial stages of production can occur in Arizona, the chips would still need to be shipped back to Taiwan for final packaging. 11/27/2024 Taiwan Semiconducter’s large investment in U.S. manufacturing was a strategic move to diversify its operations and address geopolitical tensions. However, experts suggest that the advanced chip production capabilities in the U.S. may lag behind those in Taiwan for some time. 11/26/2024 Taiwan Semiconductor experienced a slight decline of 0.1% in its share price today, trading as low as $183.87. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 2.16% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -10.86% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big of a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 23.39% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 12/27/2024
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Small-Cap Stocks Lead Quiet Post-Christmas Session; Nvidia, TSMC At Buy Points
- The stock market finished mixed Thursday in a post-Christmas trading session. Nvidia stock and TSMC are at buy points.
- 12/26/2024
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Missed Out on Palantir's Run-Up? My Best Artificial Intelligence (AI) Stock to Buy and Hold.
- Palantir Technologies (PLTR 2.09%) stock has been on a tearing run on the market in 2024, logging remarkable gains of 370% as of this writing. The rapid uptake of artificial intelligence (AI) software solutions by organizations and governments played a central role in this terrific surge.
- 12/26/2024
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3 No-Brainer AI Stocks to Buy Right Now
- Artificial intelligence (AI) stocks have been some of the strongest drivers of the market this year. Given that the AI trend still appears to be in its early innings, though, it looks like a number of them could help drive the market higher next year as well.
- 12/26/2024
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Taiwan Semiconductor (TSM) Price Prediction and Forecast
- In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Taiwan Semiconductor News and Updates 12/20/2024 The Biden administration is planning to blacklist Sophgo, a Chinese company illegally using a Taiwan Semiconductor chip in a Huawei AI processor. The chip, which was found in Huawei’s Ascend 910B, matched one ordered by Sophgo from TSMC. 12/18/2024 Taiwan Semiconductor’s Arizona-based chip fabrication plant is almost back on schedule according to the company’s Chairman, Rick Cassidy. The Arizona plant is the most advanced chip fabrication facility in the United States, producing 4-nanometer chips. 12/16/2024 Taiwan Semiconductor’s stock price experienced a slight increase of 0.1% today, trading as high as $205.50. However, trading volume was lower than average, with only 5.8 million shares changing hands. 12/12/2024 Taiwan Semiconductor’s stock price dipped 0.5% today, trading as low as $192.21. 12/11/2024 Taiwan Semiconductor has released a new report illustrating a solid financial performance for November 2024. The company’s revenue for the month reached NT$276.06 billion, marking a 34% year-over-year increase. 12/9/2024 Taiwan Semiconductor’s stock price declined slightly today, trading as low as $199.16. The stock traded lower than its previous closing price, with a significantly lower than average trading volume. 12/6/2024 Nvidia’s stock price experienced a slight decline of 0.4% to $144.48 in early Friday trading. However, for the week, the stock has seen a 4.8% increase. 12/5/2024 Tawaian Semiconductor may soon be making Nvidia’s powerful new Blackwell AI chips. Production on the chips could begin as early as next year at TSMC’s new factory in Arizona, which is currently under construction. Currently, the chips are manufactured in Taiwan at TSMC’s main plants. However, while the initial stages of production can occur in Arizona, the chips would still need to be shipped back to Taiwan for final packaging. 11/27/2024 Taiwan Semiconducter’s large investment in U.S. manufacturing was a strategic move to diversify its operations and address geopolitical tensions. However, experts suggest that the advanced chip production capabilities in the U.S. may lag behind those in Taiwan for some time. 11/26/2024 Taiwan Semiconductor experienced a slight decline of 0.1% in its share price today, trading as low as $183.87. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 1.39% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -11.53% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big of a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 22.46% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 12/26/2024
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Is Taiwan Semiconductor Stock a Buy Now?
- Taiwan Semiconductor Manufacturing (TSM -0.50%) is on a roll. On the heels of a three-year slump in chipmaking services, TSMC is facing unprecedented production demand.
- 12/25/2024
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Better Artificial Intelligence Stock: ASML vs. Taiwan Semiconductor
- Artificial intelligence (AI) has been a boon to the semiconductor industry. The need for faster, more powerful chips to fuel AI enabled the industry's sales to hit $627 billion in 2024, a 19% year-over-year increase.
- 12/25/2024
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Should You Forget Tesla and Buy 2 Artificial Intelligence (AI) Stocks Right Now?
- Tesla (TSLA 7.36%) is evolving beyond electric vehicles (EV) to become a bonafide artificial intelligence (AI) company. Its plans for an autonomous Robotaxi fleet and its work in humanoid robotics could eventually make it, as CEO Elon Musk believes, the world's most valuable company.
- 12/25/2024
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A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist and Hold for Years (Hint: It's Not Nvidia)
- When it comes to the semiconductor industry, no other company has become as well-known as Nvidia. The company specializes in designing graphics processing units (GPU), a unique piece of hardware architecture that's used for all sorts of generative AI applications.
- 12/25/2024
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Taiwan Semiconductor: The Powerhouse At The Heart Of The AI Revolution
- TSMC's dominance in advanced semiconductor manufacturing positions it as a key player in the AI revolution, supplying giants like NVIDIA, AMD, and Apple. The company's advanced packaging technologies, such as CoWoS, and its leadership in 3nm and 2nm nodes, ensure its competitive edge in HPC and AI markets. Financially robust, TSMC reported $23.5 billion in revenue with a 36% YOY growth and maintains a strong balance sheet with $69 billion in cash.
- 12/24/2024
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TSMC Stock Poised for Best Year in 25 Years - A Top Pick for 2025
- TSMC stock is poised for growth in the new year due to advanced chip technology, a diverse business model, and market leadership, making it a solid buy.
- 12/24/2024
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8 Trading Lessons to Take From Our 2024 Stock Picks
- Subscribers to Chart of the Week received this commentary on Sunday, December 8.
- 12/24/2024
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TSMC shares reach record high amid booming AI demand
- Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker, is on track to achieve its best stock performance in 25 years. The company's shares briefly reached an all-time high in Taipei trading, reflecting its pivotal role in the artificial intelligence (AI) market.
- 12/24/2024
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Taiwan Semi Breaks Out As Funds Load Up On Apple, These 2024 Winners
- Funds are buying three outstanding winners of 2024. The post Taiwan Semi Breaks Out As Funds Load Up On Apple, These 2024 Winners appeared first on Investor's Business Daily.
- 12/23/2024
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TSMC: Market Outperformance Expected, Driven By N2 Advancements And Strong ASIC Demand
- TSMC is poised for 25%+ revenue growth in 2025, driven by robust AI demand, N2 chip debut, and overseas fab production ramp. The debut of N2 nodes in H2 2025, featuring GAA advanced nanosheet transistors, will significantly enhance performance and power efficiency. TSMC's market share and pricing power will increase with a 10-20% price hike for N2 & N3 wafers, offsetting overseas fab ramp costs.
- 12/23/2024
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3 Red-Hot Growth Stocks to Buy in 2025
- Picking up the latest hot growth stock can be smart, but only if it's at the right price. Following the crowd after a stock has made a huge move sometimes doesn't work out, so there are a few considerations to take note of before making the move.
- 12/23/2024
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Our Top 10 Dividend Growth Stocks - December 2024
- This monthly article focuses on selecting high-growth dividend stocks with rapidly growing dividends rather than high current yields. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
- 12/21/2024
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3 No-Brainer AI Stocks to Buy Right Now
- One of the biggest drivers in the market in 2024 was artificial intelligence (AI), and there is good reason to believe that AI stocks can continue to lead the charge in 2025. Despite recent advancements, AI is still in the early innings and the technology will only get better with time.
- 12/21/2024
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Exclusive: US plans to blacklist company that ordered TSMC chip found in Huawei processor -- source
- The Biden administration plans to blacklist a Chinese company whose TSMC-made chip was illegally incorporated into a Huawei AI processor, according to a person familiar with the matter.
- 12/20/2024
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 12/20/2024
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Buy These 3 AI Stocks and Hold Them Forever
- Stocks are quite expensive right now no matter where you look.
- 12/19/2024
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Billionaire Stanley Druckenmiller Dumps Nvidia and Palantir And Bought These 2 AI Stocks Instead
- Because of his more than 40-year history on Wall Street, Stanley Druckenmiller is not some unknown investor, but the billionaire is not a household name in the way stock market legends Warren Buffett and Peter Lynch are.
- 12/19/2024
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Taiwan Semiconductor Almost Doubled In 2024 - What's Next For 2025
- TSMC, the world's largest chip foundry, has outperformed the S&P 500 and tech sector in 2024, nearly doubling its stock price. Strong revenue growth, high margins, and robust demand for advanced technologies like AI and HPC support TSMC's continued market leadership and EPS growth. TSMC's disciplined CapEx and strategic diversification mitigate geopolitical risks, making it a "Buy" despite competition and operational challenges.
- 12/19/2024
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3 Top Tech Stocks That Could Make You a Millionaire
- It's easy to assume that a millionaire-making stock is a rags-to-riches story, a lottery ticket-style investment that hit it big. Sure, those stories exist, but the reality is that investors are most likely to get rich on a stock slowly.
- 12/19/2024
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Should You Forget Nvidia and Buy 2 Other Artificial Intelligence (AI) Stocks Instead?
- Nvidia's (NVDA 3.27%) stock has soared about 27,340% over the past 10 years. The explosive growth of its data center business, which sells high-end GPUs for processing complex artificial intelligence (AI) tasks, fueled a large portion of those gains and turned it into a linchpin and bellwether of the booming AI market.
- 12/18/2024
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These Are My 2 Biggest Winning AI Stocks in 2024: Here's What I Think About Them Now
- In this video, Motley Fool contributor Jason Hall breaks down why Nvidia (NVDA -1.22%) and Taiwan Semiconductor (TSM -0.77%) have been his best-performing artificial intelligence stocks in 2024 and why activity at Advanced Micro Devices (AMD -1.32%), along with its CEO's expectations, are worth knowing.
- 12/18/2024
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2 Stocks Set to Dominate in 2025
- Sometimes, it's fairly obvious which companies will have a successful year before we're actually in it. I think that's the case with two companies: Taiwan Semiconductor (TSM -0.77%) and Amazon (AMZN -0.76%) although others could certainly make the list, too.
- 12/18/2024
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Why The Market May Get Turned Upside Down In 2025
- AI stocks have dominated the market in 2024, dragging the S&P 500 higher with them. I think the market may get turned upside down in 2025. I share why and also share some of my top picks for the new year.
- 12/18/2024
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Trump's China Tariffs Could Reshape These 2 Semiconductor Stocks
- The returning Trump administration will embody its “America First” and “Made in America” stance more than ever in 2025. President Trump has stated that he will tariff imports up to 25%, especially with Chinese goods tacking on upwards of a 60% tariff.
- 12/18/2024
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Taiwan Semiconductor Stock Doesn't Need To Break Out To Make Money
- This option strategy let's you profit whether a stock breaks out or not while limiting your risk. The post Taiwan Semiconductor Stock Doesn't Need To Break Out To Make Money appeared first on Investor's Business Daily.
- 12/17/2024
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Apple, Meta, Lead Five Stocks Near Buy Zones; One Is Nvidia's Partner
- Apple stock, Meta and TSM are leading five stocks near buy zones, as some have nearly doubled thus far this year. The post Apple, Meta, Lead Five Stocks Near Buy Zones; One Is Nvidia's Partner appeared first on Investor's Business Daily.
- 12/17/2024
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Meet the 2 Newest Members of the $1 Trillion Club: Here's Which One Is Wall Street's Favorite
- What if Santa Claus named his reindeer after stocks with market caps of $1 trillion or more? We wouldn't have, "Now, Dasher!
- 12/17/2024
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The Top AI Stock for 2025
- Artificial intelligence is growing at an astounding rate, but competition is fierce among all of the leading providers of models and cloud infrastructure. One area where there isn't as much competition is in chips, where Taiwan Semiconductor Manufacturing (TSM 0.61%) is the clear leader.
- 12/17/2024
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TSMC (TSM) Is Considered a Good Investment by Brokers: Is That True?
- Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
- 12/16/2024
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The Best Stocks to Invest $50,000 in Right Now
- With 2025 just around the corner, some people may be sitting on a lump of cash they'd like to deploy to the market. It doesn't matter if it's $50 or $50,000; most brokerages give investors access to fractional shares so they can buy the same stocks as someone with a much larger account balance can (just in smaller quantities).
- 12/16/2024
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The Best Stocks to Invest $50,000 in Right Now
- It might seem intimidating to buy stocks as the S&P 500 and Nasdaq Composite hover near their all-time highs. After all, Warren Buffett told investors to be "fearful when others are greedy" -- and plenty of high-growth stocks are trading at greedy valuations.
- 12/15/2024
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2 No-Brainer Artificial Intelligence (AI) Stocks to Buy Before 2025
- This has turned out to be a very solid year for artificial intelligence (AI) stocks as companies benefiting from the rapidly growing adoption of this technology have witnessed a solid improvement in their businesses, leading to healthy gains in their share prices as well.
- 12/15/2024
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S&P 500 Banking Giant Leads Five Stocks To Watch Amid Market Rally
- Goldman Sachs and Fortinet are among the stocks investors should keep tabs on as the stock market rally holds up. The post S&P 500 Banking Giant Leads Five Stocks To Watch Amid Market Rally appeared first on Investor's Business Daily.
- 12/14/2024
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Options Corner: AMZN, MRVL, TSM
- Big Tech and retail giants go under the microscope of today's Options Corner. Tom White looks into the unusual market activity behind Amazon (AMZN), Marvell (MRVL), and TSMC (TSM).
- 12/13/2024
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TSMC's New Arizona Fab! Apple Will Finally Make Advanced Chips In The U.S.
- On 1,100 acres in the Arizona desert north of Phoenix, a newly completed 3.5-million-square foot building is making history as the most advanced chip fabrication plant on U.S. soil. It's Taiwan Semiconductor Manufacturing Company's first of three Arizona fabs, which will total a $65 billion investment when they're complete at the end of the decade.
- 12/13/2024
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TSMC says first advanced U.S. chip fab 'dang near back' on schedule. Here's an inside look.
- Apple will be the largest customer at TSMC's new Arizona chip fab, which the Taiwanese company says is 'dang near back' on schedule. Here's an inside look.
- 12/13/2024
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4 AI Powerhouses Set to Dominate 2025 - Are You In?
- From chips to security to data analytics to computing power, FTNT, TSM, PLTR and NVDA form the complete AI ecosystem and are poised to dominate the tech landscape in 2025.
- 12/12/2024
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5 Top Stocks to Buy Now for 2025 Growth
- The five market-crushing stocks we explore today earn Zacks Rank #1 (Strong Buys) and appear worth buying in 2025 and holding for long-term upside: TSM, VST, VRT, APP, and MTZ.
- 12/12/2024
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NVIDIA (NVDA) Price Prediction and Forecast
- The artificial intelligence-fueled rally has been the foremost contributor to the major market indices’ sizable gains over the past several years. And one company in particular is at the vanguard: NVIDIA Corp. (NASDAQ: NVDA). NVIDIA is the premier manufacturer of components critical to the surge in AI; namely, semiconductors, microchips, and graphics processing units (GPUs).ca As a result, the Santa Clara, Calif.-based company has seen its stock skyrocket in the recent past. Since the first day the market opened in 2023, shares have gained 824.50%, and in the decade from August 2014 to present, they are up a preposterous 28638.30%. Despite those mind-boggling gains, analysts still expect enormous upside potential in the medium and long term. 24/7 Wall Street has performed analysis to provide prospective investors and current shareholders with an idea of where NVIDIA’s stock might be headed over the course of the next five years. Key Points in This Article: NVIDIA’s track record of strong earnings suggests an ability to remain at the forefront of its industry, as competitors fight for the leftovers. Between NVIDIA’s client list of Magnificent Seven companies and the burgeoning trend in AI, growth in both revenue and net income is projected to continue its steep climb. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. NVIDIA News and Updates 12/11/2024 The U.S. Supreme Court has rejected Nvidia’s appeal, allowing for a lawsuit to move forward that accusing the company of misleading investors about its reliance on cryptocurrency mining revenue. 12/9/2024 Nvidia’s shares declined today. This action follows China’s initiated antitrust investigation into the company over its 2019 acquisition of Mellanox. China’s State Administration for Market Regulation (SAMR) is investigating Nvidia for potential violations of China’s anti-monopoly law. 12/6/2024 The European Union is scrutinizing Nvidia’s business practices and is looking into potential unfair sales tactics like bundling. This investigation could escalate into a formal inquiry, particularly as Nvidia controls 84% of the AI chip market share. 12/5/2024 Nvidia is looking to begin manufacturing its Blackwell AI chips at Taiwan Semiconductor’s new facility in Arizona (which is still under construction). 12/3/2024 Nvidia has announced a new partnership with the Thai government with the aim of developing cutting-edge AI infrastructure for the country. 11/27/2024 Nvidia is reportedly prioritizing Samsung’s GDDR7 memory for its upcoming GeForce RTX 50 series of graphics cards for desktops and AI notebooks. 11/26/2024 Nvidia has been working with a team of global researchers on a groundbreaking AI model, Fugatto (short for Foundational Generative Audio Transformer Opus 1). This versatile tool can generate or transform audio in countless ways: it can create music from simple text prompts, alter a singer’s emotion or accent, and add or remove instruments from existing songs. 11/25/2024 Nvidia’s stock declined by nearly 4% today, reaching a three-week low. 11/22/2024 PhillipCapital has downgraded Nvidia from “Buy” to “Accumulate” due to recent price swings as the company’s Blackwell processors prepare for production. Despite the downgrade, however, PhillipCapital raised the target price for Nvidia from $155 to $160. 11/21/2024 Nvidia reported impressive third-quarter earnings, surpassing analysts’ expectations. The company’s strong performance was largely driven by the robust sales of its high-powered AI chips. Nvidia reported earnings per share (EPS) of $0.81 on revenue of $35.1 billion, outperforming the projected EPS of $0.74 and revenue of $33.2 billion. NVIDIA’s Recent Stock Success Unless you have been living under a rock, chances are you have caught wind of the very well-documented and rather exponential surge in NVIDIA’s share price since 2022. But before 2022’s price-per-share explosion, it was steadily appreciating as it underwent a series of stock splits. Year Share Price* Revenue** Net Income** 2014 $0.51 $4.130 $0.588 2015 $0.82 $4.681 $0.800 2016 $2.67 $5.010 $0.929 2017 $4.88 $6.910 $1.851 2018 $3.24 $9.714 $3.085 2019 $5.98 $11.716 $4.143 2020 $13.06 $10.918 $3.580 2021 $29.64 $16.675 $6.277 2022 $14.61 $26.914 $11.259 2023 $49.52 $26.974 $8.366 *Post-split adjusted basis **Revenue and net income in $billions Over the course of the last decade, NVIDIA’s revenue grew by more than 553% while its net income increased by just over 1,323%. The company experienced a slight contraction in revenue and net income in 2020 due to the COVID-19 pandemic, but it rebounded soundly the following year and has continued to steadily grow both metrics since. Meanwhile, shares were able to increase by 9,610% from 2014 to 2023. As the AI lynchpin looks forward to the second half of the decade, 24/7 Wall Street has identified three key drivers that are likely to impact its growth metrics and stock performance through 2030. Key Drivers of NVIDIA’s Stock Performance Stronghold on the GPU Industry: No one makes GPUs like Nvidia makes GPUs, and the industry demanding them is well aware of that. While semiconductor competitors like Advanced Micro Devices Inc. (NASDAQ: AMD) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) do command some attention in their respective corners of the market, simply comparing the three companies’ market caps demonstrates the discrepancies between NVIDIA and, well, every other company. While Advanced Micro Devices and Taiwan Semiconductor Manufacturing have respectable market caps of $200.55 billion and $859.36 billion, respectively, those are dwarfed by NVIDIA’s $3.23 trillion. Demand From Unrivaled Tech Customers: The company’s primary clientele are the other members of the Magnificent Seven, which are leading the way forward in the AI revolution. In fact, only four Big Tech rival companies — Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ: META), and Microsoft Corp. (NASDAQ: MSFT) — account for 40% of NVIDIA’s revenue as they vie with one another to become the front runner of the transition to generative AI. The AI Trend Is Just Getting Started: According to Grand View Research, the market size of AI in 2023 was $196.63 billion. As large as that seems, it pales in comparison to where the market is headed. From 2024 to 2030, it is expected that the industry will grow at an astounding compound annual growth rate (CAGR) of 36.6%, with “continuous research and innovation directed by tech giants [that] are driving adoption of advanced technologies in industry verticals, such as automotive, healthcare, retail, finance, and manufacturing,” according to Grand View Research’s report. NVIDIA (NVDA) Price Prediction in 2025 The current consensus median one-year price target for NVIDIA, according to analysts, is $150.00, which represents a nearly 11.05% potential upside over the next 12 months based on the current share price of $135.07. Of all the analysts covering NVIDIA, the stock is a consensus buy, with a 1.3 ‘Buy’ rating on a scale from 1 (‘Strong Buy’) to 5 (‘Strong Sell’). However, by the end of 2025, 24/7 Wall Street‘s forecast projects shares of NVIDIA to be trading for $137.50 based on a projected EPS of $2.75 and a price-to-earnings (P/E) ratio of 50, with a best-case scenario of $192.50 per share and a worst-case scenario of $82.50 per share. NVIDIA (NVDA) Stock Forecast Through 2030 Year Revenue* Net Income* EPS 2025 $121.255 $68.392 $2.75 2026 $168.151 $95.246 $3.83 2027 $193.852 $108.182 $4.44 2028 $225.462 $130.155 $5.28 2029 $236.498 $152.001 $6.16 2030 $265.522 $175.412 $7.24 *Revenue and net income in $billions How NVIDIA’s Next Five Years Could Play Out At the end of 2025, we expect to see revenue, net income and EPS rise 99%, 111.66% and 111.54%, respectively. That would result in a share price of $137.50, or 1.80% higher than where the stock is currently trading. Our high-end price target is $192.50, while our low-end price target is $82.50. When 2026 concludes, we forecast NVIDIA’s revenue to be $168.151 billion resulting in a net income of $95.246 billion. That year would end with a per-share price of $191.50, representing a gain of 41.78% compared to its share price today. Our high-end price target is $268.10, while our low-end price target is $114.90. When 2027 concludes, we forecast NVIDIA’s revenue to be $193.85 billion resulting in a net income of $108.182 billion. That year would end with a per-share price of $222.00, representing a gain of 64.36% compared to its share price today. Our high-end price target is $310.80, while our low-end price target is $133.20. When 2028 concludes, we forecast NVIDIA’s revenue to be $225.462 billion resulting in a net income of $130.155 billion. That year would end with a per-share price of $264.00, representing a gain of 95.45% compared to its share price today. Our high-end price target is $369.60, while our low-end price target is $158.40. When 2029 concludes, we forecast NVIDIA’s revenue to be $236.498 billion resulting in a net income of $152.001 billion. That year would end with a per-share price of $308.00, representing a gain of 128.03% compared to its share price today. Our high-end price target is $431.20, while our low-end price target is $184.40. NVIDIA Stocks Price Target for 2030 By the conclusion of 2030, 24/7 Wall Street estimates that NVIDIA’s stock will be trading for $362.00, good for a 168.01% increase over today’s share price, based on an EPS of $7.24 and a P/E ratio of 50. Our high-end price target is $506.80 based on an EPS of $7.24 and a P/E ratio of 70. Meanwhile, our low-end price target is $217.20 based on an EPS of $7.24 and a P/E ratio of 30. Year Price Target % Change From Current Price 2025 $137.50 1.80% 2026 $191.50 41.78% 2027 $222.00 64.36% 2028 $264.00 95.45% 2029 $308.00 128.03% 2030 $362.00 168.01% Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post NVIDIA (NVDA) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 12/12/2024
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TSMC (TSM) Exceeds Market Returns: Some Facts to Consider
- TSMC (TSM) closed at $194.60 in the latest trading session, marking a +1.39% move from the prior day.
- 12/11/2024
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Tariff threats unlikely to dethrone TSMC, says analyst
- Doug O' Laughlin of SemiAnalysis remains optimistic on TSMC given its unshakeable lead in cutting-edge chips manufacturing.
- 12/11/2024
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Taiwan Semi Founder Calls For New Strategy After Intel Chief's Departure
- Taiwan Semiconductor Manufacturing Co TSM founder Morris Chang told Reuters Monday that Intel Corp INTC should have focused on developing its artificial intelligence moat instead of contract chipmaking.
- 12/11/2024
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Better Semiconductor Stock: TSMC vs. Nvidia
- The past two years have been absolutely stunning for semiconductor stocks, with the PHLX Semiconductor Sector index rising 81% during this period. Artificial intelligence (AI) played a central role in this remarkable surge.
- 12/11/2024
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NVIDIA (NVDA) Price Prediction and Forecast
- The artificial intelligence-fueled rally has been the foremost contributor to the major market indices’ sizable gains over the past several years. And one company in particular is at the vanguard: NVIDIA Corp. (NASDAQ: NVDA). NVIDIA is the premier manufacturer of components critical to the surge in AI; namely, semiconductors, microchips, and graphics processing units (GPUs).ca As a result, the Santa Clara, Calif.-based company has seen its stock skyrocket in the recent past. Since the first day the market opened in 2023, shares have gained 850.10%, and in the decade from August 2014 to the present, they are up a preposterous 29434.04%. Despite those mind-boggling gains, analysts still expect enormous upside potential in the medium and long term. 24/7 Wall Street has performed analysis to provide prospective investors and current shareholders with an idea of where NVIDIA’s stock might be headed over the course of the next five years. Key Points in This Article: NVIDIA’s track record of strong earnings suggests an ability to remain at the forefront of its industry, as competitors fight for the leftovers. Between NVIDIA’s client list of Magnificent Seven companies and the burgeoning trend in AI, growth in both revenue and net income is projected to continue its steep climb. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. NVIDIA News and Updates 12/9/2024 Nvidia’s shares declined today. This action follows China’s initiated antitrust investigation into the company over its 2019 acquisition of Mellanox. China’s State Administration for Market Regulation (SAMR) is investigating Nvidia for potential violations of China’s anti-monopoloy law. 12/6/2024 The European Union is scrutinizing Nvidia’s business practices and is looking into potential unfair sales tactics like bundling. This investigation could escalate into a formal inquiry, particularly as Nvidia controls 84% of the AI chip market share. 12/5/2024 Nvidia is looking to begin manufacturing its Blackwell AI chips at Taiwan Semiconductor’s new facility in Arizona (which is still under construction). 12/3/2024 Nvidia has announced a new partnership with the Thai government with the aim of developing cutting-edge AI infrastructure for the country. 11/27/2024 Nvidia is reportedly prioritizing Samsung’s GDDR7 memory for its upcoming GeForce RTX 50 series of graphics cards for desktops and AI notebooks. 11/26/2024 Nvidia has been working with a team of global researchers on a groundbreaking AI model, Fugatto (short for Foundational Generative Audio Transformer Opus 1). This versatile tool can generate or transform audio in countless ways: it can create music from simple text prompts, alter a singer’s emotion or accent, and add or remove instruments from existing songs. 11/25/2024 Nvidia’s stock declined by nearly 4% today, reaching a three-week low. 11/22/2024 PhillipCapital has downgraded Nvidia from “Buy” to “Accumulate” due to recent price swings as the company’s Blackwell processors prepare for production. Despite the downgrade, however, PhillipCapital raised the target price for Nvidia from $155 to $160. 11/21/2024 Nvidia reported impressive third-quarter earnings, surpassing analysts’ expectations. The company’s strong performance was largely driven by the robust sales of its high-powered AI chips. Nvidia reported earnings per share (EPS) of $0.81 on revenue of $35.1 billion, outperforming the projected EPS of $0.74 and revenue of $33.2 billion. 11/20/2024 Nvidia’s shares dipped by 2% today ahead of the company’s much-anticipated earnings report. Ryan Detrick, chief market strategist at Carson Group, attributed the market’s jitters to concerns over Nvidia’s earnings and geopolitical tensions. NVIDIA’s Recent Stock Success Unless you have been living under a rock, chances are you have caught wind of the very well-documented and rather exponential surge in NVIDIA’s share price since 2022. But before 2022’s price-per-share explosion, it was steadily appreciating as it underwent a series of stock splits. Year Share Price* Revenue** Net Income** 2014 $0.51 $4.130 $0.588 2015 $0.82 $4.681 $0.800 2016 $2.67 $5.010 $0.929 2017 $4.88 $6.910 $1.851 2018 $3.24 $9.714 $3.085 2019 $5.98 $11.716 $4.143 2020 $13.06 $10.918 $3.580 2021 $29.64 $16.675 $6.277 2022 $14.61 $26.914 $11.259 2023 $49.52 $26.974 $8.366 *Post-split adjusted basis **Revenue and net income in $billions Over the course of the last decade, NVIDIA’s revenue grew by more than 553% while its net income increased by just over 1,323%. The company experienced a slight contraction in revenue and net income in 2020 due to the COVID-19 pandemic, but it rebounded soundly the following year and has continued to steadily grow both metrics since. Meanwhile, shares were able to increase by 9,610% from 2014 to 2023. As the AI lynchpin looks forward to the second half of the decade, 24/7 Wall Street has identified three key drivers that are likely to impact its growth metrics and stock performance through 2030. Key Drivers of NVIDIA’s Stock Performance Stronghold on the GPU Industry: No one makes GPUs like Nvidia makes GPUs, and the industry demanding them is well aware of that. While semiconductor competitors like Advanced Micro Devices Inc. (NASDAQ: AMD) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) do command some attention in their respective corners of the market, simply comparing the three companies’ market caps demonstrates the discrepancies between NVIDIA and, well, every other company. While Advanced Micro Devices and Taiwan Semiconductor Manufacturing have respectable market caps of $211.08 billion and $850.01 billion, respectively, those are dwarfed by NVIDIA’s $3.43 trillion. Demand From Unrivaled Tech Customers: The company’s primary clientele are the other members of the Magnificent Seven, which are leading the way forward in the AI revolution. In fact, only four Big Tech rival companies — Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ: META), and Microsoft Corp. (NASDAQ: MSFT) — account for 40% of NVIDIA’s revenue as they vie with one another to become the front runner of the transition to generative AI. The AI Trend Is Just Getting Started: According to Grand View Research, the market size of AI in 2023 was $196.63 billion. As large as that seems, it pales in comparison to where the market is headed. From 2024 to 2030, it is expected that the industry will grow at an astounding compound annual growth rate (CAGR) of 36.6%, with “continuous research and innovation directed by tech giants [that] are driving adoption of advanced technologies in industry verticals, such as automotive, healthcare, retail, finance, and manufacturing,” according to Grand View Research’s report. NVIDIA (NVDA) Price Prediction in 2025 The current consensus median one-year price target for NVIDIA, according to analysts, is $150.00, which represents a nearly 8.06% potential upside over the next 12 months based on the current share price of $138.81. Of all the analysts covering NVIDIA, the stock is a consensus buy, with a 1.3 ‘Buy’ rating on a scale from 1 (‘Strong Buy’) to 5 (‘Strong Sell’). However, by the end of 2025, 24/7 Wall Street‘s forecast projects shares of NVIDIA to be trading for $137.50 based on a projected EPS of $2.75 and a price-to-earnings (P/E) ratio of 50, with a best-case scenario of $192.50 per share and a worst-case scenario of $82.50 per share. NVIDIA (NVDA) Stock Forecast Through 2030 Year Revenue* Net Income* EPS 2025 $121.255 $68.392 $2.75 2026 $168.151 $95.246 $3.83 2027 $193.852 $108.182 $4.44 2028 $225.462 $130.155 $5.28 2029 $236.498 $152.001 $6.16 2030 $265.522 $175.412 $7.24 *Revenue and net income in $billions How NVIDIA’s Next Five Years Could Play Out At the end of 2025, we expect to see revenue, net income and EPS rise 99%, 111.66% and 111.54%, respectively. That would result in a share price of $137.50, or -0.94% higher than where the stock is currently trading. Our high-end price target is $192.50, while our low-end price target is $82.50. When 2026 concludes, we forecast NVIDIA’s revenue to be $168.151 billion resulting in a net income of $95.246 billion. That year would end with a per-share price of $191.50, representing a gain of 37.96% compared to its share price today. Our high-end price target is $268.10, while our low-end price target is $114.90. When 2027 concludes, we forecast NVIDIA’s revenue to be $193.85 billion resulting in a net income of $108.182 billion. That year would end with a per-share price of $222.00, representing a gain of 59.93% compared to its share price today. Our high-end price target is $310.80, while our low-end price target is $133.20. When 2028 concludes, we forecast NVIDIA’s revenue to be $225.462 billion resulting in a net income of $130.155 billion. That year would end with a per-share price of $264.00, representing a gain of 90.19% compared to its share price today. Our high-end price target is $369.60, while our low-end price target is $158.40. When 2029 concludes, we forecast NVIDIA’s revenue to be $236.498 billion resulting in a net income of $152.001 billion. That year would end with a per-share price of $308.00, representing a gain of 121.89% compared to its share price today. Our high-end price target is $431.20, while our low-end price target is $184.40. NVIDIA Stocks Price Target for 2030 By the conclusion of 2030, 24/7 Wall Street estimates that NVIDIA’s stock will be trading for $362.00, good for a 160.79% increase over today’s share price, based on an EPS of $7.24 and a P/E ratio of 50. Our high-end price target is $506.80 based on an EPS of $7.24 and a P/E ratio of 70. Meanwhile, our low-end price target is $217.20 based on an EPS of $7.24 and a P/E ratio of 30. Year Price Target % Change From Current Price 2025 $137.50 -0.94% 2026 $191.50 37.96% 2027 $222.00 59.93% 2028 $264.00 90.19% 2029 $308.00 121.89% 2030 $362.00 160.79% Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post NVIDIA (NVDA) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 12/11/2024
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Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030
- According to PC Gamer, “The AMD Ryzen 7 7800X3D is simply the best gaming CPU around right now. It’s certainly the best gaming chip that AMD has ever made, but it’s also capable of outperforming Intel’s top CPU when it comes to gaming frame rates and is doing so for a lot less cash. It’s also a lot less power-thirsty, too.” Rave reviews such as this would have been considered unthinkable over a decade ago. After 50 years of playing second best to rival Intel (NASDAQ: INTC), Advanced Micro Devices (NASDAQ: AMD) surpassed it, thanks to CEO Dr. Linda Su, who took the reins in 2014 and AMD was able to unveil the Ryzen in 2017, which became a game changer. Based on a principle of multiple microscopic CPUs working in tandem, AMD’s Ryzen CPU outperformed Intel’s CPUs in speed and efficiency, and most importantly – cost only half as much. Ryzen and its later updates subsequently added tents of billions to AMD’s revenues, and in 2022, AMD surpassed Intel in market cap, although not in chip market share. Headwinds and Challenges Under Dr. Lisa Su, AMD’s Ryzen and Epyc CPUs have propelled the company to profitability and market cap superiority over longtime rival Intel. Despite AMD’s phenomenal turnaround over the past decade, not everything has been smooth sailing and concern-free. Unlike Intel, AMD does not own manufacturing facilities in the US. Dr. Su’s reputation and ties to Taiwan have created a strong relationship with manufacturing facilities owned by Taiwan Semiconductor Manufacturing Co, (NYSE: TSM). While the relationship between AMD and TSMC remains robust, geopolitical tensions between Taiwan and China, whose CCP leadership continues to advocate for “reunification” with Taiwan, even if by military invasion, continues to be a supply chain risk factor. While AMD’s MI300 GPU is a viable competitor to Nvidia’s H100, industry publication Tom’s Hardware estimates that AMD’s new chips sell for just 25% of the price of Nvidia’s H100, despite their similar performance. This means less room for growth and lower margins. Additionally, Nvidia (NASDAQ: NVDA) isn’t standing still. In Q1, the company announced its new Blackwell platform, designed to train generative AI models at a fraction of the cost of its predecessor. Nvidia’s faster development cycle means that AMD may be stuck playing a game of catchup — putting further pressure on its pricing power, growth, and margins. US technology export restrictions require AMD, Nvidia, and other US chip makers to design lower-performance versions of their top products for export to China and the Middle East. Prior iterations from Q1 2024 were rejected by the Commerce Dept. as still being too powerful, and export licenses were withheld. The counterintuitive need to create a better device to market while simultaneously designing lower capabilities is proving to be a more delicate and difficult task than anticipated. Regardless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. While most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near-term projections irrelevant. 24/7 Wall Street aims to present some further-looking insights based on AMD’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article Lisa Su’s acquisitions of ZT Systems and various AI software companies are part of a comprehensive AI-focused strategy. The acquisition of ZT Systems, a cloud architecture solution provider, is a key building block of Lisa Su’s AI development strategy objective, which is to provide AI in end-to-end computing. AMD’s MI300 GPU and future models will continue to compete with Nvidia for the AI graphics market. AMD’s chip architecture for Ryzen and other products will expand for installation applications beyond gaming, such as automobiles, IoT, and others. The threat of a PRC military invasion of Taiwan is still a major semiconductor supply chain threat, as AMD, Nvidia, Apple, and other tech companies all rely on Taiwan Semiconductor for its manufacturing needs. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Advanced Micro Devices News and Updates 12/9/2024 Vivek Arya, an analyst with Bank of America, downgraded Advanced Micro Devices stock from “Buy” to “Neutral” and lowered its price target from $180 to $155. This downgrade follows Amazon’s executives reports of weak demand for AMD’s AI accelerators and led to a decline in AMD’s stock today. 12/6/2024 AMD’s stock price has gone down today. This decrease followed an Amazon executive’s report that the company hasn’t observed enough demand for AMD’s AI accelerators to warrant their sale through Amazon Web Services. 12/5/2024 Mizuho has lowered its price target for Advanced Micro Devices from $185 to $180, but still maintains a “Buy” rating on the stock. This revised target price suggests a potential upside of 26.64% from AMD’s current market price. 12/3/2024 Advanced Micro Devices stock declined 0.3% today, trading between $141.23 and $141.61. 11/27/2024 Advanced Micro Devices has solidified its commitment to Indian by inaugurating a new research and development center. This move aligns with the company’s previously announced $400 million investment in the country. 11/26/2024 Advanced Micro Devices is planning to acquire ZT Systems for $4.9 billion in a strategic move to bolster its position in the AI market and challenge Nvidia’s dominance. ZT Systems will bring expertise to AMD and encourage accelerated deployment of AI infrastructure at scale. 11/25/2024 Advanced Micro Devices is investing $400 million in India, highlighting the importance of its Bengaluru R&D center to its global operations and India as a key market and vital hub for technological innovation and growth. 11/22/2024 Analysts at Zacks Research have increased their earnings estimates for Advanced Micro Devices from $2.37 to $2.47. Zacks Research also provided estimates for AMD’s earnings in the upcoming quarters and fiscal years. These estimates range from $0.81 per share in Q4 2024 to $4.63 per share in FY 2026. 11/21/2024 Advanced Micro Devices’ shares decreased 1.4% today, trading as low as $134.93. 11/20/2024 Advanced Micro Devices’ stock declined slightly by 1.1% today, trading as low as $137.06. 5-10 Year Review A huge part of AMD’s success has been the Damocles sword decision to have all foundry work performed by Taiwan Semiconductor. After stints at IBM and Texas Instruments, Dr. Lisa Su became COO of AMD, assuming the CEO position in 2014. Soon afterwards, she started her overhaul of the company by splitting it into 2 divisions: Computing and Graphics, which includes desktop and notebook processors and chipsets, discrete GPUs, and professional graphics; Enterprise, Embedded, and Semi-Custom, which includes server and embedded processors, dense servers, semi-custom SoC products (including solutions for gaming consoles), engineering services, and royalties. Dr. Su oversaw the release of the Radeon 300 and Fury series, the last of the Bulldozer derivatives, and then the RX 400 series of GPUs in 2016. Based on AMD’s Zen architecture, both Epyc for servers and workstations Ryzen for laptops and desktops debuted in 2017. They innovatively took multiple micro CPUs to work as a team for superior computing power and speed. Ryzen, in particular, took the computing world and Intel by surprise, as it catapulted AMD to previously uncharted levels. 2020 saw AMD announce the acquisition of Xilinx for its field programmable gate arrays (FPGA). AMD would discontinue Xilinx production of its complex programmable logic devices (CPLD) in early 2024. Pensando Systems was added to AMD’s portfolio in 2022, with Mipsology to follow in 2023. On the AI front, 2023 saw AMD acquire Nod.ai, followed by Silo.AI, Europe’s largest private AI Lab, in 2024. Fiscal Year (Dec) Price Revenues Net Income 2015 $2.87 $3.991 B -($660 M) 2016 $11.34 $4.319 B -($498 M) 2017 $10.28 $5.253 B -($33 M) 2018 $18.46 $6.475 B $337 M 2019 $45.86 $6.731 B $341 M 2020 $91.71 $9.763 B $2.490 B 2021 $143.90 $16.434 B $3.162 B 2022 $64.77 $23.601 B $1.320 B 2023 $147.41 $22.680 B $864 M 2024 LTM (Jun 2024) $$162.21 $23.276 B $$1.354 B Key Drivers for AMD’s Stock in the Future Lisa Su’s release of AMD’s MI300 GPU has thrown down the gauntlet for AI to her cousin, CEO Jensen Huang of Nvidia, which controls close to 70% of the AI GPU market at present. AMD’s MI300 GPU (Graphics Processing Units) and similar products are addressing AI workloads for cloud computing, which is stirring up interest. Microsoft (NASDAQ: MSFT) and Oracle (NASDAQ: ORCL) are already using the MI300. As a result, AMD is now on the radar alongside other AI related stocks. The ZT Systems acquisition for $4.9 billion is a key building block of Lisa Su’s AI development strategy. By integrating ZT’s expertise in data center infrastructure, AMD will be able to offer complete AI solutions, encompassing hardware, software, and system-level integration. Therefore, AMD will soon provide a one-stop, comprehensive and integrated offering to clients seeking robust AI solutions. Data Center growth (already $2.3 billion sector revenues for AMD in Q1, +80% y-o-y), should continue to expand that area for the near and extended future. AMD 3D V-Cache chips will be an integral contributor to AMD-powered data center equipment. Stock Price Prediction for 2025 The consensus rating from over 40 Wall Street analysts is “buy/outperform” (31 buy, 7 outperform, 10 hold). Their average price target in 12 months is $186.91, which is 42.53% from the price today. 24/7 Wall Street’s 12-month projection for AMD’s price is $205.20, which would be a 48.31% increase. We believe Dr. Su’s goal of end-to-end AI utility is already underway, with AMD competing with Nvidia in a similar fashion and strategy to how it challenged Intel: with comparable or superior speed and performance for lower prices. AMD’s Next 5 Years’ Outlook The past 10-year median P/E ratio for AMD is 34.27. 24/7 Wall Street is using a more conservative P/E ratio of 30 for the following price predictions. These prices also preclude an invasion of Taiwan from China, which would understandably devastate chip manufacturing worldwide. For 2026, we predict a price of $237.12, which would be a 15.56% gain year-over-year. AMD’s acquisition of ZT Systems will be a significant contributor to Dr. Su’s AI development agenda. She anticipates that the AI accelerator and GPU chip market will reach $400 billion by 2027. AMD’s Instinct and Epyc accelerators for machine learning will see a major boost in this surge. To follow up on the AI agenda, 2027 should benefit from ZT Systems’ software boost capabilities. During 2023-24, AMD invested more than $1 billion to improve its AI software capabilities and R&D activities. AMD has already made three small software AI-related acquisitions (Silo AI, Nod.ai, and Mipsology) to bolster its mid- and high-level software abstractions and help customers customize LLMs. Dr. Su and Nvidia’s Jensen Huang are blood-relative cousins, and their respective competitive drives and tech savvy make the AMD and Nvidia rivalry in AI all the more compelling when the different components are compared head-to-head. The 24/7 Wall Street price target for 2027 is $294.40. This would be a 24.16% gain year-over-year. 2028 should see AMD get an upswing from its ancillary markets. For example, AMD’s Ryzen is already a big part of the digital cockpits in the automotive market. Its partnerships with Daimler-Benz and Tesla will likely expand to other auto manufacturers as AI becomes more ubiquitous and demand escalates. Our price target is $306, a modest year-over-year gain of 3.94%. Edge computing would be another ancillary market for AMD that would benefit from AI. 2029 should see a boost in IoT applications using AMD-powered devices and digital architecture. AMD’s Multi-Chip Modules (MCM) will continue to expand, with its Epyc Milan X, the first MCM GPU, leading the way for a range of other configurations. The resulting bump would be a target price of $336, a 9.80% gain from the previous year’s price target. AMD Stock in 2030 AMD’s development of end-to-end AI computing is Dr. Lisa Su’s primary goal over the next decade. At present, no smartphone utilizes any AMD CPUs. Nevertheless, AMD has already announced the availability of Ryzen chips for mobile devices. By 2030, the growth of AI-powered mobile gaming should reach the point where the demand for Ryzen performance in smartphones by game-oriented users should see Ryzen-powered smartphones. This would be a huge boon for AMD, as the smartphone market is a major one that has long eluded it. The 24/7 Wall Street 2030 price target is $396.20. Year EPS P/E multiple Price 2025 $6.84 30 $205.20 2026 $7.90 30 $237.12 2027 $9.81 30 $294.40 2028 $10.20 30 $306.00 2029 $11.20 30 $336.00 2030 $13.21 30 $396.20 Get Ready To Retire (Sponsored) Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. Here’s how it works: 1. Answer SmartAsset advisor match quiz 2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles. 3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future Get started right here. The post Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030 appeared first on 24/7 Wall St..
- 12/11/2024
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Taiwan Semiconductor (TSM) Price Prediction and Forecast
- In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Taiwan Semiconductor News and Updates 12/9/2024 Taiwan Semiconductor’s stock price declined slightly today, trading as low as $199.16. The stock traded lower than its previous closing price, with a significantly lower than average trading volume. 12/6/2024 Nvidia’s stock price experienced a slight decline of 0.4% to $144.48 in early Friday trading. However, for the week, the stock has seen a 4.8% increase. 12/5/2024 Tawaian Semiconductor may soon be making Nvidia’s powerful new Blackwell AI chips. Production on the chips could begin as early as next year at TSMC’s new factory in Arizona, which is currently under construction. Currently, the chips are manufactured in Taiwan at TSMC’s main plants. However, while the initial stages of production can occur in Arizona, the chips would still need to be shipped back to Taiwan for final packaging. 11/27/2024 Taiwan Semiconducter’s large investment in U.S. manufacturing was a strategic move to diversify its operations and address geopolitical tensions. However, experts suggest that the advanced chip production capabilities in the U.S. may lag behind those in Taiwan for some time. 11/26/2024 Taiwan Semiconductor experienced a slight decline of 0.1% in its share price today, trading as low as $183.87. 11/25/2024 Advanced Micro Devices is looking to break into the smartphone market by teaming up with Tawain Semiconductor. Advanced Micro Devices will utilize cutting-edge APUs built on Tawain Semiconductor’s 3nm process. 11/22/2024 Taiwan Semiconductor’s stock decreased 0.1% today, trading as low as $190.17. 11/21/2024 Taiwan Semiconductor’s share price decreased 0.4% today, trading as low as $186.74. 11/20/2024 Taiwan Semiconductor’s share price declined by 2% today, trading between $184.06 and $185.88. 11/19/2024 Taiwan Semiconductor saw a 0.8% increase in its stock price today. This increase follows Barclays recently raised price target for the company, an increase from $215 to $240 while maintaining an “Overweight” rating. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 5.82% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -7.67% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big of a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 27.81% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 12/11/2024
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Are You Looking for a Top Momentum Pick? Why TSMC (TSM) is a Great Choice
- Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
- 12/10/2024
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Biden administration finalizes Micron's $6.1B subsidy for domestic semiconductor production
- The US Department of Commerce has finalized a more than $6.1 billion subsidy for chipmaker Micron Technology Inc (NASDAQ:MU) for the construction of domestic semiconductor facilities. The investment marks one of the largest awards to chipmakers from the Biden administration under the CHIPS and Science Act, which includes a $7.86 billion award to Intel Corp (NASDAQ:INTC, ETR:INL) and $6.6 billion for Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM)'s US unit.
- 12/10/2024
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4 Stocks Trading Near 52-Week High With More Upside Potential
- Stocks like OSPN, TSM, TGI and SYF are seeing price strength and have a high chance of carrying the momentum forward.
- 12/10/2024
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Nvidia Partner Taiwan Semi Powers Toward Buy Point Amid Tariff Threat
- TSM stock is near a buy point after gapping up on a "blowout quarter" on Oct. 17. The stock is on the IBD global leaders list.
- 12/10/2024
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Nvidia Stock Slips. TSMC Revenue Boost Fails to Offset Shadow of China Probe.
- Nvidia was falling early on Tuesday as it faces an antitrust investigation in China, despite a sales boost from key supplier TSMC.
- 12/10/2024
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Apple, Nvidia Supplier TSMC Posts 34% Jump in November Sales
- Taiwan Semiconductor Manufacturing Co. (TSM) posted a 34% year-over-year jump in November sales, showing that demand for its artificial intelligence (AI)-focused chips remains strong.
- 12/10/2024
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TSMC Sales Jump 34% in November on Strong AI Demand. Why the Stock Is Down.
- The sales surge signals the chip maker's continued momentum amid the artificial-intelligence boom, though investors weren't enthused.
- 12/10/2024
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TSMC posts 34% surge in November sales in sign of ongoing AI boom
- TSMC's sales have surged over the past two years on the back of booming demand for advanced microchips following the launch of ChatGPT in Nov. 2022
- 12/10/2024
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TSMC sales highlight steady demand for artificial intelligence chips
- Global microchip manufacturing leader Taiwan Semiconductor Manufacturing Company (TSMC) saw a 34% year-on-year increase in net revenues in November and a 32% increase in between January and November. Sales equated to approximately £6.7 billion (US$8.5 million) in November and more than £63 billion (US$80 billion) in the January-November period.
- 12/10/2024
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Trade Tracker: Steve Weiss trims Taiwan Semi
- Steve Weiss, founder and managing partner at Short Hills Capital Partners, joins CNBC's 'Halftime Report' to discuss why he's trimming the chip stock.
- 12/09/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 12/09/2024
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Intel should have focused on AI rather than chipmaking, TSMC founder says
- Intel should have focused on artificial intelligence rather than trying to become a contract chipmaker, the founder of Taiwan Semiconductor Manufacturing Co said on Monday, in relation to the recent departure of Intel's CEO.
- 12/09/2024
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Billionaire Stephen Mandel Sold 46% of Lone Pine's Stake in Taiwan Semiconductor and Is Piling Into One of the World's Most Famous Consumer Brands
- Investors were given an almost impossible task in November of keeping up with important data releases. Between earnings season, Election Day, and the usual allotment of monthly economic reports, it would have been easy to miss a key announcement.
- 12/09/2024
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2 Top Artificial Intelligence Stocks to Buy in December
- Artificial intelligence (AI) continues to be one of the biggest driving forces in the stock market. While chipmakers and cloud computing companies have been the biggest early beneficiaries, software companies are starting to see nice growth opportunities emerge as well.
- 12/07/2024
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Is Taiwan Semiconductor Stock Worth Buying at Premium P/E Valuation?
- TSM's premium P/E reflects its AI-driven dominance, robust growth and innovation, making it a compelling long-term investment.
- 12/06/2024
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2 Artificial Intelligence (AI) Stocks You Can Buy and Hold for the Next Decade
- Artificial intelligence (AI) is already a huge growth driver for many tech companies and will likely be a catalyst for years to come. IDC research estimates that AI spending will contribute nearly $20 trillion to the global economy by 2030.
- 12/06/2024
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Nvidia Stock Falls. TSMC Could Make Its Blackwell AI Chips In U.S. Amid Trump Tariff Fears.
- The production of its most advanced semiconductor has so far been produced in Taiwan. But that could change, according to a Reuters report.
- 12/06/2024
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Billionaire Chase Coleman Just Bought a Stock Whose Artificial Intelligence (AI) Revenue Is Projected to Triple This Year
- As an investor, keeping an eye on the investing habits of billionaire hedge fund managers can serve two purposes. First, it can spark new investment ideas by bringing attention to companies you may not have thought about.
- 12/06/2024
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Where Will Taiwan Semiconductor Be in 3 Years?
- Taiwan Semiconductor Manufacturing (TSM 1.80%) is one of the world's most important companies. Its manufacturing and technological capabilities are greater than those of its competitors, which is why it makes chips for nearly every leading tech company globally.
- 12/06/2024
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These 2 Chip Stocks Are Set to Capitalize on Intel's CEO Crisis
- Investors don't seem to know what to do with Intel's (INTC -5.28%) recent CEO announcement.
- 12/06/2024
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Is Taiwan Semiconductor Stock a Buy?
- Taiwan Semiconductor (TSM 1.80%) might not be a household name, but it's probably the most important company most people have never heard of.
- 12/06/2024
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TSMC (TSM) Rises As Market Takes a Dip: Key Facts
- In the latest trading session, TSMC (TSM) closed at $204.30, marking a +1.8% move from the previous day.
- 12/05/2024
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TSMC (TSM) Upgraded to Strong Buy: What Does It Mean for the Stock?
- TSMC (TSM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
- 12/05/2024
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TSMC in Talks To Produce Blackwell AI Chip for Nvidia in Arizona, Report Says
- Taiwan Semiconductor Manufacturing Co. (TSM) reportedly is in talks with Nvidia (NVDA) to produce the artificial intelligence (AI) darling's Blackwell chips at the contract manufacturer's new plant in Arizona.
- 12/05/2024
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New Strong Buy Stocks for December 5th
- TSM, UOVEY, GSBC, WB and VRT have been added to the Zacks Rank #1 (Strong Buy) List on December 5, 2024.
- 12/05/2024
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Exclusive: TSMC in talks with Nvidia for AI chip production in Arizona, sources say
- Taiwan Semiconductor Manufacturing Co is in discussions with Nvidia Corp to produce its Blackwell artificial intelligence chips at the contract manufacturer's new plant in Arizona, three sources familiar with the matter said.
- 12/05/2024
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AI Stocks Set to Surge: 3 Top Buys in December
- The AI sector has seen incredible growth this year, with investors looking to put their capital to work in some of the top high-growth names in the market before the Trump Administration rolls into power and makes the regulatory environment much more attractive for companies operating in sectors with some regulatory overhang.
- 12/04/2024
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Intel's Next CEO? Why Apple, TSMC, Marvell Executives Could Be in the Mix.
- A new boss will have to decide whether to abandon the company's hopes of becoming a chip-manufacturing leader.
- 12/04/2024
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These 2 Billionaires Just Bought My Favorite Artificial Intelligence (AI) Stock
- Watching the moves of billionaire hedge fund managers is a wise investment strategy because these investors didn't get to their status without making some smart decisions.
- 12/04/2024
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Intel's New CEO Change Unlikely To Help Gain Traction Versus Taiwan Semi And Nvidia: Analysts
- Intel Corp INTC has reportedly narrowed its search for a new CEO. The list of potential candidates has now been whittled down to a few prominent figures, including former board member Lip-Bu Tan, Reuters cites familiar sources.
- 12/03/2024
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3 Best Growth Stocks To Buy Now
- Finding the “best” growth stocks to buy really is a subjective task, isn't it?
- 12/03/2024
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Taiwan Semiconductor or Intel? Which stock is a better buy for 2025
- The semiconductor industry has become a hotbed of innovation, driven by surging demand for artificial intelligence (AI) and high-performance computing (HPC).
- 12/03/2024
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Nvidia Chipmaker Taiwan Semi Hits Buy Point Following Bullish Advance
- Nvidia chipmaker Taiwan Semiconductor Manufacturing is above a new buy point following Monday's bullish advance. The post Nvidia Chipmaker Taiwan Semi Hits Buy Point Following Bullish Advance appeared first on Investor's Business Daily.
- 12/03/2024
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TSMC buying or running Intel's fabs is 'incredibly speculative at best': Daniel Newman
- Daniel Newman of the Futurum Group discusses the future of Intel and President-elect Trump's mandate of bringining some cutting-edge chip manufacturing back to the United States.
- 12/03/2024
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Is Taiwan Semiconductor Stock a Buy Now?
- Up about 75% year to date as of this writing, Taiwan Semiconductor Manufacturing (TSM 5.28%), or TSMC for short, has been on a strong run this year as it has benefited from the AI infrastructure buildout.
- 12/02/2024
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Why Taiwan Semiconductor Stock Was Moving Higher Today
- Shares of Taiwan Semiconductor (TSM 5.05%) were moving higher today even though there was no company-specific news out on the stock. Instead, investors seemed to react positively to news that Intel CEO Pat Gelsinger had retired over the weekend, apparently being pushed out after the stock had flailed under his tenure.
- 12/02/2024
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3 No-Brainer Stocks to Buy in December
- The last month of 2024 has arrived, and 2025 is right around the corner. However, there are far too many good deals in the market to sit December out and wait for 2025.
- 12/02/2024
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TSMC (TSM) Surpasses Market Returns: Some Facts Worth Knowing
- In the closing of the recent trading day, TSMC (TSM) stood at $184.66, denoting a +1.92% change from the preceding trading day.
- 11/29/2024
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
- The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
- 11/29/2024
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Could Investing $10,000 in TSMC Make You a Millionaire?
- The past decade has been a rewarding one for Taiwan Semiconductor Manufacturing (TSM -1.44%) investors, as shares of the foundry giant have shot up an incredible 706% during this period, turning an investment of $10,000 made in the stock 10 years ago into just over $80,000, as of this writing.
- 11/29/2024
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TSMC founder Morris Chang offered top job to Jensen Huang, memoir shows
- TSMC's founder Morris Chang asked Nvidia's Jensen Huang to consider becoming the chief executive of the Taiwanese chip giant more than a decade ago, but was turned down in just 10 minutes, Chang says in a new volume of autobiography.
- 11/29/2024
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7 AI Stocks I Own and Won't Stop Buying
- The artificial intelligence (AI) revolution is generating unprecedented economic momentum. According to analysis from Grand View Research, market projections forecast explosive growth from $196.6 billion in 2023 to $1.8 trillion by 2030.
- 11/28/2024
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NVIDIA (NVDA) Price Prediction and Forecast
- The artificial intelligence-fueled rally has been the foremost contributor to the major market indices’ sizable gains over the past several years. And one company in particular is at the vanguard: NVIDIA Corp. (NASDAQ: NVDA). NVIDIA is the premier manufacturer of components critical to the surge in AI; namely, semiconductors, microchips, and graphics processing units (GPUs).ca As a result, the Santa Clara, Calif.-based company has seen its stock skyrocket in the recent past. Since the first day the market opened in 2023, shares have gained 837.17%, and in the decade from August 2014 to present, they are up a preposterous 29031.91%. In June 2024, NVIDIA underwent its sixth stock split, further fueling demand for its shares as the company surged upward and is now the second largest by market cap. Despite those mind-boggling gains, analysts still expect enormous upside potential in the medium and long term. 24/7 Wall Street has performed analysis to provide prospective investors and current shareholders with an idea of where NVIDIA’s stock might be headed over the course of the next five years. Key Points in This Article: NVIDIA’s track record of strong earnings suggests an ability to remain at the forefront of its industry, as competitors fight for the leftovers. Between NVIDIA’s client list of Magnificent Seven companies and the burgeoning trend in AI, growth in both revenue and net income is projected to continue its steep climb. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. NVIDIA News and Updates 11/27/2024 Nvidia is reportedly prioritizing Samsung’s GDDR7 memory for its upcoming GeForce RTX 50 series of graphics cards for desktops and AI notebooks. 11/26/2024 Nvidia has been working with a team of global researchers on a groundbreaking AI model, Fugatto (short for Foundational Generative Audio Transformer Opus 1). This versatile tool can generate or transform audio in countless ways: it can create music from simple text prompts, alter a singer’s emotion or accent, and add or remove instruments from existing songs. 11/25/2024 Nvidia’s stock declined by nearly 4% today, reaching a three-week low. 11/22/2024 PhillipCapital has downgraded Nvidia from “Buy” to “Accumulate” due to recent price swings as the company’s Blackwell processors prepare for production. Despite the downgrade, however, PhillipCapital raised the target price for Nvidia from $155 to $160. 11/21/2024 Nvidia reported impressive third-quarter earnings, surpassing analysts’ expectations. The company’s strong performance was largely driven by the robust sales of its high-powered AI chips. Nvidia reported earnings per share (EPS) of $0.81 on revenue of $35.1 billion, outperforming the projected EPS of $0.74 and revenue of $33.2 billion. 11/20/2024 Nvidia’s shares dipped by 2% today ahead of the company’s much-anticipated earnings report. Ryan Detrick, chief market strategist at Carson Group, attributed the market’s jitters to concerns over Nvidia’s earnings and geopolitical tensions. 11/19/2024 Investors are closely watching Nvidia’s upcoming earnings report, set to release tomorrow following the bell. Recent reports of overheating issues with the company’s new Blackwell GPUs have raised concerns about potential delays and design changes. Investors will be looking for insights and the company’s overall outlook during the earnings call. 11/18/2024 When installed in high-capacity server racks, Nvidia’s next-generation Blackwell data center processors overheat. This has led to the need to redesign the server racks, which in turn could potentially delay shipping for the processors. If the redesign and shipping of the processors do not occur on time, Nvidia’s major customers (Google, Microsoft, Meta, etc.) will be forced to delay their own timelines. 11/15/2024 As Nvidia prepares to release its earnings report next week, several top analysts have increased their price targets for the company. HSBC’s Frank Lee has been the most optimistic, raising his target to $200, implying a potential 36.78% upside. Susquehanna’s Christopher Rolland and Oppenheimer’s Rich Schafer also increased their targets to $180 and $175, respectively. In contrast, Raymond James’ Srini Pajjuri lowered his target to $170, although he still views any potential dip in Nvidia’s stock price as a buying opportunity. 11/14/2024 Nvidia is scheduled to report its third-quarter financial results a week from today. Analysts predict a rise of 82% year-over-year in sales to $33.04 billion and an earnings increase to 75 cents a share. The Susquehanna Financial Group raised its price target for Nvidia from 160 to 180. NVIDIA’s Recent Stock Success Unless you have been living under a rock, chances are you have caught wind of the very well-documented and rather exponential surge in NVIDIA’s share price since 2022. But before 2022’s price-per-share explosion, it was steadily appreciating as it underwent a series of stock splits. Year Share Price* Revenue** Net Income** 2014 $0.51 $4.130 $0.588 2015 $0.82 $4.681 $0.800 2016 $2.67 $5.010 $0.929 2017 $4.88 $6.910 $1.851 2018 $3.24 $9.714 $3.085 2019 $5.98 $11.716 $4.143 2020 $13.06 $10.918 $3.580 2021 $29.64 $16.675 $6.277 2022 $14.61 $26.914 $11.259 2023 $49.52 $26.974 $8.366 *Post-split adjusted basis **Revenue and net income in $billions Over the course of the last decade, NVIDIA’s revenue grew by more than 553% while its net income increased by just over 1,323%. The company experienced a slight contraction in revenue and net income in 2020 due to the COVID-19 pandemic, but it rebounded soundly the following year and has continued to steadily grow both metrics since. Meanwhile, shares were able to increase by 9,610% from 2014 to 2023. As the AI lynchpin looks forward to the second half of the decade, 24/7 Wall Street has identified three key drivers that are likely to impact its growth metrics and stock performance through 2030. Key Drivers of NVIDIA’s Stock Performance Stronghold on the GPU Industry: No one makes GPUs like Nvidia makes GPUs, and the industry demanding them is well aware of that. While semiconductor competitors like Advanced Micro Devices Inc. (NASDAQ: AMD) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) do command some attention in their respective corners of the market, simply comparing the three companies’ market caps demonstrates the discrepancies between NVIDIA and, well, every other company. While Advanced Micro Devices and Taiwan Semiconductor Manufacturing have respectable market caps of $222.77 billion and $813.90 billion, respectively, those are dwarfed by NVIDIA’s $3.42 trillion. Demand From Unrivaled Tech Customers: The company’s primary clientele are the other members of the Magnificent Seven, which are leading the way forward in the AI revolution. In fact, only four Big Tech rival companies — Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ: META), and Microsoft Corp. (NASDAQ: MSFT) — account for 40% of NVIDIA’s revenue as they vie with one another to become the front runner of the transition to generative AI. The AI Trend Is Just Getting Started: According to Grand View Research, the market size of AI in 2023 was $196.63 billion. As large as that seems, it pales in comparison to where the market is headed. From 2024 to 2030, it is expected that the industry will grow at an astounding compound annual growth rate (CAGR) of 36.6%, with “continuous research and innovation directed by tech giants [that] are driving adoption of advanced technologies in industry verticals, such as automotive, healthcare, retail, finance, and manufacturing,” according to Grand View Research’s report. NVIDIA (NVDA) Price Prediction in 2025 The current consensus median one-year price target for NVIDIA, according to analysts, is $150.00, which represents a nearly 9.55% potential upside over the next 12 months based on the current share price of $136.92. Of all the analysts covering NVIDIA, the stock is a consensus buy, with a 1.3 ‘Buy’ rating on a scale from 1 (‘Strong Buy’) to 5 (‘Strong Sell’). However, by the end of 2025, 24/7 Wall Street‘s forecast projects shares of NVIDIA to be trading for $137.50 based on a projected EPS of $2.75 and a price-to-earnings (P/E) ratio of 50, with a best-case scenario of $192.50 per share and a worst-case scenario of $82.50 per share. NVIDIA (NVDA) Stock Forecast Through 2030 Year Revenue* Net Income* EPS 2025 $121.255 $68.392 $2.75 2026 $168.151 $95.246 $3.83 2027 $193.852 $108.182 $4.44 2028 $225.462 $130.155 $5.28 2029 $236.498 $152.001 $6.16 2030 $265.522 $175.412 $7.24 *Revenue and net income in $billions How NVIDIA’s Next Five Years Could Play Out At the end of 2025, we expect to see revenue, net income and EPS rise 99%, 111.66% and 111.54%, respectively. That would result in a share price of $137.50, or 0.42% higher than where the stock is currently trading. Our high-end price target is $192.50, while our low-end price target is $82.50. When 2026 concludes, we forecast NVIDIA’s revenue to be $168.151 billion resulting in a net income of $95.246 billion. That year would end with a per-share price of $191.50, representing a gain of 39.86% compared to its share price today. Our high-end price target is $268.10, while our low-end price target is $114.90. When 2027 concludes, we forecast NVIDIA’s revenue to be $193.85 billion resulting in a net income of $108.182 billion. That year would end with a per-share price of $222.00, representing a gain of 62.14% compared to its share price today. Our high-end price target is $310.80, while our low-end price target is $133.20. When 2028 concludes, we forecast NVIDIA’s revenue to be $225.462 billion resulting in a net income of $130.155 billion. That year would end with a per-share price of $264.00, representing a gain of 92.81% compared to its share price today. Our high-end price target is $369.60, while our low-end price target is $158.40. When 2029 concludes, we forecast NVIDIA’s revenue to be $236.498 billion resulting in a net income of $152.001 billion. That year would end with a per-share price of $308.00, representing a gain of 124.95% compared to its share price today. Our high-end price target is $431.20, while our low-end price target is $184.40. NVIDIA Stocks Price Target for 2030 By the conclusion of 2030, 24/7 Wall Street estimates that NVIDIA’s stock will be trading for $362.00, good for a 164.39% increase over today’s share price, based on an EPS of $7.24 and a P/E ratio of 50. Our high-end price target is $506.80 based on an EPS of $7.24 and a P/E ratio of 70. Meanwhile, our low-end price target is $217.20 based on an EPS of $7.24 and a P/E ratio of 30. Year Price Target % Change From Current Price 2025 $137.50 0.42% 2026 $191.50 39.86% 2027 $222.00 62.14% 2028 $264.00 92.81% 2029 $308.00 124.95 2030 $362.00 164.39% Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post NVIDIA (NVDA) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 11/28/2024
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Taiwan Semiconductor: One Of The Best AI Plays Today
- TSMC's dominant market position, strategic alliances with Apple and Nvidia, and cutting-edge technologies make its current valuation too cheap to ignore despite geopolitical risks. TSMC's Q3 2024 financials show strong revenue growth, high gross margins, and robust demand for its advanced semiconductor technologies, particularly in AI and smartphones. The company's solid financial health, strategic CapEx investments, and bullish Q4 2024 guidance underscore its resilience and potential for continued growth.
- 11/27/2024
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Better Semiconductor Stock: Nvidia vs. Taiwan Semiconductor
- Artificial intelligence has been a boon to businesses in the semiconductor industry as customers upgrade their technology to support the needs of AI systems. Arguably the biggest beneficiaries of this trend are two titans of the industry, Nvidia (NVDA 0.66%) and Taiwan Semiconductor Manufacturing (TSM -0.67%), popularly known as TSMC.
- 11/27/2024
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3 Top Tech Stocks to Buy Right Now
- The best technology stocks rarely come cheap in bull markets. But despite the broader market hovering near its all-time high, a handful of high-quality companies' stocks have stumbled, for reasons ranging from regulatory scrutiny to geopolitical fears.
- 11/27/2024
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Prediction: TSMC Will Be Worth More Than Nvidia By 2026
- In 2024, semiconductor leaders Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor (NASDAQ:TSM ) saw incredible gains, as investors piled into chip stocks of all calibers, in the chase for AI-related gains.
- 11/26/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 11/26/2024
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Billionaire Steven Cohen Just Bought This Once-in-a-Decade Artificial Intelligence (AI) Semiconductor Stock (Hint: I'm Not Talking About Nvidia)
- Steven Cohen is a billionaire hedge fund investor who serves as CEO of Point72 Asset Management. While parsing through Point72's most recent quarterly 13F filing, I came away with one pretty clear conclusion: Cohen is bullish on artificial intelligence (AI).
- 11/26/2024
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CHIPS Act is already having a major impact on investment and chip manufacturing, says Chris Miller
- Chris Miller, Tufts Fletcher Schooler professor and ‘Chip War' author, joins 'Squawk Box' to discuss the grants from the CHIPS Act, state of U.S. chip manufacturing, and more.
- 11/26/2024
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2 No-Brainer Semiconductor Stocks to Buy Right Now
- With 2024 starting to wind down, it appears it is going to be a very good year for the stock market, with the S&P 500 up about 24% year to date as of this writing. Tech stocks, in particular, have had a good run, with many benefiting from the advent of artificial intelligence (AI).
- 11/26/2024
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Taiwan Semiconductor (TSM) Price Prediction and Forecast
- In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Taiwan Semiconductor News and Updates 11/25/2024 Advanced Micro Devices is looking to break into the smartphone market by teaming up with Tawain Semiconductor. Advanced Micro Devices will utilize cutting-edge APUs built on Tawain Semiconductor’s 3nm process. 11/22/2024 Taiwan Semiconductor’s stock decreased 0.1% today, trading as low as $190.17. 11/21/2024 Taiwan Semiconductor’s share price decreased 0.4% today, trading as low as $186.74. 11/20/2024 Taiwan Semiconductor’s share price declined by 2% today, trading between $184.06 and $185.88. 11/19/2024 Taiwan Semiconductor saw a 0.8% increase in its stock price today. This increase follows Barclays recently raised price target for the company, an increase from $215 to $240 while maintaining an “Overweight” rating. 11/18/2024 The U.S. Commerce Department has finalized a $6.6 billion subsidy for Taiwan Semiconductor to boost semiconductor production in Phoenix, Arizona. This marks the first major award under the $52.7 billion CHIPS and Science Act of 2022. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 10.70% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -3.41% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big of a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 33.70% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 11/26/2024
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Taiwan Semiconductor Research Institute Selects IQM Spark Quantum Computer to Boost Research
- TAIPEI, Taiwan--(BUSINESS WIRE)--The Taiwan Semiconductor Research Institute (TSRI) under the National Applied Research Laboratories today announces the procurement of its first full-stack quantum computer from IQM Quantum Computers (IQM), a global leader in designing, building, and selling superconducting quantum computers. The delivery and installation of the system at TSRI's premises will take place in the second quarter of 2025. Both TSRI and IQM aim to accelerate quantum computing developm.
- 11/25/2024
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These Supercharged Tech Stocks Still Trade at Attractive Valuations
- Demand for artificial intelligence (AI) is driving significant gains for leading chip stocks. These companies are playing pivotal roles in the adoption of this technology, and there are still opportunities for investors to make money.
- 11/24/2024
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1 Wall Street Analyst Thinks Taiwan Semiconductor Stock Is Going to $240. Is It a Buy?
- Shares of Taiwan Semiconductor Manufacturing (TSM -0.61%) are sitting close to their all-time high, and Barclays analyst Simon Coles sees more upside in the next year. Last week, the analyst maintained the firm's overweight (buy) rating on the stock but raised their price target from $215 to $240.
- 11/23/2024
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Nvidia Chipmaker, Three Breakouts Among Five Stocks To Watch
- Nvidia chipmaker Taiwan Semiconductor leads five stocks to watch, including three new breakouts. The post Nvidia Chipmaker, Three Breakouts Among Five Stocks To Watch appeared first on Investor's Business Daily.
- 11/23/2024
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TSMC (TSM) Stock Falls Amid Market Uptick: What Investors Need to Know
- TSMC (TSM) closed the most recent trading day at $190.08, moving -0.61% from the previous trading session.
- 11/22/2024
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Taiwan Semiconductor: A Golden Buying Opportunity
- TSM is 18% undervalued, driven by its unique strategic positioning, cutting-edge technologies, and strong financials. TSM's focus on high-margin advanced technologies and diversified revenue mix ensures stellar profitability and robust growth, especially with AI tailwinds. TSM's strategic partnerships with leading chip design companies and commitment to evolving technologies position it for future profitability expansion.
- 11/22/2024
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Nvidia Stock vs. Taiwan Semiconductor Stock: Billionaire Ken Griffin Buys One and Sells the Other
- Nvidia Stock vs. Taiwan Semiconductor Stock: Billionaire Ken Griffin Buys One and Sells the Other
- 11/22/2024
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Dividend Growth Meets Chips: Top 3 Semiconductor Stocks to Watch
- In an industry mostly categorized by growth rather than income, finding companies that offer a mixture of both can be valuable. Below are three semiconductor stocks that look to provide investors with dividend income and recently instituted notable increases in the amount they pay out.
- 11/21/2024
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My Favorite Artificial Intelligence Stock to Buy Right Now (Hint: It's Not Nvidia)
- My Favorite Artificial Intelligence Stock to Buy Right Now (Hint: It's Not Nvidia)
- 11/20/2024
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Is Taiwan Semiconductor Stock Worth Buying Post Its 80% YTD Rally?
- TSM's 80% YTD rally highlights its AI-driven growth and innovation, making it a compelling buy for long-term investors.
- 11/19/2024
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Should You Buy Taiwan Semiconductor Manufacturing Stock Before Jan. 20?
- Should You Buy Taiwan Semiconductor Manufacturing Stock Before Jan. 20?
- 11/19/2024
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Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030
- According to PC Gamer, “The AMD Ryzen 7 7800X3D is simply the best gaming CPU around right now. It’s certainly the best gaming chip that AMD has ever made, but it’s also capable of outperforming Intel’s top CPU when it comes to gaming frame rates and is doing so for a lot less cash. It’s also a lot less power-thirsty, too.” Rave reviews such as this would have been considered unthinkable over a decade ago. After 50 years of playing second best to rival Intel (NASDAQ: INTC), Advanced Micro Devices (NASDAQ: AMD) surpassed it, thanks to CEO Dr. Linda Su, who took the reins in 2014 and AMD was able to unveil the Ryzen in 2017, which became a game changer. Based on a principle of multiple microscopic CPUs working in tandem, AMD’s Ryzen CPU outperformed Intel’s CPUs in speed and efficiency, and most importantly – cost only half as much. Ryzen and its later updates subsequently added tens of billions to AMD’s revenues, and in 2022, AMD surpassed Intel in market cap, although not in chip market share. Headwinds and Challenges Under Dr. Lisa Su, AMD’s Ryzen and Epyc CPUs have propelled the company to profitability and market cap superiority over longtime rival Intel. Despite AMD’s phenomenal turnaround over the past decade, not everything has been smooth sailing and concern-free. Unlike Intel, AMD does not own manufacturing facilities in the US. Dr. Su’s reputation and ties to Taiwan have created a strong relationship with manufacturing facilities owned by Taiwan Semiconductor Manufacturing Co, (NYSE: TSM). While the relationship between AMD and TSMC remains robust, geopolitical tensions between Taiwan and China, whose CCP leadership continues to advocate for “reunification” with Taiwan, even if by military invasion, continues to be a supply chain risk factor. While AMD’s MI300 GPU is a viable competitor to Nvidia’s H100, industry publication Tom’s Hardware estimates that AMD’s new chips sell for just 25% of the price of Nvidia’s H100, despite their similar performance. This means less room for growth and lower margins. Additionally, Nvidia (NASDAQ: NVDA) isn’t standing still. In Q1, the company announced its new Blackwell platform, designed to train generative AI models at a fraction of the cost of its predecessor. Nvidia’s faster development cycle means that AMD may be stuck playing a game of catchup — putting further pressure on its pricing power, growth, and margins. US technology export restrictions require AMD, Nvidia, and other US chip makers to design lower-performance versions of their top products for export to China and the Middle East. Prior iterations from Q1 2024 were rejected by the Commerce Dept. as still being too powerful, and export licenses were withheld. The counterintuitive need to create a better device to market while simultaneously designing lower capabilities is proving to be a more delicate and difficult task than anticipated. Regardless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. While most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near-term projections irrelevant. 24/7 Wall Street aims to present some further-looking insights based on AMD’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article Lisa Su’s acquisitions of ZT Systems and various AI software companies are part of a comprehensive AI-focused strategy. The acquisition of ZT Systems, a cloud architecture solution provider, is a key building block of Lisa Su’s AI development strategy objective, which is to provide AI in end-to-end computing. AMD’s MI300 GPU and future models will continue to compete with Nvidia for the AI graphics market. AMD’s chip architecture for Ryzen and other products will expand for installation applications beyond gaming, such as automobiles, IoT, and others. The threat of a PRC military invasion of Taiwan is still a major semiconductor supply chain threat, as AMD, Nvidia, Apple, and other tech companies all rely on Taiwan Semiconductor for its manufacturing needs. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Advanced Micro Devices News and Updates 11/18/2024 Advanced Micro Devices’s stock price is on the rise today following the announcement of a partnership with IBM. The two tech giants are teaming up to deploy AMD’s next-generation MI300X accelerators on IBM Cloud. 5-10 Year Review A huge part of AMD’s success has been the Damocles sword decision to have all foundry work performed by Taiwan Semiconductor. After stints at IBM and Texas Instruments, Dr. Lisa Su became COO of AMD, assuming the CEO position in 2014. Soon afterwards, she started her overhaul of the company by splitting it into 2 divisions: Computing and Graphics, which includes desktop and notebook processors and chipsets, discrete GPUs, and professional graphics; Enterprise, Embedded, and Semi-Custom, which includes server and embedded processors, dense servers, semi-custom SoC products (including solutions for gaming consoles), engineering services, and royalties. Dr. Su oversaw the release of the Radeon 300 and Fury series, the last of the Bulldozer derivatives, and then the RX 400 series of GPUs in 2016. Based on AMD’s Zen architecture, both Epyc for servers and workstations Ryzen for laptops and desktops debuted in 2017. They innovatively took multiple micro CPUs to work as a team for superior computing power and speed. Ryzen, in particular, took the computing world and Intel by surprise, as it catapulted AMD to previously uncharted levels. 2020 saw AMD announce the acquisition of Xilinx for its field programmable gate arrays (FPGA). AMD would discontinue Xilinx production of its complex programmable logic devices (CPLD) in early 2024. Pensando Systems was added to AMD’s portfolio in 2022, with Mipsology to follow in 2023. On the AI front, 2023 saw AMD acquire Nod.ai, followed by Silo.AI, Europe’s largest private AI Lab, in 2024. Fiscal Year (Dec) Price Revenues Net Income 2015 $2.87 $3.991 B -($660 M) 2016 $11.34 $4.319 B -($498 M) 2017 $10.28 $5.253 B -($33 M) 2018 $18.46 $6.475 B $337 M 2019 $45.86 $6.731 B $341 M 2020 $91.71 $9.763 B $2.490 B 2021 $143.90 $16.434 B $3.162 B 2022 $64.77 $23.601 B $1.320 B 2023 $147.41 $22.680 B $864 M 2024 LTM (Jun 2024) $$162.21 $23.276 B $$1.354 B Key Drivers for AMD’s Stock in the Future Lisa Su’s release of AMD’s MI300 GPU has thrown down the gauntlet for AI to her cousin, CEO Jensen Huang of Nvidia, which controls close to 70% of the AI GPU market at present. AMD’s MI300 GPU (Graphics Processing Units) and similar products are addressing AI workloads for cloud computing, which is stirring up interest. Microsoft (NASDAQ: MSFT) and Oracle (NASDAQ: ORCL) are already using the MI300. As a result, AMD is now on the radar alongside other AI related stocks. The ZT Systems acquisition for $4.9 billion is a key building block of Lisa Su’s AI development strategy. By integrating ZT’s expertise in data center infrastructure, AMD will be able to offer complete AI solutions, encompassing hardware, software, and system-level integration. Therefore, AMD will soon provide a one-stop, comprehensive and integrated offering to clients seeking robust AI solutions. Data Center growth (already $2.3 billion sector revenues for AMD in Q1, +80% y-o-y), should continue to expand that area for the near and extended future. AMD 3D V-Cache chips will be an integral contributor to AMD-powered data center equipment. Stock Price Prediction for 2025 The consensus rating from over 40 Wall Street analysts is “buy/outperform” (31 buy, 7 outperform, 10 hold). Their average price target in 12-months is $186.91, which is 37.75% from the price today. 24/7 Wall Street’s 12-month projection for AMD’s price is $205.20, which would be a 51.23% increase. 24/7 Wall Street’s 12-month projection for AMD’s price is $205.20, which would be a 39.74% increase. We believe Dr. Su’s goal of end-to-end AI utility is already underway, with AMD competing with Nvidia in a similar fashion and strategy to how it challenged Intel: with comparable or superior speed and performance for lower prices. AMD’s Next 5 Years’ Outlook The past 10-year median P/E ratio for AMD is 34.27. 24/7 Wall Street is using a more conservative P/E ratio of 30 for the following price predictions. These prices also preclude an invasion of Taiwan from China, which would understandably devastate chip manufacturing worldwide. For 2026, we predict a price of $237.12, which would be a 15.56% gain year-over-year. AMD’s acquisition of ZT Systems will be a significant contributor to Dr. Su’s AI development agenda. She anticipates that the AI accelerator and GPU chip market will reach $400 billion by 2027. AMD’s Instinct and Epyc accelerators for machine learning will see a major boost in this surge. To follow up on the AI agenda, 2027 should benefit from ZT Systems’ software boost capabilities. During 2023-24, AMD invested more than $1 billion to improve its AI software capabilities and R&D activities. AMD has already made three small software AI-related acquisitions (Silo AI, Nod.ai, and Mipsology) to bolster its mid- and high-level software abstractions and help customers customize LLMs. Dr. Su and Nvidia’s Jensen Huang are blood-relative cousins, and their respective competitive drives and tech savvy make the AMD and Nvidia rivalry in AI all the more compelling when the different components are compared head-to-head. The 24/7 Wall Street price target for 2027 is $294.40. This would be a 24.16% gain year-over-year. 2028 should see AMD get an upswing from its ancillary markets. For example, AMD’s Ryzen is already a big part of the digital cockpits in the automotive market. Its partnerships with Daimler-Benz and Tesla will likely expand to other auto manufacturers as AI becomes more ubiquitous and demand escalates. Our price target is $306, a modest year-over-year gain of 3.94%. Edge computing would be another ancillary market for AMD that would benefit from AI. 2029 should see a boost in IoT applications using AMD-powered devices and digital architecture. AMD’s Multi-Chip Modules (MCM) will continue to expand, with its Epyc Milan X, the first MCM GPU, leading the way for a range of other configurations. The resulting bump would be a target price of $336, a 9.80% gain from the previous year’s price target. AMD Stock in 2030 AMD’s development of end-to-end AI computing is Dr. Lisa Su’s primary goal over the next decade. At present, no smartphone utilizes any AMD CPUs. Nevertheless, AMD has already announced the availability of Ryzen chips for mobile devices. By 2030, the growth of AI-powered mobile gaming should reach the point where the demand for Ryzen performance in smartphones by game-oriented users should see Ryzen-powered smartphones. This would be a huge boon for AMD, as the smartphone market is a major one that has long eluded it. The 24/7 Wall Street 2030 price target is $396.20. Year EPS P/E multiple Price 2025 $6.84 30 $205.20 2026 $7.90 30 $237.12 2027 $9.81 30 $294.40 2028 $10.20 30 $306.00 2029 $11.20 30 $336.00 2030 $13.21 30 $396.20 Get Ready To Retire (Sponsored) Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. Here’s how it works: 1. Answer SmartAsset advisor match quiz 2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles. 3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future Get started right here. The post Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030 appeared first on 24/7 Wall St..
- 11/19/2024
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NVIDIA (NVDA) Price Prediction and Forecast
- The artificial intelligence-fueled rally has been the foremost contributor to the major market indices’ sizable gains over the past several years. And one company in particular is at the vanguard: NVIDIA Corp. (NASDAQ: NVDA). NVIDIA is the premier manufacturer of components critical to the surge in AI; namely, semiconductors, microchips, and graphics processing units (GPUs).ca As a result, the Santa Clara, Calif.-based company has seen its stock skyrocket in the recent past. Since the first day the market opened in 2023, shares have gained 871.80%, and in the decade from August 2014 to the present, they are up a preposterous 30108.51%. In June 2024, NVIDIA underwent its sixth stock split, further fueling demand for its shares as the company surged upward and is now the second largest by market cap. Despite those mind-boggling gains, analysts still expect enormous upside potential in the medium and long term. 24/7 Wall Street has performed analysis to provide prospective investors and current shareholders with an idea of where NVIDIA’s stock might be headed over the course of the next five years. Key Points in This Article: NVIDIA’s track record of strong earnings suggests an ability to remain at the forefront of its industry, as competitors fight for the leftovers. Between NVIDIA’s client list of Magnificent Seven companies and the burgeoning trend in AI, growth in both revenue and net income is projected to continue its steep climb. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. NVIDIA News and Updates 11/18/2024 When installed in high-capacity server racks, Nvidia’s next-generation Blackwell data center processors overheat. This has led to the need to redesign the server racks, which in turn could potentially delay shipping for the processors. If the redesign and shipping of the processors do not occur on time, Nvidia’s major customers (Google, Microsoft, Meta, etc.) will be forced to delay their own timelines. 11/15/2024 As Nvidia prepares to release its earnings report next week, several top analysts have increased their price targets for the company. HSBC’s Frank Lee has been the most optimistic, raising his target to $200, implying a potential 36.78% upside. Susquehanna’s Christopher Rolland and Oppenheimer’s Rich Schafer also increased their targets to $180 and $175, respectively. In contrast, Raymond James’ Srini Pajjuri lowered his target to $170, although he still views any potential dip in Nvidia’s stock price as a buying opportunity. 11/14/2024 Nvidia is scheduled to report its third-quarter financial results a week from today. Analysts predict a rise of 82% year-over-year in sales to $33.04 billion and an earnings increase to 75 cents a share. The Susquehanna Financial Group raised its price target for Nvidia from 160 to 180. 11/12/2024 Nvidia’s stock price increased today following a positive analyst report from Mizuho. The firm raised its price target for the company to $165 from $140. This bullish sentiment has contributed to Nvidia’s stock price nearing recent record highs. 11/11/2024 Melius Research increased its price target for Nvidia to $185.00 (previously $165.00), with a “Buy” rating on the stock. 11/8/2024 Nvidia has officially joined the Dow Jones Industrial Average. Nvidia’s stock price has risen by about 9% this week, surpassing Apple as the world’s most valuable company. 11/7/2024 The Federal Reserve delivered a 25 basis point interest rate cut today, bringing its benchmark rate down to a range of 4.5% to 4.75%. The market reacted positively to the news, with shares of Nvidia hitting new all-time highs. 11/6/2024 Several stocks surged on Wall Street today following the U.S. presidential election. Nvidia hit a record high, solidifying its position as the world’s most valuable company with a market capitalization of $3.58 trillion. 11/5/2024 Nvidia has claimed its position as the world’s most valuable publicly traded company, surpassing Apple. This surge in valuation is the result of an unprecedented demand for the company’s high-performance graphics processing units (GPUs), which are essential for powering artificial intelligence and machine learning applications. 11/4/2024 Nvidia will be added to the Dow Jones Industrial Average, replacing Dow Inc. (DOW), effective before the market opens on November 8th. NVIDIA’s Recent Stock Success Unless you have been living under a rock, chances are you have caught wind of the very well-documented and rather exponential surge in NVIDIA’s share price since 2022. But before 2022’s price-per-share explosion, it was steadily appreciating as it underwent a series of stock splits. Year Share Price* Revenue** Net Income** 2014 $0.51 $4.130 $0.588 2015 $0.82 $4.681 $0.800 2016 $2.67 $5.010 $0.929 2017 $4.88 $6.910 $1.851 2018 $3.24 $9.714 $3.085 2019 $5.98 $11.716 $4.143 2020 $13.06 $10.918 $3.580 2021 $29.64 $16.675 $6.277 2022 $14.61 $26.914 $11.259 2023 $49.52 $26.974 $8.366 *Post-split adjusted basis **Revenue and net income in $billions Over the course of the last decade, NVIDIA’s revenue grew by more than 553% while its net income increased by just over 1,323%. The company experienced a slight contraction in revenue and net income in 2020 due to the COVID-19 pandemic, but it rebounded soundly the following year and has continued to steadily grow both metrics since. Meanwhile, shares were able to increase by 9,610% from 2014 to 2023. As the AI lynchpin looks forward to the second half of the decade, 24/7 Wall Street has identified three key drivers that are likely to impact its growth metrics and stock performance through 2030. Key Drivers of NVIDIA’s Stock Performance Stronghold on the GPU Industry: No one makes GPUs like Nvidia makes GPUs, and the industry demanding them is well aware of that. While semiconductor competitors like Advanced Micro Devices Inc. (NASDAQ: AMD) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) do command some attention in their respective corners of the market, simply comparing the three companies’ market caps demonstrates the discrepancies between NVIDIA and, well, every other company. While Advanced Micro Devices and Taiwan Semiconductor Manufacturing have respectable market caps of $226.36 billion and $826.62 billion, respectively, those are dwarfed by NVIDIA’s $3.45 trillion. Demand From Unrivaled Tech Customers: The company’s primary clientele are the other members of the Magnificent Seven, which are leading the way forward in the AI revolution. In fact, only four Big Tech rival companies — Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ: META), and Microsoft Corp. (NASDAQ: MSFT) — account for 40% of NVIDIA’s revenue as they vie with one another to become the front runner of the transition to generative AI. The AI Trend Is Just Getting Started: According to Grand View Research, the market size of AI in 2023 was $196.63 billion. As large as that seems, it pales in comparison to where the market is headed. From 2024 to 2030, it is expected that the industry will grow at an astounding compound annual growth rate (CAGR) of 36.6%, with “continuous research and innovation directed by tech giants [that] are driving adoption of advanced technologies in industry verticals, such as automotive, healthcare, retail, finance, and manufacturing,” according to Grand View Research’s report. NVIDIA (NVDA) Price Prediction in 2025 The current consensus median one-year price target for NVIDIA, according to analysts, is $150.00, which represents a nearly 5.65% potential upside over the next 12 months based on the current share price of $141.98. Of all the analysts covering NVIDIA, the stock is a consensus buy, with a 1.3 ‘Buy’ rating on a scale from 1 (‘Strong Buy’) to 5 (‘Strong Sell’). However, by the end of 2025, 24/7 Wall Street‘s forecast projects shares of NVIDIA to be trading for $137.50 based on a projected EPS of $2.75 and a price-to-earnings (P/E) ratio of 50, with a best-case scenario of $192.50 per share and a worst-case scenario of $82.50 per share. NVIDIA (NVDA) Stock Forecast Through 2030 Year Revenue* Net Income* EPS 2025 $121.255 $68.392 $2.75 2026 $168.151 $95.246 $3.83 2027 $193.852 $108.182 $4.44 2028 $225.462 $130.155 $5.28 2029 $236.498 $152.001 $6.16 2030 $265.522 $175.412 $7.24 *Revenue and net income in $billions How NVIDIA’s Next Five Years Could Play Out At the end of 2025, we expect to see revenue, net income and EPS rise 99%, 111.66% and 111.54%, respectively. That would result in a share price of $137.50, or -3.16% higher than where the stock is currently trading. Our high-end price target is $192.50, while our low-end price target is $82.50. When 2026 concludes, we forecast NVIDIA’s revenue to be $168.151 billion resulting in a net income of $95.246 billion. That year would end with a per-share price of $191.50, representing a gain of 34.88% compared to its share price today. Our high-end price target is $268.10, while our low-end price target is $114.90. When 2027 concludes, we forecast NVIDIA’s revenue to be $193.85 billion resulting in a net income of $108.182 billion. That year would end with a per-share price of $222.00, representing a gain of 56.36% compared to its share price today. Our high-end price target is $310.80, while our low-end price target is $133.20. When 2028 concludes, we forecast NVIDIA’s revenue to be $225.462 billion resulting in a net income of $130.155 billion. That year would end with a per-share price of $264.00, representing a gain of 85.94% compared to its share price today. Our high-end price target is $369.60, while our low-end price target is $158.40. When 2029 concludes, we forecast NVIDIA’s revenue to be $236.498 billion resulting in a net income of $152.001 billion. That year would end with a per-share price of $308.00, representing a gain of 116.93% compared to its share price today. Our high-end price target is $431.20, while our low-end price target is $184.40. NVIDIA Stocks Price Target for 2030 By the conclusion of 2030, 24/7 Wall Street estimates that NVIDIA’s stock will be trading for $362.00, good for a 154.97% increase over today’s share price, based on an EPS of $7.24 and a P/E ratio of 50. Our high-end price target is $506.80 based on an EPS of $7.24 and a P/E ratio of 70. Meanwhile, our low-end price target is $217.20 based on an EPS of $7.24 and a P/E ratio of 30. Year Price Target % Change From Current Price 2025 $137.50 -3.16% 2026 $191.50 34.88% 2027 $222.00 56.36% 2028 $264.00 85.94% 2029 $308.00 116.93 2030 $362.00 154.97% Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post NVIDIA (NVDA) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 11/19/2024
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Taiwan Semiconductor (TSM) Price Prediction and Forecast
- In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Tawain Semiconductor News and Updates 11/18/2024 The U.S. Commerce Department has finalized a $6.6 billion subsidy for Tawain Semiconductor to boost semiconductor production in Phoenix, Arizona. This marks the first major award under the $52.7 billion CHIPS and Science Act of 2022. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 12.72% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is –=1.65% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 36.14% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 11/19/2024
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Biden administration finalizes $6.6B in CHIPS grants for TSMC
- The Biden administration has finalized a deal to support Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC), awarding it up to $6.6 billion in grants under the CHIPS and Science Act, designed to revitalize US manufacturing and reduce dependence on foreign semiconductor supply chains. The funding will support TSMC's $65 billion investment in building three state-of-the-art semiconductor fabs in Phoenix, Arizona, with an additional $5 billion in low-cost loans also included in the deal.
- 11/18/2024
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TSM vs. AMD: Which Stock Will Split Next?
- With the tech rally taking things into high gear this year, I'm sure many new retail investors are asking themselves which big name in tech will be next to split.
- 11/18/2024
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Taiwan wants closer EU ties
- Taiwan's President Lai Ching-te urged the European Union to sign an economic partnership agreement, emphasising benefits for semiconductor collaboration and democratic solidarity, according to Reuters. Speaking at a Taiwan-EU investment forum in Taipei, Lai highlighted the importance of secure supply chains and mutual resilience in the face of growing authoritarian threats.
- 11/18/2024
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The Artificial Intelligence (AI) Boom Isn't Over. 3 AI Stocks to Buy Right Now.
- AI could become a multitrillion-dollar industry. There are still high-quality stocks with compelling risk-reward upside potential.
- 11/17/2024
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Meet the Newest Member of the $1 Trillion Stock Club
- Meet the Newest Member of the $1 Trillion Stock Club
- 11/17/2024
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Prediction: These 2 Stocks Will Be Worth More Than Tesla in the Next 5 Years
- Prediction: These 2 Stocks Will Be Worth More Than Tesla in the Next 5 Years
- 11/16/2024
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5 Must-Buy AI Giants for Double-Digit Returns in the Short Term
- AI frenzy will continue as this technology has become the need of the hour. Five AI-centric tech giants are: GOOGL, META, TSM, ADBE, AVGO.
- 11/15/2024
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Biden completes $6.6 billion TSMC chip grant ahead of Trump admin
- The Biden Administration has finalized a $6.6 billion subsidy for Taiwan Semiconductor's new Arizona plant. Transcript: Conway Gittens: A stronger-than-expected retail sales report is letting some air out of the stock market's post-election rally.
- 11/15/2024
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 11/15/2024
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3 AI Stocks to Buy Now On the Dip Not Named Nvidia
- Exploring three artificial intelligence (AI) stocks not named Nvidia to buy now on the dip--Taiwan Semiconductor, Constellation Energy, and Micron.
- 11/15/2024
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TSMC Gets Government Funding. The Stock Is Rising.
- The semiconductor maker is getting the money under the Chips Act. The cash will support the company's planned investment of $65 billion to create a production cluster near Phoenix.
- 11/15/2024
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US Stocks Likely To Open In Red After Jerome Powell Says No Need To Be 'In A Hurry' On Rate Cuts: Tesla, TSMC And Domino's In Focus
- U.S. stocks could open on a negative note on Friday after the Federal Reserve chair Jerome Powell's comments on Thursday that the economy is showing enough strength that there is no need to be "in a hurry" on further rate cuts just yet.
- 11/15/2024
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Taiwan Semiconductor secures CHIPS Act funding for three Arizona plants
- Taiwan Semiconductor Manufacturing Co. is being awarded up to $6.6 billion in CHIPS Act funding, the Commerce Department said Friday.
- 11/15/2024
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Biden Cements TSMC Grant Before Trump Takes Over
- The White House is racing to finish grant agreements for chip manufacturers, but some of its biggest successes might be credited to the Trump administration.
- 11/15/2024
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US finalizes $6.6 billion chips award for TSMC ahead of Trump return
- The U.S. Commerce Department said Friday it has finalized a $6.6 billion government subsidy for Taiwan Semiconductor Manufacturing Co's U.S. unit for semiconductor production in Phoenix, Arizona.
- 11/15/2024
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Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030
- According to PC Gamer, “The AMD Ryzen 7 7800X3D is simply the best gaming CPU around right now. It’s certainly the best gaming chip that AMD has ever made, but it’s also capable of outperforming Intel’s top CPU when it comes to gaming frame rates and is doing so for a lot less cash. It’s also a lot less power-thirsty, too.” Rave reviews such as this would have been considered unthinkable over a decade ago. After 50 years of playing second best to rival Intel (NASDAQ: INTC), Advanced Micro Devices (NASDAQ: AMD) surpassed it, thanks to CEO Dr. Linda Su, who took the reins in 2014 and AMD was able to unveil the Ryzen in 2017, which became a game changer. Based on a principle of multiple microscopic CPUs working in tandem, AMD’s Ryzen CPU outperformed Intel’s CPUs in speed and efficiency, and most importantly – cost only half as much. Ryzen and its later updates subsequently added tens of billions to AMD’s revenues, and in 2022, AMD surpassed Intel in market cap, although not in chip market share. Headwinds and Challenges Under Dr. Lisa Su, AMD’s Ryzen and Epyc CPUs have propelled the company to profitability and market cap superiority over longtime rival Intel. Despite AMD’s phenomenal turnaround over the past decade, not everything has been smooth sailing and concern-free. Unlike Intel, AMD does not own manufacturing facilities in the US. Dr. Su’s reputation and ties to Taiwan have created a strong relationship with manufacturing facilities owned by Taiwan Semiconductor Manufacturing Co, (NYSE: TSM). While the relationship between AMD and TSMC remains robust, geopolitical tensions between Taiwan and China, whose CCP leadership continues to advocate for “reunification” with Taiwan, even if by military invasion, continues to be a supply chain risk factor. While AMD’s MI300 GPU is a viable competitor to Nvidia’s H100, industry publication Tom’s Hardware estimates that AMD’s new chips sell for just 25% the price of Nvidia’s H100, despite their similar performance. This means less room for growth and lower margins. Additionally, Nvidia (NASDAQ: NVDA) isn’t standing still. In Q1, the company announced its new Blackwell platform, designed to train generative AI models at a fraction of the cost of its predecessor. Nvidia’s faster development cycle means that AMD may be stuck playing a game of catchup — putting further pressure on its pricing power, growth, and margins. US technology export restrictions require AMD, Nvidia, and other US chip makers to design lower performance versions of their top products for export to China and the Middle East. Prior iterations from Q1 2024 were rejected by the Commerce Dept. as still being too powerful, and export licenses were withheld. The counterintuitive need to create a better device to market but simultaneously designing lower capabilities is proving to be a more delicate and difficult task than anticipated. Regardless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. While most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term projections irrelevant. 24/7 Wall Street aims to present some further looking insights based on AMD’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article Lisa Su’s acquisitions of ZT Systems and various AI software companies are part of a comprehensive AI focused strategy. The acquisition of ZT Systems, a cloud architecture solution provider, is a key building block of Lisa Su’s AI development strategy objective, which is to provide AI in end-to-end computing. AMD’s MI300 GPU and future models will continue to compete with Nvidia for the AI graphics market. AMD’s chip architecture for Ryzen and other products will expand for installation applications beyond gaming, such as automobiles, IoT, and others. The threat of a PRC military invasion of Taiwan is still a major semiconductor supply chain threat, as AMD, Nvidia, Apple, and other tech companies all rely on Taiwan Semiconductor for its manufacturing needs. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. 5-10 Year Review A huge part of AMD’s success has been the Damocles sword decision to have all foundry work performed by Taiwan Semiconductor. After stints at IBM and Texas Instruments, Dr. Lisa Su became COO of AMD, assuming the CEO position in 2014. Soon afterwards, she started her overhaul of the company by splitting it into 2 divisions: Computing and Graphics, which includes desktop and notebook processors and chipsets, discrete GPUs, and professional graphics; Enterprise, Embedded, and Semi-Custom, which includes server and embedded processors, dense servers, semi-custom SoC products (including solutions for gaming consoles), engineering services, and royalties. Dr. Su oversaw the release of the Radeon 300 and Fury series, the last of the Bulldozer derivatives, and then the RX 400 series of GPUs in 2016. Based on AMD’s Zen architecture, both Epyc for servers and workstations Ryzen for laptops and desktops debuted in 2017. They innovatively took multiple micro CPUs to work as a team for superior computing power and speed. Ryzen, in particular, took the computing world and Intel by surprise, as it catapulted AMD to previously uncharted levels. 2020 saw AMD announce the acquisition of Xilinx for its field programmable gate arrays (FPGA). AMD would discontinue Xilinx production of its complex programmable logic devices (CPLD) in early 2024. Pensando Systems was added to AMD’s portfolio in 2022, with Mipsology to follow in 2023. On the AI front, 2023 saw AMD acquire Nod.ai, followed by Silo.AI, Europe’s largest private AI Lab, in 2024. Fiscal Year (Dec) Price Revenues Net Income 2015 $2.87 $3.991 B -($660 M) 2016 $11.34 $4.319 B -($498 M) 2017 $10.28 $5.253 B -($33 M) 2018 $18.46 $6.475 B $337 M 2019 $45.86 $6.731 B $341 M 2020 $91.71 $9.763 B $2.490 B 2021 $143.90 $16.434 B $3.162 B 2022 $64.77 $23.601 B $1.320 B 2023 $147.41 $22.680 B $864 M 2024 LTM (Jun 2024) $$162.21 $23.276 B $$1.354 B Key Drivers for AMD’s Stock in the Future Lisa Su’s release of AMD’s MI300 GPU has thrown down the gauntlet for AI to her cousin, CEO Jensen Huang of Nvidia, which controls close to 70% of the AI GPU market at present. AMD’s MI300 GPU (Graphics Processing Units) and similar products are addressing AI workloads for cloud computing, which is stirring up interest. Microsoft (NASDAQ: MSFT) and Oracle (NASDAQ: ORCL) are already using the MI300. As a result, AMD is now on the radar alongside other AI related stocks. The ZT Systems acquisition for $4.9 billion is a key building block of Lisa Su’s AI development strategy. By integrating ZT’s expertise in data center infrastructure, AMD will be able to offer complete AI solutions, encompassing hardware, software, and system-level integration. Therefore, AMD will soon provide a one-stop, comprehensive and integrated offering to clients seeking robust AI solutions. Data Center growth (already $2.3 billion sector revenues for AMD in Q1, +80% y-o-y), should continue to expand that area for the near and extended future. AMD 3D V-Cache chips will be an integral contributor to AMD-powered data center equipment. Stock Price Prediction for 2025 The consensus rating from over 40 Wall Street analysts is “buy/outperform” (31 buy, 7 outperform, 10 hold). Their average price target in 12 months is $186.91, which is 34.00% from the price today. 24/7 Wall Street’s 12-month projection for AMD’s price is $205.20, which would be a 47.12% increase. 24/7 Wall Street’s 12-month projection for AMD’s price is $205.20, which would be a 39.74% increase. We believe Dr. Su’s goal of end-to-end AI utility is already underway, with AMD competing with Nvidia in a similar fashion and strategy to how it challenged Intel: with comparable or superior speed and performance for lower prices. AMD’s Next 5 Years’ Outlook The past 10-year median P/E ratio for AMD is 34.27. 24/7 Wall Street is using a more conservative P/E ratio of 30 for the following price predictions. These prices also preclude an invasion of Taiwan from China, which would understandably devastate chip manufacturing worldwide. For 2026, we predict a price of $237.12, which would be a 15.56% gain year-over-year. AMD’s acquisition of ZT Systems will be a significant contributor to Dr. Su’s AI development agenda. She anticipates that the AI accelerator and GPU chip market will reach $400 billion by 2027. AMD’s Instinct and Epyc accelerators for machine learning will see a major boost in this surge. To follow up on the AI agenda, 2027 should benefit from ZT Systems’ software boost capabilities. During 2023-24, AMD invested more than $1 billion to improve its AI software capabilities and R&D activities. AMD has already made three small software AI-related acquisitions (Silo AI, Nod.ai, and Mipsology) to bolster its mid- and high-level software abstractions and help customers customize LLMs. Dr. Su and Nvidia’s Jensen Huang are blood-relative cousins, and their respective competitive drives and tech savvy make the AMD and Nvidia rivalry in AI all the more compelling when the different components are compared head-to-head. The 24/7 Wall Street price target for 2027 is $294.40. This would be a 24.16% gain year-over-year. 2028 should see AMD get an upswing from its ancillary markets. For example, AMD’s Ryzen is already a big part of the digital cockpits in the automotive market. Its partnerships with Daimler-Benz and Tesla will likely expand to other auto manufacturers as AI becomes more ubiquitous and demand escalates. Our price target is $306, a modest year-over-year gain of 3.94%. Edge computing would be another ancillary market for AMD that would benefit from AI. 2029 should see a boost in IoT applications using AMD-powered devices and digital architecture. AMD’s Multi-Chip Modules (MCM) will continue to expand, with its Epyc Milan X, the first MCM GPU, leading the way for a range of other configurations. The resulting bump would be a target price of $336, a 9.80% gain from the previous year’s price target. AMD Stock in 2030 AMD’s development of end-to-end AI computing is Dr. Lisa Su’s primary goal over the next decade. At present, no smartphone utilizes any AMD CPUs. Nevertheless, AMD has already announced the availability of Ryzen chips for mobile devices. By 2030, the growth of AI-powered mobile gaming should reach the point where the demand for Ryzen performance in smartphones by game-oriented users should see Ryzen-powered smartphones. This would be a huge boon for AMD, as the smartphone market is a major one that has long eluded it. The 24/7 Wall Street 2030 price target is $396.20. Year EPS P/E multiple Price 2025 $6.84 30 $205.20 2026 $7.90 30 $237.12 2027 $9.81 30 $294.40 2028 $10.20 30 $306.00 2029 $11.20 30 $336.00 2030 $13.21 30 $396.20 Get Ready To Retire (Sponsored) Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. Here’s how it works: 1. Answer SmartAsset advisor match quiz 2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles. 3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future Get started right here. The post Advanced Micro Devices Inc. (AMD) Price Prediction and Forecast 2025-2030 appeared first on 24/7 Wall St..
- 11/14/2024
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Taiwan Semiconductor (TSM) Price Prediction and Forecast
- In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 12.66% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -1.70% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 36.07% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 11/14/2024
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Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
- The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
- 11/13/2024
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Prediction: TSM Stock Will Hit $2 Trillion in 2025
- Taiwan Semiconductor Manufacturing (NYSE:TSM) is a chip stock many long-term investors have done well owning.
- 11/13/2024
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China says TSMC chip curbs undermine interests of Taiwan companies
- China's Taiwan Affairs Office said on Wednesday that a U.S. order to Taiwan Semiconductor Manufacturing Co to halt shipments of advanced chips to Chinese customers undermines the interests of Taiwanese companies and raises tension across the Taiwan Strait.
- 11/12/2024
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NVIDIA (NVDA) Price Prediction and Forecast
- The artificial intelligence-fueled rally has been the foremost contributor to the major market indices’ sizable gains over the past several years. And one company in particular is at the vanguard: NVIDIA Corp. (NASDAQ: NVDA). NVIDIA is the premier manufacturer of components critical to the surge in AI; namely, semiconductors, microchips, and graphics processing units (GPUs).ca As a result, the Santa Clara, Calif.-based company has seen its stock skyrocket in the recent past. Since the first day the market opened in 2023, shares have gained 894.25%, and in the decade from August 2014 to present, they are up a preposterous 30806.38%. In June 2024, NVIDIA underwent its sixth stock split, further fueling demand for its shares as the company surged upward and is now the second largest by market cap. Despite those mind-boggling gains, analysts still expect enormous upside potential in the medium and long term. 24/7 Wall Street has performed analysis to provide prospective investors and current shareholders with an idea of where NVIDIA’s stock might be headed over the course of the next five years. Key Points in This Article: NVIDIA’s track record of strong earnings suggests an ability to remain at the forefront of its industry, as competitors fight for the leftovers. Between NVIDIA’s client list of Magnificent Seven companies and the burgeoning trend in AI, growth in both revenue and net income is projected to continue its steep climb. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. NVIDIA News and Updates 11/12/2024 Nvidia’s stock price increased today following a positive analyst report from Mizuho. The firm raised its price target for the company to $165 from $140. This bullish sentiment has contributed to Nvidia’s stock price nearing recent record highs. 11/11/2024 Melius Research increased its price target for Nvidia to $185.00 (previously $165.00), with a “Buy” rating on the stock. 11/8/2024 Nvidia has officially joined the Dow Jones Industrial Average. Nvidia’s stock price has risen by about 9% this week, surpassing Apple as the world’s most valuable company. 11/7/2024 The Federal Reserve delivered a 25 basis point interest rate cut today, bringing its benchmark rate down to a range of 4.5% to 4.75%. The market reacted positively to the news, with shares of Nvidia hitting new all-time highs. 11/6/2024 Several stocks surged on Wall Street today following the U.S. presidential election. Nvidia hit a record high, solidifying its position as the world’s most valuable company with a market capitalization of $3.58 trillion. 11/5/2024 Nvidia has claimed its position as the world’s most valuable publicly traded company, surpassing Apple. This surge in valuation is the result of an unprecedented demand for the company’s high-performance graphics processing units (GPUs), which are essential for powering artificial intelligence and machine learning applications. 11/4/2024 Nvidia will be added to the Dow Jones Industrial Average, replacing Dow Inc. (DOW), effective before the market opens on November 8th. 11/1/2024 Nvidia is developing a new type of chip that combines both a CPU and a GPU on a single chip. This new chip is designed to power consumer PCs, competing directly with Qualcomm’s Snapdragon X series. 10/31/2024 Nvidia’s stock price decreased 4% today. The decrease follows the European Commission’s announcement that the company’s proposed acquisition of AI startup Run requires EU antitrust clearance due to potential competition concerns. 10/29/2024 Nvidia has introduced enterprise reference architectures (RAs) to assist businesses in streamlining their infrastructure strategies. These RAs serve as blueprints to help Nvidia’s partners and their customers construct “AI factories”, high-performance data centers optimized for AI workloads. NVIDIA’s Recent Stock Success Unless you have been living under a rock, chances are you have caught wind of the very well-documented and rather exponential surge in NVIDIA’s share price since 2022. But before 2022’s price-per-share explosion, it was steadily appreciating as it underwent a series of stock splits. Year Share Price* Revenue** Net Income** 2014 $0.51 $4.130 $0.588 2015 $0.82 $4.681 $0.800 2016 $2.67 $5.010 $0.929 2017 $4.88 $6.910 $1.851 2018 $3.24 $9.714 $3.085 2019 $5.98 $11.716 $4.143 2020 $13.06 $10.918 $3.580 2021 $29.64 $16.675 $6.277 2022 $14.61 $26.914 $11.259 2023 $49.52 $26.974 $8.366 *Post-split adjusted basis **Revenue and net income in $billions Over the course of the last decade, NVIDIA’s revenue grew by more than 553% while its net income increased by just over 1,323%. The company experienced a slight contraction in revenue and net income in 2020 due to the COVID-19 pandemic, but it rebounded soundly the following year and has continued to steadily grow both metrics since. Meanwhile, shares were able to increase by 9,610% from 2014 to 2023. As the AI lynchpin looks forward to the second half of the decade, 24/7 Wall Street has identified three key drivers that are likely to impact its growth metrics and stock performance through 2030. Key Drivers of NVIDIA’s Stock Performance Stronghold on the GPU Industry: No one makes GPUs like Nvidia makes GPUs, and the industry demanding them is well aware of that. While semiconductor competitors like Advanced Micro Devices Inc. (NASDAQ: AMD) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) do command some attention in their respective corners of the market, simply comparing the three companies’ market caps demonstrates the discrepancies between NVIDIA and, well, every other company. While Advanced Micro Devices and Taiwan Semiconductor Manufacturing have respectable market caps of $233.04 billion and $858.30 billion, respectively, those are dwarfed by NVIDIA’s $3.65 trillion. Demand From Unrivaled Tech Customers: The company’s primary clientele are the other members of the Magnificent Seven, which are leading the way forward in the AI revolution. In fact, only four Big Tech rival companies — Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ: META), and Microsoft Corp. (NASDAQ: MSFT) — account for 40% of NVIDIA’s revenue as they vie with one another to become the front runner of the transition to generative AI. The AI Trend Is Just Getting Started: According to Grand View Research, the market size of AI in 2023 was $196.63 billion. As large as that seems, it pales in comparison to where the market is headed. From 2024 to 2030, it is expected that the industry will grow at an astounding compound annual growth rate (CAGR) of 36.6%, with “continuous research and innovation directed by tech giants [that] are driving adoption of advanced technologies in industry verticals, such as automotive, healthcare, retail, finance, and manufacturing,” according to Grand View Research’s report. NVIDIA (NVDA) Price Prediction in 2025 The current consensus median one-year price target for NVIDIA, according to analysts, is $150.00, which represents a nearly 3.26% potential upside over the next 12 months based on the current share price of $145.26. Of all the analysts covering NVIDIA, the stock is a consensus buy, with a 1.3 ‘Buy’ rating on a scale from 1 (‘Strong Buy’) to 5 (‘Strong Sell’). However, by the end of 2025, 24/7 Wall Street‘s forecast projects shares of NVIDIA to be trading for $137.50 based on a projected EPS of $2.75 and a price-to-earnings (P/E) ratio of 50, with a best-case scenario of $192.50 per share and a worst-case scenario of $82.50 per share. NVIDIA (NVDA) Stock Forecast Through 2030 Year Revenue* Net Income* EPS 2025 $121.255 $68.392 $2.75 2026 $168.151 $95.246 $3.83 2027 $193.852 $108.182 $4.44 2028 $225.462 $130.155 $5.28 2029 $236.498 $152.001 $6.16 2030 $265.522 $175.412 $7.24 *Revenue and net income in $billions How NVIDIA’s Next Five Years Could Play Out At the end of 2025, we expect to see revenue, net income and EPS rise 99%, 111.66% and 111.54%, respectively. That would result in a share price of $137.50, or -5.34% higher than where the stock is currently trading. Our high-end price target is $192.50, while our low-end price target is $82.50. When 2026 concludes, we forecast NVIDIA’s revenue to be $168.151 billion resulting in a net income of $95.246 billion. That year would end with a per-share price of $191.50, representing a gain of 31.83% compared to its share price today. Our high-end price target is $268.10, while our low-end price target is $114.90. When 2027 concludes, we forecast NVIDIA’s revenue to be $193.85 billion resulting in a net income of $108.182 billion. That year would end with a per-share price of $222.00, representing a gain of 52.83% compared to its share price today. Our high-end price target is $310.80, while our low-end price target is $133.20. When 2028 concludes, we forecast NVIDIA’s revenue to be $225.462 billion resulting in a net income of $130.155 billion. That year would end with a per-share price of $264.00, representing a gain of 81.74% compared to its share price today. Our high-end price target is $369.60, while our low-end price target is $158.40. When 2029 concludes, we forecast NVIDIA’s revenue to be $236.498 billion resulting in a net income of $152.001 billion. That year would end with a per-share price of $308.00, representing a gain of 112.03% compared to its share price today. Our high-end price target is $431.20, while our low-end price target is $184.40. NVIDIA Stocks Price Target for 2030 By the conclusion of 2030, 24/7 Wall Street estimates that NVIDIA’s stock will be trading for $362.00, good for a 149.21% increase over today’s share price, based on an EPS of $7.24 and a P/E ratio of 50. Our high-end price target is $506.80 based on an EPS of $7.24 and a P/E ratio of 70. Meanwhile, our low-end price target is $217.20 based on an EPS of $7.24 and a P/E ratio of 30. Year Price Target % Change From Current Price 2025 $137.50 -5.34% 2026 $191.50 31.83% 2027 $222.00 52.83% 2028 $264.00 81.74% 2029 $308.00 112.03 2030 $362.00 149.21% Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post NVIDIA (NVDA) Price Prediction and Forecast appeared first on 24/7 Wall St..
- 11/12/2024
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Taiwan Semiconductor: Greater Certainty In Stormy AI Race
- TSM has delivered good results in the recent quarter and is showing strong tailwinds in key metrics. TSM's Arizona plant yield has surpassed that of comparable facilities in Taiwan, which can lead to greater support from the U.S. government. Intel is being bogged down by company-specific issues and has postponed or canceled several semiconductor plants.
- 11/11/2024
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Why Taiwan Semiconductor Stock Fell Today
- The U.S. government said the company's AI chips can't go to China.
- 11/11/2024
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Taiwan Chip Giant Curbs Sales Of Advanced Chips To China
- TSM stock fell Monday after the U.S. ordered Taiwan Semiconductor Manufacturing to halt shipments of advanced chips to China. The post Taiwan Chip Giant Curbs Sales Of Advanced Chips To China appeared first on Investor's Business Daily.
- 11/11/2024
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TSM Halting China Exports, DELL Gains from SMCI Losses, CRM All-Time High
- A report stating that TSMC (TSM) was ordered by the U.S. to halt A.I. chip exports to China sent shares falling.
- 11/11/2024
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Should You Forget Palantir and Buy These 2 AI Stocks Instead?
- Nvidia and TSMC look more reasonably valued, relative to their growth potential.
- 11/11/2024
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If You Only Own the Vanguard S&P 500 ETF, You're Missing Out on This Incredible Artificial Intelligence (AI) Semiconductor Stock
- It's not too late to add this foundational AI leader to your portfolio.
- 11/11/2024
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TSMC Stock Falls After Report Says U.S. Ordered Halt to China AI Chip Shipments
- The latest effort to curb exports of critical technologies comes after reports that a TSMC product was found inside a Huawei AI chip.
- 11/11/2024
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TSMC reportedly told stop shipping advanced AI chips to China
- The United States has directed Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) to stop shipping certain advanced chips to Chinese clients, effective Monday, according to a Reuters exclusive. The US Department of Commerce informed TSMC that export restrictions apply to chips of 7-nanometer or more advanced designs often used in artificial intelligence and graphics processing units.
- 11/11/2024
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China chip index nears 3-year high as TSMC order fuels self-reliance bets
- China's semiconductor index leapt close to a three-year high on Monday on bets a U.S. order halting Taiwan Semiconductor Manufacturing Co's shipments of advanced chips to Chinese customers could accelerate Beijing's self-reliance efforts.
- 11/11/2024
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TSMC reportedly halts advanced chip shipments to Chinese companies
- After a chip manufactured by Taiwan Semiconductor Manufacturing Company was found inside a Huawei processor, the US Department of Commerce has ordered the company to halt shipments of advanced chips to Chinese customers, according to a report in Reuters.
- 11/10/2024
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3 'Must-Buy' Growth Stocks At Bargain Prices This November
- 2024 has been an exceptional year for equities, with the S&P500 up 21.3% YTD, driven by a strong economy, full employment, and an AI investment narrative. Despite relatively high valuations, few high-quality stocks have sold off recently. ASML's recent decline presents a long-term buying opportunity despite short-term challenges in the semiconductor industry and delayed growth expectations.
- 11/10/2024
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3 Top Artificial Intelligence Stocks to Buy in November
- These AI stocks will likely remain leaders for years to come.
- 11/10/2024
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Exclusive: US ordered TSMC to halt shipments to China of chips used in AI applications, source says
- The U.S. ordered Taiwan Semiconductor Manufacturing Co to halt shipments of advanced chips to Chinese customers that are often used in artificial intelligence applications starting Monday, according to a person familiar with the matter.
- 11/09/2024
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TSMC is reportedly suspending production of advanced AI chips for Chinese firms
- TSMC will stop providing Chinese customers with some of its most advanced AI chips, per reports. The US has been clamping down on China's access to advanced technology.
- 11/08/2024
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TSMC to suspend production of advanced AI chips for China from Monday, FT reports
- Taiwan Semiconductor Manufacturing Company has notified Chinese chip design companies that it is suspending production of their advanced AI chips from Monday, Financial Times reported on Friday, citing three people familiar with the matter.
- 11/08/2024
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This Company Predicts Its Artificial Intelligence (AI) Revenue Will Triple
- Taiwan Semiconductor's AI revenue has boomed this year.
- 11/08/2024
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2 Attractive Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in November
- These companies take advantage of the growing adoption of AI hardware and software.
- 11/08/2024
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Taiwan's TSMC says US investment plan are unchanged after election
- Chipmaker TSMC's investment plan in the United States remains unchanged, the company said, responding to a question on the election of Donald Trump as the next U.S. president.
- 11/07/2024
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Taiwan Semi Fell on Trump's Election. The Stock Remains a Bargain.
- Taiwan Semi is one of the few high-growth tech stocks with a price-to-earnings multiple below its projected growth rate.
- 11/07/2024
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AI Optimism Driving Semiconductor Sales: 3 Stocks With Room to Run
- Stocks like NVDA, TSM and SMTC are poised to benefit from the soaring demand for semiconductors.
- 11/07/2024
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Why Taiwan Semiconductor, Meta Platforms, and Other Artificial Intelligence (AI) Stocks Rallied on Thursday
- Looser regulatory restrictions and an increased focus on AI from the incoming presidential administration could be a boon to leaders in the space.
- 11/07/2024
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3 Semiconductor Stocks (and 1 ETF) That Could Make You a Millionaire
- They've all grown at hefty double-digit rates in recent years, and they don't seem wildly overvalued, either.
- 11/07/2024
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Final Trades: Taiwan Semi, Palo Alto, Charter Comm. and the XLF
- The Investment Committee give you their top stocks to watch for the second half.
- 11/06/2024
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Billionaire Cliff Asness Sold 92% of AQR's Stake in Taiwan Semiconductor and Is Piling Into This Scorching-Hot Ultra-High-Yield Dividend Stock
- Asness's AQR Capital Management disposed of almost its entire stake in artificial intelligence (AI) titan Taiwan Semi in favor of an industry-leading company that was sporting a 9% yield.
- 11/06/2024
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Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips
- The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the U.S. in enforcing a tech crackdown.
- 11/05/2024
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 11/04/2024
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My 3 Favorite Stocks to Buy This November
- 2025 is starting to get closer, and investors need to position their portfolios accordingly.
- 11/04/2024
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Market value of Nvidia and TSMC surges in October on strong AI chip demand
- Nvidia led a surge in market value among global firms in October, buoyed by unrelenting demand for its new supercomputing artificial intelligence chips as more companies integrate AI into their daily operations.
- 11/04/2024
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Huge News for Investors In This Artificial Intelligence (AI) Stock
- The company got a big green light on its plans for geographic expansion.
- 11/03/2024
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You'll Never Believe What Taiwan Semiconductor's CEO Just Said About Artificial Intelligence (AI) Chip Demand
- AI chip demand is booming for the semiconductor foundry's services.
- 11/03/2024
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Billionaire Ken Griffin Has Been Quietly Selling Microsoft and Buying This Chip Stock Instead. (Hint: It's not Nvidia.
- Griffin's hedge fund, Citadel, has been steadily selling Microsoft for the last year while buying shares of Taiwan Semiconductor.
- 11/01/2024
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Wall Street sets TSMC stock price for the next 12 months
- If you have a device with a microchip – whether it be a computer, a data center, a smartphone, or any other similar tool – it is more likely than not that a Taiwanese firm manufactured the critical component. Even more impressively, it is also more likely than not that it was made by the Taiwan Semiconductor Manufacturing Company (NYSE: TSM).
- 11/01/2024
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Meet the Supercharged Growth Stock That Could Join Apple, Nvidia, Microsoft, and Alphabet in the $2 Trillion Club by 2028
- Semiconductors are a critical component enabling the artificial intelligence (AI) revolution, and this company holds the keys to the kingdom.
- 11/01/2024
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Arm Stock vs. Taiwan Semiconductor Stock: Wall Street Says Buy One and Sell the Other
- Arm and Taiwan Semiconductor are essential to the artificial intelligence boom, but Wall Street only sees upside in one stock.
- 11/01/2024
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Billionaire Philippe Laffont of Coatue Is Dumping Shares of Nvidia and Palantir and Piling Into This Artificial Intelligence (AI) Infrastructure Juggernaut
- Laffont's Coatue Management sent shares of Wall Street's two hottest artificial intelligence (AI) stocks packing in the June-ended quarter in favor of a company critical to the AI supply chain.
- 10/31/2024
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TSMC says its does not expect significant impact from typhoon
- Taiwan chipmaker TSMC said on Thursday that it has activated routine typhoon alert preparation procedures at all its factories and construction sites, ahead of the arrival of Super Typhoon Kong-rey.
- 10/30/2024
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Taiwan Semiconductor (TSM) Price Prediction and Forecast
- In the high tech universe, there is a a single common road that top flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm ( NASDAQ: QCOM ) , Broadcom ( NASDAQ: AVGO ) , and many others must travel to get their chips made, no matter where they hail from.
- 10/30/2024
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ASML vs. TSM: The Best AI Stock to Buy Now
- Every company and your grandma is looking to gain some exposure to AI right now, it seems.
- 10/30/2024
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TSMC Just Scored a Big Win: Time to Buy the AI Stock?
- Its new Arizona plant just posted an impressive result.
- 10/30/2024
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How Much Is Taiwan Semiconductor Stock Really Worth?
- The semiconductor manufacturing company is reporting excellent growth in markets related to artificial intelligence.
- 10/30/2024
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TSMC Chips Ended Up in Devices Made by China's Huawei Despite U.S. Controls
- The U.S. government has tried to keep Chinese companies from obtaining certain advanced technologies, but concerns have been growing that some products may have been routed to Huawei.
- 10/29/2024
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Exclusive: OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition
- OpenAI is working with Broadcom and TSMC to build its first in-house chip designed to support its artificial intelligence systems, while adding AMD chips alongside Nvidia chips to meet its surging infrastructure demands, sources told Reuters.
- 10/29/2024
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Taiwan Semiconductor: Steady Revenue Growth Fueled By AI
- TSMC's advanced node technologies and strong Q3 2024 financial performance position it as a key player in the AI revolution, similar to Nvidia. TSMC's upcoming 2nm chips and strategic global expansion, including new fabs in the U.S., Japan, and Europe, bolster its competitive edge. TSMC's valuation metrics indicate it is undervalued compared to peers like Nvidia and AMD, offering significant growth potential in the AI semiconductor space.
- 10/29/2024
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Amkor Technology: Advanced Packaging And TSMC Partnership, Initiate With Buy
- Amkor Technology's advanced packaging leadership and partnership with TSMC are key growth drivers, targeting a $37 per share price within a year. AMKR's expansion in Korea, Vietnam, and a new facility in Arizona, supported by government funding, strengthens its market position. Despite a weak Q3 result, long-term growth is expected, driven by rising semiconductor demand in AI, automotive, and high-performance computing markets.
- 10/28/2024
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TSMC Halts Shipments to China Chip Designer
- "There's no one else that can do what TSMC can do," says Kevin Green. When it comes to competition in the chip manufacturing space, TSMC (TSM) reigns supreme.
- 10/28/2024
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Why Taiwan Semiconductor Manufacturing Stock Stumbled Monday Morning
- Events that transpired this weekend gave investors pause.
- 10/28/2024
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Taiwan Semiconductor Stock Falls On China Trade Breach
- Taiwan Semiconductor stock fell Monday following news reports that the company violated trade restrictions with China. TSM stock recently broke out.
- 10/28/2024
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Brokers Suggest Investing in TSMC (TSM): Read This Before Placing a Bet
- When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
- 10/28/2024
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Australia Total Spend Management Market Analysis Report 2024-2029: Substantial Growth Projected Driven by Focus on Cost Efficiency Amplifies TSM Adoption and Regulatory Compliance
- Dublin, Oct. 28, 2024 (GLOBE NEWSWIRE) -- The "Australia Total Spend Management Market, By Region, Competition, Forecast and Opportunities 2019-2029F" report has been added to ResearchAndMarkets.com's offering. The Australia Total Spend Management Market is demonstrating robust growth, with projections indicating an ascent from USD 303 million in 2023 to USD 459 million by 2029, advancing at a Compound Annual Growth Rate (CAGR) of 7.01%. Total Spend Management (TSM)—a strategic approach to oversee and optimize organizational spending across diverse categories such as procurement, accounts payable, and employee expenses—is at the forefront of this surge. Technological Innovations Propel Market Expansion Fueling this remarkable market performance are technological innovations that streamline and automate spending processes. Cloud computing, artificial intelligence (AI), and sophisticated data analytics tools are revolutionizing the TSM landscape, granting organizations enhanced decision-making capabilities and operational efficiencies. Focus on Cost Efficiency Amplifies TSM Adoption In today's competitive environment, businesses are prioritizing cost control, leading to increased demand for TSM solutions. Efficient procurement, spend analysis, and contract management are among the key pillars bolstering market growth. The strategic utilization of TSM solutions is pivotal for organizations seeking to capitalize on cost-reduction opportunities without compromising on quality or delivery. Regulatory Compliance Drives Market Maturity Another significant driver behind the growth of the TSM market in Australia is the stringent nature of compliance and governance mandates. These regulations necessitate transparent and meticulous spend management mechanisms, which TSM solutions are aptly designed to address, ensuring adherence to financial and operational standards. Overcoming Market Challenges: Data Integration & Resistance to Change While the market outlook remains positive, there are notable challenges that need to be navigated. Chief among these are data integration complexity—merging information from assorted systems to maintain quality and accuracy—and organizational resistance to adopting new practices and technologies. Nevertheless, innovative TSM tools and strategic change management approaches aim to overcome these obstacles. New South Wales Spearheads Regional Market Share Regionally, New South Wales (NSW) commands the largest share in the TSM market, thanks to its status as a bustling financial hub and the central locus for corporate activity within Australia. The nexus of NSW's strong economic foundation and technological advancement is playing a crucial role in the deployment of state-of-the-art TSM solutions among its many enterprises and government institutions. Key Players in the TSM Landscape Leading the industry are distinguished entities that have developed comprehensive TSM solutions. These organizations are committed to delivering advanced systems that cater to the diverse needs of the market, ensuring seamless procurement, spend analysis, and compliance management. The continuous progression of Australia's TSM market is indicative of the increasing need for organizations to optimize expenditures and gain strategic financial control. With the implementation of sophisticated technologies and products, this sector is poised for sustained growth and transformation in the years to come. Key Attributes:
- 10/28/2024
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Should You Buy This Millionaire-Maker Stock Instead of Nvidia?
- This stock could be a winner in the long run thanks to the central role it is playing in the increasing adoption of fast-growing technologies such as artificial intelligence.
- 10/26/2024
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TSMC suspended shipments to China firm after chip found on Huawei processor, sources say
- Taiwan Semiconductor Manufacturing Company suspended shipments to China-based chip designer Sophgo after a chip it made was found on a Huawei AI processor, according to two people familiar with the matter.
- 10/26/2024
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Taiwan Semiconductor Just Surged 10%. Here's Why It's Still a Buy Right Now.
- AI-related chip demand has far outpaced expectations.
- 10/26/2024
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TSMC's US Plant and White House's Military AI Plan
- Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's US plant yields surpassing that of similar factories in Taiwan and what that means for US chip ambitions. Plus, the Biden administration is planning for a concrete strategy on the US military's use of AI in warfare, and Alphabet's autonomous driving unit Waymo raises $5.6 billion in its largest ever funding round.
- 10/25/2024
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TSMC's Arizona Plant and US Chip Ambitions
- TSMC has achieved early production yields at its first plant in Arizona that surpass similar factories back home, a significant breakthrough for a US expansion project initially dogged by delays and worker strife. Anja Manuel, executive director of the Aspen Strategy Group and former diplomat, joins Caroline Hyde and Ed Ludlow to discuss what that means for the US's chip manufacturing ambitions on "Bloomberg Technology.
- 10/25/2024
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Why Intel, Broadcom, and Taiwan Semiconductor Stocks Popped Today
- Two of these AI chips stocks have good reasons to rise today. The third, not so much.
- 10/25/2024
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Ausdia Joins TSMC Open Innovation Platform® (OIP) EDA Alliance
- SUNNYVALE, Calif.--(BUSINESS WIRE)-- #AI--Ausdia, a provider of design constraints verification and management solutions, announced today its participation in the TSMC Open Innovation Platform® (OIP) Electronic Design Automation (EDA) Alliance. As a new member of this prestigious ecosystem, Ausdia will integrate its Timevision™ platform with TSMC's process technologies, providing enhanced EDA tools that help customers meet the increasing design complexity of today's semiconductor applications. The TS.
- 10/24/2024
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If You'd Invested $10,000 in Taiwan Semiconductor Manufacturing Stock 10 Years Ago, Here's How Much You'd Have Today (Spoiler: Wow!)
- Spoiler: The value of your investment would go from five figures to six figures.
- 10/24/2024
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TSMC chips reportedly ended up at Huawei. It raises concerns about 'shadow networks' bypassing US sanctions.
- TSMC halted shipments to a client after its chips were found in Huawei products, per reports. TSMC and other chipmakers are barred from doing business with Huawei without US government approval.
- 10/24/2024
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What's Going on With Taiwan Semiconductor Stock?
- The company understands its most significant risk is geopolitical and is taking steps to reduce the magnitude.
- 10/24/2024
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Taiwan Semiconductor Had Great News for Nvidia Stock Investors
- Nvidia outsources manufacturing to Taiwan Semiconductor Manufacturing Company, so the latter's comments carry great weight among investors.
- 10/24/2024
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Taiwan Semiconductor: Hitting Another Home Run And Not Stopping
- Taiwan Semiconductor Manufacturing Company Limited's AI train isn't slowing down, even as its foundry peers falter. TSMC's technological edge, capacity advantages, and “insane” AI demand are expected to sustain growth. Geopolitical risks and AI overinvestment are critical risks but likely overstated.
- 10/24/2024
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This AI Giant Just Broke Through the $1 Trillion Market Cap Barrier: Here's What Comes Next
- The dominant manufacturer is extending its lead over rivals.
- 10/23/2024
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3 Reasons to Buy TSM Stock Besides 54% Q3 Net Profits Surge
- Following a blowout Q3 performance and positive outlook, let's look at what makes TSMC a compelling stock to buy.
- 10/23/2024
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US lawmaker demands answers on TSMC chip in Huawei device
- The Republican chairman of the U.S. House of Representatives Committee on China demanded answers on Wednesday from the Commerce Department and TSMC after a chip made by the Taiwanese company was found in a device made by China's Huawei.
- 10/23/2024
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Best Semiconductor Stocks: ASML Stock vs. Taiwan Semiconductor Stock
- The semiconductor industry is recovering from a cyclical downturn, and these two companies stand to benefit.
- 10/23/2024
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TSMC halts chip supply to customer after finding it in Huawei product, source says
- Taiwan Semiconductor Manufacturing Co has suspended shipments to a customer after it discovered that one of its chips supplied to the client ended up in a Huawei product, according to a Taiwan official familiar with the situation.
- 10/23/2024
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Is Taiwan Semiconductor Stock a Buy Now?
- The chip manufacturing giant's potent technology is capturing AI demand.
- 10/23/2024
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Stock-Split Watch: Is TSMC Next?
- Will the world's largest contract chipmaker split its high-flying stock?
- 10/23/2024
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Prediction: 1 Stock That Will Be Worth More Than Alphabet 5 Years From Now
- This company has just joined the trillion-dollar club, and it seems built for impressive long-term gains.
- 10/23/2024
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Up 100% This Year, This Tech Stock Just Joined the Trillion-Dollar Club. Should You Invest Now?
- TSMC's stock is trading at an all-time high, but the room for growth remains large.
- 10/23/2024
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Great News for Taiwan Semiconductor Manufacturing Stock Investors
- Sales are accelerating, and management sees this as the early stages of a sustainable rebound.
- 10/23/2024
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TSMC denies US investigation over Huawei chip dealings amid reports
- Taiwan Semiconductor Manufacturing Company (TSMC) has firmly denied being investigated by US authorities over its dealings with Huawei, following reports that its chips were found in the Chinese tech giant's products.
- 10/23/2024
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TSMC denies U.S. is probing the company after report suggests blacklisted Huawei is using its chips
- TSMC has denied a report that it is under investigation by the U.S. Commerce department for supposed dealings with Chinese tech company Huawei. The statement comes a day after a separate report claimed that a TSMC chip had been found in a Huawei product.
- 10/23/2024
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Exclusive: TSMC told US of chip in Huawei device after TechInsights finding, source says
- Taiwan Semiconductor Manufacturing Company notified the U.S. a couple of weeks ago that one of its chips had been found in a Huawei device after a teardown by the tech research firm TechInsights, according to a person familiar with the matter.
- 10/22/2024
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What Stocks To Buy Today? 2 Semiconductor Stocks To Watch
- Semiconductor stocks for your October 2024 watchlist.
- 10/22/2024
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Taiwan Semiconductor: Redefining The Foundry Industry And Why It's A Strong Buy
- TSMC's stock has surged 105.15% since my strong buy recommendation in November 2023, driven by a rebound in smartphones and PCs and a positive semiconductor cycle. The company's Foundry 2.0 expansion includes packaging, testing, and mask-making, broadening its market opportunities and potentially mitigating antitrust concerns. TSMC's robust AI demand and advanced process technologies are expected to drive near-30% annual revenue growth over the next four years.
- 10/22/2024
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 10/22/2024
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A Once-in-a-Decade Investment Opportunity: Meet My Favorite Artificial Intelligence (AI) Semiconductor Stock (Hint: Not Nvidia)
- The GPU market is projected to eclipse $1 trillion by the next decade, according to Precedence Research.
- 10/22/2024
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TSMC says it has alerted US of potential China AI chip curbs violation, FT reports
- Taiwan Semiconductor Manufacturing Company said it has informed the U.S. of a potential attempt to have it manufacture AI chips for China's Huawei in circumvention of export controls, the Financial Times reported on Tuesday.
- 10/22/2024
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Taiwan Semiconductor Shares Jump on Outlook. Is It Too Late to Buy the Stock?
- The stock's valuation has risen, but its outlook remains bright.
- 10/22/2024
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Could Taiwan Semiconductor Manufacturing Stock Help You Retire a Millionaire?
- TSMC just crossed the trillion-dollar mark.
- 10/21/2024
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Taiwan Semiconductor: Buy And Hold This Stock Forever
- Taiwan Semiconductor Manufacturing Company Limited's stock has risen considerably over the past 12 months. The company's strong moat, operational excellence, and robust growth have fueled investor optimism. TSMC is one of my stocks to own forever.
- 10/21/2024
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The Semiconductor Stories of TSMC & ASML
- We also check in with Bob Stark, author of "The Life Cycle of a CEO: The Myths and Truths of How Leaders Succeed."
- 10/21/2024
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Should You Buy Taiwan Semiconductor Stock Post Strong Q3 Earnings?
- TSM's strong Q3 earnings, advanced technology leadership and robust growth outlook make it a compelling buy right now.
- 10/21/2024
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Could Investing $30,000 In TSMC Make You a Millionaire?
- The world's most advanced chipmaker still has a lot of room to grow.
- 10/21/2024
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3 AI and Chip Giants Controlling Over 90% of Their Markets
- While monopolies are generally illegal under the Sherman Antitrust Act of 1890 in the United States, many continue to exist and thrive in various industries. In the computer and technology sector, some companies maintain a monopoly due to being the best of breed for a particular niche.
- 10/21/2024
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Better Chip Stock: ASML vs. TSMC
- Which of these semiconductor bellwethers is a better investment?
- 10/20/2024
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Meet the Newest Artificial Intelligence (AI) Chip Stock to Join Nvidia in the $1 Trillion Club
- $1 trillion may be just a milestone in this company's continued growth amid the AI boom.
- 10/20/2024
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2 Surefire Chip Stocks to Buy and Hold for the Next Decade
- These companies dominate the global semiconductor market.
- 10/20/2024
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Taiwan Semiconductor: Post-Earnings Bull Strategy
- TSMC's Q3 earnings exceeded expectations with $10.1 billion net income and $23.5 billion revenue, driven by strong smartphone demand and advanced artificial intelligence hardware. I maintain a "buy" recommendation, even though TSMC's forward valuation metrics now favor competitors like Qualcomm, suggesting a need for cautious trading. The stock's recent break above $193.47 is bullish, but RSI nearing overbought territory indicates potential momentum slowdown; wait for retracement opportunities.
- 10/19/2024
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TSMC: Increased FY2025 Capex Confirms Strong AI Demand
- TSM is undervalued despite nearing all-time highs, driven by strong AI demand that has helped maintain its 30%+ YoY revenue growth trajectory, significantly exceeding the guided 5-year CAGR. The management sees growing demand for lower nanometer ramps, as 3nm accounts of 20% of revenue mix in 3Q, up from 9% in 1Q FY2024. The company continues to significantly expand its margins, providing a higher sequential margin outlook for 4Q, driven by high utilization rates, but warned some pressure in FY2025.
- 10/19/2024
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Looking to Buy Your First AI Stock? This Is the Best Choice (Hint: It's Not Nvidia).
- This chip manufacturer sees a bright future for AI.
- 10/19/2024
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Misses and Beats: 3 Stocks That Are Moving Markets Right Now
- Mid-October brought a flurry of earnings results from major semiconductor firms like Taiwan Semiconductor Manufacturing Co. NYSE: TSM and ASML Holding N.V. NASDAQ: ASML, plus reports from several big banks, Netflix Inc. NASDAQ: NFLX, American Express Co. NYSE: AXP, and many others.
- 10/19/2024
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Should Investors Buy Taiwan Semiconductor Stock After Earnings?
- The semiconductor company reported results that ignited investor enthusiasm.
- 10/19/2024
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The Score: Netflix, Morgan Stanley, TSMC and More Stocks That Defined the Week
- Here are some of the major companies whose stocks moved on the week's news.
- 10/18/2024
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How difficult is it to take TSMC's market share? Samsung learns the hard way
- Samsung's $17 billion Texas chip factory faces delays as the company struggles to attract customers. While TSMC continues to dominate the industry, Samsung risks falling further behind.
- 10/18/2024
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AI predicts TSMC stock price for year-end
- Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world's largest contract chipmaker, continues to make waves in the semiconductor industry with its remarkable performance in the third quarter of 2024.
- 10/18/2024
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Taiwan Semiconductor Stock Today: This Butterfly Trade Comes With A Twist, Could Earn $927
- Take advantage of higher implied volatility as the undercurrent of markets shifts.
- 10/18/2024
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This Bullish Analyst Highlights Taiwan Semi's 3nm Strength and Margin Expansion Potential, Raises Forecast
- Needham analyst Charles Shi maintained Taiwan Semiconductor Manufacturing Company TSM with a Buy and raised the price target from $210 to $225.
- 10/18/2024
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TSMC (TSM) Is Up 5.33% in One Week: What You Should Know
- Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
- 10/18/2024
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TSMC: Great Value For Shareholders And A Bright Outlook, Buy
- TSMC's stock has risen 21.15% since my last buy rating, driven by innovation, industry-leading products, and a loyal client base. TSMC's strong revenue growth, particularly in the AI and smartphone markets, positions it well for long-term growth and value creation for investors. DuPont and EVA analyses highlight TSMC's superior profitability and efficiency compared to Intel, making it a solid investment with strong fundamentals.
- 10/18/2024
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TSMC Says It Complies With Export Controls After Report of U.S. Probe
- “TSMC is a law-abiding company and we are committed to complying with all applicable rules and regulations," the company said.
- 10/18/2024
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TSMC Q3: The Ultimate AI Weather Vane
- TSMC's Q3 earnings surpassed expectations, with a 39% Y/Y revenue surge and 54% Y/Y earnings growth, driven by high-performance computing demand. TSMC's AI-driven growth is profitable, with the company managing to translate AI spending into significant earnings and free cash flow growth. The company forecasts $26.1B to $26.9B in Q4 revenue, implying 35% Y/Y growth and potential gross margin expansion.
- 10/18/2024
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Buy Taiwan Semiconductor-Heavy ETFs on Upbeat Earnings
- Taiwan Semiconductor Manufacturing Company (TSM) stock gained 9.8% on Oct. 17, 2024, on upbeat earnings.
- 10/18/2024
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Taiwan Semiconductor Q3 Earnings: 'Demand Right Now Is Insane'
- Taiwan Semiconductor reported strong Q3 FY24 results, driven by "insane" AI demand, with sales growing 36% y/y, beating expectations. Management expects continued robust AI and smartphone demand, projecting Q4 revenues between $26.1 billion and $26.9 billion, a 35% y/y increase. Taiwan Semi's strong margin profile, with gross margins at 57.8% and operating margins at 47.5%, supports an earnings growth estimate of ~26% for 2025.
- 10/18/2024
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TSMC leads semiconductor recovery as shares shoot up 5%
- Shares in the Taiwan Semiconductor Manufacturing Company shot up nearly 5% on Friday after the world's largest semiconductor-manufacturing plant overshot expectations in the third quarter. TSMC, which is valued north of US$880 billion, offered relief to the broader microchip space after ASML Holdings NV's disappointing results earlier this week.
- 10/18/2024
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TSMC, Strong Economic Data Push Dow To Fresh Record High: Investor Sentiment Improves, Fear Index Remains In 'Greed' Zone
- The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Thursday.
- 10/18/2024
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All the stars have aligned for TSMC, but don't get carried away: Magellan Capital
- Britney Lam of Magellan Capital says that TSMC is a unique case in the semiconductor sector, but with the non-AI segment of the industry weighing it down, she sees further upside for the stock will be capped at 15-20% from current levels.
- 10/18/2024
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TSMC stock hits new high after posting forecast-beating earnings
- Taipei-listed shares in TSMC hit a record high on Friday after the chipmaker posted forecast-beating third-quarter earnings and predicted a rosy outlook on strong artificial intelligence (AI) demand.
- 10/17/2024
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TSMC says it is a law abiding company, after report of US probe
- Taiwanese chipmaker TSMC said on Friday that it was a law abiding company and committed to complying with laws and regulations, including export controls, following a media report the U.S. government was probing their dealings with China's Huawei.
- 10/17/2024
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TSMC Forecasts Lifts Chips
- Semiconductors see a boost as TSMC results and forecasts exceed expectations. Bloomberg's Peter Elstrom joins Ed Ludlow and Caroline Hyde to discuss on "Bloomberg Technology.
- 10/17/2024
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TSMC Q3: Strong Growth In Server AI Processor Market
- I reiterate a “Buy” rating for Taiwan Semiconductor Manufacturing Company Limited with a one-year target price of US$240 per share, driven by strong AI demand and advanced processes. TSMC's 2nm and A16 processes are key growth drivers, with mass production starting in 2025 and significant adoption expected by Apple for iPhone 18. Q3 FY24 results showed 39% revenue growth, driven by 3nm and 5nm technologies, with AI server processors projected to triple in revenue contribution.
- 10/17/2024
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TSMC Lifts Chips, Amazon's Green Goals
- Bloomberg's Ed Ludlow and Caroline Hyde discuss TSMC's blowout results and forecasts as it helps provide a boost in investor AI sentiment. Plus, Amazon's nuclear new deal, we speak with AWS CEO Matt Garman on their latest clean energy investment, and Unity's gaming goals, a conversation with CEO Matt Bromberg on their latest Unity 6 platform release.
- 10/17/2024
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Netflix Stock Rises 4% on Q3 Beat, TSMC Posts 54% Profit Surge as AI Drives Growth
- Netflix adds 5.1M subscribers, beating Q3 expectations with $9.83B revenue, boosting shares 4%, while TSMC's 54% profit surge on AI demand sends stock up 10%. Elevance Health drops 10% after Q3 earnings miss.
- 10/17/2024
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NVDA, TSM, AMD Show A.I. Game Will Last "Quite a Few Years"
- Michelle Connell of Portia Capital Management says there's "more surprise to come" for A.I. and semiconductor stocks, especially as the market awaits Nvidia's (NVDA) Blackwell chip.
- 10/17/2024
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TSMC: Shrinking Nanometers, Growing Top Line - Buy
- Taiwan Semiconductor Manufacturing Company Limited reported Q3 results and outlook Thursday morning, reversing ASML Holding's negative outlook and confirming our positive thesis on the stock. We expect the outperformance to be supported once again by AI, as well as smartphones, on the specific thesis that both moving to smaller nanometer nodes will work in TSMC's favor. Management expects capex for the current quarter to double to approximately $11.5B due to healthy demand, with CEO Wei noting “the demand is real."
- 10/17/2024
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Taiwan Semiconductor Earnings Reignites the AI Boom
- Taiwan Semiconductor ( TSM ) reported quarterly earnings this morning and did not disappoint shareholders. Earnings came in 8.9% above analysts' expectations and showed a 54.2% year-over-year (YoY) increase, while revenue beat estimates by 1.3% and grew an impressive 39% YoY.
- 10/17/2024
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Be aware of the geopolitical risks when investing in semis, says Longview Global's Dewardric McNeal
- Longview Global's Dewardric McNeal, joins 'Power Lunch' to discuss the U.S. investing CHIPS Act funds into Taiwan Semi, semis in China and geopolitical risks.
- 10/17/2024
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Nvidia Stock Hits Another Record High as AI Chip Excitement Returns
- Shares of Nvidia (NVDA) set a fresh record intraday high Thursday as a blowout earnings report from supplier Taiwan Semiconductor Manufacturing Co. (TSM) eased concerns that the semiconductor market was stalling.
- 10/17/2024
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Why Artificial Intelligence (AI) Chipmaker Taiwan Semiconductor Manufacturing Charged Higher on Thursday
- The foundry giant served up convincing evidence that the artificial intelligence (AI) revolution is far from over.
- 10/17/2024
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Chart of the Day: Taiwan Semi
- Taiwan Semi is surging on guidance, it's our Chart Of The Day. The Committee debate chip stocks and Jim Lebenthal buys more Applied Materials.
- 10/17/2024
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TSM "as Important to A.I." as NVDA
- Diane King Hall says "blue sky opportunity" remains in the A.I. space, and TSMC (TSM) is the "bellwether" of the flock.
- 10/17/2024
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Apple's 3nm Push Boosts Taiwan Semi's Q3, AI Revenue Set To Triple: Analyst
- Taiwan Semiconductor Manufacturing Co TSM stock surged after upbeat quarterly print on Thursday.
- 10/17/2024
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What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips
- The latest bump in the AI road was a downbeat earnings report from ASML that sent its shares tumbling. But ASML's biggest customer, Taiwanese chipmaker TSMC, posted blockbuster results Thursday.
- 10/17/2024
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Chip Stocks Rally as TSMC Earnings Point To Strong AI Demand
- Chip stocks rose Thursday after the world's largest contract chipmaker, Taiwan Semiconductor Manufacturing Co. (TSM), reinvigorated Wall Street's AI enthusiasm with better-than-expected quarterly results and a rosy financial outlook.
- 10/17/2024
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TSMC's Q3 2024 Earnings Beat Unveils A New Catalyst
- Taiwan Semiconductor Manufacturing Company Limited's blockbuster Q3 outperformance continues to support a robust AI demand environment, complemented by better-than-expected internal management of its cost structure. Despite the increasing mix shift to margin-dilutive 3 nm volumes, TSMC exceeded the upper range of its previous gross profit guidance for Q3 and is positioned for further expansion exiting 2024. This accordingly mitigates the anticipated impact of impending cost challenges facing TSMC, including new facility ramp-up costs and rising electricity prices heading into 2025.
- 10/17/2024
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TSMC beats forecasts with 54% surge in profits on soaring AI demand
- Taiwan Semiconductor Manufacturing Co said its sales were boosted by strong demand from smartphone makers and artificial intelligence firms
- 10/17/2024
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TSMC Q3 earnings beat forecast with AI chip demand driving growth
- Taiwan Semiconductor Manufacturing Co. (TSMC), a key supplier to Nvidia and Apple, posted a 54% increase in Q3 net profit, surpassing expectations as surging demand for artificial intelligence (AI) chips offset weakness in the mobile industry. The chip giant reported net profit for the September quarter of NT$325.3 billion ($10.
- 10/17/2024
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TSMC third-quarter profit beats expectations as AI boom drives 54% hike
- TSMC, the world's largest producer of advanced chips, posted a 54% hike in third-quarter profit.
- 10/17/2024
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TSMC Earnings: Profit Beats Estimates Amid AI Chip Boom
- TSMC posted a better-than-projected 54% rise in quarterly earnings. The company reported September-quarter net profit of NT$325.3 billion ($10.1 billion), versus an average estimate for NT$299.3 billion.
- 10/17/2024
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TSMC Q3 profit rises 54%, better than forecasts
- Taiwanese chipmaker TSMC posted a 54% rise in third-quarter net profit on Thursday that beat market expectations as it continues to reap the rewards of surging demand for semiconductors used in artificial intelligence applications.
- 10/17/2024
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Small-Cap Russell Dominates Stock Market Hump Day
- Many stocks in the Russell 2000 are small community banks, and we've seen big banks perform very well overall so far in Q3 earnings season.
- 10/16/2024
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TSMC set to report strong profit driven by AI boom
- Taiwan Semiconductor Manufacturing Co , the dominant producer of advanced chips used in artificial intelligence applications, is expected to report a 42% leap in third-quarter profit on Thursday thanks to soaring demand.
- 10/16/2024
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Chip earnings: 3 key areas to watch
- As Taiwan Semiconductor Manufacturing Company (TSM) is set to report its earnings tomorrow, Akiko Fujita breaks down three key things investors should watch in this latest round of chip sector earnings: AI chip demand, data center demand, and outlook. About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- 10/16/2024
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Taiwan Semi's Earnings Are Almost Here. AI Chip Demand Should Still Be Strong.
- TSMC;s earnings are a bellwether for the entire chip sector but it will be AI chips which are in focus and particularly how quickly it can ramp up production for Nvidia's Blackwell processors.
- 10/16/2024
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Taiwan Semiconductor Stock: Buy Now or Wait for Earnings?
- Earnings season is bringing investors the most awaited stock market results, this time not only the banking sector's status and trends but also the semiconductor and chipmaking niche of the technology sector. Last quarter, investors gathered around the country to watch earnings results from some of the biggest names in the space to decide whether to buy or sell.
- 10/16/2024
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Increasing AI Investments to Boost Taiwan Semiconductor's Q3 Earnings
- With its advanced technologies and chip manufacturing capabilities, TSM is well-positioned for strong Q3 earnings growth amid rising investments in AI.
- 10/16/2024
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Taiwan Semiconductor's Revenue Is Booming. Is the Stock a Buy?
- Taiwan Semiconductor's revenue is growing above projected rates.
- 10/16/2024
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Why I Keep Buying These 14 Incredible Growth Stocks
- This diverse set of growth stocks offers tremendous opportunities in the fields of AI, space, biotech, and emerging industries.
- 10/16/2024
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Nvidia, ASML, TSMC Are Among Chip Firms Caught in Geopolitical Crosswinds
- Semiconductor firms such as Nvidia, TSMC and ASML are getting caught ever more directly in the geopolitical crosswinds between Washington and Beijing, as Bloomberg's Tom Mackenzie explains. -------- More on Bloomberg Television and Markets Like this video?
- 10/16/2024
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Semiconductors are 'canary in the coal mine' for tech sector, says Dan Niles
- Dan Niles, Niles Investment Management founder & portfolio manager, joins 'Fast Money' to talk what is next for the chips trade.
- 10/15/2024
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ASML stock price plunges after accidental earnings release, taking Nvidia and other AI chipmakers with it
- Chip stocks are tumbling. But why?
- 10/15/2024
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Should TSM Stock Be Part of Your Portfolio Ahead of Q3 Earnings?
- Taiwan Semiconductor's leadership in AI and chip technologies makes it a solid buy ahead of its Q3 earnings report.
- 10/15/2024
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Taiwan Semiconductor is a Must-Buy Ahead of Earnings Results This Week
- Taiwan Semiconductor (TSM) is experiencing solid demand for its advanced technologies from giant AI names like NVDA, AMD, AAPL, AVGO, INTC.
- 10/15/2024
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3 Key Quarterly Reports to Watch This Week
- Earnings season has arrived, with last week's results from the big banks kicking the period into a much higher gear. This week, several notable companies are on the reporting docket, including Netflix, TSM, and American Express.
- 10/14/2024
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2 Semiconductor Stocks That Could Pop on Earnings This Week
- Some big-name semiconductor stocks are due to report their latest quarterly earnings results this week.
- 10/14/2024
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TSMC: The AI Train Isn't Slowing Down
- TSM's strong September net sales and robust AI demand from Nvidia and Apple suggest a promising Q3 earnings report on October 17, 2024. TSM's net sales in Q3 totaled NT$759.7 billion, surpassing the high-end guidance and reflecting a 39.6% YoY growth in September. With a profit multiple of 28.2x and strong AI-driven growth, TSM presents a compelling long-term investment opportunity.
- 10/14/2024
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Taiwan Semiconductor: Still Dirt Cheap For An AI Stock
- TSMC investors likely expect a blockbuster Q3 earnings release as TSM nears its all-time highs. The challenges facing Intel and Samsung have strengthened TSM's status as the preferred AI foundry. TSMC's ability to deliver the much-needed AI chips for Nvidia and AMD is critical to sustaining its high capacity utilization and tech roadmap.
- 10/14/2024
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Is TSM stock facing an existential threat?
- Though commonly overlooked by companies like Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), the Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is arguably the most important semiconductor company in the world.
- 10/14/2024
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My 4 Best Stocks to Buy Right Now
- There are plenty of great companies to buy before the calendar flips to 2025.
- 10/14/2024
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TSMC third-quarter profit seen jumping 40% on strong AI chip demand
- Taiwan Semiconductor Manufacturing Co , the main producer of advanced chips used in artificial intelligence applications, is expected to report a 40% leap in third-quarter profit on Thursday thanks to soaring demand.
- 10/13/2024
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1 Top Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Before Oct. 17
- This AI stock has delivered impressive gains in 2024, and it could pop higher following its upcoming quarterly report.
- 10/13/2024
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Goldman Sachs, Netflix, United Airlines, TSMC, and More Stocks to Watch This Week
- Third-quarter earnings reports from Bank of America, Citigroup, Goldman Sachs, Johnson & Johnson, United Airlines, Morgan Stanley, Netflix, and American Express.
- 10/13/2024
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Taiwan Semiconductor: One Of The Best (And Cheapest) AI Plays
- TSM is the cheapest generative AI play as one of the trifecta of AI godfathers along with NVDA and ASML, attributed to the FWD PEG non-GAAP ratio of 1.06x. With the foundry already reporting robust preliminary FQ3'24 sales results, we believe that it is well positioned to report a double beat and raise performance in October 17, 2024. With SSNLF already losing market share and INTC unable to produce viable 18A chips, it goes without saying that TSM is likely to remain the clear market leader moving forward.
- 10/12/2024
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Cramer's week ahead: Major banks, Taiwan Semi and Netflix report as earnings season gets into full swing
- As earnings season takes off, CNBC's Jim Cramer advised investors about what to follow next week on Wall Street. He pinpointed reports from several major banks like Citigroup and Goldman Sachs, along with Netflix and Taiwan Semiconductor.
- 10/11/2024
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Nvidia eyes record high, spurred by Blackwell chip, TSMC sales
- Nvidia (NVDA) is within striking distance of its stock's all-time high as it re-approaches this record mark. The chipmaker has risen over 8% in the past five trading sessions, reporting this week that its Blackwell AI chips have already sold out for the next 12 months.
- 10/11/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 10/11/2024
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Earnings Calendar Spotlight On Netflix, Intuitive Surgical — And This AI Leader
- AI Leader Taiwan Semiconductor is also on the earnings calendar, along with more financial stocks like American Express.
- 10/11/2024
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Taiwan Semiconductor's Pre-Q3 Earnings: ETFs in Focus
- Taiwan Semiconductor TSM is set to report third-quarter 2024 results onOct. 17, 2024, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter's earnings is currently pegged at $1.74 per share on revenues of $22.72 billion.
- 10/11/2024
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Should You Forget Nvidia and Buy These 2 Tech Stocks Instead?
- If you're worried about investing in Nvidia at its current valuation, you may want to take a closer look at these two other names.
- 10/11/2024
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Taiwan Semiconductor: Strong Growth From This Top AI Beneficiary
- Taiwan Semiconductor Manufacturing Company reported exceptional sales growth, with a 39% year-over-year increase in September revenues, positioning it as a top AI beneficiary. Analysts expect TSMC to report Q3 earnings per share of $1.79, with stable margins despite potential additional costs from AI chip investments. TSMC's forward earnings multiple is attractive, trading at 28x for 2024 and substantially lower for 2025.
- 10/10/2024
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Taiwan Semiconductor Vs. Broadcom: Who Will Be The Next Trillion-Dollar AI Giant?
- Taiwan Semiconductor Manufacturing Co. Ltd. TSM and Broadcom Inc. AVGO are currently competing for a seat at an elite table: The exclusive trillion-dollar club.
- 10/10/2024
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TSMC Drops Massive Bullish News for Nvidia and Other Semiconductor Stocks
- Taiwan Semiconductor Manufacturing recently announced its monthly revenue numbers.
- 10/10/2024
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Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
- The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
- 10/10/2024
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Should You Buy Taiwan Semiconductor Manufacturing Stock Before Oct. 17?
- The supplier to the semiconductor industry is expecting sales growth to continue.
- 10/10/2024
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What TSM Needs to Rally NVDA, A.I. Market
- TSMC (TSM) reports earnings next week. The Nvidia (NVDA) chip manufacturer showed promise with a 40% year-over-year revenue boost in September, but what else is needed to move the semiconductor space?
- 10/09/2024
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Apple, Nvidia Supplier TSMC Reports Third Quarter Sales Above Wall Street Estimates
- September sales rose at Taiwan Semiconductor Manufacturing Co. (TSM), with the chipmaker on Wednesday reporting numbers that pointed toward better-than-expected third-quarter revenue.
- 10/09/2024
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Taiwan Semiconductor: Buy Before Earnings (Rating Upgrade)
- Taiwan Semiconductor has shown strong trend performances, with a 25.5% return, outpacing the S&P 500's 8.84% gain, and is nearing long-term highs. TSMC's Q2 earnings exceeded expectations, with 36.3% net income growth and 40.1% revenue growth, driven by demand for 5nm and 3nm products. Despite potential risks from elevated price-sales valuations, TSMC's forward PE ratio is attractive compared to peers, justifying a "strong buy" rating.
- 10/09/2024
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Morning Brew: TSMC's Revenue Surge and DOJ Eyes Google Breakup
- S&P 500 futures are down 2 points, Nasdaq 100 futures are down 20 points (0.1%), and Dow Jones Industrial Average futures are down 25 points (0.1%). This suggests a lower market opening after yesterday's recovery.
- 10/09/2024
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Why Nvidia, Apple Chip Supplier TSMC Stock Is Rallying In Wednesday's Premarket
- Shares of foundry Taiwanese Semiconductor Manufacturing Co. Ltd. TSM climbed in premarket trading after the company reported September revenues.
- 10/09/2024
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Trading Taiwan Semiconductor's Upcoming Litmus Test Through Direxion's TSMX, TSMZ Funds
- Although technology juggernaut Nvidia Corp NVDA invariably commands the spotlight for all things AI-related, traders may first look to chip foundry Taiwan Semiconductor Manufacturing Company Ltd. TSM for clues regarding sentiment for the broader innovation ecosystem.
- 10/09/2024
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Nvidia Stock Nears Record High. What TSMC's Sales Mean for the AI Chip Maker.
- Nvidia investors might be further enthused by sales figures from key supplier Taiwan Semiconductor Manufacturing.
- 10/09/2024
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TSMC (TSM) Revenue Growth Driven by AI Chip Demand
- According to a report by Morgan Stanley analysts, TSMC (TSM, Financial) is expected to sustain a compound annual growth rate (CAGR) of 15%-20% over the next five years. This growth is propelled by increasing demand for AI chips and outsourced business from integrated device manufacturers.
- 10/09/2024
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TSMC beats forecasts with sharp rise in third-quarter sales
- Taiwan Semiconductor Manufacturing Co. posted a 39% increase in its September revenue, in what saw it beat analysts' sales forecasts for the third quarter of 2024
- 10/09/2024
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TSMC (TSM) Projected to Maintain Strong Revenue Growth Fueled by AI Demand
- Analysts at Morgan Stanley predict that Taiwan Semiconductor Manufacturing Company (TSM, Financial) could continue achieving a compound annual growth rate (CAGR) of 15%-20% in revenue over the next five years. This growth is primarily driven by the rising demand for artificial intelligence (AI) chips and outsourcing by integrated device manufacturers.
- 10/09/2024
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TSMC beats forecasts, indicating sustained demand for AI chips
- Taiwan Semiconductor Manufacturing Company (TSMC), the world's preeminent semiconductor manufacturer, reported a strong year-on-year performance for September. The manufacturing partner of Nvidia, Apple and Meta recorded revenue of 251.87 billion new Taiwan dollars (£6 billion), marking a 39.6% increase from September 2023.
- 10/09/2024
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TSMC's third-quarter revenue easily beats market forecast
- TSMC, the world's largest contract chipmaker, reported on Wednesday third-quarter revenue of T$759.69 billion ($23.62 billion), according to Reuters calculations, easily beating the market forecast, as the company reaps the benefit from artificial intelligence (AI) demand.
- 10/09/2024
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3 Growth Stocks I Am Buying In October
- Concentrated portfolios can build true wealth by focusing on a few high-conviction stocks rather than diversifying across mediocre companies. Despite current market challenges, ASML, Broadcom, and Amazon are worth buying for their industry-leading positions, strong profitability, and reasonable valuations. ASML's monopoly in lithography, Broadcom's diversified custom chips and software, and Amazon's efficient e-commerce and AWS growth offer substantial long-term opportunities.
- 10/08/2024
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Billionaires Are Selling Nvidia Stock and Buying 2 Artificial Intelligence (AI) Stocks That Come Highly Rated by Wall Street
- Wall Street analysts are overwhelmingly bullish on Amazon and Taiwan Semiconductor.
- 10/08/2024
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Why Taiwan Semiconductor Is A Strong Buy Ahead Of Q3 Earnings
- Taiwan Semiconductor Manufacturing is poised for a strong Q3 earnings release next week, driven by record demand for AI hardware. TSMC's August revenue surged 33% Y/Y, indicating robust demand for AI chips. September revenues are set to be released shortly. TSMC's market dominance (62% global foundry share) and attractive valuation (forward P/E ratio of 21.7X) make it a compelling AI investment.
- 10/07/2024
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TSMC (TSM) Advances While Market Declines: Some Information for Investors
- In the most recent trading session, TSMC (TSM) closed at $184.51, indicating a +1.85% shift from the previous trading day.
- 10/07/2024
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Semiconductor Sales Soar on Surging Demand: 3 Stocks With Upside
- Stocks like TSM, SMTC and NVDA are poised to benefit from the growing demand for semiconductors.
- 10/07/2024
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TSM Stock Rises on Breakthrough in 2nm Chip Technology
- Taiwan Semiconductor Manufacturing Company (TSM, Financial) saw its stock rise over 1.7% to $184.3. The increase comes on the heels of a major breakthrough in its 2nm process technology, which will incorporate Gate-all-around FETs transistor technology for the first time.
- 10/07/2024
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Taiwan Semiconductor: Unique Arbitrage Opportunity To Capitalize On
- Taiwan Semiconductor posted yet another strong quarter with an optimistic guidance. The company generated revenues and EPS of NT$673.5 billion and NT$9.56, representing a year-on-year growth of 40.07% and 36.38% respectively. Structural demands for advanced chips will continue to serve as tailwinds for TSM; more importantly, shortages for advanced chips persists while demand from AI training and inference continues to grow. TSM will maintain its technological lead as competitors such as Intel and Samsung continue to face problems, positioning TSM to be a major beneficiary of the current AI investment supercycle.
- 10/07/2024
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Taiwan Semiconductor: Strong AI Demand Signs
- Taiwan Semiconductor trades at a discount despite strong growth, driven by Nvidia's booming AI GPU demand, with August sales up 33% YoY. Concerns over China-Taiwan tensions keep TSMC undervalued, yet the stock remains poised for a breakout past the $190 resistance. Apple's flattish demand contrasts Nvidia's explosive growth, positioning Nvidia to become TSMC's top customer, possibly by 2025.
- 10/07/2024
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Better Semiconductor Stock: Taiwan Semiconductor vs. Intel
- These two stocks have traded in opposite directions this year.
- 10/07/2024
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The world's largest chipmaker TSMC is about to be tested as it uses more and more power
- TSMC has high power usage, and Taiwan's tight electricity supply will test its chip production. Taiwan's sluggish electricity growth challenges the semiconductor industry's expansion.
- 10/07/2024
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Prediction: 2 Stocks That Will Be Worth More Than Nvidia 5 Years From Now
- Nvidia's massive valuation could make it ripe for a pullback, allowing other companies to surpass it.
- 10/06/2024
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TSMC: Still A Long-Term Buy Given Its Technological Leadership And AI Growth Story
- TSMC's leadership in advanced node processors (N2/A16) and advanced packaging technologies (CoWoS) positions it as a near-monopoly in leading-edge process technology. The global semiconductor market is expanding rapidly, creating a substantial addressable market for TSMC as fabless chip designers outsource manufacturing. TSMC's robust AI-related growth, driven by data centers and AI accelerators, supports high revenue growth and premium valuation multiples.
- 10/06/2024
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Prediction: 2 Stocks That'll Be Worth More Than Tesla 10 Years From Now
- These two stocks don't get as many headlines as Tesla, but they're still great businesses for investors.
- 10/04/2024
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Amkor and TSMC to Expand Partnership and Collaborate on Advanced Packaging in Arizona
- TEMPE, Ariz. & HSINCHU, Taiwan--(BUSINESS WIRE)--Amkor and TSMC to Expand Partnership and Collaborate on Advanced Packaging in Arizona.
- 10/03/2024
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Mixed Performance for Chinese Stocks with HXC Index Down 2.37%
- Major Chinese stocks listed in the U.S. showed mixed results in recent trading, with the Nasdaq Golden Dragon China Index (HXC) closing down 2.37%. Notable gainers included Taiwan Semiconductor Manufacturing Company (TSM), which rose 2.09%, and Futu Holdings (FUTU, Financial), which saw an impressive increase of 8.81%.
- 10/03/2024
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Why Nvidia and TSMC Stocks Just Popped, but Intel Dropped Today
- Nvidia stock just got a double dose of good news.
- 10/03/2024
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We're Betting $500,000 These 5 AI Stocks Dominate the Next Decade
- 24/7 Wall St. recently launched an AI portfolio where we're publicly investing $500,000 in a portfolio of leading stocks in the AI space.
- 10/03/2024
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Netflix, TSMC Traders Can Now Utilize Direxion's Leveraged ETFs For Bold Market Moves
- Direxion has just expanded its roster of leveraged and inverse ETFs. This time, it targets two household names: Netflix Inc NFLX and Taiwan Semiconductor Manufacturing Co Ltd TSM.
- 10/03/2024
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12 Stocks To Profit From The Boom In Data Centers And Artificial Intelligence
- Amazon recently announced that it will invest several billions more in UK-based data centers. In the AI server space, Dell Technologies and Super Micro have also benefited from the data center boom, up 71% and 82%, respectively, in the past 12 months. Bitcoin miners are increasingly pivoting to artificial intelligence data center operations, leveraging their existing infrastructure and expertise to capitalize on the growing demand for AI computing.
- 10/03/2024
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Is Taiwan Semiconductor a Millionaire-Maker Stock?
- The giant chip foundry is among the companies best positioned to benefit from the AI megatrend.
- 10/03/2024
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Third-Generation Semiconductor Industry Strategic Outlook Report 2024: Companies in Europe, U.S. and Japan Lead the Market, with Emerging Competition from China, South Korea and Taiwan
- Dublin, Oct. 03, 2024 (GLOBE NEWSWIRE) -- The "Third-Generation Semiconductor Industry: Global Trends and Strategic Outlook" report has been added to ResearchAndMarkets.com's offering.
- 10/03/2024
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Chip Makers Monitor Quartz Supply After Hurricane Halts Production
- Following Hurricane Helene's impact on two high-purity quartz mines in North Carolina, global semiconductor manufacturers are keeping a close eye on their quartz supplies, a critical material for the chip industry. Key players such as Taiwan Semiconductor Manufacturing Company (TSM, Financial) and Germany's Infineon Technologies have stated that they are monitoring the situation but do not expect significant operational impacts.
- 10/03/2024
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3 Stocks to Buy Ahead of a Potential Chip Shortage
- Bain & Company recently predicted a potential chip shortage; these three stocks would benefit.
- 10/02/2024
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2 Top Picks With Contrarian Potential as Q4 Looms
- Subscribers to Chart of the Week received this commentary on Sunday, September 29.
- 10/01/2024
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3 Magnificent Stocks to Buy in October
- Although 2025 is fast approaching, October still holds some great deals for investors.
- 10/01/2024
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TSMC says it does not expect significant impact from Typhoon Krathon
- Taiwan's TSMC , the world's largest contract chipmaker, said on Tuesday that it has activated its routine typhoon preparation procedures ahead of the arrival of Typhoon Krathon and does not expect a significant impact to its operations.
- 09/30/2024
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A Closer Look at Wide Moat Stocks
- The essence of the "wide moat" investment theme is when businesses possess durable competitive advantages - dubbed moats - that shield them from competitors.
- 09/30/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 09/30/2024
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Will ANSYS' Extended Collaboration With TSMC Propel Top-Line Growth?
- ANSS strengthens its partnership with TSMC to drive innovations in the design of 3D-IC and multiphysics solutions by harnessing the power of AI.
- 09/30/2024
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Unveiling the Industry's First Silicon-Proven 3nm, 24Gbps UCIe™ IP Subsystem with TSMC CoWoS® Technology
- LONDON & TORONTO--(BUSINESS WIRE)--Alphawave Semi (LSE: AWE), a global leader in high-speed connectivity and compute silicon for the world's technology infrastructure, has unveiled the availability of the industry's first 3nm silicon-proven Universal Chiplet Interconnect Express (UCIe™) Die-to-Die (D2D) IP subsystem, built on TSMC's Chip-on-Wafer-on-Substrate (CoWoS®) advanced packaging technology. This complete PHY and controller subsystem, developed in close collaboration with TSMC, is tailor.
- 09/30/2024
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Top 5 ETFs to Own Now and Into 2025
- Buy-and-hold ETFs give investors an easy way to quickly broaden their exposure to a sector, investment theme, or even the market as a whole. Further, they minimize the effort and attention required of an investor, making them an appropriate choice for retail investors of all levels.
- 09/30/2024
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3 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $400 Right Now
- AI-related spending is set to grow 40% to 55% per year for the next three years. Spending on artificial intelligence will span hardware, software, and infrastructure.
- 09/29/2024
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Prediction: Apple's iPhone 16 Could Become a Runaway Hit, and Here Is 1 Stock to Buy Hand Over Fist Before That Happens
- Apple could witness stronger demand as it rolls out its new its AI-enabled iPhones. Taiwan Semiconductor makes the processors used by Apple to power its iPhones.
- 09/28/2024
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3 Reasons to Buy Taiwan Semiconductor Stock Like There's No Tomorrow
- Management projects strong revenue growth over the next five years. The stock doesn't hold much of a premium compared to the S&P 500 and NASDAQ 100.
- 09/28/2024
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Prediction: This AI Stock Will Be the Next Company to Reach a Trillion-Dollar Market Cap
- Taiwan Semiconductor is a leading semiconductor manufacturer benefiting from AI spending. The stock is close to a market cap of $1 trillion and not overly expensive.
- 09/28/2024
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1 Top Tech Stock to Buy Hand Over Fist Before TSMC's Spending Splurge Begins
- TSMC's capex is expected to jump in 2025, a trend that could continue thanks to the secular growth of the semiconductor market. A bump in spending by TSMC and other foundries is going to give ASML's growth a nice shot in the arm.
- 09/28/2024
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2 Artificial Intelligence (AI) Stocks to Buy Instead of Nvidia
- Broadcom could be the next big AI winner with its custom AI chips. TSMC, meanwhile, benefits no matter who is winning the AI chip race.
- 09/27/2024
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Why Taiwan Semiconductor, ASML, and Other Artificial Intelligence (AI) Semiconductor Stocks Rallied on Thursday
- AI stocks have been taking a breather recently after a blistering run since early last year. Robust quarterly results from Micron helped buoy other stocks in the chip sector on Thursday.
- 09/26/2024
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Taiwan Semiconductor (TSM) Price Prediction and Forecast
- In the high tech universe, there is a a single common road that top flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm ( NASDAQ: QCOM ) , Broadcom ( NASDAQ: AVGO ) , and many others must travel to get their chips made, no matter where they hail from.
- 09/26/2024
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Cadence & TSMC Team Up to Boost AI-Driven Advanced-Node Designs
- Cadence Design Systems, Inc. CDNS has collaborated with TSMC to enhance efficiency and performance in AI-driven advanced-node designs and 3D-ICs. This partnership is aimed at addressing the rising demand for advanced silicon solutions capable of processing large datasets and complex calculations.
- 09/26/2024
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Taiwan Semiconductor: Despite Massive Run-Up, I Remain Bullish
- The arguments that made Taiwan Semiconductor a winning company years ago are still alive and thriving today, securing a strong outlook for the company. Continued market share growth, technological leadership, and an ability to execute and deliver make TSM the leading company in its industry. The company is trading above its historical mean on P/S and P/E ratios but is expected to grow into its valuation, making the current price an acceptable entry point.
- 09/26/2024
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TSMC: 2nm Wafers Can Outperform The Already Strong Ramp In 3nm Wafers
- The 2nm wafer technology ramp-up can potentially accelerate revenues and gross margins even more than what was seen in the 3nm ramp-up. TSMC is capacity-constrained. Capex investments to alleviate these constraints are positive for long-term growth that is likely to maintain and extend technological and market share leadership. Valuations are at a deserved premium vs. historical levels and peers. TSMC has better revenue and earnings growth prospects than before and is increasing its edge as a market leader.
- 09/25/2024
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Silicon Creations Awarded TSMC's 2024 Open Innovation Platform Partner of the Year for Mixed Signal IP
- SANTA CLARA, Calif.--(BUSINESS WIRE)--Silicon Creations, a leading provider of high-performance analog and mixed-signal intellectual property (IP), is proud to announce that it has been named a 2024 TSMC Open Innovation Platform® (OIP) Partner of the Year for Mixed Signal IP. This prestigious recognition highlights Silicon Creations' continuous commitment to delivering innovative PLL, SerDes, and general-purpose mixed-signal IP solutions in advanced technology nodes. This marks the ninth time S.
- 09/25/2024
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Final Trades: Trane Tech, American Tower, Regeneron and Taiwan Semi
- The Investment Committee give you their top stocks to watch for the second half.
- 09/25/2024
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Taiwan Semiconductor Stock Is a Magnificent Opportunity for Savvy Investors
- TSMC gives its clients access to the world's best chip technology. Management expects revenue to grow rapidly over the next few years.
- 09/25/2024
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This AI Stock Is Falling: Should You Buy Shares?
- Taiwan Semiconductor stock has dropped due to a slowdown in monthly revenue. The company is one of the only makers of advanced computer chips for AI companies like Nvidia.
- 09/25/2024
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Nasdaq Leads Another Stock Market Advance; TSMC Scores Breakout As Nvidia Awakes From Slumber
- The Nasdaq reversed higher above the 18,000 level in the stock market Tuesday, helped by strength in Taiwan Semiconductor and Nvidia.
- 09/24/2024
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Why Taiwan Semiconductor Shares Rose 4.1% Today
- Taiwan Semiconductor got approval for an additional $7.5 billion investment in Arizona. The plant will continue a large diversification push for Taiwan Semiconductor.
- 09/24/2024
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Taiwan Semiconductor: 2nm And A16 Leading The Foundry Game; Initiate With 'Buy'
- TSMC leads the global foundry market with advanced 3nm, 5nm, and 7nm technologies; 2nm and A16 processes will secure long-term market leadership. Capacity utilization is expected to rise in H2 FY24, boosting near-term growth; a one-year target price of US$200 per share is set. Potential UAE expansion and U.S. manufacturing facilities will drive long-term growth; TSMC is well-positioned to gain market share in advanced electronics and AI.
- 09/24/2024
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TSMC (TSM) Laps the Stock Market: Here's Why
- TSMC (TSM) closed the most recent trading day at $174.76, moving +0.39% from the previous trading session.
- 09/23/2024
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Can TSMC diversify manufacturing amid geopolitical tensions?
- TSMC is setting up maufacturing facilities both in UAE and Germany in order to reduce the risk posed by geopolitica tensions.
- 09/23/2024
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TSMC, Samsung Reportedly Mulling UAE Chip Megafactories
- Taiwan Semiconductor Manufacturing Co. (TSM) and Samsung Electronics reportedly have been considering building large new chip-making factories in the United Arab Emirates amid surging demand for artificial intelligence (AI) computing.
- 09/23/2024
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Is Taiwan Semiconductor Stock Still a Buy?
- Taiwan Semiconductor continues to dominate advanced semiconductor manufacturing. However, geopolitical tensions may prevent it from rising to the valuations of its clients.
- 09/23/2024
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The Next Nvidia Could Be This Unsung AI Stock. A Big 42% Gain Is on the Radar.
- This company is "a unique play in Europe on the Nvidia/AI supply chain," Jefferies investment bank said in a research note.
- 09/23/2024
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Samsung, TSMC Discuss Chip Megafactories in the Middle East, Report Says
- The chip makers could build huge complexes in the UAE costing over $100 billion.
- 09/23/2024
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TSMC and Samsung in talks with UAE to build chip megafactories, WSJ reports
- Global chip giants Taiwan Semiconductor Manufacturing Co. and Samsung Electronics have been in talks with the United Arab Emirates to explore building megafactories in the Middle East, Wall Street Journal reported Sunday, citing people familiar with the interactions and strategies. Under the initial terms discussed in the meetings, they would be largely funded by the UAE.
- 09/23/2024
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TSMC and Samsung reportedly eye UAE as potential site for chip factories
- Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) and Samsung Electronics (KRX:005930) are in talks to establish large chip factories in the United Arab Emirates to meet the growing demand for artificial intelligence technology, The Wall Street Journal reported. TSMC executives recently visited the UAE to discuss a potential plant complex similar to their advanced facilities in Taiwan.
- 09/23/2024
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TSMC, Samsung reportedly consider building huge chip factories in UAE
- Chip-making titans Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. are considering building major factories in the United Arab Emirates to help fill future demand for artificial-intelligence chips, the Wall Street Journal reported Sunday.
- 09/22/2024
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TSMC and Samsung discuss building middle eastern megafactories, WSJ reports
- TSMC and Samsung Electronics have discussed building huge factory complexes in the United Arab Emirates that could transform the chip industry in the coming years, the Wall Street Journal reported on Sunday.
- 09/22/2024
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Chip Giants TSMC and Samsung Discuss Building Middle Eastern Megafactories
- Potential projects in the United Arab Emirates could be worth more than $100 billion, though major hurdles remain.
- 09/22/2024
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Nvidia's CEO Just Explained Why This Is the Artificial Intelligence (AI) Chip Stock to Own
- Nvidia has seen demand for its GPUs skyrocket, leading to phenomenal revenue and profit growth. One company is behind Nvidia's success, and CEO Jensen Huang said it's the best in the industry.
- 09/21/2024
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TSMC: The World's Most Important Company Remains Undervalued
- TSMC's first European fab in Germany, co-owned with Bosch, Infineon, and NXP, will focus on automotive and industrial chips, with production starting in 2027. Partnerships with Samsung and SK Hynix aim to leverage TSMC's expertise, enhancing faster processing speeds. Silicon photonics, which could be critical to AI and data centers, is a key focus, with the SiPHIA alliance setting industry standards for future growth.
- 09/21/2024
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1 Favorable Trend That Explains the 99% Increase in Taiwan Semiconductor's Stock Price
- Spending on cloud infrastructure has jumped. TSMC is the biggest third-party manufacturer of semiconductors in the world.
- 09/20/2024
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The Best Stocks to Invest $1,000 in Right Now
- Technology continues to be one of the best areas to invest in this year. Taiwan Semiconductor is set to profit no matter who wins the AI arms race.
- 09/20/2024
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Opinion: This Is the Best Artificial Intelligence (AI) Stock to Buy Right Now
- Taiwan Semiconductor's is the go-to chipmaker for companies like Nvidia and Apple. Its next-generation 2-nanometer chips could spark further huge demand.
- 09/20/2024
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Why Artificial Intelligence (AI) Stocks Broadcom, TSMC, and Arm Holdings Were Moving Higher Today
- The Federal Reserve lowered interest rates by 50 basis points yesterday. The move should favor increased investment in artificial intelligence (AI) infrastructure.
- 09/19/2024
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5 AI Giants to Watch at Attractive Prices Amid Fed's Big Rate Cut
- The first rate cut was certain in September but market participants are surprised about its magnitude. Investors must focus on 5 AI giants namely, TSM, SMCI, MU, SNOW, WDC.
- 09/19/2024
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A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Right Now (Hint: It's Not Nvidia)
- Semiconductor chips are in high demand thanks to rising interest in artificial intelligence (AI). Nvidia, AMD, and of other companies are enjoying supercharged growth thanks to chip demand.
- 09/19/2024
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TSM Stock Soars 89.8% in a Year: Is it the Right Time to Invest?
- Taiwan Semiconductor banks on the growing proliferation of AI and Generative AI on the back of its advanced technologies and robust chip manufacturing capabilities.
- 09/18/2024
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 09/18/2024
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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
- The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
- 09/17/2024
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Billionaire Dan Loeb Has 23% of His Portfolio Invested in 3 AI Stocks (Hint: Not Nvidia)
- As the largest public cloud, Amazon is uniquely positioned to benefit from demand for AI infrastructure. Microsoft is monetizing generative AI with software copilots and cloud computing services.
- 09/17/2024
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TSMC (TSM) Stock Dips While Market Gains: Key Facts
- The latest trading day saw TSMC (TSM) settling at $169.08, representing a -1.98% change from its previous close.
- 09/16/2024
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Analysts Raise Profit Estimates For Nvidia Chipmaker, Meta And Others
- Analysts see profits rising for AI and social media giant, Meta, and Taiwan Semiconductor. Meta stock and TSM are near buy points.
- 09/16/2024
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Why Broadcom, Taiwan Semiconductor, and Arm Holdings Fell on Monday
- A major Asia-based analyst gave a bearish outlook for the iPhone 16 based on early preorders. However, this may be skewed by the rollout of Apple Intelligence, which won't happen until October.
- 09/16/2024
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The Zacks Analyst Blog NVIDIA, Broadcom, Apple and Taiwan
- NVIDIA, Broadcom Apple and Taiwan are included in this Analyst Blog.
- 09/16/2024
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These 5 Stocks Could Be the Biggest iPhone 16 Winners, and None of Them Is Apple
- Arm Holdings should see a double benefit from the iPhone 16. Cirrus is the company with the biggest ties to the iPhone's success.
- 09/16/2024
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TSMC: My Regression Analysis Shows Significant Upside Potential
- I calculated an upside of about 70% for TMC, supporting my buy recommendation. Key partnerships with AI leaders like NVIDIA, AMD, and Apple ensure a steady revenue stream and highlight its critical role in AI innovation. Robust financial performance, including consistent revenue growth and strong profit margins, underscores its operational efficiency and ability to invest in future technologies.
- 09/15/2024
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3 Top Stocks To Buy For AI Exposure
- Chip stocks have been on a rather rocky ride over the past few weeks, as a range of headwinds have hit this sector hard.
- 09/14/2024
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Prediction: This Incredibly Cheap but Fast-Growing Semiconductor Stock Could Outperform Nvidia
- TSMC's improved addressable market indicates that it could sustain its impressive growth for a long time. Healthy growth and an attractive valuation show why the foundry giant could deliver stronger gains than Nvidia.
- 09/14/2024
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3 Incredible Artificial Intelligence (AI) Stocks I'm Planning to Buy If the September Sell-Off Continues
- AI stocks have driven the bull market for the last two years. Good value in AI stocks can be hard to find.
- 09/14/2024
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What AI Bubble? NVIDIA & 2 Other Chip Stocks With Strong Price Upside
- Unlike the dot-com bubble that ballooned in the late 1990s and early 2000s, the AI boom is here to stay and aid stocks such as NVIDIA, Broadcom and TSMC.
- 09/13/2024
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Trade Tracker: Rob Sechan buys Taiwan Semi
- Rob Sechan, CEO of NewEdge Wealth, joins CNBC's "Halftime Report" to describe his semiconductor strategy.
- 09/13/2024
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Taiwan Semiconductor: Valuation Dips Go Great With Chips
- The rapid scaling of AI infrastructure by major tech companies has led to challenges in estimating AI investment costs and returns for enterprises, but this is temporary, in my view. Despite TSMC's crucial role in AI development, Nvidia is attracting more investor attention due to political uncertainties surrounding Taiwan. TSMC's revenue and earnings growth are strong, with stable margins, making it a sound investment for those who see the potential for AI growth.
- 09/12/2024
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Is Taiwan Semiconductor the Most Brilliant Investment in Tech?
- TSMC is set to benefit from a new wave of iPhone demand. AI-related products are expected to grow at a rapid pace.
- 09/12/2024
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TSMC Stock Rises After Nvidia CEO Praises the Chip Maker. Why the AI Boom Isn't Done.
- Taiwan Semiconductor Manufacturing Co. shares rose on Thursday after Nvidia CEO Jensen Huang called the chip maker "the world's best."
- 09/12/2024
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3 Artificial Intelligence (AI) Stocks I Would Buy Over Nvidia Right Now
- Taiwan Semiconductor's chip business will benefit regardless of who wins the AI race. Meta Platforms is only valued for its ad business right now.
- 09/11/2024
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Why Intel's Foundry Troubles Are TSMC's Gains
- Intel's foundry business has struggled, with a recent rejection by Broadcom the latest blow to the unit. Intel's woes are TSMC's gains, as it should help eliminate potential capacity increases at its rival.
- 09/11/2024
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Linde: TSMC Phoenix Facility Starting To Contribute Profits
- I reiterate a ‘Buy' rating for Linde with a one-year target price of $520 per share, driven by double-digit EPS growth and effective cost management. Linde reported 3% growth in underlying revenue and 6% growth in adjusted operating profits, with strong pricing and productivity despite flattish volume growth. High-quality project backlog, including semiconductor manufacturing facilities and green energy initiatives, positions Linde for near-term business growth and profitability.
- 09/11/2024
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Morningstar: U.S. politics unlikely to have strong impact on TSMC business in the next 3-5 years
- Phelix Lee from Morningstar says the future for TSMC is quite bright despite geopolitical risks.
- 09/11/2024
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TSMC (TSM) Stock Dips While Market Gains: Key Facts
- TSMC (TSM) reachead $162.43 at the closing of the latest trading day, reflecting a -0.22% change compared to its last close.
- 09/10/2024
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These Tech Companies Could Benefit From Sales of Apple's AI-Powered iPhone 16
- Apple's (AAPL) new iPhone 16 is coming to stores next week. But the tech giant isn't the only company that stands to benefit from sales of the artificial intelligence-powered phone.
- 09/10/2024
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Why Taiwan Semiconductor Stock Was Pulling Back Today
- Taiwan Semi reported 33% revenue growth in August, down from 45% growth in July. Revenue growth also fell on a sequential basis.
- 09/10/2024
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TSMC monthly revenues surge 33%
- Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated net revenue for August 2024 of approximately NT$250.87 billion, reflecting a 2.4% decrease from July 2024. However, the figure represents a significant 33% increase compared to August 2023, driven by strong demand for artificial intelligence chips.
- 09/10/2024
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TSMC Stock Drops. Why Rising Chip Sales Aren't Boosting Its Shares.
- Taiwan Semiconductor's sales are booming, but its shares aren't as investors move away from chip stocks.
- 09/10/2024
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Fall Into Profits: Top 10 Stocks For A September Dip
- September is a historically challenging month for equity markets. Upcoming events on the economic calendar, inflation hysteria, and the November election could amplify the seasonal volatility in markets. SA Quant has identified 10 top “Strong Buy” Quant-rated stocks backed by positive factor grades that could be an opportunity to purchase on the dip during the September pullback. Consider SA's Quant Rating System, which offers powerful analytics to draw on stocks that are collectively attractive on valuation, growth, profitability, earnings strength, and relative momentum.
- 09/10/2024
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3 Hidden Stocks That Could Ride NVIDIA's Next Hit Product to Huge Gains
- Nvidia's (NASDAQ:NVDA) stock price has been on a tear in recent years, and is undoubtedly the best-performing mega-cap stock in the market.
- 09/09/2024
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Wall Street Analysts Think TSMC (TSM) Is a Good Investment: Is It?
- The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
- 09/09/2024
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Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip
- Three AI-Centric stocks to buy on the dip are: TSM, MU, NTAP.
- 09/09/2024
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3 Stocks Outside of Nvidia to Buy Amid the Tech Sell-Off
- TSMC will benefit from increasing AI chip demand. ASML should see revenue growth increase with the introduction of its newest technology.
- 09/08/2024
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The Best Technology Stock to Buy in September
- Taiwan Semiconductor (NASDAQ:TSM) remains among the top chip stocks many long-term investors continue to focus on.
- 09/07/2024
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Is Taiwan Semiconductor Stock a Buy Now?
- Taiwan Semiconductor produces some of the most innovative chips available. Management expects its revenue to grow between 15% and 20% for many years.
- 09/07/2024
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There's No Denying It; Nvidia Is on a Historic Run, but Here Are 2 Tech Stocks I'd Buy Instead
- Despite Nvidia's success, there's a world of other investment choices to consider. Nvidia's production capacity is tied directly to TSMC, which makes its GPU chips.
- 09/07/2024
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3 Tech Stocks to Buy Instead of Nvidia
- Taiwan Semiconductor will be a huge beneficiary from AI proliferation. Meta shares are fairly cheap now given the company's performance.
- 09/07/2024
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Billionaire Philippe Laffont Has 37% of His $25.7 Billion Portfolio Invested in 5 Unstoppable Artificial Intelligence (AI) Stocks
- Artificial intelligence has made headlines since early last year, promising significant increases in productivity. Billionaire Philippe Laffont looks for tectonic shifts in the tech landscape to inform his investing decisions, and he believes AI is one such trend.
- 09/07/2024
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Why Taiwan Semiconductor Manufacturing, Micron, and ASML Holdings Fell Again Today
- A slightly weaker-than-expected jobs report fed recession fears again. Last night's earnings "disappointment" from Broadcom is affecting all of its tech peers.
- 09/06/2024
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 09/06/2024
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Hybrid Bonding Patent Landscape Analysis 2024: Key Players' IP Position and IP Strategy - Focus on TSMC, Adeia/Xperi, TongFu and ASE
- Dublin, Sept. 06, 2024 (GLOBE NEWSWIRE) -- The "Hybrid Bonding - Patent Landscape Analysis 2024" report has been added to ResearchAndMarkets.com's offering.
- 09/06/2024
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Better Artificial Intelligence (AI) Stock: Nvidia vs. TSMC
- Nvidia has been the dominant player in the market for AI chips. A closer look at TSMC's business model suggests that it is also a key player in this market.
- 09/06/2024
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Meet the Supercharged Growth Stock That Could Join Apple, Microsoft, and Nvidia in the $2 Trillion Club by 2029
- The need for the chips used to power AI has risen exponentially since early last year. Taiwan Semiconductor's customer list reads like a veritable "who's who" of AI glitterati, charting the path to profits.
- 09/06/2024
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Taiwan Semiconductor: Chip Giant Is Still A Buy Despite Short-Term Risks
- The semiconductor sector's volatility presents a prime opportunity to invest in TSMC, a crucial player in AI chip manufacturing, with strong future growth potential. TSMC's global expansion and diversification efforts, including new fabs in Arizona, Japan, and Germany, position it to mitigate risks and capitalize on AI demand. Despite anticipated AI demand fluctuations, TSMC's strategic price hikes and diversified offerings ensure long-term revenue stability and growth, supported by the CHIPS Act.
- 09/05/2024
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Soaring Demand Boosting Semiconductor Sales: 4 Stocks to Gain
- Stocks like TSM, NVDA, AMAT and SMTC will gain from the soaring semiconductor sales.
- 09/05/2024
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Which Chip Stock to Buy in a Murky September? NVDA or TSM
- The TSMC stock is a better buy than the NVIDIA stock due to reasonable valuations, pricing power, tactical partnerships, diversification, and an inherent ability to exploit the growing demand for AI applications.
- 09/05/2024
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Wall Street Analysts See a 27.55% Upside in TSMC (TSM): Can the Stock Really Move This High?
- The consensus price target hints at a 27.6% upside potential for TSMC (TSM). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
- 09/04/2024
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Stocks sink but TSMC, Samsung bullish on AI at major trade show
- Senior executives from two of the world's most important chipmakers, Taiwan's TSMC and South Korea's Samsung Electronics , offered bullish outlooks for artificial intelligence at a major trade show on Wednesday even as their stocks tanked on a fevered day on the markets.
- 09/04/2024
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Why Taiwan Semiconductor Manufacturing Stock Was Sliding Today
- A decline in Nvidia triggered a broader sell-off in chip stocks. Tensions also seemed to be ratcheting up between China and Japan.
- 09/03/2024
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Nvidia Chipmaker Hovers Near New High With Rising Profit Estimates
- Nvidia chip maker Taiwan Semiconductor is near its all time high as it approaches a buy point. Analysts expect profits to rise in 2024 and 2025.
- 09/03/2024
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IEDC to Target Semiconductor Innovation and Launch New Taiwan Office
- Indiana will showcase its bold, future-focused strategy at SEMICON Taiwan and announce a new office in Taipei to further develop relationships and two-way trade opportunities Indiana will showcase its bold, future-focused strategy at SEMICON Taiwan and announce a new office in Taipei to further develop relationships and two-way trade opportunities
- 09/03/2024
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Nvidia, TSMC Lead Chip Stocks Lower In Premarket: What's Going On
- Nvidia Corp.‘s NVDA post-earnings sell-off can't seem to be ending, as the stock was down notably in Tuesday's premarket trading.
- 09/03/2024
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TSMC is 'going to have to' raise prices to combat accelerated technology depreciation: Analyst
- Daniel Heyler of EFM Asset Management shares his outlook for the semiconductors space.
- 09/03/2024
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Advantest to Highlight Latest Semiconductor Test Solutions at SEMICON Taiwan 2024, Sept. 4-6 in Taipei
- TOKYO, Sept. 03, 2024 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) will feature its latest test solutions for advanced ICs at SEMICON Taiwan on Sept. 4-6 at TaiNEX 1&2 in Taipei, Taiwan. Advantest will highlight its broad portfolio of leading-edge test solutions for applications, including AI and high-performance computing (HPC), 5G, automotive and advanced memory.
- 09/03/2024
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3 AI Stocks That Look Like Solid Buys on Any Upcoming Weakness
- Artificial intelligence (AI) is a concept that's been around since 1950, when Alan Turing first coined the term.
- 09/02/2024
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Billionaire Daniel Loeb Goes Bargain Hunting: 2 Stocks He Just Bought
- Daniel Loeb has been called "one of the most successful hedge fund managers of his generation." Investors have viewed Apple stock as an "AI loser," but that's about to change.
- 09/02/2024
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3 Billionaire-Held Stocks to Buy Now
- Taiwan Semiconductor Manufacturing is a relatively safe chip stock to profit from the AI arms race. Meta Platforms is delivering strong growth as it rolls out Meta AI across Facebook and Instagram.
- 09/01/2024
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The Next 3 Stocks Ready to Cross the Trillion-Dollar Threshold
- Remember when a stock becoming valued at $1 trillion was a big thing?
- 08/31/2024
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Will TSMC Be Worth More Than Apple by 2030?
- Taiwan Semiconductor Manufacturing should continue to grow through the end of the decade. TSMC will remain a linchpin of the global semiconductor market.
- 08/31/2024
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Is Taiwan Semiconductor Manufacturing a Millionaire-Maker Stock?
- TSMC is growing at a faster pace than consensus estimates this year. The company's secular growth opportunity in the semiconductor market indicates that it is built for long-term growth.
- 08/30/2024
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3 Unstoppable Growth Stocks to Buy in September
- The past few weeks have seen extreme volatility in the market and the earnings season is usually a highly volatile period.
- 08/30/2024
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1 Favorable Trend That Explains the 68% Increase in Taiwan Semiconductor Manufacturing's Share Price This Year
- Many of the semiconductors TSMC manufactures for its chipmaker clients are vital for providing the processing power needed to train and run AI applications. In Q2, high-performance computing chips accounted for over half of TSMC's revenue for the first time.
- 08/30/2024
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Why Taiwan Semiconductor Stock Had a Thursday to Forget
- Several analysts wrote bullish analyst notes on the chipmaker, but this didn't seem to stir investors. There was a lingering sense of mild disappointment in the broader chip sector.
- 08/29/2024
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If I Could Only Buy 1 Artificial Intelligence (AI) Semiconductor Stock Over the Next Decade, This Would Be It (Hint: It's Not Nvidia)
- Semiconductor stocks have been big winners thanks to enthusiasm around artificial intelligence (AI) investments. While Nvidia owns the AI chip market right now, many competitors are beginning to emerge.
- 08/29/2024
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Prediction: Artificial Intelligence (AI) Will Make These 2 the Next Trillion-Dollar Companies
- Despite most of the technology sector's best efforts, it's still going to desperately need Taiwan Semiconductor for many, many more years. Broadcom isn't the company you think it is.
- 08/29/2024
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2 AI Stocks That Can Be the Next NVIDIA
- AI giants Super Micro and TSMC stock have a competitive advantage over the NVDA stock and are next in line to be the world's most valuable companies.
- 08/28/2024
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What Makes TSMC (TSM) a New Strong Buy Stock
- TSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
- 08/28/2024
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3 Consistent Dividend Growers to Buy for Passive Income: TSM, MO, CAH
- Everybody loves dividends, as they provide a passive income stream, limit drawdowns in other positions, and provide more than one way to profit from an investment.
- 08/28/2024
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Are Computer and Technology Stocks Lagging Taiwan Semiconductor (TSM) This Year?
- Here is how TSMC (TSM) and Infosys (INFY) have performed compared to their sector so far this year.
- 08/28/2024
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3 Tech Stocks To Buy Right Now
- Technological innovation has led to changes in just about every aspect of life.
- 08/27/2024
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Checking in on This Red-Hot AI Stock Pick
- Subscribers to Chart of the Week received this commentary on Sunday, August 25.
- 08/27/2024
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Why TSMC (TSM) Dipped More Than Broader Market Today
- In the most recent trading session, TSMC (TSM) closed at $169.07, indicating a -1.29% shift from the previous trading day.
- 08/27/2024
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Forget Nvidia -- Taiwan Semiconductor Is the Best Way to Invest in Artificial Intelligence (AI)
- Taiwan Semiconductor Manufacturing (TSMC) is launching a new chip platform that will be a game changer for the AI industry. Management believes it can grow its revenue between 15% and 20% for the foreseeable future.
- 08/27/2024
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Prediction: 3 Artificial Intelligence (AI) Stocks That Will Be Worth More Than Nvidia in 3 Years
- Nvidia has been an early winner of the AI spending boom. Two of its biggest customers could end up leveraging AI capabilities to grow profits long-term.
- 08/27/2024
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 08/26/2024
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Missed Out on Nvidia? Buy Taiwan Semiconductor Instead.
- TSMC will benefit from increased AI infrastructure spending. In addition, the company looks poised to increase prices next year.
- 08/25/2024
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Is Taiwan's ‘silicon shield' weakening as TSMC expands globally?
- The semiconductor industry, central to modern technology, has long been Taiwan's strategic defense, often dubbed the “silicon shield.” Taiwan's dominance in chip manufacturing, especially through the Taiwan Semiconductor Manufacturing Company (TSMC), has provided it with a unique form of protection against potential Chinese aggression.
- 08/24/2024
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Is Taiwan Semiconductor (TSM) a Must-Buy on 29.6% Rise in 6 Months?
- Taiwan Semiconductor (TSM) is riding on its strong portfolio of advanced technologies in the semiconductor industry.
- 08/23/2024
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3 Artificial Intelligence (AI) Stocks to Buy for Dividends: TSM, MU, AVGO
- Investors love dividends. And over the last few years, they've also become accustomed to enjoying AI exposure.
- 08/23/2024
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TSMC (TSM) Is Considered a Good Investment by Brokers: Is That True?
- The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
- 08/23/2024
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Prediction: 2 Semiconductor Stocks That Could Start Soaring After Nvidia's Quarterly Earnings on Aug. 28
- Advanced Micro Devices stock price could see a boost if Nvidia projects strong AI demand for the foreseeable future.
- 08/23/2024
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The Better Semiconductor Stock to Buy Now: TSM or INTC
- More growth potential and a lower valuation give Taiwan Semiconductor Manufacturing (TSM) an edge over (INTC).
- 08/22/2024
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On the Rise: 4 Must-Buy Non-U.S. Stocks With Solid Earnings
- We have narrowed our search to four high-flying non-U.S. corporate bigwigs with more upside left. These are: TSM, STX, SPOT, ETN.
- 08/22/2024
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TSMC's Secret Weapon In AI
- TSMC's $530.6 million acquisition of Innolux Corp's Tainan plant aims to double CoWoS capacity by 2025, addressing AI chip demand. 2024 CapEx of $30-$32 billion, with 70-80% for advanced technologies, underscores its commitment to AI, HPC, and 5G market leadership. TSMC's 28% foundry market share (2023) reflects its leadership in advanced technologies, which is expected to increase with continued innovation and capacity expansion.
- 08/22/2024
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Market Navigator: Playing the semiconductor trade to the upside
- Brian Stutland, Equity Armor Investments portfolio manager, joins 'Power Lunch' to discuss how to play Taiwan Semi to the upside.
- 08/22/2024
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These Are the 3 Best Semiconductor Stocks to Buy
- Semiconductor stocks have seen some increased volatility of late, as investors increasingly scrutinize these companies more closely.
- 08/22/2024
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Bull of the Day: Taiwan Semi (TSM)
- It's never too frequent to talk about Taiwan Semiconductor ( TSM ), the preeminent "lego builder" for the AI revolution. My colleague Ethan Feller just did a great analysis of the fundamentals two weeks ago and this week I wanted to go wide-angle on what their growth means for the global economy as they build a giant new foundry in Phoenix, Arizona.
- 08/22/2024
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Artificial Intelligence (AI) Hype and a Weak Jobs Report: Here Are the Companies That Can Weather the Sell-Off Storm
- Major indexes have clawed back their losses from early in August. TSMC is the linchpin in the global semiconductor industry.
- 08/22/2024
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Prediction: These 2 Growth Stocks Could Start Soaring After Nvidia's Quarterly Earnings on Aug. 28
- Nvidia's key suppliers have reported impressive results lately. Nvidia is set to release its quarterly results next week, and there is a good chance that it could deliver stronger-than-expected numbers.
- 08/22/2024
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YieldMax's New Option ETF Strategy Focuses on TSM
- On Wednesday, YieldMax's latest ETF, the YieldMax TSM Option Income Strategy ETF (TSMY), opened for trading on the NYSE Arca. A strategy that looks at Taiwan Semiconductor Manufacturing Company (TSM), TSMY seeks to provide access to current income.
- 08/21/2024
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YieldMax™ Launches Option Income Strategy ETF on Taiwan Semiconductor (TSM)
- CHICAGO, MILWAUKEE and NEW YORK, Aug. 21, 2024 (GLOBE NEWSWIRE) -- YieldMax™ announced the launch today of the following ETF: YieldMax™ TSM Option Income Strategy ETF (NYSE Arca: TSMY) TSMY seeks to generate monthly income by pursuing options-based strategies on the ADRs of Taiwan Semiconductor Manufacturing Co Ltd. (“TSM”).
- 08/21/2024
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Stop Fearing a Recession, Buy These Stocks While They Are Still Cheap
- During the current market correction and potential recession, volatility remains high with many investors now increasingly pricing in a potential market crash.
- 08/20/2024
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Checking In on This Red-Hot AI Stock Pick
- Every year, Schaeffer's Senior Market Analyst Matthew Timpane chooses a few stock picks for traders that subscribe to fellow market news platform, MoneyShow.
- 08/20/2024
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3 Artificial Intelligence (AI) Companies to Watch Amid the Tech Stock Sell-Off
- Palantir Technologies is becoming a leader in developing AI software. Taiwan Semiconductor Manufacturing is poised to grow along with the broader semiconductor industry.
- 08/20/2024
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Chip Giant TSMC to Help Build $11 Billion German Plant
- TSMC has agreed to build a €10 billion ($11 billion) plant in eastern Germany in partnership with Infineon Technologies, NXP Semiconductors and Robert Bosch. Bloomberg's Oliver Crook reports.
- 08/20/2024
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New Strong Buy Stocks for August 19th
- STX, STRL, AXS, TSM and TXRH have been added to the Zacks Rank #1 (Strong Buy) List on August 19, 2024.
- 08/19/2024
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Prediction: This Will Be the Next Artificial Intelligence (AI) Chipmaker Stock to Join Nvidia in the Trillion-Dollar Club (Hint: It's Not Broadcom)
- Nvidia, Broadcom, and other chipmakers have seen sales soar amid the AI boom. This company is a key supplier to nearly every chip company focused on cutting-edge technology.
- 08/19/2024
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Stock Market Sell-Off: The Best Artificial Intelligence (AI) Growth Stocks to Buy Right Now
- TSMC is playing a key role in the AI chip market and the company's growth rate has been picking up. Super Micro Computer finished the latest fiscal year with a terrific increase in revenue and earnings, a trend that's likely to continue.
- 08/18/2024
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Prediction: Taiwan Semiconductor Manufacturing Will Soar Over the Next 5 Years. Here's 1 Reason Why.
- TSMC is the world's leading semiconductor foundry. Training AI models would be less effective without the company's semiconductors.
- 08/18/2024
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This 1 Number May Ensure TSMC's Market Dominance
- TSMC is by far the biggest contract chip manufacturer in the world. Tech giants like Apple, Nvidia, and Broadcom count on the company as a key supplier.
- 08/17/2024
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Stock Market Sell-Off: 3 Stocks to Buy Now Before It Recovers
- Taiwan Semiconductor's importance cannot be understated. Alphabet doesn't carry a premium like its big tech peers.
- 08/17/2024
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2 Semiconductor Stocks to Buy Now, and 1 to Avoid at All Costs
- Taiwan Semiconductor Manufacturing has been a star performer for investors over the last 10 years. Advanced Micro Devices is benefiting from strong demand in data center and consumer PC chips.
- 08/17/2024
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The Best Stocks to Invest $50,000 in Right Now
- A court ruling and competitive worries have sunk Alphabet's shares, but the company still looks like a long-term winner. Taiwan Semiconductor Manufacturing appears poised for a strong 2025.
- 08/16/2024
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Why Taiwan Semiconductor Manufacturing, Intel, and ASML Holdings Rallied Today
- Retail sales surprised to the upside in July. Unemployment claims surprised to the downside.
- 08/15/2024
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What Are the Hottest Semiconductor Stocks Right Now? 3 Top Picks.
- With the artificial intelligence ( AI ) story still heating up, buy semiconductor stocks on the cheap. For one, after a massive tech pullback, many are now dirt cheap, including Nvidia (NASDAQ: NVDA ), which is just starting to regain lost momentum.
- 08/14/2024
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3 Great Growth Stocks to Buy Before Summer Ends
- The AI boom has made finding high-growth stocks at fair value challenging, especially in the tech and chip sectors. Despite Nvidia's (NASDAQ: NVDA ) recent drop from $134 to $112 per share, stocks related to the AI trend remain pricey, to say the least.
- 08/14/2024
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Needham Just Boosted Its Price Target on These 3 Stocks: August 13, 2024
- Always pay close attention to new stock price targets from firms, like Needham. While the firm won't always get it right, price upgrades are still worth paying attention to.
- 08/14/2024
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Why TSM Stock Remains a Top Buy in 2024 Despite The Incredible Run-Up
- Shares of chip-giant Taiwan Semiconductor (NYSE: TSM ) have cooled off lately following the broader market slowdown and geopolitical tensions. However, over the course of the year, the stock has been on fire, surging 61% year to date.
- 08/14/2024
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3 Semiconductor Stocks Poised for a Comeback After Last Week's Market Meltdown
- On Monday, Aug. 5, stock markets went into a full meltdown, triggered by the release of a disappointing July jobs report. That was followed by a decision by the Bank of Japan to raise its short-term policy rate target to 0.25% from the range of 0% to 0.1%.
- 08/13/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 08/13/2024
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3 Smart Stocks to Buy on the Dip In August
- There are plenty of great stocks to buy on the dip right now. The market volatility that has been ongoing since July, coupled with overreactions to second-quarter financial results, have pushed the share prices of some great companies down to attractive levels.
- 08/12/2024
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If Nvidia's Run Is Over, These 3 Chip Stocks Could Be Better Picks
- The semiconductor sector is absolutely dominated by Nvidia (NASDAQ:NVDA) right now.
- 08/12/2024
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2 Artificial Intelligence (AI) Stocks That Could Make You a Millionaire
- Taiwan Semiconductor makes chips for some of the industry's biggest companies. Alphabet's Google Cloud division plays an important role in the AI investment thesis.
- 08/12/2024
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TSMC: Foundry 2.0 Could Supercharge Growth
- TSMC experienced weakness in 2023 but is expected to recover in the second half with strong orders for its 3nm process technology, leading to robust growth in 2024. Foundry 2.0 expands TSMC's market opportunity to $250 billion in 2023, including front-end foundry services, back-end services, and IDM opportunities. TSMC's integration of foundry and OSAT services, along with strong process technology capabilities, customer partnerships, and AI factors, positions the company for continued growth and market share expansion.
- 08/12/2024
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Forget Nvidia: Buy This Magnificent Artificial Intelligence (AI) Stock Instead
- High-profile chipmakers like Nvidia and AMD don't actually manufacture much of their own silicon. One company, in fact, makes most of the world's computer processors and related chips.
- 08/10/2024
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3 High-Growth AI Stocks to Buy in August 2024
- Top AI stocks span a broad range of companies from chipmakers to software firms, cloud players, and a range of other tech giants.
- 08/10/2024
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The 3 Best AI Stocks to Buy in August 2024
- Over the past three weeks, the AI bubble has deflated. Investors are demanding a higher return on AI spending, while others like Elliott Management have raised questions on valuations.
- 08/10/2024
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TSM Stock Alert: Why Is Taiwan Semiconductor in the News Today?
- In the world of semiconductor stocks, Taiwan Semiconductor (NYSE: TSM ) remains a top stock investors continue to focus on. There are many reasons for the 64% move in TSM stock on a year-to-date basis.
- 08/09/2024
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Final Trades: JP Morgan Chase, Taiwan Semi and Cheniere Energy
- The Investment Committee give you their top stocks to watch for the second half.
- 08/09/2024
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3 Dynamite Stocks to Load Up On For the Next Major Bull Market Rally
- Long-term stocks, or those that are meant to be held for over a year, let investors ignore daily market fluctuations.
- 08/09/2024
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3 Semiconductor Stocks With Trillion-Dollar Valuation Potential by 2030
- Semiconductor stocks fell from grace in the month of July. After a strong start to 2024, Wall Street began to reprice earnings multiples which have expanded significantly in recent months.
- 08/09/2024
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TSMC (TSM): "The Uptrend is Still in Place"
- The semiconductor stock saw recent ups and downs in the market, but a revenue rise shows strength for the company. Kevin Green talks about how competition is building TMSC's (TSM) uptrend, and what it means for the technology sector.
- 08/09/2024
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Taiwan Semiconductor Sales Soar 45% in July
- Taiwan Semiconductor Manufacturing Co.'s revenue rose 45% in July, accelerating its pace of growth from the June quarter and bolstering hopes for sustained strong demand for artificial intelligence chips from the likes of Nvidia Corp. Mandeep Singh of Bloomberg Intelligence is on "Bloomberg Open Interest." -------- Like this video?
- 08/09/2024
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TSMC July Sales Jump 45%, Buoyed by Strong AI Chip Demand
- Taiwan Semiconductor Manufacturing Co. (TSM), the world's largest contract chipmaker, said July revenue surged 45% year-over-year, showing buoyant demand for the chips that have helped power the artificial intelligence (AI) boom.
- 08/09/2024
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Nasdaq Stock Market Sell-Off: 3 Stocks to Put on Your Buy List
- Alphabet is growing rapidly, but priced in line with the broad market. Taiwan Semiconductor Manufacturing is seeing revenue growth accelerate and its competitive advantages remain impressive.
- 08/09/2024
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TSMC reveals increased demand from the AI sector as July sales soar
- Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted a 45% revenue increase in July as feared slowdown from the artificial intelligence sector singularly failed to materialise. In fact, the performance represented an acceleration of growth compared with the previous quarter, driven by sustained AI demand.
- 08/09/2024
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TSMC Stock Gains After Sales Surge. Why It's Still Shaking Off the Trump Trade.
- Taiwan Semiconductor Manufacturing is still hampered by the former U.S. president's comments on the defense of Taiwan.
- 08/09/2024
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Nvidia Stock Gains. What TSMC's Sales Mean for the Chip Maker.
- Nvidia is dependent on Taiwan Semiconductor Manufacturing to produce its most advanced AI chips.
- 08/09/2024
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3 Chip Stocks to Consider as AI Debate Rages
- Chip stocks have soared in 2024 thanks to optimism surrounding artificial intelligence (AI).
- 08/08/2024
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Prediction: 3 Artificial Intelligence (AI) Stocks That Could Be Worth More Than Nvidia 5 Years From Now
- Taiwan Semiconductor will be a winner regardless of which company's hardware is used. Apple recently went with Alphabet's TPUs instead of Nvidia's GPUs.
- 08/08/2024
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7 Set-and-Forget Retirement Stocks With Potential to Pay You Forever
- More and more Americans are looking for reliable, long-term stocks to bolster their retirement portfolios. While Americans continue to look for ways to retire younger, it is becoming harder to save for retirement.
- 08/07/2024
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The 3 Best Virtual Reality Stocks to Buy in August 2024
- If you want to make money in the market, you can do a lot worse than buying the best virtual reality stocks. Fundamentally, the sector benefits from explosive growth potential.
- 08/07/2024
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Taiwan Semiconductor Q2: Pullback Offers A GARP Opportunity
- TSM Q2 results beat expectations, but the stock price suffered a pullback amid market panic. The price corrections, combined with the growth drivers reported in Q2, made it a strong GARP (growth at a reasonable price) candidate. This sector leader is currently trading at 0.91x PEG (P/E growth ratio).
- 08/07/2024
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
- Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
- 08/07/2024
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4 Solid Semiconductor Stocks to Buy on Accelerating Sales
- Stocks like Taiwan Semiconductor Manufacturing Company Limited (TSM), RF Industries, Ltd. (RFIL), Micron Technology, Inc. (MU) and Applied Materials, Inc. (AMAT) are poised to benefit from the jump in semiconductor sales.
- 08/07/2024
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Recession-Resilient Asian Stock Picks: TSMC, SK Hynix Among This Analyst's Top 10
- In a market landscape clouded by recession fears, sell-offs and rebounds, Macquarie has identified 10 Asian stocks it believes are primed for a comeback.
- 08/07/2024
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TSMC: A Huge Opportunity To Buy The Crown Jewel Of Semiconductors
- TSMC is an undervalued giant with a deep moat. As a market leader with 62% share, it has the most advanced technological process leadership. Its constant innovation and process leadership is a virtuous circle with all its fabless design partners.
- 08/07/2024
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Where Will TSMC Stock Be in 5 Years?
- TSMC's revenue growth could accelerate in the future thanks to the secular growth in the semiconductor market. The stock has outperformed the broader market handsomely in the past five years, a trend that's likely to continue in the next five years as well.
- 08/07/2024
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Semiconductor Sales Gain Momentum: 4 Growth Stocks to Buy Now
- Semiconductor providers like TSM, PI, CRUS and MU are riding on strong year-over-year sales growth, driven by strong demand for semiconductor components.
- 08/06/2024
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Why Nvidia, Taiwan Semiconductor Manufacturing, Arm Holdings, and Other Artificial Intelligence (AI) Stocks Rallied on Tuesday
- Investors had begun to wonder if the pace of AI adoption would continue after a relentless run over the past year. These fears have weighed on AI-related stocks in recent weeks, sending many of them lower.
- 08/06/2024
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7 Undervalued Stocks That Wall Street Is Mistakenly Ignoring
- While the idea of betting on a strong enterprise in the hopes that it will rise even higher is a valid one, arguably most investors prefer the opposite concept: finding undervalued stocks – especially those that Wall Street may be ignoring – that have a chance of shocking everyone. It's a riskier approach, to be sure.
- 08/06/2024
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3 Top Artificial Intelligence Stocks to Buy in August
- Nvidia is an AI leader that continues to innovate. AI is fueling AMD's data center revenue growth.
- 08/06/2024
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Opinion: This Is the Best Artificial Intelligence (AI) Stock to Buy Right Now
- TSMC is already working on its next chip generation. Management raised revenue guidance during its last quarter.
- 08/06/2024
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AI Frenzy is Not Over: 5 Stocks in Focus at Lucrative Valuation
- The recent meltdown has made several AI bigwigs attractive. Five such stocks are: TSM, NVDA, SMCI, MU, SNOW.
- 08/05/2024
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AI Stock Sell-Off: 3 Tech Stocks to Buy Now
- Taiwan Semiconductor is seeing accelerating revenue growth driven by advanced chips. Alphabet fell on its recent earnings report despite strong results.
- 08/05/2024
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Why You May Be a Taiwan Semiconductor Stock Investor Without Even Knowing It
- TSMC is not the only chip stock facing geopolitical risks. The company has typically traded at a lower valuation than its largest customers and will likely continue to do so.
- 08/05/2024
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The Top 3 Semiconductor Stocks to Buy Now: Summer 2024
- Semiconductor stocks have been obliterated in recent weeks. True, the painful summertime tumble may be an excellent opportunity to buy at a slight discount.
- 08/05/2024
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Apple Could Help Add These 2 Unstoppable Stocks to the $1 Trillion Club
- Apple could have a strong second half of the year as it launches new AI features across its devices. Apple's outperformance could help push one big Apple investor to a new all-time high.
- 08/05/2024
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Taiwan Semiconductor: 2nm May Be A Growth Driver, Buy The Meltdown
- TSM has proven yet again why it is the clear global foundry winner during the AI boom, as observed in its growing wins, expanding gross margins, and higher market shares. Combined with the excellent 2nm demand/ yields and raised capex guidance, it is apparent that we remain in the early innings of sustainable growth. The recent meltdown has been great indeed, offering the chance for opportunistic investors to add/ dollar cost average with AI-related demand still structurally robust.
- 08/02/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 08/02/2024
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Intel's Plunge Marks a Shift for Chip Stocks. What It Means for AMD, Qualcomm and TSMC.
- Intel's issues should be good news for rivals such as Advanced Micro Devices, Qualcomm and Taiwan Semiconductor Manufacturing.
- 08/02/2024
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My Top 4 Stocks to Buy in August
- Taiwan Semiconductor is dominating the chip market. Alphabet has seen some weakness after its Q2 results.
- 08/02/2024
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Intel's 22% share plunge drags down global chip stocks from TSMC to Samsung
- Global semiconductor stocks fell on Friday after a lackluster set of results from U.S. chip firm Intel sent its shares cratering, and a global market sell-off weighed on tech names. Intel shares fell more than 20% in premarket trade in the U.S. on Friday, after the company reported a big miss on earnings in the June quarter and said that it would lay off over 15% of its employees.
- 08/02/2024
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5 Top-Ranked Dividend Stocks for Growth of Your Portfolio
- HCA Healthcare (HCA), Taiwan Semiconductor (TSM), H&R Block (HRB), Leidos Holdings. (LDOS) and The TJX Companies (TJX) could be solid choices for your portfolio.
- 08/01/2024
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Here Is What Top Semiconductor Stocks Said About Artificial Intelligence (AI) Demand -- Is It Really an AI Bubble?
- How much demand is there for AI solutions?
- 08/01/2024
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TSMC Sparks Patriotic Spirit of Taiwan Investors
- TSMC has seen a record number of retail shareholders this year, as more Taiwanese investors believe the chipmaker's success will determine the island's ability to fend off China. Some investors have even dubbed TSMC a "holy mountain" that safeguards Taiwan.
- 08/01/2024
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The 3 Best Chip Stocks to Buy Amid the Ongoing Correction
- The market rotation out of AI winners (mostly chip stocks) has gotten extreme in recent days. This change in investor sentiment comes after a period of significant outperformance by these companies, including the best chip stocks like Nvidia (NASDAQ: NVDA ), AMD (NASDAQ: AMD ), Broadcom (NASDAQ: AVGO ) and Micron Technology (NASDAQ: MU ), particularly over the past 12 to 18 months.
- 07/31/2024
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Is Taiwan Semiconductor a Buy? The Risks & Catalysts for TSM Stock.
- Taiwan Semiconductor Manufacturing (NYSE: TSM ), the world's largest chip manufacturer, reported very strong second-quarter results and is clearly benefiting tremendously from the proliferation of artificial intelligence. Moreover, the valuation of Taiwan Semiconductor stock is undemanding while the firm has multiple, strong, positive catalysts.
- 07/31/2024
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Apple, Nvidia Supplier TSMC Is Surging Higher In Wednesday's Premarket: Here's Why
- Shares of Apple, Nvidia supplier Taiwan Semiconductor Manufacturing Co. Ltd. TSM are rising solidly higher in premarket trading on Wednesday.
- 07/31/2024
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TSMC: Multiple Growth Drivers Ahead
- TSMC reported strong 2Q24 results, exceeding guidance and consensus expectations. Outlook also beat expectations, with revenue outlook in USD terms raised. TSMC expects strong structural AI demand and cyclical smartphone demand to drive second half of 2024.
- 07/31/2024
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Forget Nvidia: 2 Tech Stocks to Buy Instead
- Nvidia relies heavily on TSMC for its GPU manufacturing. TSMC expects AI chips to be around 20% of its total revenue within the next five years.
- 07/31/2024
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TSMC, Broadcom, Intel Stocks Rise. 3 Reasons the Chip Companies Are Moving.
- Semiconductor companies were digesting good news from both earnings and geopolitics.
- 07/31/2024
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7 Stocks Set for a Major Bull Run
- Understanding companies' fundamentals is vital for evaluating top stocks to buy. It helps one to make sharp investment decisions based on financial health, growth potential and competitive advantages.
- 07/31/2024
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3 Powerhouse Growth Stocks to Load Up On During This Bull Market Cycle
- Growth stocks, known for rapid expansion and solid market positions, have outperformed for years. Despite not being market leaders yet, they possess the potential to dominate.
- 07/31/2024
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Is Taiwan Semiconductor Manufacturing (TSMC) a Buy on the Dip?
- TSMC is the world's leading semiconductor contract manufacturer. The company has benefited from the rise in demand for AI-related chips.
- 07/30/2024
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Unlocking the Next 3 Trillion-Dollar Stock Opportunities
- In 2008, Apple (NASDAQ: AAPL ) became the first U.S.-traded company to reach a $1 trillion market valuation. Today, there are seven trillion-dollar companies, mostly in tech.
- 07/30/2024
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7 Top Tech Stocks to Buy and Hold for the Long Haul
- Investing in the technology sector continues to be an excellent choice overall. This chart shows the sector-by-sector returns from the S&P 500 between 2009 and 2023.
- 07/30/2024
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Alphawave Semi Launches Industry's First 3nm UCIe IP with TSMC CoWoS Packaging
- LONDON & TORONTO--(BUSINESS WIRE)--Alphawave Semi (LSE: AWE), a global leader in high-speed connectivity and compute silicon for the world's technology infrastructure, has launched the industry's first 3nm successful silicon bring-up of Universal Chiplet Interconnect Express (UCIe™) Die-to-Die (D2D) IP with TSMC's Chip-on-Wafer-on-Substrate (CoWoS®) advanced packaging technology. The complete PHY and Controller subsystem was developed in collaboration with TSMC and targets applications such as.
- 07/30/2024
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Q3's Rising Stars: 3 Tech Stocks for Your Must-Watch List
- Tech stocks have consistently been in the spotlight over the past couple of years, driving the bulk of the market's bullish rally with remarkable advancements in AI, in particular, fueling innovation and growth. As we move further into Q3, tech stocks are expected to remain highly popular, bolstered by the sector's robust growth despite the still somewhat shaky macroeconomic environment.
- 07/29/2024
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Nvidia Stock, 3 Other Semiconductor Names Falter, But Analysts Remain Bullish
- Nvidia stock remains below a closely watched moving average but analysts raised their annual profit estimates on the chip and AI leader.
- 07/29/2024
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Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Be the Best Chip Company to Own Over the Next Decade (Hint: Not Nvidia)
- Many chipmakers rely on Taiwan Semiconductor's fabrication processes to bring their chips to life. Given the potential of AI-powered chips, TSMC's best days appear very much to be ahead.
- 07/29/2024
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Why Taiwan Semiconductor (TSM) Stock Is a Must-Buy on the Dip
- TSM is the largest chip-set manufacturer for NVDA, AMD, AAPl, INTC, AVGO.
- 07/29/2024
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3 Semiconductor Stocks to Buy on the Dip: July 2024
- Markets have been a bit chaotic over the last few days. That's because investors have been rotating out of blistering-hot tech stocks, like Nvidia (NASDAQ: NVDA ), Microsoft (NASDAQ: MSFT ), Apple (NASDAQ: AAPL ) and other top semiconductor stocks in favor of small-cap stocks.
- 07/29/2024
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Chip Dip: Is Now the Time to Buy These 3 Semiconductor Stocks?
- Shares in chipmakers and the semiconductor sector have recently experienced a significant pullback. The VanEck Semiconductor ETF NYSE: SMH, a leader with over 37% gains year-to-date, has entered correction territory, falling over 15% from its 52-week high.
- 07/29/2024
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This Undervalued Stock Could Join Alphabet in the $2 Trillion Club
- Averaging just above 8.5% annual returns could get TSMC in the $2 trillion club. TSMC's business segment, which contains its AI-related revenue, increased 28% from the previous quarter.
- 07/28/2024
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Here's Why Taiwan Semiconductor Is a Screaming Buy After Its Recent Pullback
- TSMC reported a blowout quarter with strong growth. Donald Trump's comments on Taiwan sank the stock to its lows.
- 07/28/2024
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Why Call Options Volume for These 2 Stocks Spiked Together
- Owning stock gives investors a one-for-one behavior in the underlying stock, and that's good enough when there is a longer timeframe. But it won't cut it for big traders looking to quickly get a hit-and-run stock move.
- 07/27/2024
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3 Iconic Companies to Buy Stock in After Earnings
- Glancing at the Zacks Rank #1 (Strong Buy) list, the stocks of three iconic companies are standing out after they were able to exceed Q2 earnings expectations.
- 07/26/2024
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TSM Stock Analysis: Why You Should Wait for Taiwan Semiconductor to Drop to $150
- Leading contract chip manufacturer Taiwan Semiconductor Manufacturing (NYSE: TSM ) has undeniably been a market darling so far in 2024. The stock's ascent to an all-time high of $193.47 on July 11 shows its dominant position in the global chipmaking landscape.
- 07/26/2024
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What's Going on With Taiwan Semiconductor Stock?
- Taiwan Semiconductor is one of the largest suppliers of the AI industry.
- 07/26/2024
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7 Fantastic Forever Stocks to Buy and Never Let Go
- Investing in the stock market requires a strategic approach. Especially when one is aiming for long-term financial growth and stability.
- 07/26/2024
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This Undervalued Stock Could Join Nvidia in the Trillion-Dollar Club
- Investors looking for a cheaper alternative to Nvidia should consider taking a closer look at its key manufacturing partner, TSMC. TSMC's latest earnings report suggests the growing demand for AI chips is set to drive solid growth for the company.
- 07/26/2024
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3 Promising Semiconductor Stocks to Scoop Up in July 2024
- Semiconductor stocks are about to take off in a big way! The semiconductor sector is poised for an exciting resurgence in 2024, powered by advances in artificial intelligence (AI).
- 07/25/2024
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Got $3,000? 2 Artificial Intelligence (AI) Stocks to Buy and Hold for the Long Term.
- TSMC's semiconductors are the foundation of GPUs that train and deploy AI models. High-power computing sales (including AI chips) were 52% of TSMC's revenue in the last quarter.
- 07/25/2024
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TSMC: Buy Status Vs. Rising Geopolitical Risks
- TSMC reported strong Q2 2024 results with revenue exceeding our expectations, driven by demand for advanced chips. Revenue structure showed growth in HPC segment and decline in Smartphone segment. TSMC is struggling to keep up with the influx of demand for its products, and the company's production capacity will be fully utilized until the end of 2025.
- 07/24/2024
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Why Artificial Intelligence (AI) Chip Stocks Broadcom, Taiwan Semiconductor Manufacturing, and Arm Holdings Plunged Today
- Big tech earnings may have disappointed some, despite still being pretty good. Commentary on AI spending remains positive, but investors may fear the good times won't last.
- 07/24/2024
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Don't Be Left Behind! 3 AI Stocks Powering the Technological Revolution
- Make no mistake about it — artificial intelligence is powering a technological revolution. Humans now interact with machines and solve problems in ways we never have before.
- 07/24/2024
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TSM Bullish Signal, MSFT Strong Fundamentals, PANW Earnings Selloff
- TSMC (TSM), Microsoft (MSFT), and Palo Alto Networks (PANW) are today's Big Three. Joe Tigay and Ben Lichtenstein discuss how to trade and the technical trends of these stocks.
- 07/23/2024
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3 Stocks the Biggest Hedge Funds Are Buying Now: July 2024
- “Show me the money!” The popular catchphrase shouted by Tom Cruise's character in the movie Jerry Maguire is very relatable to investing.
- 07/23/2024
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Why Chip Stocks Bounced Higher on Monday
- Last week's price declines across the chip sector saw reverses that were at times dramatic on Monday. This was aided by several positive analyst notes.
- 07/22/2024
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3 Tech Stock Giants Poised for Second-Half Domination
- Tech stocks dominated the first half of 2024 with the Nasdaq Composite index rising 20% in the year's first six months. Will the domination continue in the coming six months?
- 07/22/2024
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ETFs in Focus Post TSMC's Q2 Earnings Beat
- Taiwan Semiconductor beat estimates for the top and the bottom lines on surging demand for advanced chips used in AI applications. The chipmaker lifted revenue growth projects for the full year, reflecting its confidence in the longevity of the global AI spending boom.
- 07/22/2024
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TSMC: Never Bet Against The AI Foundry Leader (Upgrade)
- TSMC is the leading AI foundry in the semiconductor industry. It dominates AI semiconductor manufacturing with over 90% market share in the leading process nodes. TSMC's capacity utilization is expected to remain tight through 2026, bolstering its operating performance.
- 07/22/2024
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Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
- The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
- 07/22/2024
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3 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $200 Right Now
- Spending on generative AI will increase 20x over the next decade, creating tons of opportunities. Companies with sticky products and competitive advantages should be long-term winners.
- 07/22/2024
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Taiwan Semiconductor Q2 Earnings: High Utilization Rate Could Boost Gross Margin
- TSM exceeded revenue and GAAP EPS expectations in 2Q FY2024, despite a muted stock reaction due to a broad-based pullback in the semiconductor sector. Management provided a strong growth outlook driven by increasing AI demand, with continued margin expansion and a long-term goal of approaching 60% in gross margin. While the start of production at two overseas fabs next year is expected to impact gross margins by 2-3%, the recent high-NA EUV deal with ASML should improve utilization rates.
- 07/22/2024
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Trump Needs to Understand These 4 Numbers About Taiwan Semiconductor
- Taiwan Semi might just be the most important supplier of technology on the planet.
- 07/22/2024
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TSMC's Q2 Earnings: Solid Result, AI Investing Sentiment Cools
- TSMC's Q2 earnings suggests an uptick from 2023 levels with a possible attainment of 2022 revenue highs, if not more. However, AI investment sentiment has been cooling among analysts. At present, commitment levels of $1 trillion, the question remains as to what benefits are feasible. Relative to its clients Nvidia and AMD, TSMC's position as a manufacturer makes it a suitable "risk-off" alternative to other risky overhyped AI stocks.
- 07/22/2024
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3 Semiconductor Stocks That Could Grow Your Wealth
- Semiconductors continue to have outsized importance in the modern world. Microchips and processors power everything from our refrigerators and cars to our smartphones and computers.
- 07/20/2024
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My Taiwan Semiconductor Stock Buy Recommendation
- Taiwan Semiconductor is working on innovative technologies that could accelerate the effectiveness of artificial intelligence.
- 07/20/2024
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TSMC Is A Stellar Bargain, Buy The Fear
- Chip companies have experienced significant selling pressure in the last couple of days. Nonetheless, TSMC reported strong financial results for Q2'24, driven by AI demand, especially in the HPC segment. TSMC also submitted a strong outlook for Q3'24, in terms of both revenues and gross margins, indicating that the demand situation for semiconductors is very robust.
- 07/20/2024
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First Rotation. Then Liquidation.
- We've seen some wild market action so far in July! First, we had former leaders like “Big Tech” getting sold, while former laggards like small caps were getting bought.
- 07/19/2024
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If You Can Only Buy One Tech Stock In July, It Better Be One Of These 3 Names
- The tech industry has posted market-beating results in 2024, posting year-to-date returns of 28.33%, beating the S&P 500, which gained 17.73% in the same period. If you have not invested in any tech stock, this is a great time to do so, as tech stocks continue to rise in price.
- 07/19/2024
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3 Underrated AI-Leveraging Tech Stocks to Watch in 2024
- With the artificial intelligence (AI) trade suddenly and viciously pulling the brakes over the past week, dip-buyers may finally have their chance to pounce. Indeed, the latest pullback in the Nasdaq 100 may still have room to go as investors dig deeper into a worst-case scenario for semis should geopolitical tensions begin to mount.
- 07/19/2024
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Taiwan Semiconductor Sees Boost from 3nm and 5nm Nodes, Analyst Highlights Q3 Outlook
- Needham analyst Charles Shi reiterated a Buy rating on Taiwan Semiconductor Manufacturing Co TSM with a price target of $210.
- 07/19/2024
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TSMC (TSM) Moves to Strong Buy: Rationale Behind the Upgrade
- TSMC (TSM) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
- 07/19/2024
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TSM Stock Analysis: New Highs Should Be No Surprise for Taiwan Semi Investors
- Don't miss out on the booming market for AI hardware. You can start by conducting your due diligence on Taiwan Semiconductor (NYSE: TSM ) and then taking a small position in Taiwan Semi stock, if you don't have one already.
- 07/19/2024
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Semiconductor Giant Posts Big Earnings Beat, but Shares Stay Flat
- Taiwan Semiconductor Manufacturing NYSE: TSM, known by the acronym TSMC, is the world's second-largest company in the semiconductor industry. Let's examine TSMC's operations and review the company's earnings release.
- 07/19/2024
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TSMC Profit Soars. Is Now a Great Time to Buy the Stock?
- TSMC reported strong Q2 results and increased its full-year guidance. However, the stock remained under pressure due to geopolitical worries.
- 07/19/2024
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Blackwell Demand to Benefit Both Nvidia and Taiwan Semiconductor. Is It Time to Buy Both Stocks?
- Multiple reports cited strong demand for Nvidia's Blackwell chips. Both Nvidia and TSMC should benefit from better-than-expected Blackwell demand.
- 07/19/2024
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Analysts revise TSMC stock price target
- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) surpassed revenue and profit expectations in the second quarter due to demand for advanced chips in artificial intelligence (AI) applications.
- 07/19/2024
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3 Semiconductor Stocks That Could Be Multibaggers in the Making: July Edition
- Semiconductor stocks have made lucrative investments over the past 12 months. Secular tailwinds, including the artificial intelligence (AI) craze and the consumers returning to spend on consumer electronics, could extend that rally.
- 07/19/2024
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3 Chip-Related Stocks to Buy After Export Restriction Fear Sparks Sell-Off
- With demand remaining strong, the recent sell-off in Nvidia stock looks like a buying opportunity. Arm Holdings should be a beneficiary of a hardware upgrade cycle and a push into the PC market.
- 07/19/2024
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TSMC shares fall nearly 2% even after raising 2024 revenue forecast
- Taipei-listed shares of TSMC fell at the market open on Friday, even after the company raised its full-year revenue forecast and reported a market-beating net profit for the second quarter.
- 07/18/2024
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Why TSMC Stock Gained Despite Huge Sell-Offs for Chip Companies Today
- TSMC posted strong Q2 results and raised its full-year performance targets. But the market's reaction to TSMC's great quarterly results was tempered by geopolitical risks.
- 07/18/2024
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Nvidia rebounds after TSMC says AI chip demand remains strong
- Nvidia shares rose nearly 3% on Thursday, one day after the semiconductor sector's worst performance since 2020. Nvidia's rally comes after TSMC said on Thursday that demand remains high and supply remains constrained for high-end AI chips, which TSMC manufactures for Nvidia.
- 07/18/2024
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Stock Market Today: Dow Sinks 533 Points as Big Banks, Mega Caps Slump
- Goldman Sachs and Apple were two of the worst-performing blue chip stocks on Thursday.
- 07/18/2024
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TSMC (TSM): U.S. Leadership in A.I. is Critical
- TSMC (TSM) is well positioned to provide its services to chip designers, but its geographic location is hurting it, notes Kim Forrest. She and Olivier Blanchard talk about TSMC's earnings and the chip market overall.
- 07/18/2024
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2 Tech Stocks in Focus Amid Sector Rotation
- Investors are rotating out of the tech sector to cyclical stocks that stand to benefit from interest rate cuts , which traders hope will come in September.
- 07/18/2024
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Computer chip stocks plunge as Biden trade controls, Trump's Taiwan remarks rattle investors
- Major computer chip manufacturers like Nvidia and TSMC slumped this week as actions by President Biden and Donald Trump fueled renewed geopolitical concerns among investors.
- 07/18/2024
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TSMC's Q2 Earnings, Revenue Beat Amid AI Chip Boom
- Taiwan Semiconductor Manufacturing Company (TSM) posted second-quarter results that beat analysts' estimates amid surging demand for artificial intelligence (AI) chips.
- 07/18/2024
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Taiwan Semiconductor (TSM) Gains 64.6% YTD: Should You Buy Now?
- Taiwan Semiconductor (TSM) witnesses investor optimism in its stock on the back of its strong positioning in the semiconductor manufacturing field.
- 07/18/2024
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TSMC (TSM) Beats Earnings
- TSMC (TSM) posts an earnings beat and positive guidance. The CFO says that he “expects our business to be supported by strong smartphone and A.I.
- 07/18/2024
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TSMC trades higher on earnings beat, raised outlook
- Shares of Taiwan Semiconductor Manufacturing Company (TSM) rose in early trading on Thursday after posting better-than-expected second quarter results and raising its full-year revenue growth outlook. The report helped boost shares of other chip stocks including Nvidia (NVDA) and Advanced Micro Devices (AMD).
- 07/18/2024
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3 Key Takeaways From TSMC's Q2 2024 Beat And Raise
- Taiwan Semiconductor Manufacturing Company Limited's Q2 beat and raise continues to solidify its path towards a $1 trillion market cap. The robust results and upbeat outlook corroborates sustained demand for HPC hardware given ongoing AI momentum, complemented by a stronger-than-expected cyclical recovery in consumer devices. This continues to highlight competitive value in Taiwan Semiconductor's technology advantage, given its sole capability in producing at the most advanced nodes and packaging processes critical to high-growth innovations like AI.
- 07/18/2024
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Taiwan Semiconductor Crushed It! A Good Sign for Other Semiconductor Stocks?
- Geopolitics will still be a risk but it shouldn't scare away investors.
- 07/18/2024
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TSMC Gains on Q2 Earnings, Revenue Beat Amid AI Chip Boom
- Taiwan Semiconductor Manufacturing Company (TSM) American depositary receipts (ADRs) gained Thursday after the chipmaker reported second-quarter results that beat analysts' estimates amid surging demand for artificial intelligence (AI) chips.
- 07/18/2024
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3 Top Mega-Cap Chip Stocks to Watch for Major Moves
- Uncovering promising chip stocks in the stock market is about picking out winners and keeping an eye on what forces push leading companies toward exponential growth. Three mega-cap giants deliver innovation, resilience, and strategic movement within their respective areas.
- 07/18/2024
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Taiwan Semiconductor Tops Q2 Views Amid Robust AI Chip Demand
- Taiwan Semiconductor Manufacturing beat estimates for the second quarter and guided above views for the current period.
- 07/18/2024
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Chip Stocks: Bargain Buys or Looming Bust?
- The semiconductor industry is the cornerstone of the global economy, underpinning the technology sector with products ranging from smartphones and computers to automobiles and advanced artificial intelligence applications. This sector witnessed a significant surge in stock prices in recent years, fueled by the increasing demand for semiconductors and a global chip shortage.
- 07/18/2024
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Don't buy the dip as the summer slump is officially here, says Goldman strategist
- A modest bounce for the Nasdaq Composite could be in the making for Thursday, following the worst one-day percentage drop for the tech index, as a recent rotation out of its biggest companies got amped by concerns the U.S. would hit tech companies with more China restrictions.
- 07/18/2024
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TSMC Lifts Revenue Outlook on AI Demand Confidence
- Taiwan Semiconductor Manufacturing Co. raised projections for 2024 revenue growth, reflecting its confidence in the longevity of the global AI spending boom. Tom Mackenzie reports on Bloomberg Television.
- 07/18/2024
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Apple, Nvidia Supplier TSMC Stock Rises In Thursday's Premarket After Crashing 8% In Last Session: What's Driving The Rebound?
- Shares of Taiwan Semiconductor Manufacturing Company Ltd. TSM, the world's largest contract chipmaker and a major Apple and Nvidia supplier, bounced back strongly in premarket trading on Thursday after the nearly 8% plunge seen in the previous session,
- 07/18/2024
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Taiwan's TSMC says net profit rose 36% in second quarter
- Taiwanese chip giant TSMC said Thursday net profit jumped 36 percent in the second quarter of 2024, buoyed by global demand for generative artificial intelligence products.
- 07/18/2024
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TSMC results show AI chip demand remains high
- Taiwan Semiconductor Manufacturing Company, the global leader in microchip manufacturing, increased its revenues by more than 40% year on year in the second quarter. According to a trading update published on Thursday, the Taiwanese tech titan brought in more than US$20 billion on a 53% margin in the three months ending 30 June.
- 07/18/2024
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TSMC second-quarter profit beats expectations as AI chip boom continues
- Surging demand for advanced chips used in AI applications has boosted TSMC's Taiwan-listed shares by nearly 70% so far this year. "The demand for generative AI is surging in the cloud and at the edge.
- 07/18/2024
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TSMC Q2 profit rises 36%, better than forecast
- Taiwanese chipmaker TSMC posted a 36% rise in second-quarter net profit on Thursday that beat market expectations as it rides a surge in demand for semiconductors used in artificial intelligence applications.
- 07/18/2024
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TSMC set to report strong profit; stock pressured by Trump comments
- Taiwan Semiconductor Manufacturing Co , the dominant producer of advanced chips used in artificial intelligence (AI) applications, is expected to report a 30% jump in second-quarter profit on Thursday thanks to soaring demand.
- 07/17/2024
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TSMC is not going anywhere anytime soon, analyst says
- The tech-heavy Nasdaq Composite (^IXIC) continues to slide as semiconductor stocks takes a hit from potential plans from the Biden administration to impose stricter restrictions around AI chip exports to China. Former President Donald Trump also made comments to Bloomberg about potentially making Taiwan pay for US defense.
- 07/17/2024
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Why TSMC is dominating in the semi space
- CNBC's Seema Mody with Wedbush's Matt Bryson, joins 'Power Lunch' to discuss the semiconductor chip smackdown.
- 07/17/2024
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Why are chip stocks down? TSMC and Nvidia shares slump after Trump's Taiwan comments, reports of new China restrictions
- Share prices in major semiconductor companies are down across the board in premarket trading this morning. That includes shares in Taiwan Semiconductor Manufacturing Company (TSMC), which fabricates the chips used in Apple's iPhones, and Nvidia Corporation, which makes the chips that power AI platforms like ChatGPT.
- 07/17/2024
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TSMC Heads Into Earnings. Politics Loom in the Background.
- Wall Street thinks rising demand for artificial-intelligence chips will boost Taiwan Semiconductor Manufacturing.
- 07/17/2024
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Taiwan Semiconductor Charts Show Mixed Signals As Q2 Earnings Loom: What To Expect
- Taiwan Semiconductor Manufacturing Co. Ltd. TSM is announcing its second-quarter earnings on Thursday.
- 07/17/2024
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How Donald Trump Rocked Taiwan Semi (TSM) Stock Today
- The world's largest computer chipmaker, Taiwan Semi (NYSE: TSM ), is one of the top trending stocks today, and TSM stock is retreating 6.6% in early trading. Former President Donald Trump, who recently officially became the Republican nominee for president, said that Taiwan should pay the U.S. for defending the island.
- 07/17/2024
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Here's Why Taiwan Semiconductor Is Up 63% in the First Half of 2024
- Taiwan Semiconductor published impressive results as the semiconductor industry entered a cyclical rebound phase. Taiwan Semi manufactures microchips for several of the largest semiconductor and technology companies in the world.
- 07/17/2024
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Why American firms rely on TSMC to make their chips
- Donald Trump has said that Taiwan should pay the U.S. for defense. He also claimed Taiwan had taken "about 100%" of America's chip business, according to a Bloomberg report.
- 07/17/2024
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Is It Too Late to Buy Taiwan Semiconductor Manufacturing Stock?
- Taiwan Semiconductor is a key partner for many big tech companies. Management is guiding for 15% to 20% annualized revenue growth over the next several years.
- 07/17/2024
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TSMC Stock Falls. Why Trump Is a Threat to the Chip Maker.
- TSMC shares fell Wednesday, weighing on other chip stocks like Nvidia and AMD.
- 07/17/2024
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US to award Taiwan's GlobalWafers up to $400 mln to boost semiconductor wafer production
- The U.S. Commerce Department said on Wednesday it planned to award Taiwan's GlobalWafers up to $400 million in government grants to significantly increase production of silicon wafers.
- 07/17/2024
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Trump says Taiwan should pay the U.S. for defense; shares of chip giant TSMC fall
- Donald Trump said he thinks Taiwan should pay the U.S. for defense claiming the country "doesn't give us anything." Trump appeared to link his comments to Taiwan's semiconductor industry which is one of the most advanced in the world saying it took "about 100%" of America's chip business.
- 07/17/2024
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TSMC shares fall more than 2% after Trump says Taiwan should pay for defence
- Shares of contract chip manufacturer TSMC fell more than 2% on Wednesday after U.S. presidential candidate Donald Trump said Taiwan should pay for defence.
- 07/16/2024
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Nvidia Chipmaker, Netflix Stock and Amazon Are Fund Favorites
- Nvidia's chipmaker, Netflix stock and Amazon are fund favorites. Amazon Prime Day kicks off today, and Netflix earnings are this week.
- 07/16/2024
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Should You Buy Taiwan Semiconductor (TSM) Stock Ahead of Q2 Earnings?
- Taiwan Semiconductor (TSM) presents a solid investment opportunity ahead of second-quarter earnings on the back of strong fundamentals.
- 07/16/2024
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3 Semiconductor Stocks to Buy in 2024 as the Sector Marches on
- Taiwan Semiconductor (TSM), Micron (MU) and Cirrus Logic (CRUS) are three semiconductor stocks that should do well in 2024 as the semiconductor boom continues.
- 07/16/2024
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3 Long-Term Stocks to Buy Now: Q3 Edition
- The third quarter of 2024 will be a watershed moment for Wall Street. Expectations of Federal Reserve rate cuts are growing, opening the door to greater investor optimism.
- 07/16/2024
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Nvidia Stock Falls Again. How TSMC, ASML Can Boost AI Chips Sector.
- The market leader's shares have paused their rally over the past month but catalysts could come from elsewhere.
- 07/16/2024
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7 Top-Quality Stocks to Buy Now: July 2024
- Investors should look for top-quality stocks for the remainder of the year. With plenty of uncertainties, a nearing presidential election, geopolitical issues, and a lack of a clear economic trajectory, you want to make sure the stock you're jumping into is top-quality and fundamentally solid.
- 07/15/2024
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3 Overlooked Stocks Ready to Heat Up This July
- A sea change in the market might be starting to occur. The June Consumer Price Index showed that inflation in the U.S. declined to an annualized rate of 3%, its lowest level in three years.
- 07/15/2024
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3 AI Stocks Ready to Come Out of the Shadows and Shine
- Investors are increasingly drawn to hot AI stocks amid rapid industry innovation and market growth. The overall AI space is predicted to soar from a $196.6 billion market in 2023 to more than $1.8 trillion by 2030.
- 07/15/2024
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Taiwan Semiconductor Is Overvalued Amid AI Exuberance
- Toward the end of 2022 and throughout 2023, Taiwan Semiconductor Manufacturing Co. Ltd. (TSM, Financial) was trading at exceptionally attractive valuations.
- 07/15/2024
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2024 Is Halfway Over. Here Are My Top 5 Stock Picks to End the Year
- Many companies aren't trading at the sky-high premiums of some big tech stocks. Some stock prices are still below multiyear levels.
- 07/15/2024
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Dear Taiwan Semiconductor Stock Fans: Mark Your Calendars for July 18
- Was anyone really shocked by Taiwan Semiconductor Manufacturing's (NYSE: TSM ) strong second-quarter report? It should have been a given that Taiwan Semiconductor stock would blow past expectations.
- 07/15/2024
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7 Semiconductor Stocks Surging on the Back of the Tech Boom
- These days, you don't need much extra motivation to consider the bullish case of surging semiconductor stocks. Yes, the spotlight is on the individual innovations, such as artificial intelligence or automated mobility.
- 07/15/2024
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7 Semiconductor Stocks That Could Make You a Millionaire
- Semiconductor companies have been powerful performers. There are lots of chip specialists besides Nvidia to learn about.
- 07/15/2024
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TSMC: Crushing Sales Targets Ahead Of Q2 Earnings
- Last week, Taiwan Semiconductor Manufacturing released its June revenue report. The report showed 33% revenue growth--well ahead of expectations. The report bodes well for the company's upcoming July 18 earnings release.
- 07/15/2024
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TSMC second-quarter profit seen jumping 30% on surging AI chip demand
- Taiwan Semiconductor Manufacturing Co , the main producer of advanced chips used in artificial intelligence applications, is expected to report a 30% rise in second-quarter profit on Thursday thanks to soaring demand.
- 07/14/2024
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Wall Street Brunch: Trump 'Fine' After Shooting
- Trump confirms he is "fine" after assassination attempt during rally in Pennsylvania, suspect dead. Global leaders condemn violence, wish Trump speedy recovery.
- 07/14/2024
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Forget Nvidia: 3 Artificial Intelligence (AI) Stocks to Buy Now
- Alphabet's AI products are finally starting to catch on. Taiwan Semiconductor supplies the chips that go into many devices used to power AI.
- 07/14/2024
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Prediction: This Spectacular Semiconductor Stock Will Be Next to Join Nvidia in the Trillion-Dollar Club
- Taiwan Semiconductor Manufacturing plays an important role in helping leading chip designers bring their products to life. The company's revenue is exceeding expectations, and its valuation is approaching $1 trillion.
- 07/14/2024
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Goldman Sachs, Netflix, TSMC, and More Stocks to Watch
- Second-quarter earnings season kicks off with reports from Goldman Sachs, Bank of America, UnitedHealth, ASML, Johnson & Johnson, Domino's Pizza, Netflix, and TSMC.
- 07/14/2024
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Missed Out on Nvidia? Buy Taiwan Semiconductor Manufacturing Instead
- Taiwan Semiconductor Manufacturing is expected to grow rapidly over the next few years. New technology from TSMC will be a game changer in 2025.
- 07/13/2024
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3 Key Earnings Reports to Watch Next Week
- With the 2024 Q2 earnings season kicking into a much higher gear next week, there are several reports investors should keep on their radars, including these three.
- 07/12/2024
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TSMC (TSM) Rises Higher Than Market: Key Facts
- In the latest trading session, TSMC (TSM) closed at $187.34, marking a +1.54% move from the previous day.
- 07/12/2024
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The Next Trillion-Dollar Stocks? 3 Top Contenders to Buy Now
- In the aftermath of Nvidia's (NASDAQ: NVDA ) historic trillion-dollar run, investors are scrambling to find the next potential trillion-dollar stocks to join the club. Quite a few contenders are nearing the mark regarding valuations, but the market cap isn't everything.
- 07/12/2024
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Are You Looking for a Top Momentum Pick? Why TSMC (TSM) is a Great Choice
- Does TSMC (TSM) have what it takes to be a top stock pick for momentum investors? Let's find out.
- 07/12/2024
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Should You Buy Taiwan Semiconductor Stock Before July 18?
- Taiwan Semiconductor is a supplier to some of the largest artificial intelligence companies.
- 07/12/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Soars to 52-Week High, Time to Cash Out?
- TSMC (TSM) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
- 07/12/2024
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TSM, ASML Are Trading Near Highs. Are They A Buy Ahead Of Earnings?
- IBD's Alexis Garcia and Ed Carson preview key upcoming earnings reports from chipmakers Taiwan Semiconductor and ASML as well as streaming giant Netflix. New to trading?
- 07/12/2024
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Taiwan Semiconductor: Why I Am Buying The Top
- TSMC reported strong sales growth of over 40% YoY in 2Q24, exceeding expectations and indicating a solid earnings report. Majority of TSMC's net sales come from high-performance computing industry, with demand for 5 nanometer chips driving growth. TSMC's accelerating sales momentum and potential for record-breaking earnings in 2Q24 make it an attractive investment opportunity.
- 07/12/2024
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Sales Breakout Sends This Semiconductor Stock to Record High
- Investors will find that most of the market's attention has centered on today's technology sector, particularly stocks dealing with artificial intelligence and its growing adoption throughout the global economy. For better reference, investors can dig into the VanEck Semiconductor ETF NASDAQ: SMH to filter out their picks further.
- 07/11/2024
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TSMC: Taiwan Discount
- Taiwan Semiconductor Manufacturing Company Limited reports strong revenue growth for June, up 33% YoY, with booming demand for AI chips. The company is likely to easily top Q2 '24 EPS targets of $1.41 after a big revenue beat. Despite a massive rally, the stock still trades discounted at 21x boosted '25 EPS targets due to fears of a China invasion of Taiwan.
- 07/11/2024
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There's a very short window to bet against the dollar, says Goldman Sachs.
- Should inflation behave as economists expect, there may be a window — a very brief window — to bet against the U.S. dollar DXY. That's the conclusion of Karen Reichgott Fishman, senior currency strategist at Goldman Sachs.
- 07/11/2024
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Markets in 3 Minutes: The TSMC Juggernaut Keeps on Trucking
- Anna Edwards, Kriti Gupta, and Paul Dobson break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video?
- 07/11/2024
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AI frenzy takes Taiwan's TSMC to record peak, puts it in trillion dollar club
- Taiwan's TSMC scaled a record high on Thursday after posting strong second-quarter revenue on booming demand for AI applications, cementing its position as Asia's most valuable company.
- 07/11/2024
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7 Stocks to Dump Before the AI Bubble Bursts
- The S&P 500 is up more than 50% from 2022 lows. The primary reason for the resilience of the stock market is enthusiasm around AI stocks.
- 07/10/2024
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TSMC (TSM): Explosive Growth for A.I. & Semiconductors
- TSMC (TSM) is leading the chip stocks higher after reporting revenue growth. Matthew Bryson notes that June sales validate better conditions for advanced nodes driven by server demand assuming better demand through year end.
- 07/10/2024
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TSMC (TSM) Sees June & 2Q Revenues Jump
- TSMC (TSM) shares pop as A.I. demand drives sales 40% higher.
- 07/10/2024
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Progress Report: Top 2024 Pick Ready to Run
- Subscribers to Chart of the Week received this commentary on Sunday, July 7.
- 07/10/2024
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Why Taiwan Semiconductor Stock Popped on Wednesday
- TSMC reported a sequential slowdown in sales for the month of June, but a big increase in sales year over year. Year to date, sales are up 28% in comparison to the first half of 2023.
- 07/10/2024
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TSMC Sales Jump 40% On AI Demand, Microsoft And Apple Give Up OpenAI Board Seats, Musk Ditches Oracle
- To gain an edge, this is what you need to know today.
- 07/10/2024
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Nvidia supplier TSMC reports higher revenues than expected
- Shares in the world's largest chip foundry, Taiwan Semiconductor Manufacturing Co (NYSE:TSM), climbed 2.5% in New York after reporting stronger than expected sales, driven by the artificial intelligence (AI) trend. TSMC, which makes chips for Nvidia and others.
- 07/10/2024
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TSMC Jumps on 40% Year-Over-Year Q2 Revenue Increase
- Taiwan Semiconductor Manufacturing Company's (TSM) American depositary receipts (ADRs) rose in intraday trading Wednesday after the chipmaker released revenue figures for June, offering a full picture of the company's second-quarter performance.
- 07/10/2024
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Nvidia Chipmaker Taiwan Semi, Arm Stock Among Best Global Stocks To Watch
- Arm stock and Nvidia chipmaker Taiwan Semiconductor are among the best global stocks to buy and watch on the stock market today.
- 07/10/2024
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Better Artificial Intelligence Stock: TSMC vs. ASML Holding
- TSMC's impressive clientele puts it in a solid position to make the most of the AI chip boom. ASML plays a critical role in the proliferation of AI chips thanks to its advanced equipment.
- 07/10/2024
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Nasdaq Index, Dow Jones, S&P 500 News: TSMC Surges On Strong Q2 Results, Boosting Tech Sector
- Nasdaq 100 climbs on bullish tech sentiment. TSMC gains 2% after strong earnings, Tesla up 1% on analyst upgrade, driving index higher.
- 07/10/2024
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Taiwan Semiconductor Leads Chip Stocks Higher. Sales Show AI Boom Isn't Over.
- Sales at the semiconductor maker rise 33% in June and 40% in the second quarter,
- 07/10/2024
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TSMC outstrips forecasts in posting 40% surge in second quarter sales
- Taiwan Semiconductor Manufacturing Co on Wednesday beat analysts' forecasts in reporting a 40% increase in its second quarter sales on the back of a boom in demand for the advanced microchips required for artificial intelligence technologies.
- 07/10/2024
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TSMC expected to report 32% jump in Q2 revenue on AI boost: Reuters
- Taiwan Semiconductor Manufacturing Company (TSMC) which is the world's largest contract chipmaker is expected to report a 32% increase in revenue for the April-June quarter at T$673.51 billion ($20.67 billion), a Reuters calculations has revealed, on the back of rise in demand for artificial intelligence (AI) applications.
- 07/10/2024
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TSMC Chip Sales Surge on AI Infrastructure Demand
- TSMC's second-quarter sales were buoyed by the AI boom that's fueling data center investment worldwide. The sole supplier of Nvidia and Apple's most advanced chips said revenue for June came to NT$207.9 billion.
- 07/10/2024
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TSMC Q2 revenue handily beats market forecasts
- TSMC , the world's largest contract chipmaker, reported on Wednesday second quarter revenue of T$673.51 billion ($20.67 billion), according to Reuters calculations, handily beating market forecasts.
- 07/10/2024
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3 Hot Semiconductor Stocks That Will Ride the AI Revolution to New Heights
- In the rapidly advancing tech world, semiconductor AI stocks are emerging as pivotal players in market value growth through the development of AI chips and related applications. These companies are riding the AI wave.
- 07/09/2024
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Forget Nvidia: The Artificial Intelligence (AI) Leader's Top Billionaire Seller Is Buying These 4 Supercharged Growth Stocks Instead
- The artificial intelligence (AI) revolution has the potential to boost the global economy by more than $15 trillion in 2030. One of Wall Street's most-prominent billionaire money managers dumped more than 29 million (split-adjusted) shares of Nvidia in the March-ended quarter.
- 07/09/2024
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Chip giant TSMC crosses $1 trillion market cap, riding on the back of Nvidia's gains
- Shares of upstream chip companies TSMC and ASML have surged on the back of Nvidia's gains. TSMC's market cap briefly crossed $1 trillion on Monday.
- 07/08/2024
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Why Taiwan Semiconductor Stock Topped the Market Today
- Investors pushed the global chip maker's share price to a new record high. The company is a key supplier of processors for artificial intelligence developers, a major factor in its recent success and popularity.
- 07/08/2024
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TSMC (TSM) Hits New All-Time High
- Morgan Stanley predicts that TSMC (TSM) will raise its FY sales forecast. Caroline Woods discusses TSMC as it hit a new all-time high today.
- 07/08/2024
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AI boom reshapes Wall Street as TSMC joins trillion-dollar club
- The entry of Taiwanese chip giant TSMC into the elite club of the world's most valuable companies is further proof that the generative AI revolution is shaking up Wall Street.
- 07/08/2024
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Taiwan Semi Stock Is Riding the AI Wave to $1 Trillion
- The chip-manufacturing firm's shares have been lifted, by investor anticipation for the prospects for artificial intelligence, along with shares of Nvidia, a big customer.
- 07/08/2024
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ASML shares touch 1,000 euro mark amid optimism over customer TSMC
- ASML shares briefly crossed the 1,000 euro ($1,084.30) mark for the first time on Monday, an all-time high, following positive research notes on top customer TSMC ahead of both companies' earnings.
- 07/08/2024
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4 Must-Buy Semiconductor Stocks as Sales See Solid Rebound
- Stocks like NVIDIA Corporation, Taiwan Semiconductor Manufacturing Company Limited (TSM), Micron Technology, Inc. (MU) and RF Industries, Ltd. (RFIL) are likely to benefit form the rebound in semiconductor sales.
- 07/08/2024
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Forget the "Magnificent Seven." What About the Incredible Eight?
- Taiwan Semiconductor is a key supplier for every member of the "Magnificent Seven." The growth TSMC will experience in the coming years ranks it above many current members.
- 07/06/2024
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Stock Market Throttles Up As Q2 Approaches; JPMorgan, Inflation, Taiwan Semi In Focus
- The stock market heads into the Q2 reporting season next week. But a couple of key inflation gauges may be the week's real news.
- 07/05/2024
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TSMC's Takeoff: Reasons Why It's Still Not The Top, But Caution Is Warranted
- TSMC's Takeoff: Reasons Why It's Still Not The Top, But Caution Is Warranted
- 07/05/2024
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Why Did Taiwan Semiconductor Stock Rise 15% Last Month?
- TSMC reported impressive monthly sales results in June. One of the company's largest customers also reported impressive quarterly results.
- 07/05/2024
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Nvidia's stock gets a downgrade as AMD, TSMC shares are deemed top plays
- Wall Street analysts are overwhelmingly bullish when it comes to Nvidia Corp.'s stock, but the pack of analysts standing on the sidelines got a tiny bit larger on Friday.
- 07/05/2024
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Big tech is not the haven some claim, so it's time to raise cash, says this hedge fund
- Friday futures action suggests U.S. investors will return from the Independence Day break with stocks striving to register more record highs.
- 07/05/2024
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3 Winners From the Next Massive AI Spending Boom (Hint: It's Not NVIDIA)
- Another week, and more good news for AI investors. Last week it was revealed that memory maker SK Hynix plans to invest $74.6 billion into expanding its capacity to make chips for the AI boom.
- 07/05/2024
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Best Semiconductor Stocks To Buy In July 2024? 2 In Focus
- Semiconductor stocks to keep an eye on in the stock market now.
- 07/05/2024
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2 No-Brainer Billionaire-Owned Stocks to Buy Right Now
- Nvidia should benefit enormously as data centers are remade into AI factories. The soaring demand for advanced chips is also a boon for leading chip foundry Taiwan Semiconductor Manufacturing.
- 07/05/2024
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TSMC hits record high on insatiable AI chip demand
- World-leading microchip foundry Taiwan Semiconductor Manufacturing Company flew to an all-time-high share price of 1,010 new Taiwan dollars (244p/US$31.12) on Thursday. It brings TSMC's year-to-date rally to 70% thanks to an insatiable demand for high-spec artificial intelligence-optimised microchips.
- 07/04/2024
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Apple's New Artificial Intelligence (AI) Features Could Push This Semiconductor Company to a $1 Trillion Valuation
- Apple's new AI features rely entirely on its own silicon chip designs. A strong upgrade cycle could result in more orders for one of Apple's big suppliers.
- 07/04/2024
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3 Augmented Reality Stocks For Your Kids' Kids
- Augmented reality stocks represent companies that superimpose computer-generated images onto the user's view of the real world. It includes more than just images with other sensory elements such as sound.
- 07/03/2024
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Taiwan Semiconductor's Expansion in AI and 2nm Technology Set to Boost Future Growth, Analyst Says
- Taiwan Semiconductor Manufacturing Co TSM will hold a press conference on July 18.
- 07/03/2024
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2 Supercharged Artificial Intelligence Stocks with Room to Run
- Artificial intelligence is taking the world by storm. These two tech companies are widely expected to be prime beneficiaries of this powerful theme.
- 07/03/2024
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The Next Nvidia? Why Taiwan Semiconductor Could Double Your Money by 2024
- Along with Nvidia (NASDAQ: NVDA ) the hardware company that has benefited most from the artificial intelligence trend is arguably Taiwan Semiconductor (NYSE: TSM ). If you feel that you've missed out on the rally in Taiwan Semiconductor stock, think again as there's no limit to how high this stock can go.
- 07/03/2024
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2 No-Brainer Stocks to Buy With Less Than $1,000
- Taiwan Semiconductor Manufacturing benefits from the growing demand for advanced chips used in data centers and for training AI models. Microsoft is gaining share of the cloud computing market as enterprise demand for AI services continues to grow.
- 07/03/2024
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3 Cash-Gushing Giants for Set-It-and-Forget-It Investing
- With an overbought market and prospects of higher-for-longer interest rates, cash-rich stocks are savvy bets at this point. These companies can generate substantial and free cash flows, which stand out as prudent investments.
- 07/02/2024
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3 Rapidly Rising Companies Set to Join the $1 Trillion Club
- Within the technology sector, a few companies are beginning to emerge as future titans. Based on their growth potency, they can be valued at trillions of dollars in the foreseeable future.
- 07/02/2024
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3 Mega-Cap Chip Stocks That Could Make Major Moves Soon
- We all know that Nvidia (NASDAQ: NVDA ) is the top choice among for investors looking at chip stocks in this market. However, this company is far from the only company that stands to benefit from AI-related tailwinds and surging long-term demand expectations.
- 07/02/2024
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The 3 Best Semiconductors Stocks to Buy in July 2024
- The artificial intelligence story has been explosive, creating substantial opportunities for some of the best semiconductor stocks. According to Grand View Research, the global AI boom could grow from about $137 billion in 2022 to more than $1.81 trillion by 2030.
- 07/01/2024
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The 3 Best AI Supply Chain Stocks for Long-Term Exposure
- One way to analyze investments in a particular industry or sector is by understanding the supply chain. Dig deep into a given industry and the power players will soon emerge.
- 07/01/2024
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NVIDIA and TSM Stock: Is Semiconductor Sector Momentum Slowing?
- The semiconductor sector has been a standout performer in 2024, but recent trends suggest that its momentum might be slowing. So, let's examine the overall state of the sector, focusing on the Van Eck Semiconductor ETF NASDAQ: SMH and two leading names: NVIDIA NASDAQ: NVDA and Taiwan Semiconductor Manufacturing Company NYSE: TSM.
- 07/01/2024
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TSMC: Strategic Alliances Lift Stock To New All-Time Highs
- TSMC is poised to capture a significant share of AI-driven value accumulation within the semiconductor industry, a trend that should extend for a few years. As the world's leading foundry service provider, TSMC is benefiting from a multi-year shift towards increased semiconductor content in mobile devices and cloud centers. TSMC's AI revenues are expected to increase from less than $5 billion in 2021 to over $30 billion by 2027.
- 07/01/2024
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Top Growth And Dividend Long-Term Stocks For Mid-Year 2024
- The Top Dividend Growth stock model aims to deliver optimal total return with reliable growth factors and high dividends for higher profitability long-term. Only one stock of the 15 largest Mega Cap stocks with +61.5% YTD returns offers a dividend yield above 2%, impacting total return and growth factors. Since 2020 inception, the Growth & Dividend portfolio model has delivered +15.28% average returns and compounded returns of +103.66%, well above the S&P 500.
- 06/30/2024
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Taiwan Semiconductor's Price Hikes Are Here - Bullish Prospects Ahead
- NVDA's recent beat and raise performance has further buoyed multiple generative AI stocks, TSM included, with the latter running away from its 50/ 100/ 200 day averages. This is further aided by the foundry's projected price hikes from 2025 onwards, with the fully booked 3nm capacity underscoring its robust intermediate term prospects. Even so, with a capacity glut potentially occurring from 2025/ 2026 onwards as multiple foundries ramp up productions, we urge readers to temper their intermediate-term expectations.
- 06/29/2024
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The 3 Smartest Semiconductor Stocks to Buy With $500 Right Now
- Semiconductors power many devices and appliances that we use every day. They form the bedrock for smartphones, computers, cars, refrigerators, and other essentials.
- 06/28/2024
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Halfway Into 2024, Taiwan Semiconductor Manufacturing Remains the Most Underrated AI Stock. Here's Why.
- TSMC is responsible for around 90% of AI chip manufacturing. AI-related revenue could be around 20% of TSMC's total revenue in five years.
- 06/28/2024
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1 Unstoppable Stock That Could Join Microsoft, Apple, Nvidia, Alphabet, Amazon, and Meta in the $1 Trillion Club
- The need for AI-centric processors has taken off over the past year or so. Taiwan Semiconductor is the foundry trusted by the biggest names in AI and is well positioned to prosper from these secular tailwinds.
- 06/28/2024
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Too Late to Buy Nvidia? 3 Stocks to Double Down on Instead.
- Is the AI rally over for Nvidia (NASDAQ: NVDA )? The dominant AI chipmaker has fallen 10% from its all-time high and has now slipped back to the third most valuable stock on the market behind Microsoft (NASDAQ: MSFT ) and Apple (NASDAQ: AAPL ).
- 06/27/2024
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Taiwan Semiconductor Stock Alert: Buy This Picks-and-Shovels AI Play Now!
- If there really is a “new industrial revolution” underway, then investors will want to buy Taiwan Semiconductor Manufacturing (NYSE: TSM ) now. This is the top picks-and-shovels play for AI chip stocks and it offers a compelling growth opportunity.
- 06/27/2024
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This pioneering JPMorgan portfolio manager says it's a lot easier these days to find market losers
- A bearish Thursday is lining up, with some blaming AI play Micron Technology, whose expectations didn't meet lofty Wall Street hopes, which follows some Nvidia wobbles earlier in the week.
- 06/27/2024
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What Is the Dividend Payout for Taiwan Semiconductor Manufacturing?
- Taiwan Semiconductor pays out a little more than a third of earnings as a dividend, yielding 1.05% today. While growth was mild in 2023, the dividend is poised to grow 20% this year.
- 06/27/2024
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The Next 7 Trillion-Dollar Stocks to Buy: June 2024 Edition
- At the time of writing, there are precisely seven trillion dollar stocks overall. One of them, Saudi Aramco, doesn't trade in US markets.
- 06/26/2024
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Forget Just 1 AI Stock: This Trio Could Power Your Portfolio's Future
- Taiwan Semiconductor is a leader in chip production. Alphabet's AI tools are being deployed in multiple areas.
- 06/26/2024
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1 Incredible Artificial Intelligence (AI) Stock to Buy and Hold for the Next 10 Years
- The demand for TSMC's chip manufacturing capabilities is increasing as more chipmakers are looking to cash in on the AI boom. Stronger earnings growth and healthy spending on AI chips over the next decade are going to be tailwinds for this foundry giant.
- 06/26/2024
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You've Been Warned! 3 Nanotech Stocks to Buy Now or Regret Forever
- Nanotech stocks are among the hottest plays in the market right now, thanks to analysts predicting astronomical growth for the market. For example, Fortune Business Insights forecasted the market would grow to $91.18 billion in 2024 and reach $332.73 billion by 2032.
- 06/25/2024
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Could AMD or TSMC Challenge NVDA?
- It seems that Nvidia's (NVDA) stock price is predicated on the idea that other chip manufacturers will never be able to challenge the firm, notes Octavio Marenzi. He thinks that other chip manufacturers will eventually be able to close the gap, highlighting AMD and TSMC.
- 06/25/2024
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Best Semiconductor Stocks to Buy: Taiwan Semiconductor Stock vs. Intel Stock
- Taiwan Semiconductor Company and Intel are poised to benefit from the rising effectiveness of artificial intelligence.
- 06/25/2024
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Forget Nvidia: Prominent Billionaires Are Selling It in Favor of These 7 Top-Notch Stocks
- Artificial intelligence (AI) has the potential to add nearly $16 trillion to the global economy by the turn of the decade. Eight top-tier billionaires sent shares of Nvidia to the chopping block in the March-ended quarter.
- 06/25/2024
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Taiwan Semiconductor: Stock Remains A Bargain After 70% Rally
- Recent announcement of price hikes for N3 and other products will boost revenue growth and margins in FY2025. With Apple contributing a significant portion of TSM's revenue, the anticipated upgrade cycle for iPhones featuring Apple Intelligence is expected to drive revenue growth. The production of N2 in 2H FY2025, coupled with increasing demand for AI computing, will be another growth catalyst for TSM.
- 06/25/2024
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3 AI Stocks That Could Become the Next Trillion-Dollar Giant
- NVIDIA‘s (NASDAQ: NVDA) historic rise in market value highlights the potential for other companies to join the trillion-dollar club.
- 06/24/2024
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3 Underrated AI Stocks With Serious Upside Potential
- The AI trade has gotten quite crowded in recent months, and though some of the names felt a notable increase in turbulence at the end of last week, I think it's too soon in the game to be ringing the alarm bell. Though various AI stocks have gone parabolic of late, there's still more of a sense of cautious optimism rather than outright euphoria surrounding AI-exposed tech stocks.
- 06/24/2024
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2 Winners and 2 Losers From Apple's Latest Artificial Intelligence (AI) Announcement
- Taiwan Semiconductor will benefit from increased demand for iPhones. Microsoft's partnership with OpenAI is paying off handsomely.
- 06/22/2024
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TSMC (TSM) Suffers a Larger Drop Than the General Market: Key Insights
- In the closing of the recent trading day, TSMC (TSM) stood at $173.96, denoting a -0.81% change from the preceding trading day.
- 06/21/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 06/21/2024
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1 Unstoppable Stock Powering Nvidia and the AI Revolution
- Taiwan Semiconductor makes chips for Nvidia and a host of other tech giants. Business has been booming thanks to the artificial intelligence revolution.
- 06/21/2024
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Taiwan Semiconductor Manufacturing Is the Pickax of the Artificial Intelligence (AI) Gold Rush. Is There More Upside?
- Taiwan Semi is a key supplier to many companies in the AI value chain. The latest Apple announcement has huge implications for the chipmaker.
- 06/21/2024
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TSMC: 3 Reasons To Buy This Semiconductor Play
- TSMC reached a new 1-year high on optimism for consistent top line growth. Market share gains and record Q1 results drive revenue growth. The firm's free cash flows are growing significantly faster than revenues, which in turn translates to significant potential for EPS estimate upside revisions.
- 06/20/2024
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TSMC (TSM): A.I. is Driving an Upward Shift in Smartphones
- Bernstein raises TSMC's (TSM) price target to $200 from $150. The analyst notes that the data indicating that A.I.
- 06/20/2024
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Trillion-Dollar Giants: 3 Stocks to Buy Before They Explode
- Three tech stocks have the potency to become trillion-dollar stocks, representing a significant paradigm shift. Here, three companies lead the majority of the world's semiconductor markets.
- 06/20/2024
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An Nvidia Correction Might Be Inevitable. Here Are 3 Artificial Intelligence (AI) Stocks I'd Buy Instead.
- Nvidia relies on Taiwan Semiconductor Manufacturing to make its popular GPUs. Amazon can enable businesses to build their own machine-learning and generative AI products.
- 06/20/2024
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Analysts update TSMC stock price target
- With advanced semiconductors providing the computing power that fuels the ongoing artificial intelligence (AI) boom, it is hardly strange that some of the most important names in the industry witnessed massive stock market moves in recent months.
- 06/20/2024
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7 Dividend Stocks That Follow Warren Buffett's Cardinal Rule
- Warren Buffett is continuously seeking stocks – dividend and non-dividend – with durable competitive advantages as they ultimately end up standing the test of time. That's why their respective stocks make such good investments: Durable competitive advantages create strong pricing power.
- 06/20/2024
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3 Growth Stocks Best Positioned for June Gains
- Historically, June has not been one of the best months for the stock market. It, along with January and September tend to be weaker overall.
- 06/20/2024
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TSMC: Undervaluation Persists Ahead Of Q2 2024
- The author maintains a "strong buy" rating for TSMC, with a current price target of $231.78 (31.5% upside) and a 2029 target of $400.85 (31.5% annual returns). TSMC's Q1 2024 earnings were $1.38 per share, beating estimates by 4.51%, with revenues of $18.87 billion, exceeding forecasts by 4.77%. TSMC aims to expand and innovate its manufacturing processes, holding a 61% market share, significantly ahead of competitors like Samsung (11.3%).
- 06/19/2024
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
- Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
- 06/19/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Hits Fresh High: Is There Still Room to Run?
- TSMC (TSM) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
- 06/19/2024
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Can TSMC Outperform NVIDIA in the Semiconductor Market?
- Investors looking for exposure to the semiconductor industry's growth with lower risk should consider TSMC a better buy than NVIDIA.
- 06/19/2024
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3 Semiconductors Stocks to Buy Now: June 2024
- With the artificial intelligence boom showing no signs of cooling, semiconductor stocks to buy now could easily race to higher highs. For one, according to Precedence Research , the global semiconductor market could be worth about $1.137 trillion by 2033.
- 06/19/2024
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2 Artificial Intelligence (AI) Dividend Stocks You Can Buy and Hold for the Next Decade
- Nvidia's and Apple's manufacturing partner is poised to rally. Microsoft offers its shareholders many ways to profit from generative AI.
- 06/19/2024
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Why Taiwan Semiconductor Manufacturing Stock Popped on Tuesday
- Intel will have TSMC manufacture its new line of 3nm chips. TSMC's 3nm production capacity was already close to maxed out before this announcement -- and may now be at full capacity.
- 06/18/2024
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TSMC: By Far The Strongest Chip Company
- Recently Taiwan Semiconductor Manufacturing officials said that they were considering raising prices charged to NVIDIA. With a 60% market share in chip manufacturing, TSMC is the only company with enough manufacturing capacity to fill NVIDIA's massive orders. Although NVIDIA works with Samsung as well as TSMC for manufacturing, it's not clear that it could cut out the latter due to higher prices in the near term.
- 06/18/2024
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Wall Street Favorites: 3 Semiconductor Stocks With Strong Buy Ratings for June 2024
- Despite recent cyclical headwinds, semiconductor stocks remain strong long-term buys with the potential to mint new millionaires. The rising demand for electronics ensures their increasing importance, making them profitable holdings for investors.
- 06/18/2024
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3 AI Stocks to Buy Following the Nvidia Stock Split
- Tech industry darling Nvidia (NASDAQ: NVDA ) has taken the market to new highs, and investors who missed out on buying stock ahead of the AI boom have regretted this more than ever. The company can potentially impact several other tech companies and the stock market as a whole.
- 06/18/2024
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AAPL Picking: 3 Stocks to Buy Because of Their Apple Partnerships
- Apple (NASDAQ: AAPL ) has been one of the most remarkable investment success stories in the tech world over the past couple of decades. Yet, despite its behemoth status, Apple's success is heavily reliant on a network of partners and suppliers.
- 06/18/2024
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TSMC vs Samsung: Who's leading the semiconductor race?
- The AI revolution of the 21st century hinges on a tiny yet crucial innovation — semiconductors. Playing a pivotal role in modern technology, semiconductors are essential in the manufacturing of electronic chips that power smartphones, computers, cars, and industrial machinery.
- 06/17/2024
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Nasdaq Index, Dow Jones, S&P 500 News: Futures Stable; TSMC and TDK Announce Key Technology Updates
- The AI sector's continued strength and potential breakthroughs in technology like TDK's batteries offer bullish signals for the Nasdaq-100 Index.
- 06/17/2024
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3 AI Stocks to Buy If You Missed NVIDIA's Post-Split Rally
- NVIDIA‘s (Nasdaq: NVDA) stock keeps soaring after its split.
- 06/16/2024
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6 Artficial Intelligence (AI) Stocks Are Worth Over $1 Trillion. Here Are the 2 Most Likely to Join the Club Next.
- Apple, Microsoft, Nvidia, Alphabet, Amazon, and Meta already have market caps over $1 trillion. Two semiconductor companies with tremendous AI-related growth prospects could be next in the club.
- 06/16/2024
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Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term
- Nvidia has been the biggest beneficiary of AI and that should continue. Taiwan Semiconductor Manufacturing is set to increase prices and will benefit from increased AI chip demand.
- 06/16/2024
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TSMC (TSM) Stock Declines While Market Improves: Some Information for Investors
- The latest trading day saw TSMC (TSM) settling at $172.91, representing a -0.04% change from its previous close.
- 06/13/2024
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3 Growth Stocks to Shift Your Wealth-Building Into High Gear
- There is optimism around the future of the economy with the latest inflation data coming in line with expectations. This has shifted the narrative towards growth stocks and investors are ready for a rate cut which can give a boost to the stocks.
- 06/13/2024
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Don't Say You Weren't Warned: 3 Stocks to Buy Now or Regret Forever
- Finding stocks to buy now is essential in today's changing financial markets to maximize portfolios and take advantage of upcoming trends. When choosing these stocks, it's important to investigate the market dynamics and strategic elements that make particular stocks excellent investment options.
- 06/13/2024
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3 Stocks to Buy in the Wake of Nvidia's 10-for-1 Split
- Nvidia (NASDAQ: NVDA ) recently completed its much-anticipated 10-for-1 stock split. That means traders who held one share of Nvida at around $1,200 per share now own ten Nvidia shares trading at around $120 per share.
- 06/13/2024
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Will Taiwan Semiconductor Manufacturing Be a Trillion-Dollar Stock by 2025?
- TSMC's revenue growth so far in 2024 suggests that it is well on its way to outperforming the market's expectations. The foundry giant's better-than-expected growth could earn it entry into the trillion-dollar market cap club.
- 06/13/2024
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TSMC is a 'perfect enabler' of global AI: Analyst
- Daniel Heyler of EFM Asset Management shares his outlook for TSMC as the company goes ex-dividend.
- 06/13/2024
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Why TSMC Stock Is Jumping Today
- CPI inflation data for May came in better than expected. Lower-than-anticipated inflation is spurring bullish momentum for AI leaders and other growth stocks.
- 06/12/2024
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3 Stocks to Buy Before They Become the Next Trillion-Dollar Companies: June Edition
- There are currently six U.S. companies with a market capitalization of at least $1 trillion. Even with the impacts of inflation, one trillion dollars is still a huge sum.
- 06/12/2024
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TSM Forecast: Don't Let the Vertical Price Move in Taiwan Semiconductor Stock Scare You
- Previously, I expressed cautious optimism toward chip-foundry juggernaut Taiwan Semiconductor (NYSE: TSM ). Today, I'm throwing caution to the wind and just going full-on bullish.
- 06/12/2024
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3 Top Artificial Intelligence Stocks to Buy in June
- Microsoft's partnership with OpenAI gives it exclusive access to its large language models. Many believe that AI advancements would be significantly slowed without TSMC's semiconductors.
- 06/12/2024
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3 AI Stocks to Buy Next After the Nvidia Stock Split
- The Nvidia (NASDAQ: NVDA ) stock split has sent ripples through the tech industry, highlighting the explosive growth potential of artificial intelligence. As investors scramble to get a piece of the pie, it's crucial to identify the best AI stocks to buy in June.
- 06/12/2024
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3 Stocks to Watch: Chip Shortage Impact on Industries
- Late 2020 marked the onset of a severe global chip shortage, which had far-reaching repercussions throughout the interconnected world economy. The chip shortage stemmed from multiple factors, including pandemic-related disruptions, surging demand for electronics, and pre-existing supply chain vulnerabilities.
- 06/11/2024
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3 Semiconductors to Buy as Nvidia Insiders Take Profits
- As Nvidia's (NASDAQ: NVDA ) growth goes hyperbolic, the semiconductor industry seems left behind. After all, much of Nvidia's excitement and value generation comes from its dominance in the graphic process unit sector of semiconductor technology.
- 06/11/2024
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Taiwan's energy crunch could 'throw a wrench' into the global semiconductor industry
- Taiwan has endured three major outages in the last seven years, accompanied by a slew of smaller disruptions in the past year. "Taiwan has both an energy crunch and, even more importantly, an electricity crunch," said the Atlantic Council's Global Energy Center.
- 06/10/2024
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Here Is My Top Artificial Intelligence (AI) Stock to Buy Right Now (Hint: It's Not Nvidia)
- Nvidia's foundry partner TSMC has more diverse growth opportunities thanks to the proliferation of AI. TSMC's cheap valuation and an acceleration in its growth make buying the stock a no-brainer right now.
- 06/10/2024
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TSMC: One Of The Cheapest Big Tech/AI Stocks
- TSMC is the largest foundry with over 50% market share, making it a solid investment choice for risk-averse investors given broad customer exposure. Despite a 60% increase in stock price since January, TSMC remains fairly valued and one of the cheapest among Big Tech/AI companies. TSMC has returned to growth in Q1 and has a strong outlook for 2024 and beyond, making it a promising investment option.
- 06/10/2024
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Why Artificial Intelligence (AI) Stocks Taiwan Semiconductor and Broadcom Popped, While Advanced Micro Devices Dropped on Monday
- Artificial intelligence has played a large part in the current market rally. Wall Street is revising its outlook on a couple of AI-related semiconductor stocks.
- 06/10/2024
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The 3 Best Tech Stocks to Buy in June 2024
- Tech stocks have been on a remarkable rally lately, largely fueled by investors capitalizing on the artificial intelligence (AI) hype. To a rather large extent, this trend is being fueled by Nvidia (NASDAQ: NVDA ).
- 06/10/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 06/10/2024
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2 Artificial Intelligence (AI) Semiconductor Stocks That Could Join Nvidia in the $1 Trillion Club
- Nvidia has been the prime beneficiary of surging demand for AI-focused chips. But two competitors have enjoyed similar tailwinds, and both are more diversified.
- 06/10/2024
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Why Taiwan Semiconductor's Stock Prices Hit Record Highs
- As the two largest economies in the world, the United States and China, have been battling over ownership of the semiconductor manufacturing space, leading to access to the world's latest technology and artificial intelligence capabilities, an opportunity is brewing for investors.
- 06/10/2024
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Prediction: Taiwan Semiconductor Will Be a Trillion-Dollar Company by 2025
- Taiwan Semiconductor's chips are widely used in industry. 2024 and 2025 are slated to be strong years after a weak 2023.
- 06/10/2024
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The Safety Net Seven: 7 Stocks to Own for Unshakeable Returns
- With so many moving parts in the market, investors shouldn't just focus on explosive growth ideas. Instead, they should turn to the safety of, well, safe stocks to buy.
- 06/10/2024
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Nvidia is making a ton of money. Now, main supplier TSMC may charge Jensen Huang more for chips.
- TSMC's CEO hinted at raising prices for Nvidia's AI chip products. Nvidia's market value recently hit $3 trillion, driving discussions on the value of its AI chips.
- 06/10/2024
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2 stocks to reach $1 trillion market cap in the second half of the year
- For companies, attaining the $1 trillion market cap is a coveted feat due to what the measure symbolizes. Indeed, over the years, gaining a $1 trillion market cap represents a company's dominant market position, financial strength, and influence on the economy.
- 06/08/2024
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AI Chip Production Giving Taiwan Semiconductor Sales A Boost
- Taiwan Semiconductor Manufacturing reported better-than-expected sales in May thanks to artificial intelligence chips and a recovery in PC demand.
- 06/07/2024
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The 3 Most Undervalued Semiconductor Stocks to Buy in June 2024
- The advent of generative artificial intelligence ( AI ) took the world by storm in 2023. Semiconductor companies have been ever busy since then.
- 06/07/2024
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The Top 7 Growth Stocks to Buy and Hold Until 2030
- If you're looking for the best growth stocks to buy and hold through 2030, you should look into the many solid businesses other than the top tech mega-caps. I believe expanding your core growth holdings into some of these quality businesses is a good idea, as they have sticky revenues and solid growth over the coming years.
- 06/07/2024
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1 Monster Opportunity in the Global Chip Shortage
- Numerous companies are racing to develop their own AI chips. As they look to lock up production capacity, Taiwan Semiconductor is set to be one of the biggest beneficiaries of this trend.
- 06/07/2024
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Taiwan Semiconductor, Meta Platforms, and Other Tech Stocks in Focus
- The technology sector was muted on Friday, in line with the broader market ahead of jobs data.
- 06/07/2024
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TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
- In the closing of the recent trading day, TSMC (TSM) stood at $162.07, denoting a -0.52% change from the preceding trading day.
- 06/06/2024
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TSMC (TSM) Hits High: It's Place in the Semiconductor Landscape
- TSMC (TSM) hit a new all-time high today. Barclays raised TSMC's price target to $170 from $150 and keeps its overweight rating on the stock.
- 06/06/2024
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Emerging Giants: 3 Stocks Set to Surpass Apple in the Next Decade
- Nvidia (NASDAQ: NVDA ) finally did it. It surpassed Apple (NASDAQ: AAPL ) in market cap to become the world's second-largest company.
- 06/06/2024
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HD, HLT, TSM: Technical Trends & What to Know
- We're looking for a 6%-10% move upside in the next 18 months, notes Aquiles Larrea on Home Depot (HD). He and Ben Lichtenstein discuss today's big three stocks Home Depot, Hilton (HLT), and TSMC (TSM).
- 06/06/2024
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NVIDIA Pulls Up AI Semiconductor Space: 4 Stocks to Watch
- Five major gainers of the AI-based semiconductor space are: NVDA, AMD, MU, QCOM, TSM.
- 06/06/2024
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TSMC hits new all-time high: Why has the TSMC stock price risen 5% this morning?
- The stock price for chip making giant Taiwan Semiconductor Manufacturing Company (TSMC) reached an all-time new high this morning, during the Asian trading session. The company's share price hit TWD898 (New Taiwan Dollars), roughly $27.83 in US dollars, just hours ago in overnight trading for US stocks.
- 06/06/2024
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TSMC affiliate Vanguard and Dutch firm NXP to build $7.8 billion Singapore wafer plant
- Vanguard will have a 60% stake in the joint venture — VisionPower Semiconductor Manufacturing Company — while NXP will hold 40%, according to a joint statement. The new plant's construction is expected to start in the second half of 2024, with wafers to be shipped to customers in 2027.
- 06/06/2024
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Why Applied Materials, ASML Holding, and Taiwan Semiconductor Stocks All Popped on Wednesday
- Barclays upgraded Applied Materials stock today and raised its price target on Taiwan Semiconductor Manufacturing Company as well. Chinese orders for chips manufacturing equipment are ticking higher.
- 06/05/2024
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TSMC Likely To Receive ASML Chipmaking Machine This Year, Stocks Jump
- American depositary receipts (ADRs) of Taiwan Semiconductor Manufacturing Company (TSM) and shares of ASML Holding (ASML) jumped during intraday trading Wednesday after analysts reported that the Dutch firm is optimistic that TSMC will receive its advanced chipmaking machine this year.
- 06/05/2024
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What's happening with ASML and TSM stock on Wednesday?
- ASML Holding NV (AMS: ASML) will reportedly ship its High Numerical Aperture Extreme Ultraviolet lithography to Taiwan Semiconductor Manufacturing Co Ltd in 2024 (TAI: 2330). Here's what it means for TSM stock The $377 billion behemoth based out of Veldhoven, Netherlands will deliver its latest chipmaking system to Samsung as well this year.
- 06/05/2024
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Analysts revise Taiwan Semiconductor stock price targets
- The AI revolution has taken semiconductor stocks and their gains to the next level, with most producers recording gains of 50% or more since 2024, driven by unprecedented demand for AI-related technologies and components. Taiwan Semiconductor (NYSE: TSM) stock is no exception.
- 06/05/2024
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Here Are My Top Artificial Intelligence (AI) Stocks to Buy Right Now
- Taiwan Semiconductor's chips power the AI arms race. Alphabet's latest AI product launches have been successful.
- 06/05/2024
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Exclusive: Chinese AI chip firms downgrading designs to secure TSMC production, sources say
- Some Chinese AI chip companies are now designing less powerful processors to retain access to Taiwan Semiconductor Manufacturing Co (TSMC) production in the face of U.S. sanctions, four people with knowledge of the matter said.
- 06/04/2024
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7 Meme Stocks That Actually Make Sense to Own
- Generally speaking, the most extreme meme stocks should be avoided. These ideas lack fundamental rigor and are therefore subject to catastrophic volatility.
- 06/04/2024
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Microsoft, Alphabet, TSMC, and Other Tech Stocks in Focus Today
- Technology shares were mainly in the red early Tuesday, in line with the broader market as fears grow about the strength of the U.S. economy.
- 06/04/2024
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TSMC votes for chief executive CC Wei to also become chairman
- TSMC's board of directors on Tuesday unanimously elected chief executive CC Wei to succeed Mark Liu as chairman of the chip titan.
- 06/04/2024
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TSMC says it has discussed moving fabs out of Taiwan but such a move impossible
- Taiwanese contract chipmaker TSMC has held talks with its customers about whether to move its fabs off the island amid increased tensions with China, although such a move would be impossible, a senior executive said on Tuesday.
- 06/04/2024
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Beyond The Nvidia Juggernaut: 2 Chip Giants, 2 Drugmakers In Spotlight
- As Nvidia stock takes aim at another record high and market-cap dominance, AMD and TSM set up alongside two top drugmakers.
- 06/03/2024
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Why Taiwan Semiconductor Manufacturing Stock Popped Monday Morning
- The Computex trade show kicked off in Taiwan this weekend. Several announcements were overwhelmingly positive for the company.
- 06/03/2024
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AI Ambassadors: 3 Stocks Bridging the Gap Between Humanity and Machine
- Many people are predicting that computers will be smarter than their human creators as early as 2030. Known as artificial general intelligence, this would be the point at which humans are no longer the most intelligent things on the planet.
- 06/03/2024
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Best Semiconductor Stocks: TSMC Stock vs. Intel Stock vs.
- The semiconductor industry is thriving as the rise of artificial intelligence drives the need for increasing computing power.
- 06/03/2024
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2 No-Brainer Stocks I'd Buy Right Now Without Hesitation
- Nvidia's lead in the AI chip market has made it one of the most valuable companies in the world. TSMC enjoys a lucrative position as the leading producer of chips for other companies, including Nvidia.
- 06/03/2024
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3 Dividend-Paying Tech Stocks to Buy in June
- Microsoft emerged as arguably the most resilient big tech stock. Taiwan Semiconductor dominates the contract-chip market and is getting a tailwind from AI.
- 06/02/2024
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3 Stocks to Invest In Every Time You Get Paid
- The economy looks robust, so investing in a schedule is a wise choice. Job growth is strong, wages are increasing, and the stock market is buoyant.
- 06/01/2024
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3 S&P 500 Artificial Intelligence (AI) Stocks You'll Regret Not Buying Now
- Alphabet's advertising business has thrived lately. Meta Platforms' new AI products could become mainstream.
- 06/01/2024
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2 Top Artificial Intelligence (AI) Stocks to Buy Following Nvidia's Blockbuster Earnings
- Nvidia's outstanding results point to a bright future for its foundry partner, Taiwan Semiconductor. AMD could enjoy a significant bump-up in revenue even if it corners a small share of the AI market.
- 06/01/2024
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A Once-in-a-Generation Investment Opportunity: 1 Artificial Intelligence (AI) Growth Stock to Buy Now and Hold
- TSMC's prowess in manufacturing cutting-edge chips for fabless semiconductor players has positioned the company to benefit dramatically from the ongoing AI boom. Despite the weakness in consumer end markets, the company boasts impressive financial performance.
- 05/31/2024
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Here's Why TSMC (TSM) Fell More Than Broader Market
- In the most recent trading session, TSMC (TSM) closed at $152.96, indicating a -0.89% shift from the previous trading day.
- 05/30/2024
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3 AI Stocks That Analysts Are Loving Now
- Analysts closely monitor AI stocks as demand for the latest software and technology grows worldwide. Many AI stocks have seen exponential growth in recent years.
- 05/30/2024
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Double Delight- 3 Tech Stocks Delivering Dividends and Growth
- The tech industry is a hot space right now. Investors are watching the segment with keen interest, and it is understandable why there is so much attention on the space.
- 05/30/2024
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U.S. Chip Manufacturing Could Triple in Less Than a Decade: 3 Artificial Intelligence (AI) Stocks Set to Benefit
- U.S. domestic semiconductor manufacturing expansion is critical. The CHIPS and Science Act is spurring billions in new projects.
- 05/30/2024
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Taiwan Semiconductor Hails a "New Golden Age" for Chips. Is It Time to Buy the Stock?
- TSMC is benefiting from the race to make more AI chips. The company is adding capacity and improving its processing technology.
- 05/30/2024
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Dividend Watch: 3 Companies Boosting Payouts
- Dividends soften the blow from drawdowns in other positions, provide more than one way to reap a return from an investment, and allow maximum returns through dividend reinvestment.
- 05/29/2024
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 05/29/2024
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1 Phenomenal Artificial Intelligence (AI) Stock to Buy Hand Over Fist
- Taiwan Semiconductor is already working on its next generation of chips. Management expects strong growth over the next five years.
- 05/29/2024
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Prediction: This Will Be the Next Semiconductor Company to Join Nvidia in the Trillion-Dollar Club (Hint: It's Not AMD)
- Taiwan Semiconductor plays an important role in the manufacturing process of semiconductor chips. The company is the primary third-party fabricator of leading chip designers such as Nvidia, AMD, and Intel.
- 05/28/2024
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It'll take China's chip industry a long time to reach TSMC's level, strategist says
- Vincent Chan, China strategist at Aletheia Capital, says, however, that China has the "monetary resources" to build "really large capacity" at the mid to low end.
- 05/28/2024
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2 Growth Stocks With Great Potential in 2024 and Beyond
- Taiwan Semiconductor is poised for strong growth as spending ramps up for AI-optimized data centers. Uber is seeing strong demand on its platform -- and delivering results where it counts.
- 05/27/2024
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5 Stocks Likely to Gain on NVIDIA's Blockbuster Q1 Results
- We have narrowed our search to five technology stocks that are closely associated with NVIDIA. These are: TSM, SMCI, DELL, MU, META.
- 05/27/2024
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3 Affordable Stocks With Significant Upside by 2028
- Finding good companies with significant growth potential is the holy grail of stock investing for investors. Making a fortune come 2028, these companies invest in many sectors, such as technology, semiconductors, and retail, offering very lucrative investment opportunities.
- 05/27/2024
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Stock Alert: 3 Semiconductor Sleepers to Buy for Massive Upside Gains
- It's understandable why most of investor attention in the chips space right now goes to Nvidia (NASDAQ: NVDA ). The company continues to blow out earnings expectations and is the king of this space — no doubt.
- 05/25/2024
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Is It Time to Dump Nvidia Stock for Advanced Micro Devices After Microsoft Announcement?
- Microsoft told cloud customers it would offer AMD AI chips as an alternative to Nvidia. The reason largely stems from an inability to get hold of Nvidia chips.
- 05/25/2024
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TSMC (TSM) Outperforms Broader Market: What You Need to Know
- TSMC (TSM) concluded the recent trading session at $160, signifying a +1.85% move from its prior day's close.
- 05/24/2024
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5 Stocks in Focus on Their Recent Dividend Hike
- Five stocks that recently hiked dividend are MAR, CW, HNI, TSM and NOC.
- 05/24/2024
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Taiwan Semiconductor Stock Alert: Expect Unstoppable Growth From TSM
- Concerns about a slowdown in Taiwan Semiconductor Manufacturing's (NYSE: TSM ) chip business is now a distant memory. Following the blowout earnings report by Nvidia (NASDAQ: NVDA ) Taiwan Semiconductor stock is a buy for sure.
- 05/24/2024
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3 Semiconductor Stocks to Buy Now: May 2024
- Although the technology sector seemingly appeared stretched, its continued impressive performance may warrant a reconsideration of semiconductor stocks to buy. Stated bluntly, concerns that the innovation space lost its touch may have been overblown.
- 05/24/2024
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Nvidia Supplier TSMC Says Semiconductor Industry Sales Could Grow 10% Amid AI Boom
- Nvidia (NVDA) and Apple (AAPL) supplier TSMC (TSM) said Thursday it sees big sales gains for the industry because of soaring demand for artificial intelligence (AI) products.
- 05/23/2024
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At Record Highs, Is It Too Late to Buy Taiwan Semiconductor Stock?
- Taiwan Semiconductor Manufacturing supplies some of the largest artificial intelligence companies, including Nvidia.
- 05/23/2024
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TSMC, Snowflake, Super Micro Computer, Micron, and Other Tech Stocks in Focus Today
- Tech stocks looked set for a strong start to the day as Nvidia's earnings reignited the sector's rally.
- 05/23/2024
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TSMC expects semiconductor industry growth of over 10% this year
- Taiwanese chipmaker TSMC said on Thursday it expects growth in the semiconductor industry of more than 10% this year, excluding memory chips.
- 05/22/2024
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TSMC, ASML Can Disable Chip Machines If China Invades Taiwan
- TSMC and ASML can remotely shut down their equipment in the event of a China invasion of Taiwan. Bloomberg News' Cagan Koc discusses with Joumanna Bercetche on Horizons Middle East & Africa.
- 05/22/2024
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3 Stocks That Could Be the Next Apple, Amazon, or Google by 2034
- U.S. equities appear to be back on the rise in May. After suffering significant losses in the month of April, both the S&P500 and tech-heavy Nasdaq Composite have more than recovered.
- 05/21/2024
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7 Reliable Blue-Chip Stocks That Cannot Miss
- If you're on the hunt for reliable blue-chip stocks to buy this month, look no further. Reliability is one of the most important factors when creating a winning investment strategy.
- 05/21/2024
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Worldwide Takeover: 3 Stocks Poised for Global Domination
- Consider buying these stocks if you want your portfolio to grow! The global stock market is undergoing profound transformations right now, with the rapid globalization of traditional companies, as well as the decentralization of the world's largest companies, with many rising out of Asia, as opposed to the 20th and 21st centuries, which saw a great increase in companies which arose in the West.
- 05/21/2024
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3 Artificial Intelligence Stocks to Buy Now and Hold for Decades
- Nvidia is the bona fide leader in AI chips. However, AMD could easily eat into enough of the market to make investors happy.
- 05/20/2024
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Why Taiwan Semiconductor Stock Is an Unstoppable Juggernaut to Bet On
- There is no stopping Taiwan Semiconductor Manufacturing (NYSE: TSM ). The world's largest pure play semiconductor foundry really has too much demand for its capacity and will be flush with growth for years to come.
- 05/20/2024
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Lai Ching-Te Inaugurated As Next President Of Chip Powerhouse Taiwan
- Lai Ching-te has been sworn in as the new president of Taiwan, the global semiconductor powerhouse, succeeding Tsai Ing-wen and pledging to continue the island’s policy of de facto independence while strengthening its defenses against China. What Happened: Lai, 64, was inaugurated on Monday, May 20, in Taipei. Thousands of people gathered for the ceremony, where Lai, also known as William, accepted congratulations from politicians and delegations from 12 nations with official diplomatic relations with Taiwan, as well as representatives from the U.S., Japan, and various European states, reported AP News. Lai, who served as vice president during Tsai’s second term, has promised to continue his predecessor’s efforts to maintain stability while bolstering Taiwan’s security through the acquisition of advanced fighters and other technology from the U.S. He also plans to expand the defense industry with the production of submarines and aircraft, and strengthen regional partnerships with Taiwan’s unofficial allies. During his career, Lai has evolved from a self-described “pragmatic worker for Taiwan's independence” to a proponent of maintaining the status quo across the Taiwan Strait and the possibility of talks with Beijing. Lai Ching-te’s presidency is crucial for Taiwan’s continued dominance as a global semiconductor powerhouse. With Taiwan Semiconductor Manufacturing Co TSM producing approximately 90% of the world's most advanced semiconductor chips, the island’s strategic importance in the tech industry is unparalleled, according to a CNN report. As TSMC expands its global footprint with new fabs in the U.S., Japan, and Germany, Lai Ching-te's role becomes even more significant. His administration can facilitate the necessary diplomatic and economic support to ensure these expansions succeed while maintaining Taiwan's leading-edge technology base. Additionally, his presidency can address the talent shortages and cultural adjustments TSMC faces as it globalizes, ensuring that Taiwan remains at the forefront of semiconductor innovation and production. See Also: Bitcoin Price Predicted To Rise Due To ‘Demand And Supply Dynamics,’ Says Analyst As King Crypto Rebounds 10% In Last 7 Days Why It Matters: Lai’s inauguration comes at a time of heightened tensions between Taiwan and China. In the lead-up to the inauguration, China extended an olive branch to Taiwan in the form of an investment package, signaling a potential shift in relations. Meanwhile, Taiwan’s exports have been impacted by weakened demand from China, prompting the island to look to other markets, particularly the U.S., for growth. The surge in Taiwanese exports to the U.S. has been attributed to strong demand for artificial intelligence-related products. Additionally, the soaring stock of TSMC has led to restrictions on single-stock exposure for some investors, potentially driving them to seek alternative investments in Taiwan. Amid these developments, the U.S. has been vocal in its support for Taiwan, with Nancy Pelosi pressing for the reinstatement of Taiwan’s observer status at the World Health Organization to counter Beijing’s efforts to isolate Taiwan.
- 05/19/2024
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3 Cheap Semiconductor Stocks to Buy Now: May 2024
- Depending on where you look, the valuations of some of the more crowded semiconductor stocks may be getting a bit too hot to handle amid this stage in the AI boom. Undoubtedly, the AI revolution is changing the work world, and soon, the world's most powerful large language models (LLMs) may find a home in our devices in addition to the cloud.
- 05/18/2024
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Have $500? 3 Undervalued Stocks to Pave Your Way to Profits in 2024
- Identifying the best undervalued stocks to buy can be difficult in 2024 as investors navigate a tough macroeconomic environment. However, if you're willing to look in the right places you can be on your mighty way.
- 05/18/2024
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2 Millionaire-Maker Artificial Intelligence (AI) Stocks to Buy Right Now
- Palantir Technologies has started capitalizing on the growing demand for AI software and it could become an integral part of a million-dollar portfolio. TSMC's status as the world's largest semiconductor foundry means that it is in a solid position to capitalize on the booming demand for AI chips.
- 05/18/2024
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1 Unstoppable Stock That Could Join Microsoft, Apple, Nvidia, Alphabet, Amazon, and Meta in the $1 Trillion Club
- The demand for AI-capable chips has surged since early last year. Taiwan Semiconductor is the foundry to the AI stars and poised to reap the rewards of the AI revolution.
- 05/18/2024
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Dividend Watch: 3 Companies Boosting Payouts
- Everybody loves dividends, as they provide a passive income stream, limit drawdowns in other positions, and provide more than one way to profit from an investment.
- 05/17/2024
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TSMC: Derisking China Invasion Threats
- Taiwan Semiconductor Manufacturing Company is a strong buy for long-term investors due to its strong technological capabilities and central role in the semiconductor supply chain. TSMC dominates the industry with its advanced chips and strategic investments in international markets, mitigating risks associated with Taiwan-China tensions. Despite recent earnings report causing a drop in share price, TSMC's leading position in the semiconductor industry and growth prospects make it a cheap and strong buy.
- 05/17/2024
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 05/17/2024
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3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Now
- Demand for Nvidia's AI chip designs is skyrocketing -- and that should continue. Taiwan Semiconductor builds products for Nvidia and hundreds of other companies.
- 05/17/2024
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TSMC's 42% Surge Leads to Weighting Limits for Some Funds
- Shares of Taiwan Semiconductor Manufacturing Co. have soared 42% in Taipei this year, but the runaway success may hit a roadblock as some investors face holding limits and have to search for the next big name in artificial intelligence. Charlotte Yang reports on Bloomberg Television.
- 05/16/2024
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7 No-Brainer Stocks to Buy and Hold for the Next 20 Years: May 2024
- They say the best time to invest was 20 years ago. And indeed, that's not too long after the early 2000s recession bottomed out.
- 05/16/2024
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3 Blue-Chip Stocks to Buy and Hold for a Lifetime of Profits
- Pursuing long-term prosperity often leads one to investigate blue-chip stocks, which are industry leaders in stability, resiliency, and potential for long-term growth. Indeed, there are three major opportunities in this field.
- 05/16/2024
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Wall Street Favorites: 3 Tech Stocks With Strong Buy Ratings for May 2024
- Although the innovation space seemingly can't do any wrong, investors may be best served with tech stocks to buy that also enjoy strong endorsements from Wall Street analysts. They don't make or break enterprises but their blessings carry much weight.
- 05/16/2024
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Truck driver hospitalized in incident at TSMC's chip plant under construction in Arizona
- Taiwan Semiconductor Manufacturing 2330, +0.72% TSM, +2.39% said a truck driver was brought to a hospital after an incident at its semiconductor factory under construction in Phoenix, Ariz.
- 05/15/2024
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TSMC says no damage to its Arizona facilities after incident
- Taiwanese chipmaker TSMC said on Thursday there was no damage to its facilities after an incident at its Arizona factory construction site where a waste disposal truck driver was transported to hospital.
- 05/15/2024
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Investors eye these 4 top-performing semiconductor stocks for quick returns
- Semiconductor stocks have been the front and centre of all financial debates as investors and analysts alike continue to focus on artificial intelligence this year. Having said that, here are the top 4 top-performing semiconductor stocks for quick returns.
- 05/15/2024
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U.S. Chip Manufacturing Could Triple in Less Than a Decade: 2 Stocks That Could Follow Suit
- Micron Technology and TSMC have been beneficiaries of the CHIPS Act. Higher spending by these companies on semiconductor infrastructure could help them capture a bigger share of the lucrative markets they operate in.
- 05/15/2024
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1 Stock on Track to Join the $1 Trillion Club by 2026
- Taiwan Semiconductor is one of the most important companies on earth. Management is projecting 15% to 20% revenue growth over the next few years.
- 05/15/2024
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TSMC says ASML High NA EUV machine not necessary for A16 node
- Taiwanese chipmaker TSMC does not necessarily need to use ASML's next generation High NA EUV machines for its A16 node, which is under development for 2027, an executive said on Tuesday.
- 05/14/2024
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TSMC says work on European plant on track to start in fourth quarter
- Taiwanese chipmaker TSMC is planning to start construction of its European facility in the fourth quarter of 2024, it said on Tuesday.
- 05/14/2024
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3 Nvidia Partners With Explosive Growth Potential to Buy Now
- Micron is a supplier of the HBM3E memory solution used in Nvidia's H200 Tensor Core GPU. Vertiv stock has room to run despite a heady valuation if the AI-spending boom continues.
- 05/14/2024
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Now Even Apple Wants to Make Data Center Chips! Which Are the 3 Best Chipmaker Stocks to Buy?
- Apple (NASDAQ: AAPL ) is best known for its consumer electronic products that develop a cult-like following. In fact, the tech stock is a formidable chipmaker.
- 05/13/2024
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Dow Jones Banking Giant JPMorgan, Nvidia Chipmaker TSMC In Or Near Buy Zones
- Dow Jones banking giant JPMorgan and Nvidia chipmaker Taiwan Semiconductor are in or near buy zones Monday.
- 05/13/2024
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Arm aims to launch AI chips in 2025: report
- Chip designer Arm Holdings is seeking to develop its first artificial-intelligence chips, with an eye on launching them in 2025, according to a report Sunday.
- 05/12/2024
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Must-Own Chip Plays: 3 Semiconductor Stocks to Buy in May
- The semiconductor industry remains a bedrock for technological innovation, powering countless devices, and driving advancements in sectors like artificial intelligence (AI). This presents the case for the best semiconductor stocks to buy in May.
- 05/11/2024
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Taiwan Semiconductor: Tracking A Trailing-Edge Semiconductor Slowdown
- Taiwan Semiconductor: Tracking A Trailing-Edge Semiconductor Slowdown
- 05/10/2024
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Tech Stocks on the Move Today: TSMC, SoundHound AI, and More
- Tech stocks gained in intraday trading Friday, with the S&P 500 Information Technology Sector Index up 0.5% as of 2:45 p.m. ET. The broader S&P 500 was little changed, while the tech-heavy Nasdaq was down 0.1%.
- 05/10/2024
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Final Trades: Taiwan Semi, Applied Materials, IDU and GDX
- The Investment Committee gives you their top stocks to watch for the second half.
- 05/10/2024
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Why Taiwan Semiconductor Stock Was Moving Higher Today
- The world's leading chip manufacturer said April sales jumped 59%. The growth was a significant acceleration from the first quarter.
- 05/10/2024
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Taiwan Semiconductor sees big sales jump fueled by AI
- Taiwan Semiconductor Manufacturing Company (TSM) shares are rising after the company reported that its sales jumped nearly 60% year over year. Yahoo Finance Tech Editor Dan Howley joins The Morning Brief to discuss the company's position in the AI chip race.
- 05/10/2024
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TSMC (TSM) Rises After April Revenue Surges
- TSMC (TSM) rises after April revenue surged almost 60% year-over-year. George Tsilis talks about how TSMC is a barometer for the health of the semiconductor space.
- 05/10/2024
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TSMC Hammers April Sales Results on AI Chip Demand
- American depositary receipts (ADRs) of Taiwan Semiconductor Manufacturing Co. (TSM) traded near their all-time high Friday as the chipmaker's sales skyrocketed last month on soaring demand for semiconductors used for artificial intelligence (AI) applications.
- 05/10/2024
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TSMC reports impressive April sales figures driven by AI chips demand
- Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC) shares moved higher after the chipmaker posted an almost 60% year-over-year leap in April revenue boosted by demand for AI semiconductors. A recovery in the global smartphone market during the first three months of 2024 is also expected to have spurred demand for TSMC's mobile chips.
- 05/10/2024
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Taiwan Semiconductor April sales rise 60% y-o-y: should you buy the stock?
- Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is riding high on the waves of success, with its April 2024 sales figures painting a picture of robust growth. The company's revenue surged by an impressive 59.6% compared to the previous year, reaching NT$236.02 billion.
- 05/10/2024
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Amazon, Taiwan Semi, AMD, Micron, and Other Tech Stocks in Focus Today
- Th sector looks set to end the week with a flourish as its solid May gathered momentum Friday.
- 05/10/2024
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Here's when TSMC stock could hit $200
- Though currently not as prominent a name as Nvidia (NASDAQ: NVDA), the Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has been a pivotal player in the ongoing artificial intelligence (AI) boom and an indispensable element of the broader technology sector.
- 05/10/2024
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Second-highest TSMC sales figure ever shows AI and chip demand is still rising
- This morning, the Taiwan Semiconductor Manufacturing Co. (TSMC) reported its latest monthly revenues figure report, for April 2024. The figures showed that the company brought in NT$236 billion (roughly $7.3 billion in USD) last month.
- 05/10/2024
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Semiconductor Superstars: 3 Chip Stocks Powering the Tech Boom in 2024
- Semiconductor stocks continue to lead the charge in the U.S. stock market. The iShares Semiconductor ETF (NASDAQ: SOXX ) has risen more than 14% on a year-to-date basis, beating all other market indices.
- 05/10/2024
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Chip giant TSMC's April revenue jumps 60% on-year
- Taiwanese chip giant TSMC said on Friday that April revenue jumped nearly 60 percent on-year, riding a huge wave of demand for the advanced semiconductors used in AI hardware.
- 05/10/2024
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US official says Chinese seizure of TSMC in Taiwan would be 'absolutely devastating'
- U.S. Commerce Secretary Gina Raimondo said Wednesday a Chinese invasion of Taiwan and seizure of chips producer TSMC would be "absolutely devastating" to the American economy.
- 05/08/2024
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Next Bull Wave: 7 Stocks Ready to Dominate in the Upcoming Rally
- If you're on the hunt for stocks to buy for the next bull market, look no further. Uncovering opportunities is essential in tech and finance to take advantage of the upcoming wave of industry expansion.
- 05/08/2024
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The 3 Most Undervalued Tech Stocks to Buy in May 2024
- Undervalued tech stocks are attracting eyeballs this year because of two elements: the astronomical rise of Nvidia (NASDAQ: NVDA ) and the three anticipated rate cuts from the now more dovish Federal Reserve. This is why the tech sector is up 13.5% so far this year, better than the S&P 500‘s 9% gain.
- 05/08/2024
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3 Stocks Could Actually Earn the ‘Next Nvidia' Title
- There is a lot of hype and anticipation surrounding Nvidia (NASDAQ: NVDA ) results scheduled on May 22. As soon as the earnings season begins, investors wait for Nvidia to announce its results and since the company hasn't disappointed in the past few quarters, the stock is trading at a premium.
- 05/08/2024
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The 3 Best Semiconductors Stocks to Buy in May 2024
- The technology industry has been booming, especially over the last year. This is primarily due to the increased attention surrounding generative artificial intelligence (AI) and similar technologies.
- 05/07/2024
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 05/06/2024
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Morgan Stanley's Mike Wilson offers a playbook to cope with the cautious consumer
- With a Fed meeting and major data out of the way, investors will have some time to ponder what's happening under the surface of the economy this week. That's as earnings season continues to roll on.
- 05/06/2024
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Is It Time to Buy the Dip on Taiwan Semiconductor?
- Taiwan Semiconductor is a key supplier for many of the world's largest tech companies. Demand for AI chips is expected to grow dramatically over the next five years.
- 05/02/2024
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Is this semiconductor stock the next trillion-dollar company? Why it's worth adding to your portfolio now
- Many have come to believe that artificial intelligence is the next stepping stone to propel the global economy to new heights. However, the giant on whose shoulder stands the development of AI is the semiconductor sector, with its critical supply chains and exponentially growing production capacities.
- 05/02/2024
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7 Tech Stocks Blending Growth and Income for Maximum Returns
- While innovators tend to be focused on one thing – expansion – it's possible to have the best of both worlds, which brings us to tech stocks for growth and income. Primarily, what's beautiful about this market subsector is that you don't have to choose between either attribute.
- 05/01/2024
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Will Taiwan Semiconductor Be a Trillion-Dollar Stock by 2030?
- Taiwan Semiconductor has consistently outperformed the broader market by a significant margin over the last several years. Even with modest growth rates, the company's market-cap valuation should reach the trillion-dollar mark by 2030.
- 04/30/2024
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The Top 3 Blue-Chip Stocks to Buy in April 2024
- With the global economy facing uncertain times, investors ought to position themselves in top blue-chip stocks. No, aligning yourself with the biggest publicly traded companies doesn't guarantee you anything.
- 04/28/2024
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1 Monster Stock Opportunity In the Global Chip Shortage
- TSMC's revenue and net income beat analysts' predictions for the first quarter. A slump in smartphone sales could cause a slowdown in TSMC's growth.
- 04/27/2024
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Can Taiwan Semiconductor Afford Its $30 Billion in Long-Term Debt?
- The chip manufacturer has a large debt balance, but also plenty of cash on its balance sheet. Its debt gives it additional financial flexibility in a cyclical and volatile industry.
- 04/26/2024
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ETFs in Focus Post Intel's Q1 Earnings Beat, Dismal Outlook
- Intel beat estimates on earnings but lagged the same on revenues. It provided a dismal second-quarter revenue guidance, underscoring concerns over the company's growth prospects.
- 04/26/2024
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Semiconductor Shakeout: Finding Potential Amidst Turmoil
- The semiconductor sector, usually a beacon of market strength, found itself in a storm last Friday. Shares of NVIDIA Corp. NASDAQ: NVDA closed the day down 10%, wiping out nearly $200 billion in market capitalization.
- 04/26/2024
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Taiwan Semiconductor Stock: Why Waiting for $115 Could Be Your Winning Move
- Surely, it's tempting for investors to place huge bets on Taiwan Semiconductor (NYSE: TSM ). The company is a chipmaking giant with expectation-beating earnings results.
- 04/25/2024
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3 Stocks Set to Surge in the Next Market Rally
- Finding chances for investment development is crucial for investors looking to optimize their returns in the always-changing stock market environment. Three exceptional enterprises have surfaced as possible engines of substantial profits in the face of market and economic volatility.
- 04/24/2024
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3 Dividend-Paying Tech Stocks to Buy in April
- AT&T's cash from its operations was around 4.7 times more than its dividend obligations in 2023. Meta Platforms joined the ranks of dividend-paying stocks in February.
- 04/24/2024
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Chip Champs: 3 AI Hardware Picks to Supercharge Your Investment Portfolio
- Longtime chip analyst Stacy Rasgon recently told Investor's Business Daily that the development of AI infrastructure would still be occurring five or ten years from now. Moreover, Rasgon stated that Nvidia (NASDAQ: NVDA ) is still benefiting from strong demand for its products, and he thinks that those who believe that the company will experience any sort of downturn soon are mistaken.
- 04/23/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 04/23/2024
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7 AI Stocks That Could Be Heading Six-Feet Under
- If the recent sell-off with artificial intelligence stocks has you thinking that this is a prime “buy the dip” opportunity, think again. What should be top of mind instead is what are the AI stocks to sell.
- 04/23/2024
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TSMC Just Gave Investors Another Reason to Be Bullish on Nvidia
- TSMC's dim outlook for the semiconductor sector sank Nvidia's stock. But TSMC expects the artificial intelligence (AI) market to be its core growth engine this year.
- 04/23/2024
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Final Trades: Goldman Sachs, SL Green and Taiwan Semi
- The Investment Committee gives you their top stocks to watch for the second half.
- 04/22/2024
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2 Incredible Growth Stocks to Buy and Hold Forever
- Long-term investors should take advantage of any big dip.
- 04/22/2024
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3 Dividend-Paying Tech Stocks to Buy Right Now
- The world's largest semiconductor foundry is set to grow its dividend for years. The best company in China just raised its dividend by 42%.
- 04/22/2024
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Could TSMC Become the Next Nvidia?
- TSMC is the world's largest chip foundry. It's profiting from the expansion of the AI space, but softness in the PC and smartphone markets is offsetting some of that growth.
- 04/22/2024
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Should You Buy Taiwan Semiconductor Stock Now?
- Taiwan Semiconductor offers investors insights into the hottest investing trend of 2024.
- 04/20/2024
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Time to Cash Out? 3 Overvalued Tech Stocks to Dump Before the Selloff
- Cracks are starting to form in the tech trade. After leading the market higher over the last 18 months, technology stocks are starting to waver.
- 04/20/2024
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Could Plummeting AI Stock Prices Delay an NVIDIA Stock Split?
- AI stocks were sold off big on Friday. NVIDIA (Nasdaq: NVDA) closed down an even 10% while Super Micro Computer (Nasdaq: SMCI) plummeted 23.14%.
- 04/20/2024
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TSMC Expects AI Revenue to Skyrocket, but There's a Catch
- TSMC expects revenue from AI accelerators to double this year and grow by 50% annually over the next five years. Tapping into soaring demand for AI chips will require the company to shift some tools from its 5-nanometer process to its 3nm process, a move that will hurt its gross margin.
- 04/20/2024
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Why Semiconductor Stocks Were Smacked Down Today
- One top name in the industry warned that a particular segment wouldn't see much growth. An up-and-coming manufacturer also caused disquiet with an apparent change in releasing quarterly results.
- 04/19/2024
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Earnings: NFLX Subscriber Growth & TSM Semiconductor Demand
- Investors are probably being a little over-negative, notes James E. Demmert. He discusses the takeaways from Netflix's (NFLX) earnings.
- 04/19/2024
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TSMC Beats on Q1 Earnings, Shares Fall: ETFs in Focus
- Taiwan Semiconductor Manufacturing (TSM) returned to sales and earnings growth after four consecutive quarters of declines on a year-over-year basis.
- 04/19/2024
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Can Q1 Earnings Results Recharge Semiconductor ETFs?
- In a noteworthy market shift, the semiconductor sector, led by Nvidia NVDA, has been struggling in recent months, with the broader Philadelphia Stock Exchange Semiconductor Index entering a correction phase, declining more than 10% from its record high in March. The index is down nearly 8.5% in a week.
- 04/19/2024
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3 Top Tech Stocks to Buy in April
- AT&T's high dividend and low valuation should limit its downside potential. TSMC's growth should accelerate this year as its cyclical downturn ends.
- 04/19/2024
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Taiwan Semiconductor Earnings: AI Dominance and Future Outlook
- Taiwan Semiconductor Manufacturing Company NYSE: TSM is a titan in the technology sector and the semiconductor sector. As the world's leading dedicated semiconductor foundry, TSMC's chips power countless devices and innovations, from the smartphones in our pockets to the cutting-edge AI systems shaping the future.
- 04/19/2024
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Wall Street Favorites: 3 Meme Stocks With Strong Buy Ratings for April 2024
- Not too long ago, GameStop (NYSE: GME ) and other meme stocks took the stock market by storm, leveraging the power of Reddit's (NYSE: RDDT ) communities. This movement took beaten-down stocks (for mostly good reason) to the moon, highlighting the massive influence of retail investors.
- 04/19/2024
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TSMC's stalled Arizona chip factory is 'well on track' to start production next year — and it'll be charging more for US-made chips
- TSMC's Arizona chip factories have faced construction delays. But the company said it's "well on track" to start producing chips at its first factory in 2025.
- 04/19/2024
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Taiwan Semiconductor Manufacturing Stock Has 21% Upside, According to 1 Wall Street Analyst
- Taiwan Semiconductor has sold off in recent weeks after a robust move higher. One analyst calls the chipmaker "one of the best AI pick-and-shovel stories.
- 04/19/2024
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TSMC's Taipei-listed shares drop 4% after Q1 results
- The Taipei-listed shares of Taiwan Semiconductor Manufacturing Co (TSMC) dropped more than 4% after opening on Friday following the company's first-quarter earnings results.
- 04/18/2024
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TSMC (TSM) Earnings: Where the Stock Stands in the Semiconductor Industry
- TSMC's (TSM) 1Q adjusted EPS came in at $1.38 versus an estimated $1.29 and revenue came in at $18.87B versus an estimated $18.38B. George Tsilis and Matt Bryson give an overview of TSMC's earnings.
- 04/18/2024
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The world's largest chipmaker just issued a warning that the industry's red-hot growth could slow
- TSMC sees growth in the microchip industry slowing to 10%, it said in a post-earnings call. The dimmed outlook comes on slowdown expectations for automotive chips.
- 04/18/2024
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TSM Earnings Beat & Micron Gets $6.1B in Chips Act Fund
- TSMC (TSM) posts an earnings beat as A.I. chip demand remains strong.
- 04/18/2024
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Why Taiwan Semiconductor Stock Was Sliding Today
- Taiwan Semi beat estimates on the top and bottom lines. The company's guidance beat estimates and called for accelerating revenue.
- 04/18/2024
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Why Nvidia Chip Maker TSMC Is Falling Despite Posting Q1 Earnings Beat
- American depositary receipts (ADRs) of Taiwan Semiconductor Manufacturing Company (TSM) fell in intraday trading Thursday, after the chip maker's comments in an earnings call lowering projections for everything apart from artificial intelligence (AI)-related semiconductors offset higher-than-forecast results.
- 04/18/2024
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TSMC's power grid warning: Here's what you need to know
- CNBC's Kristina Partsinevelos reports on news from TSMC.
- 04/18/2024
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Semiconductor Stock Brushes Off Quarterly Beat
- Taiwan Semiconductor Mfg. Co. Ltd. stock was last seen down 4.8% at $132.30, despite the semiconductor giant surpassing first-quarter earnings and revenue expectations. Today's losses follow an earthquake in Taiwan earlier this month that led the company scrape some of its wafers, though it caused no structural damage.
- 04/18/2024
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2 Semiconductor Stocks To Watch In April 2024
- Semiconductor stocks to check out in the stock market today.
- 04/18/2024
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TSMC's artificial intelligence uplift bones well for Nvidia - analyst
- Wedbush analysts have reiterated their outperform rating on Taiwan Semiconductor Manufacturing Company following the premier global microchip manufacturer's latest earnings beat. Wedbush analysts wrote: “While TSMC's quarter had some puts and takes, we are viewing results through a constructive lens, given the positive commentary from TSMC regarding its outlook for artificial intelligence.
- 04/18/2024
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Chip Giant TSMC Offers Reassurance---and a Warning
- The chip industry is recovering more slowly than expected from the inventory glut of 2023 but the semiconductor investments required for the rapid growth of artificial intelligence are on track.
- 04/18/2024
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TSMC is benefiting from a boom in customer demand for AI, says Matt Bryson
- Matt Bryson, Senior Vice President in Research at Wedbush, discusses earnings from TSMC.
- 04/18/2024
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The stars may be aligning for a repeat of last August's stock selloff, warns JPMorgan
- It's been a dreary April, with a 4.4% drop for the S&P 500, and a fall of 2% this week. It's also in the grips of the longest slide since January, with a fear gauge on the rise.
- 04/18/2024
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TSMC earnings beat forecasts thanks to AI demand, but outlook mixed
- Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) reported better first-quarter profits than expected even though it said chip sales were held back by a slower recovery in demand from smartphone and PC markets than had been anticipated. Net profit for the world's largest chip manufacturer came in at NT$225.49 billion (US$7.2 billion), up 8.9% year on year thanks to higher demand for high-performance chips used to power artificial intelligence.
- 04/18/2024
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TSMC posts surge in profits as AI boom boosts high-tech chip sales
- Taiwan Semiconductor Manufacturing Company on Thursday posted an increase in its profits for the first time in three quarters, as its sales were bolstered by surging demand for its cutting-edge chips on the back of the artificial intelligence boom.
- 04/18/2024
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The Market News Today: TSMC's Strong Q1 Bolsters US Tech Sector
- TSMC beats Q1 forecasts with a 16.5% revenue jump to $18.87B, driven by strong AI chip demand.
- 04/18/2024
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TSMC Earnings Beat Expectations. AI Chips Are in Demand.
- Earnings at Taiwan Semiconductor Manufacturing are boosted by demand for chips to power artificial-intelligence technology.
- 04/18/2024
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Taiwan's TSMC posts 9% profit rise in Q1
- Taiwanese chipmaking giant TSMC announced Thursday a nearly 9 percent increase in net profits in the first quarter of 2024.
- 04/18/2024
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TSMC Profits From AI Boom | Daybreak: Europe 04/18/2024
- Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia.
- 04/18/2024
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TSMC (TSM) earnings beat revenue and EPS estimates – but is demand cooling?
- Today, one of this earnings season's most eagerly anticipated companies released their latest financial results. The Taiwan Semiconductor Manufacturing Company (TWSE: 2330, NYSE: TSM) reported its Q1 results for 2024 on April 18th, during the Taiwanese afternoon.
- 04/18/2024
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TSMC Profits From AI Boom, Beats Earnings Estimates
- TSMC posted its first profit rise in a year. The main chipmaker to Apple and Nvidia recorded a 9% rise in net income to NT$225.5 billion ($7 billion) in the first three months of the year.
- 04/18/2024
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TSMC beats first-quarter revenue and profit expectations on strong AI chip demand
- TSMC is the world's largest producer of advanced processors and counts companies such as Nvidia and Apple as its clients.
- 04/18/2024
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TSMC Q1 profit rises 9%, beats market expectations
- Taiwanese chipmaker TSMC posted a 9% rise in first-quarter net profit on Thursday that beat market expectations as it rides a wave of demand for semiconductors used in artificial intelligence applications.
- 04/18/2024
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TSMC set to report 5% rise in first-quarter profit on strong AI chip demand
- Taiwan Semiconductor Manufacturing Co , , the dominant producer of advanced chips used in artificial intelligence applications, is expected to report a 5% rise in first-quarter profit on Thursday thanks to strong demand.
- 04/17/2024
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Taiwan Semiconductor Stock Is Breaking Out (Technical Analysis)
- Taiwan Semiconductor Manufacturing Company Limited is well positioned to break out of a multi-year resistance level near $130. I see both strong technical and fundamental signals that can support such a breakout. Judging by Taiwan Semiconductor's revenue trends, the contracting phase of the current cycle is ending, while the expansion phase is starting.
- 04/17/2024
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Gogoro ($GGR) and Taiwan Semiconductor Company Launch New Clean Energy GoStations Across Taiwan
- Gogoro (Nasdaq: GGR), a global technology leader in battery-swapping ecosystems, and Taiwan Semiconductor Company have announced new initiatives in Taiwan to promote clean energy. The companies are introducing 15 GoStations across Taiwan powered by 100% clean energy, marking the first time Gogoro's stations will run entirely on renewables.
- 04/17/2024
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Missed Taiwan Semi's Rise? Try United Microelectronics
- Thanks to the artificial intelligence (AI) trend, the semiconductor industry has been on fire. Semiconductor stocks within the computer and technology sector are benefactors.
- 04/17/2024
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Here Are My 2 Top Artificial Intelligence (AI) Stocks to Buy Right Now
- Many AI stocks have taken a breather, but there's still a lot of potential in the sector. TSMC is well-positioned to benefit from increased demand for AI chip manufacturing.
- 04/17/2024
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Made in the USA: 3 Stocks Poised to Profit From the Reshoring Boom
- It's no secret that the U.S. is undertaking a massive effort to reassure manufacturing. Those efforts should return manufacturing and production to the USA.
- 04/16/2024
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3 AI Stocks to Buy Now: Q2 Edition
- Just like electricity and the internet unleashed significant economic growth, artificial intelligence is bound to do the same. It's a transformative force that will reshape many industries.
- 04/16/2024
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TSMC set to report Q1 profit surge driven by AI chip demand
- Taiwan Semiconductor Mfg. Co.
- 04/16/2024
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What's in Store for Taiwan Semiconductors' (TSM) Q1 Earnings?
- Taiwan Semiconductor's (TSM) first-quarter 2024 results are expected to reflect gains from its robust technology portfolio amid headwinds.
- 04/16/2024
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Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
- Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
- 04/16/2024
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Taiwan appoints senior executive at TSMC supplier as new economy minister
- Taiwan's incoming premier announced on Tuesday he had appointed a senior executive from TSMC supplier Topco Scientific as economy minister, saying he would be tasked with resolving the persistent problem of stable power supplies.
- 04/16/2024
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TSMC first-quarter profit expected to rise 5% on strong AI chip demand
- Taiwan Semiconductor Manufacturing Co , , the dominant producer of advanced chips used in artificial intelligence applications, is expected to report a 5% rise in first-quarter profit on Thursday thanks to strong demand.
- 04/15/2024
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7 Strong Chip Stocks to Buy Not Named Nvidia
- Mention potential chip stocks to invest in and Nvidia (NASDAQ: NVDA ) is likely the first name that springs to mind. That's for good reason: Nvidia is a dominant force in artificial intelligence and its chips are in high demand.
- 04/15/2024
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Investors should buy the dip, but be ready with these geopolitical hedges, says Citi
- Early market action Monday indicates relief that the weekend's attack on Israel by Iran may signal the peak of tensions in the region. Some of the risk-off trades from Friday are being unwound, with stock-index futures higher on the session.
- 04/15/2024
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1 Cheaply Valued Artificial Intelligence (AI) Stock to Buy Hand Over Fist Before April 18
- Taiwan Semiconductor will release its first-quarter 2024 results on April 18, and the company is set to coast past Wall Street's expectations. The foundry leader could deliver an upbeat outlook thanks to a strong lineup of customers selling AI chips.
- 04/14/2024
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2 Earnings to Watch for Next Week
- This article is merely meant to talk about two companies that I'll have my eyes on for earnings.
- 04/13/2024
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2 Top Artificial Intelligence (AI) Growth Stocks to Buy Now
- Tech giants like Microsoft and Meta Platforms need AMD's cutting-edge chips to help power their AI efforts. When the leading AI chip designers need a trusted manufacturing partner, they turn to Taiwan Semiconductor.
- 04/13/2024
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7 Must-Own Tech Stocks to Capitalize on the AI Frenzy
- In the current market scenario, the one sector that promises significant returns in the coming years is the tech sector. Driven by artificial intelligence ( AI ), the tech sector has been thriving, and tech stocks have been hitting new highs over the past few months.
- 04/13/2024
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5 Trends You Need to Know This Quarter
- The global financial markets are like a machine, and each asset class acts as a cog that twists and turns each cycle. Today, there are a few key trends that investors should be aware of before the quarter ends to help them consider the best themes for growing their wealth.
- 04/13/2024
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Chip Boom Champions: 3 Semiconductor Stocks to Quadruple Your Money
- The emergence of artificial intelligence stands as a force ready to transform several prominent industries. Investors looking to seize a rare chance to capitalize on these gains have aimed their efforts at leading semiconductor stocks to quadruple their money.
- 04/13/2024
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Why C3.ai, Intel, Advanced Micro Devices, and Other Artificial Intelligence (AI) Stocks Slumped on Friday
- Reports this week suggest inflation is remarkably stubborn. The Federal Reserve Bank isn't in any hurry to begin cutting interest rates.
- 04/12/2024
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Earnings setup: UnitedHealth, Johnson & Johnson, Genuine Parts, P&G, Taiwan Semi & American Express
- The Investment Committee give you their earnings setup for next week.
- 04/12/2024
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5 Semiconductor Giants: Navigating the Recent Pullback
- Amidst the recent correction and pullback across the semiconductor sector, a sector that has long been a powerhouse driving market growth, investors find themselves at a pivotal juncture. After a period of remarkable performance both year-to-date and over the previous year, the sector has encountered a significant pullback.
- 04/12/2024
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Stock market crash inevitable? Insider buying plummets to lowest in decade
- Amid banking behemoth Goldman Sachs (NYSE: GS) suggesting that trouble was brewing in the stock market as hedge funds in the United States have been selling stocks at the fastest rate in three months and replacing them with short positions, the bearish sentiment is evident in yet another indicator.
- 04/12/2024
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Taiwan Semiconductor Will Receive a Huge U.S. Subsidy. Does That Make the Stock a Buy?
- TSMC will receive up to $6.6 billion from the U.S. as part of the CHIPS and Science Act. With these funds, it will build three cutting-edge chip fabs based in Arizona.
- 04/12/2024
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Forget Nvidia: This Stock Is a No-Brainer Artificial Intelligence (AI) Buy Right Now
- Nvidia dominates today's AI chip market, but considering demand, there's room for others to be successful too. Recently, another chip company made two moves that could help it score a long-term win.
- 04/12/2024
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TSM stock earnings forecast; Why analysts are bullish
- The Taiwan Semiconductor Manufacturing Company (NYSE: TSM), having seen a significant rise in 2024, is set to publish its earnings report for the first quarter of the year on April 18.
- 04/12/2024
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All-Time High Flyers: 7 Stocks to Buy as the Market Peaks
- If you're wondering which stocks to buy in April, here's a good place to start. The stock market is off to a difficult start in the second quarter.
- 04/11/2024
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Tap Taiwan Semiconductor Growth With These ETFs
- Taiwan-based chipmaker Taiwan Semiconductor Manufacturing (TSM) posted its fastest quarterly revenue growth in more than a year.
- 04/11/2024
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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
- Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
- 04/11/2024
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'It's all upside' for TSMC and other chipmakers over the next decade, advisory firm says
- Olivier Blanchard, research director at The Futurum Group, says "it's a good time to be a chip manufacturer, and it's a really good time to be TSMC," and discusses how a Trump presidency might affect the Taiwanese chip giant's outlook.
- 04/11/2024
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TSMC getting $11.6 billion in grants and loans is 'good news for America' NAM CEO says
- The manufacturing sector shows signs of expansion as the US government begins divvying up $39 billion in Chips Act grants to the semiconductor industry to construct domestic plants. Taiwan Semiconductor Manufacturing Co. (TSM) will receive $11.6 billion to build new chip factories in Arizona.
- 04/10/2024
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TSMC Rides the AI Boom: Intel's New Gaudi 3 Processor
- TSMC's quarterly revenue grew at its fastest pace in more than a year, shoring up expectations that a global boom in AI development is fueling demand for high-end chips and servers. Plus, Intel is rolling out a new version of its AI chip, aiming to challenge Nvidia.
- 04/10/2024
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TSMC Revenue Jumps in Q1, Topping Expectations Amid AI-Fueled Demand Boom
- Taiwan Semiconductor Manufacturing Company (TSM) on Wednesday reported quarterly revenue that came in higher than analysts' expectations, and just above the midpoint of the company's guidance.
- 04/10/2024
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TSMC (TSM) A.I. Boom Sees Revenue Rise
- TSMC (TSM) sees revenue rise following an A.I. boom. Renita Young discusses this as the stock is up 63% year-over-year and up 40% year-to-date.
- 04/10/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 04/10/2024
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AI Chip Boom Drives Q1 Sales Beat For Taiwan Semiconductor Manufacturing
- Taiwan Semiconductor Manufacturing topped expectations for first-quarter sales thanks to booming demand for artificial intelligence chips.
- 04/10/2024
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Alibaba, TSMC, Apple, Intel, and Other Tech Stocks in Focus Today
- Alibaba co-founder Jack Ma boosts company morale with a rare memo to employees, and Taiwan Semiconductor posts its fastest monthly revenue growth since November 2022.
- 04/10/2024
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Chipmaker TSMC posts sharpest increase in sales since 2022 following AI boom
- Taiwan Semiconductor Manufacturing Company (TSMC) on Wednesday said its revenues increased more sharply in the first quarter of 2024 than in any previous quarter since 2022 following a surge in demand for microchips driven by the artificial intelligence (AI) boom.
- 04/10/2024
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TSMC posts fastest monthly revenue growth since 2022 on AI chip boom
- TSMC posted a surge in revenue in March as it cashes in on a continuing artificial intelligence boom powered by high-end chips.
- 04/10/2024
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AI Chipmaker TSMC's Sales Surge Most Since 2022
- Taiwan Semiconductor Manufacturing Co.'s quarterly revenue grew at its fastest pace in more than a year. The main chipmaker to Nvidia Corp. and Apple Inc. reported a better-than-expected 16% rise in March-quarter sales to about NT$592.6 billion.
- 04/10/2024
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TSMC says Q1 revenue up 16.5% y/y
- Taiwan chipmaker TSMC reported a 16.5% year-on-year rise in first-quarter revenue on Wednesday.
- 04/10/2024
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Why Taiwan Semiconductor Stock Was Up on Tuesday, While Arm Holdings and Micron Stocks Slumped
- There were positive business developments in the semiconductor industry today, despite mixed price movements. These stocks appear to be taking a breather after significant moves higher over the past year.
- 04/09/2024
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Amkor is where TSMC was about a year ago with strong AI prospects, says Needham's Charles Shi
- Charles Shi, Needham analyst, joins 'Money Movers' to discuss Shi's conviction with Amkor Technology, if Amkor's success requires them to take share from competitors, and much more.
- 04/09/2024
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Overview of Current Market Conditions
- Pre-market futures are up this morning. There is no real news on which market opinion to pivot, but slightly bullish sentiment looks to be gathering ahead of tomorrow's Consumer Price Index (CPI) report, which is expected to come in +3.5% on the Inflation Rate (headline CPI year over year) and +3.7% on core CPI year over year.
- 04/09/2024
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Here's Why Taiwan Semiconductor Stock Surged in March
- AI applications are leading demand for new semiconductors in 2024. A major new expansion project in Arizona will boost its growth prospects.
- 04/09/2024
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Where Will TSM Stock Be in 2030?
- Taiwan Semiconductor is making massive investments to diversify and expand its manufacturing base.
- 04/09/2024
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Here's the unusual way to trade gold's breakout rally, says this hedge-fund manager.
- A post-eclipse hangover? Stock investors are seemingly on the sidelines, a day ahead of inflation data.
- 04/09/2024
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Forget FAANG and the "Magnificent Seven" -- These "AI Five" Stocks Are Screaming Buys Right Now
- Wall Street loves grouping high-performing stocks together to separate them from the rest of the pack. The FAANG stocks were red hot in 2017, and the "Magnificent Seven" took over as the leadership group in 2023.
- 04/09/2024
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Wall Street sets TSM stock price for the next 12 months
- Taiwan Semiconductor Manufacturing Company (NYSE: TSM) experienced a notable uptrend following the Biden administration's announcement of financial backing, totaling up to $11.6 billion.
- 04/09/2024
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TSMC needs to 'build out' its supply chain in the U.S., investment firm says
- Matt Bryson of Wedbush Securities discusses the outlook for the Taiwanese chip giant.
- 04/09/2024
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TSMC (TSM) Rises As Market Takes a Dip: Key Facts
- In the most recent trading session, TSMC (TSM) closed at $142.79, indicating a +1.01% shift from the previous trading day.
- 04/08/2024
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TSMC to boost computer chip production in Arizona with $11.6 billion from CHIPS Act
- The Taiwanese firm, which supplies the likes of Apple and Nvidia, agreed to build a third factory in Phoenix as part of a $65 billion investment in the production hub.
- 04/08/2024
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Chart of the Day: Taiwan Semi
- Taiwan Semi won a $6.6 billion U.S. grant for a chip factory in Arizona. The Investment Committee discusses the Chart Of The Day and the chips sector.
- 04/08/2024
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TSMC secures $6.6 billion from CHIPS Act
- CNBC's Kristina Partsinevelos reports on the latest news regarding Taiwan Semiconductor.
- 04/08/2024
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Semiconductor giant TSMC to receive $6.6B in grants from Biden administration
- Shares of Taiwan Semiconductor Manufacturing Company (TSM) — commonly referred to as TSMC — are moving higher after the Biden administration announced it will give $6.6 billion in federal grants to the chip maker, as the company adds another $25 billion to its planned investment into the state of Arizona, totaling up to $65 billion in investments into domestic chip operations. Yahoo Finance Anchors Seana Smith and Jared Blikre break down the latest development for the company in the AI chip space.
- 04/08/2024
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Commerce Sec. Gina Raimondo on $6.6B TSMC grant: Leading-edge chips will be made in America at scale
- U.S. Commerce Secretary Gina Raimondo joins 'Squawk on the Street' to discuss the Biden administration's $6.6 billion funding towards Taiwan Semiconductor Manufacturing Co. (TSMC) under the U.S. CHIPS and Science Act, the importance of 2nm chips, guardrails around AI, and more.
- 04/08/2024
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TSMC granted $6.6bn by government to build US chip plants
- Taiwan Semiconductor Mfg. Co.
- 04/08/2024
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Amazon, Taiwan Semi, Coinbase, MicroStrategy, and Other Tech Stocks in Focus Today
- Amazon.com stock is on track to test its all-time high Monday, while Taiwan Semi enjoys the benefits of U.S. government funding.
- 04/08/2024
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TSMC secures $6.6 billion funding from U.S. Commerce Department
- Taiwan Semiconductor Mfg. Co. Ltd. (TAI: 2330) has secured $6.6 billion funding from the U.S. Commerce Department.
- 04/08/2024
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TSMC Will Receive $6.6 Billion to Bolster U.S. Chip Manufacturing
- Taiwan Semiconductor Manufacturing Company plans to build an additional factory and upgrade another planned facility in Phoenix with the federal grants.
- 04/08/2024
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TSMC's CHIPS Act Grant: Has Arizona Reached A Tipping Point?
- The Department of Commerce CHIPS Program Office announced a $6.6 billion grant to the Taiwan Semiconductor Manufacturing Company (TSMC) this morning. As part of the announcement, the company said it will build a third semiconductor chip fab in Arizona, and that it will also bring its most advanced manufacturing processes to the U.S. This is on top of the $40 billion the company is already spending for the first two fabs, which was the largest foreign direct investment in the history of Arizona.
- 04/08/2024
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TSMC wins $6.6 bln US subsidy for Arizona chip production
- The U.S. Commerce Department said Monday it would award Taiwan Semiconductor Manufacturing Co's (TSMC) U.S. unit a $6.6 billion subsidy for advanced semiconductor production in Phoenix, Arizona and up to $5 billion in low-cost government loans.
- 04/08/2024
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U.S. offers TSMC up to $6.6 billion for Arizona factories as Biden pushes for chip security
- TSMC is set to receive up to $6.6 billion in CHIPS Act funding to support its investment into three manufacturing sites in Arizona.
- 04/08/2024
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3 No-Brainer Semiconductor Stocks That Will Lead the AI Revolution
- The advent of artificial intelligence ( AI ) is rapidly reshaping industries. Investors are presented with a unique opportunity to invest in the top semiconductor stocks to lead the AI revolution.
- 04/07/2024
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Quake-Proof Rally: Taiwan Semiconductor Stock Shrugs Off Risks, But Caution Is Warranted
- Can a Taiwan-based company earn grant funding from the U.S. government? Apparently, it's possible and Taiwan Semiconductor (NYSE: TSM ) is reportedly set to receive a sizable capital payout.
- 04/07/2024
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TSM Stock: Is This The True Winner of the AI Race?
- TSM's stock has gained nearly 40% this year which is about half of NVIDIA has returned.
- 04/06/2024
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TSMC stock is a Buy because of pricing power, 90% market share, and technology: Adviser says
- On today's segment of Good Buy or Goodbye, Yahoo Finance's Julie Hyman is joined by Pence Capital Management Chief Investment Officer Dryden Pence, to discuss navigating stock picks within the semiconductor sector. Pence shares his perspectives on why investors should consider adding Taiwan Semiconductor Manufacturing Co. (TSM) to their portfolios while avoiding Intel (INTC).
- 04/05/2024
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The Chip Packaging Play: 7 Stocks to Profit from the Semiconductor Boom
- Semiconductor stocks continue to get a lot of attention. The emergence of artificial intelligence necessitates a greater supply of chips making semiconductor stocks like Nvidia (NASDAQ: NVDA ) especially hot.
- 04/05/2024
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3 AI Stocks That Will Leave Nvidia in the Dust
- Microchip and semiconductor concern Nvidia (NASDAQ: NVDA ) has led the market ever since the current rally began in autumn 2022. Its run has been incredible.
- 04/04/2024
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Taiwan Semiconductor: The Revolution Is Just Getting Started
- TSMC's revenue growth is expected to pick up due to the demand for AI-capable products from prominent players in the industry. The company's financial position is strong, with no risk of insolvency or liquidity issues. TSMC's largest clients, including Apple, Nvidia, Qualcomm, AMD, and Broadcom, are driving the demand for AI innovations, presenting an opportunity for TSMC's growth.
- 04/04/2024
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Why Taiwan Semiconductor Manufacturing Stock Rallied Thursday Morning
- Investors feared the worst following a devastating earthquake on the island nation. The company reported that its personnel were safe and damage was minimal.
- 04/04/2024
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TSMC resumes work at construction sites after earthquake-led shutdown
- Taiwan Semiconductor Manufacturing Co resumed work at its construction sites in the earthquake-hit country after pausing it for a day for inspections, the world's largest contract chip manufacturer said on Thursday.
- 04/04/2024
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Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
- The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
- 04/04/2024
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Underpriced Gems: 3 Semiconductor Stocks Too Cheap to Ignore
- The semiconductor stocks could stay hot in the second quarter as investor hype and enthusiasm over generative artificial intelligence ( AI ) looks to continue. Undoubtedly, some of the more value-conscious investors out there may wonder how hard the next tech correction could hit once the AI frenzy has a chance to cool off.
- 04/04/2024
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TSMC says critical chip-making equipment intact after Taiwan earthquake
- Taiwan Semiconductor Manufacturing Co. said its critical chip-making equipment remained intact following a major earthquake in Taiwan on Wednesday.
- 04/03/2024
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3 Virtual Reality Stocks for the Next Wave of Interactivity
- While the idea of digital immersion might seem suited exclusively for video games, that's not necessarily the case, boding well for virtual reality stocks. And even the innovation centered only on entertainment, that's not a bad place to be.
- 04/03/2024
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The 3 Most Undervalued Semiconductor Stocks to Buy in April 2024
- Keep an eye on some of the most undervalued semiconductor stocks to buy in April. According to Global Data, the “overall AI market will be worth $909 billion by 2030, registering a compound annual growth rate (CAGR) of 35% between 2022 and 2030.
- 04/03/2024
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The world's biggest chipmaker just got hit by an earthquake. That could mean production delays for customers like Apple and Nvidia.
- A powerful earthquake in Taiwan forced chip maker TSMC to suspend operations at some sites. That could mean production delays for companies like Apple, which relies on its chips.
- 04/03/2024
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Taiwan Quake Seen Having Minimal Impact On TSMC But Raises Concerns
- The Taiwan quake renews concerns about having too much leading-edge semiconductor manufacturing located in one region.
- 04/03/2024
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Committee stocks on the move: Intel, Taiwan Semi and Booking Holdings
- The Investment Committee debates how to trade these names.
- 04/03/2024
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Chipmaker TSMC relatively unscathed from Taiwan earthquake crisis
- TSMC and other major Taiwanese semiconductor foundries appear to have escaped relatively unscathed after the biggest earthquake in 25 years caused havoc across the East Asian country. While chip production was momentarily halted, TSMC said it expects to resume production tonight.
- 04/03/2024
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TSMC Halts Some Chipmaking, Taiwan Gauges Quake Fallout
- TSMC halted some chipmaking and evacuated plants after the biggest earthquake in 25 years struck its home island Taiwan, raising concerns about disruptions to the global tech supply chain. Bloomberg's Ian King joins Caroline Hyde and Ed Ludlow on "Bloomberg Technology.
- 04/03/2024
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Taiwan earthquake will disrupt chipmakers that supply Apple, Nvidia: analysts
- The island plays an outsized role in the global chip supply chain as it is home to the world's largest chipmaker Taiwan Semiconductor Manufacturing, which supplies chips to Apple and Nvidia.
- 04/03/2024
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TSMC (TSM) Factory Evacuated Following Earthquake, Intel (INTC) Loses $7B
- TSMC (TSM) factories evacuated following a 7.2 magnitude earthquake. Jenny Horne discusses this as all evacuated workers are safe following the earthquake.
- 04/03/2024
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TSM stock is a ‘buy' despite recent Intel news – analyst says
- Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) is in the green on Wednesday after a Bank of America analyst issued a bullish note in its favour.
- 04/03/2024
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TSM Stock Alert: Taiwan Semi Falls as Earthquake Hits Taiwan
- Taiwan Semiconductor (NYSE: TSM ) stock fell earlier this morning, with the company trending on social media as well as on business news sites. TSM stock is in focus after the company disclosed that it halted some operations in response to an earthquake that struck Taiwan.
- 04/03/2024
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Taiwan earthquake and tsunami warnings will harm already strained semiconductor industry, says Joseph Dahrieh
- Just before midnight today (in GMT), an earthquake with a magnitude of 7.5 on the Richter scale hit Taiwan, killing at least nine and making waves in the financial markets. But it is the semiconductor companies stock prices which could be shaken mot, according to experts.
- 04/03/2024
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Intel slides as foundry business loss spotlights wide gap with rival TSMC
- Intel shares fell 5% before the bell on Wednesday, as ballooning losses at its contract chip-making business signaled the company could take years to catch up with the profitability of Taiwan Semiconductor Manufacturing Co..
- 04/03/2024
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Taiwan Earthquake Pulls Down Chip Stocks Taiwan Semi, ASE, and United Microelectronics
- TSMC says it evacuated some plants but workers are now returning.
- 04/03/2024
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Where Will Taiwan Semiconductor Manufacturing Stock Be in 3 Years?
- The semiconductor market's revenue is forecast to increase at a faster pace, which bodes well for TSMC. The move to more advanced chip manufacturing processes to satisfy AI-related demand is helping TSMC.
- 04/03/2024
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TSMC: Robust Growth To Continue
- TSMC's lackluster performance in H1 2023 was due to sluggish shipment growth and reduced orders from major clients. TSMC's market share declined in Q2 2023 but recovered in Q4 2023, remaining the dominant market leader. The company remains the most competitive foundry with advanced process technology, strong customer partnerships, and a focus on AI chips.
- 04/03/2024
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TSMC evacuates some factory lines after Taiwan's strongest earthquake in 25 years
- The island was rocked by a massive earthquake that collapsed buildings and prompted tsunami advisories from Japan and the Philippines.
- 04/02/2024
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Taiwan Semiconductor Manufacturing Stock Has 28% Upside, According to 1 Wall Street Analyst
- Susquehanna analysts see an upside to TSMC's profits with healthy chip demand expected to drive up average selling prices. Analyst Mehdi Hosseini maintained a positive rating on the shares and raised the price target to $180.
- 04/02/2024
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Bullish on AAPL, TSM, XOM
- Apple (AAPL), TSMC (TSM), and Exxon Mobil (XOM) are today's big 3 stocks. Joe Tigay and Rick Ducat discuss the technical trends and how to trade these names.
- 04/02/2024
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TSMC (TSM): A.I. Continues to Drive Divergence
- A.I. continues to drive divergence in European Union Semis, notes a Barclays analyst on TSMC (TSM). Barclays raised TSMC's price target to $145 from $125.
- 04/02/2024
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The bullish case for this asset class is building, and big investors are AWOL
- Stocks are looking at more gains after the long holiday weekend. Ahead of that, the S&P 500 SPX closed out the first quarter of the year with a 22nd record high.
- 04/01/2024
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2 No-Brainer Artificial Intelligence (AI) Stocks (not Named Nvidia) to Buy Right Now
- Top tech CEOs and investors are betting that generative AI will be transformative. Micron is poised to benefit from growing demand for memory chips.
- 03/29/2024
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 03/29/2024
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7 Tech Dividend Stocks to Buy as Risk-On Sentiment Fades
- While the innovation ecosystem has dominated business headlines, investors may want to consider a safer approach with tech dividend stocks to buy. It all comes down to the rotation of the smart money.
- 03/28/2024
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TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
- In the most recent trading session, TSMC (TSM) closed at $138.84, indicating a -0.99% shift from the previous trading day.
- 03/26/2024
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Where Will TSM Stock Be in 2 Years?
- Taiwan Semiconductor Manufacturing is a supplier to Nvidia and AMD, which puts it in a position to benefit from the artificial intelligence (AI) market.
- 03/25/2024
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3 AI Stocks to Buy for the Next Bull Run: March 2024
- The artificial intelligence trade shows no signs of cooling off. At least not yet.
- 03/25/2024
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TSM Stock: Why This AI Semiconductor Giant Will Continue to Surge in 2024
- Taiwan Semiconductor (NYSE: TSM ) stock is the backbone of the burgeoning semiconductor industry. As the world's leading contract chip manufacturer, TSMC produces the chip that powers everything from smartphones and laptops to advanced AI applications and electric vehicles (EVs).
- 03/25/2024
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Forget SoundHound AI: Here Are 2 Artificial Intelligence (AI) Stocks That Are Undervalued
- SoundHound AI stock has been soaring big time, but Nvidia and TSMC seem like better AI bets right now considering their valuations. Nvidia's forward earnings multiples and the PEG ratio indicate that the stock is undervalued right now.
- 03/22/2024
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7 High-Value Stocks With Massive Wealth-Building Potential
- The financial landscape is a dynamic arena with opportunities for the astute investor keen on solving its complexities. Within this broad spectrum of investment choices, entities exist that shine as ideals of innovation, steadfastness, and potential for expansion.
- 03/22/2024
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Why Taiwan Semiconductor, Intel, and Other Artificial Intelligence (AI) Stocks Rallied on Thursday
- Robust results by Micron on Wednesday buoyed chip stocks. Wall Street is bullish on Oracle in the wake of its results.
- 03/21/2024
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3 Semiconductor Materials Stocks to Buy for Exceptional Value Potential
- The semiconductor industry is revving up after a challenging 2023. Chip stocks suffered their seventh downturn since 1990 with sales down 9.4% to $520 billion.
- 03/21/2024
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TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know
- TSMC (TSM) closed at $136.75 in the latest trading session, marking a +1.39% move from the prior day.
- 03/20/2024
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Better Chip Stock: TSMC vs. Micron Technology
- TSMC expects several tailwinds to lift its sales and profits this year. Micron's memory-chip sales have finally passed a cyclical trough.
- 03/20/2024
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Why Intel, Taiwan Semiconductor, and Micron Stocks All Dropped Today
- Nvidia had few surprises for investors as it kicked off its Global Technology Conference 2024 on Monday. Among those few surprises was the fact that Nvidia isn't raising its estimate for the size of AI chip demand.
- 03/19/2024
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7 Blockchain Stocks That Could Make Bitcoin's Gains Look Like Chump Change
- Even as Bitcoin ( BTC-USD ) ETFs reach record inflow rates and continually edge against all-time highs, some investors—institutional and otherwise—don't see the “asset class” worth buying for a long-term investment. Vanguard Group execs, for example, see Bitcoin as too speculative and not worthy of consideration for a buy-and-hold style portfolio; that's why we haven't yet seen Vanguard offer their own Bitcoin ETF and likely never will.
- 03/19/2024
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
- Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
- 03/19/2024
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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
- Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
- 03/19/2024
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Why Taiwan Semiconductor Stock Was Moving Higher Today
- Taiwan Semi has emerged as a bellwether in the AI sector. Investors are looking forward to the start of Nvidia's GTC conference today.
- 03/18/2024
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Taiwan Semiconductor Stock Pops on Possible Japan Plans
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) is considering building advanced packaging capacity in Japan, which could boost the country's semiconductor industry. The security is up 2.7% at $140.28 at last check, climbing back towards its March 8, all-time high of $158.40, with support from the 20-day moving average. TSM is already up more than 34% in 2024.
- 03/18/2024
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 03/18/2024
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AI stock alert: This artificial intelligence pioneer is reshaping industries
- Investing in artificial intelligence (AI) stocks has become a hot trend lately. The potential for substantial gains in this sector has caught the attention of both investors and consumers alike.
- 03/18/2024
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Exclusive: TSMC considering advanced chip packaging capacity in Japan, sources say
- Taiwan's TSMC is looking at building advanced packaging capacity in Japan, according to two sources familiar with the matter, a move that would add momentum to Japan's efforts to reboot its semiconductor industry.
- 03/17/2024
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ARK CEO Cathie Wood Calls NVIDIA A Massive Bubble – Is She Right?
- Cathie Wood rose to fame thanks to the incredible performance of the ARK Innovation ETF (NYSE: ARKK) from 2016 to early 2021.
- 03/17/2024
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The $1 Trillion Question: Will LLY, TSMC or TSLA Be Wall Street's Next Nvidia?
- The extraordinary rise of Nvidia (NASDAQ: NVDA ) was driven by the emergence of generative AI. This technology hinges on the use of powerful computer chips in which the stock is a market leader.
- 03/17/2024
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3 Surprise AI Stocks Headed for a $1 Trillion Market Cap
- Oracle's red-hot cloud services division grew revenue by 25% year over year in its most recent quarter. Taiwan Semiconductor Manufacturing should ride the semiconductor wave to massive growth.
- 03/17/2024
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The Trillion-Dollar Crystal Ball: 3 Companies Next in Line for the Market Milestone
- There are only six trillion-dollar stocks worldwide, every one of which is a popular name. And they all rightfully sit at the top of their sectors.
- 03/16/2024
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2 Undervalued Chip Stocks to Buy
- Here are 2 undervalued tech stocks I'm looking to buy.
- 03/16/2024
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High Risk-Reward: Deep-Dive Analysis Into The Volatile VanEck Semiconductor ETF
- High Risk-Reward: Deep-Dive Analysis Into The Volatile VanEck Semiconductor ETF
- 03/16/2024
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Taiwan Semiconductor: A Long-Term Winner Amidst Short-Term Hype
- TSMC stock has been breaking records due to strong demand for chips and positive investor sentiment in the semiconductor sector. The company's fundamentals, however, have shown zero growth in revenue and a drop in net income. TSMC's long-term prospects remain compelling due to its technological leadership, relationships with major tech players, and opportunities in AI and high-performance computing.
- 03/15/2024
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The Blue-Chip Advantage: 7 Stocks for Investors Who Play to Win
- If the market's dramatic shifts this year have left you feeling dizzy, you're not alone – but blue-chip stocks might be the anchor you need to regain stability. Amidst the current rally (bubble?
- 03/14/2024
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Here's How Taiwan Semiconductor Stock Is Addressing Geopolitical Risks
- Taiwan Semiconductor Company is diversifying its manufacturing base to alleviate one of its significant risks to investors.
- 03/14/2024
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$5 Billion Boost for Taiwan Semiconductor Aids Nvidia Expansion
- The hype with technology stocks continues as Nvidia Corp. NASDAQ: NVDA makes all-time highs. There's enough reason to be bullish on semiconductor stocks, but not all are equal.
- 03/14/2024
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Think Nvidia Stock Is Too Expensive and in a Bubble? Here's an Incredibly Cheap Artificial Intelligence (AI) Stock to Buy Before It Jumps Higher
- TSMC is in a solid position to take advantage of the growing AI chip demand. Its valuation is considerably lower than Nvidia's.
- 03/14/2024
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Wall Street Favorites: 3 Blue-Chip Stocks With Strong Buy Ratings for March 2024
- In today's ever evolving global economy, investors continue to search for strong buy blue-chip stocks. These well established companies exhibit a history of weathering economic storms while delivering consistent, stable returns.
- 03/13/2024
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7 Elite Blue-Chip Stocks Predicted to Double Your Fortune by 2028
- While searching for investment, there is a search for the holy grail. These are the stocks that have the potential to multiply returns exponentially.
- 03/13/2024
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Intel Will Have 1 Critical Advantage Over TSMC and Samsung in 2025
- Intel will be the first semiconductor foundry to use backside power delivery in a process node. The technology, which Intel will use with its upcoming Intel 20A and Intel 18A process nodes, can provide performance and efficiency boosts.
- 03/12/2024
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Wall Street Favorites: 3 Semiconductor Stocks with Strong Buy Ratings for March 2024
- With artificial-intelligence-related semiconductor stocks flying into low-earth orbit, you may be left wondering if there are alternative opportunities in the space. There are – and they enjoy the highest level of endorsement among Wall Street analysts.
- 03/11/2024
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Is Taiwan Semiconductor Going to $150? 1 Wall Street Analyst Thinks So
- The semiconductor market is rebounding strongly in 2024 and TSMC is leading the way. Intel outsourcing to Taiwan Semiconductor is boosting the latter's growth prospects.
- 03/11/2024
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Taiwan Semiconductor Feels Confident About Its Long-Term Prospects
- Taiwan Semiconductor Manufacturing is seeing soaring demand for its innovative chip technology.
- 03/11/2024
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Why Meta Platforms, Taiwan Semiconductor, Advanced Micro Devices, and Other Artificial Intelligence (AI) Stocks Tumbled on Monday
- Disappointing results by Broadcom on Friday weighed on chip stocks. Word of a proposed class action lawsuit against Nvidia also pressured AI stocks.
- 03/11/2024
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TSMC (TSM) Shares Up Over 60% Y/Y
- TSMC (TSM) shares are up over 60% year-over-year. George Tsilis talks about how the geopolitical tension between the U.S. and China impact TSMC.
- 03/11/2024
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TSM stock and US government sign a $5 billion deal
- The rise of artificial intelligence has significantly increased the demand for semiconductor chips and their necessary components. Taiwan Semiconductor Manufacturing (NYSE: TSM) is a significant supplier, most notably for Apple (NASDAQ: AAPL).
- 03/11/2024
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What's Going On With Taiwan Semiconductor Stock?
- Taiwan Semiconductor Manufacturing Company supplies the most innovative artificial intelligence chip companies in the world.
- 03/11/2024
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These Top 5 AI Stocks Could Double Their Dividend Tomorrow
- Companies at the cutting edge of artificial intelligence aren't known for being big dividend payers, but if you look throughout leaders in the field you can find some cutting dividend checks.
- 03/10/2024
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The Top 3 “No-Brainer” AI Stocks to Buy in March
- Of course today we know that the birth of the Internet spawned other companies like Google while booming smartphones made winners of everything from apps to smartphone processors.
- 03/10/2024
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TSMC (TSM) Sees a More Significant Dip Than Broader Market: Some Facts to Know
- In the closing of the recent trading day, TSMC (TSM) stood at $146.37, denoting a -1.9% change from the preceding trading day.
- 03/08/2024
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Semis Drop The Mic
- The rally in semiconductors is starting to run out of superlatives to describe it. Just when you think it has to take a breather, it turns around and rallies another few percent. Yesterday, the Philadelphia Semiconductor Index (SOX) closed more than 17% above its 50-day moving average and 36% above its 200-DMA.
- 03/08/2024
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TSMC to win more than $5 billion in grants for a US chip plant, Bloomberg reports
- Taiwan Semiconductor Manufacturing Co , the world's largest contract chipmaker, is set to win more than $5 billion in federal grants from the United States government for setting up a chipmaking plant in the country, Bloomberg News reported on Friday.
- 03/08/2024
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Why Taiwan Semiconductor Stock Was Gaining Today
- TSMC said revenue increased 11% in February from a year ago. That marked an acceleration from January.
- 03/08/2024
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Nvidia is the Apple of TSMC's eye
- The world's largest semiconductor foundry, Taiwan Semiconductor Manufacturing Company (TSMC for short) has a client portfolio of two halves. Cornerstone client Apple Inc (NASDAQ:AAPL, ETR:APC), though it remains the world's second most valuable company, has experienced a rough patch of late, with iPhone sales plummeting in the important Chinese market.
- 03/08/2024
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AI revolution: The stock leading the charge with returns that will blow your mind
- Artificial intelligence (AI) has been at the forefront of technological innovation in recent years, revolutionizing various industries and transforming the way we live and work. As it continues to gain momentum, investors are increasingly turning their attention to stocks that are poised to capitalize on this disruptive technology.
- 03/08/2024
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Why Shares in Taiwan Semiconductor Surged Again This Week
- Taiwan Semiconductor's sales continue to recover in 2024. Burgeoning AI demand is offsetting weakness in consumer electronics demand.
- 03/08/2024
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Forget the "Magnificent Seven." Consider the "Terrific Trio.
- Taiwan Semiconductor's chips are the building blocks for nearly all AI products. Nvidia's GPUs are the workhorse for creating AI models.
- 03/08/2024
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Dreaming in Dividends: 7 Tech Stocks That Pay You While You Sleep
- When the subject of passive income comes around, you're not always thinking about dividend tech stocks. Instead, the ideas usually center around giant consumer goods companies, banks or utility firms – you know, institutions that are hardly exciting but command everyday relevance.
- 03/07/2024
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Double Down: 3 Overlooked Stocks Ready to Revamp Your Returns
- When we talk about stocks that have been overlooked, it usually means that they haven't been receiving a lot of buzz. It could also mean these stocks have underperformed their peers or the benchmark S&P 500, and likely have some catching up to do.
- 03/06/2024
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Trillion-Dollar Threshold: The Next 3 Stocks Ready to Rise
- Seriously, how much longer before Nvidia (NASDAQ: NVDA ) overtakes Microsoft (NASDAQ: MSFT ) as the most valuable company in the world? The chipmaker just surpassed Saudi Aramco to become the third-most richly valued company at $2.2 trillion.
- 03/06/2024
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Why AMD, TSMC, and Broadcom Stocks Are All Up Today
- Positive news on global semiconductor sales got drowned out in Tuesday's selling, but semi stocks are back on the rise Wednesday. Globally, semiconductor sales grew 15% in January, and double-digit rises are projected through the end of this year.
- 03/06/2024
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Beat Wall Street: 3 Stocks Flying Under the Radar
- The stock market is practically at all-time highs with AI leading the way. Many of these companies have become household names now and are up 50-100% in just the past year.
- 03/05/2024
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Pre-Trillion Picks: 3 Stocks to Own Before They Hit the Trillion-Dollar Mark
- In the finance and tech space, hitting a trillion-dollar valuation is a mark of success, representing advancement, endurance and a strategic edge. Today, in the ongoing market volatility and geopolitical tensions, three stocks emerge as pre-trillion contenders.
- 03/05/2024
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The Top 3 Manufacturing Stocks to Buy in March 2024
- Manufacturing remains a big part of America's economy. The U.S. today is the second largest manufacturer in the world after China.
- 03/05/2024
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 03/05/2024
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1 No-Brainer Artificial Intelligence (AI) Semiconductor Stock to Buy Right Now
- Nvidia is the market leader in AI chips for large language model training. But it faces a lot of competition, including from its biggest customers.
- 03/04/2024
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1 Monster Opportunity in the Global Chip Shortage
- TSMC pioneered the foundry model that many semiconductor companies now use. Smartphones and high-performance computing combined for 81% of TSMC's 2023 revenue.
- 03/03/2024
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U.S.-China tensions over Taiwan threaten to derail Nvidia and other tech giants
- The concentration of advanced semiconductor manufacturing in Taiwan has raised fears in the United States about the vulnerability of this supply chain should China blockade or invade the island. The U.S. CHIPS and Science Act seeks to address that vulnerability with $52 billion in subsidies to encourage semiconductor manufacturers to relocate to America.
- 03/02/2024
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2 Millionaire-Maker Artificial Intelligence (AI) Stocks
- TSMC is in a solid position to capitalize on the boom in the semiconductor market thanks to growing adoption of AI. Super Micro Computer's outstanding growth looks here to stay due to the secular growth opportunity in the AI server market.
- 03/02/2024
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TSMC (TSM) Exceeds Market Returns: Some Facts to Consider
- The latest trading day saw TSMC (TSM) settling at $128.67, representing a +1.01% change from its previous close.
- 02/29/2024
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It's not just Nvidia: The AI boom could create semiconductor jobs across the US and reduce reliance on risky Taiwan
- The demand for Nvidia's AI chips could bolster job growth across the semiconductor industry. That's because tech companies need more than just Nvidia's high-end chips to build their AI technologies.
- 02/29/2024
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Water scarcity threatens chipmakers like TSMC and could push prices higher, according to S&P
- TSMC's dominance in the chip industry could allow it to charge higher prices if supplies dip.
- 02/28/2024
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VWO: Declining China Exposure To Hurt Returns
- VWO: Declining China Exposure To Hurt Returns
- 02/27/2024
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Future Juggernauts: The Next 7 Trillion Dollar Companies to Buy Now
- Investors learned an important lesson in 2023: investing in the biggest companies and their stocks is a surefire way to capture strong gains. The Magnificent 7 – all of which are trillion dollar stocks – produced strong returns for investors.
- 02/26/2024
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Chip giant TSMC opens first Japan factory as it diversifies away from Taiwan amid U.S.-China tensions
- Japan's chip-manufacturing industry is 10 years behind world leaders such as TSMC and Samsung , according to a report.
- 02/26/2024
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2 Dividend-Paying Tech Stocks to Buy Right Now
- AT&T's $16.8 billion in free cash flow in 2023 was up from $14.2 billion in 2022. AT&T decreased its net debt by more than $3 billion in 2023.
- 02/25/2024
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Wall Street Favorites: 7 Tech Stocks With Strong Buy Ratings for February 2024
- Tech stocks are surging ahead, leveraging the artificial intelligence revolution to outshine broader markets. With the S&P 500 boasting a 25% gain fueled by AI's promise, it's safe to say that tech stocks had a monumental run last year.
- 02/24/2024
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2 Stocks to Ride the NVIDIA Hype Train
- Now that NVIDIA (NASDAQ: NVDA) saved the market again, is it finally time to buy?
- 02/24/2024
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1 Stock I'd Drop From the "Magnificent Seven" and 1 I'd Add
- Apple's revenue growth has been trailing its peers' for a while. Apple's management hasn't laid out an AI strategy.
- 02/24/2024
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Tokyo pledges a further $4.9 bln to help TSMC expand Japan production
- Japan said it will give TSMC up to 732 billion yen ($4.86 billion) more in subsidies to help it build a second chip fabrication plant as the Taiwanese company on Saturday marked the opening of its first Japanese factory.
- 02/24/2024
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TSMC (TSM) Surpasses Market Returns: Some Facts Worth Knowing
- TSMC (TSM) concluded the recent trading session at $129.53, signifying a +0.36% move from its prior day's close.
- 02/23/2024
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Best Semiconductor Stock: Intel vs. Taiwan Semiconductor
- Semiconductor stocks have been on fire -- and understandably, investors are interested in Taiwan Semiconductor Manufacturing and Intel.
- 02/23/2024
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Analog Devices doubles down on partnership with TSMC
- Analog Devices Inc (NASDAQ: ADI) just announced to have double downed on its partnership with Taiwan Semiconductor Mfg. Co. Ltd (NYSE: TSM).
- 02/22/2024
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Here's My Top 4 Tech Stocks to Buy Right Now
- Alphabet and Meta Platforms are benefitting from a recovering ad market. Taiwan Semiconductor is a critical supplier of high-tech chips.
- 02/22/2024
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US Funds to Propel Chip Development, Semiconductor Ecosystem
- The resurgence of U.S. investments in chip development heralds a new era of innovation and competitiveness within the semiconductor ecosystem, likely benefiting Intel (INTC) and Microsoft (MSFT).
- 02/22/2024
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AI and semiconductor stocks surge after Nvidia's earnings beat
- Following Nvidia's earnings report, share prices of rivals Advanced Micro Devices and SoftBank-backed U.K. chip designer Arm Holdings also made gains.
- 02/21/2024
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Is Most-Watched Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Worth Betting on Now?
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 02/21/2024
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3 Overlooked Semiconductor Stocks to Watch Now
- Top AI semiconductor stocks have been hot through 2023, and so far this year, they're showing no signs of cooling off as the newest slate of generative AI technologies continues to impress. OpenAI recently showcased Sora, an AI video generator that's been the talk of the town over the past week.
- 02/21/2024
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Shares of supplier TSMC, chip equipment maker ASML fall ahead of Nvidia's earnings report
- Wall Street will parse commentary from Nvidia CEO Jensen Huang for an indication of how long the company's massive growth can last.
- 02/21/2024
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3 Top Sectors Investment Dollars Are Pouring Into Now: February 2024
- Top sectors are tough to pin down in advance. Far more often, we look backward at market performance to identify trends and top sectors.
- 02/20/2024
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Three stocks of AI ‘enablers' to consider as Nvidia sets up another possible surprise
- All eyes are on Nvidia Corp. this week — the company will announce its latest quarterly results after the close on Wednesday. It has been dominating the market for graphics processing units (GPUs) being deployed by datacenters for the rollout of artificial intelligence technology.
- 02/20/2024
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3 Stocks I Can't Wait To Buy On A Dip
- 3 Stocks I Can't Wait To Buy On A Dip
- 02/18/2024
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3 Stocks to Buy for the Post-Special Election Blue Wave
- This past week brought more good news for the Democratic Party. Suburban voters in New York state's 3rd District successfully flipped the Congressional seat previously occupied by expelled former Republican Representative George Santos.
- 02/16/2024
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Taiwan chipmaker TSMC stock surges after Morgan Stanley raises price target on Nvidia
- Taiwan's Taiex benchmark index jumped 3% to a record high on Thursday, buoyed by a surge in the share price of Taiwan Semiconductor Manufacturing Company, the world's biggest maker of computer chips.
- 02/16/2024
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The Next Nvidia? 3 Semiconductor Stocks That Investors Shouldn't Ignore
- Nvidia (NASDAQ: NVDA ) surprised many investors in 2023 with exceptional gains and financial reports to back them up. The company became a frontrunner in the artificial intelligence (AI) industry and still has plenty of runway left.
- 02/15/2024
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Up, Up, and Away: 3 High-Flying Chip Stocks Not Done Soaring Yet
- Investors should keep their ears to the ground for alluring chip stocks. Positive indicators point to growth in the semiconductor industry in 2024.
- 02/15/2024
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TSM Hits High After NVDA Price Hike
- TSMC (TSM) hit a new all-time high after Morgan Stanley hiked Nvidia's (NVDA) price target. The analyst notes that they continue “to see a very strong picture.
- 02/15/2024
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Meta Adds Broadcom CEO to Board, TSMC Stock Hits Record High, and Other Tech News Today
- First, every technology company wanted to be a player in artificial intelligence. The next stage is that every tech company wants to be able to make its own AI chips.
- 02/15/2024
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TSMC shares hit record high after Morgan Stanley lifts client Nvidia's price target on AI chip demand
- Shares of TSMC reached its highest level in history on Thursday.
- 02/15/2024
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Where Will Taiwan Semiconductor Stock Be in 1 Year?
- Taiwan Semiconductor Manufacturing is a crucial supplier to companies like Nvidia and AMD.
- 02/14/2024
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3 Stocks Set to Capitalize on Emerging Market Trends
- Certain companies stand at the edge in the global markets, capitalizing on emerging trends with massive gains. From the relentless push for cutting-edge semiconductor technology to the burgeoning demand for renewable energy resources and electric vehicles, investment opportunities are constantly shifting.
- 02/14/2024
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The Only 3 Generative AI Stocks Investors Need
- Investors can expose themselves to the 47% annual growth expected from the generative AI market by 2030 through three stocks. The names probably won't surprise many investors.
- 02/14/2024
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3 Compelling Artificial Intelligence (AI) Stocks That Risk-Averse Investors Can Feel Safe Buying
- IBM has redefined itself partially by becoming a provider of critical AI infrastructure and applications. Chip designers must turn to Taiwan Semiconductor to produce their most advanced chips.
- 02/14/2024
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Buy TSM stock as ‘all AI roads must go through' $TSM – analyst says
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) has been in an uptrend since late September but a Susquehanna analyst says it's not out of juice just yet.
- 02/13/2024
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3 Top Artificial Intelligence Stocks to Buy in February
- Alphabet's AI products are key in many areas. Taiwan Semiconductor builds the chips used in many AI devices.
- 02/12/2024
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If You Like Nvidia, Then You Will Love These 2 Hot AI Stocks
- Nvidia's soaring semiconductor sales help it to generate massive amounts of cash. Taiwan Semiconductor is set to benefit from surging demand for high-performance computing chips that power AI.
- 02/11/2024
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How I Would Invest $1,000,000 And Live Of Dividends Forever
- Reaching retirement and having enough capital to build a dividend money machine are dreams shared by many. With life expectancy on the rise, high yield alone is no longer sufficient; we need to plan for both capital appreciation and dividend growth.
- 02/10/2024
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3 Artificial Intelligence (AI) Stocks That Are Screaming Buys in February
- Look to the company that knows the ABCs of AI. Nvidia and AMD cannot develop AI chips without this manufacturer.
- 02/10/2024
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Final Trade: AZPN, TSM, HOOD, VLO
- The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
- 02/09/2024
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Powering the AI Boom: Is It Too Late to Buy Semiconductor Stocks?
- Unless you live under a rock, you have probably been hearing about and seeing some of these unbelievable moves in Semiconductor stocks.
- 02/09/2024
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Why Taiwan Semiconductor Stock Is Jumping This Week
- TSMC stock is soaring thanks to Arm Holdings' blockbuster earnings results and guidance. Arm's recent quarterly report suggests favorable demand trends for TSMC.
- 02/09/2024
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2 Tech Stocks You Can Buy and Hold for the Next Decade
- A slow smartphone industry has affected both Apple and TSMC. Apple's expanding services business can bring in more consistent income than its hardware products.
- 02/09/2024
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Taiwan Semiconductor Manufacturing Stock: Buy, Sell, or Hold in 2024?
- TSMC is benefiting from the rising chip sales due to the rising effectiveness of artificial intelligence.
- 02/09/2024
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Taiwan Semi, Samsung and ASML are underappreciated AI plays, says T. Rowe Price's Rizzo
- Dom Rizzo, T. Rowe Price global technology equity strategy portfolio manager, joins 'Closing Bell Overtime' to talk current market trends, where to get in on AI investing, the Big Tech sector and more.
- 02/08/2024
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Why Super Micro Computer, C3.ai, Taiwan Semiconductor, and Other Artificial Intelligence (AI) Stocks Rallied on Thursday
- Investors have been spellbound by recent advances in generative AI. Arm Holdings just helped illustrate the massive demand for all things AI with strong results and a blockbuster forecast.
- 02/08/2024
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3 Stocks to Buy for the New 2024 Bull Market
- Fundstrat's Tom Lee is at it again. The head of research at the firm gained a lot of notoriety in 2023 for correctly calling the bull market.
- 02/08/2024
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AI drives broad gains in chips
- CNBC's Kristina Partsinevelos joins ‘Halftime Report' to discuss the latest news on AI driving broad gains in the semiconductor sector.
- 02/08/2024
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Taiwan Semiconductor (TSM) Stock Price Prediction in 2030: Bull, Base and Bear Forecasts
- Taiwan Semiconductor (NASDAQ: TSM) has firmly established itself as the world's leading semiconductor manufacturer over the past few decades.
- 02/08/2024
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Why Taiwan Semiconductor Stock Raced Nearly 5% Higher Today
- Its January revenue was well higher on both a sequential and a year-over-year basis. All told, it amounted to the equivalent of nearly $7 billion.
- 02/07/2024
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TSMC: Tread Carefully Along The Semiconductor Tide
- TSM will be able to make healthy, steady gains in the next few years due to several factors: dominance, valuation, nature of market & general economic momentum. TSM has healthy valuations, with analyst consensus giving it a strong buy. However, the risk factors present such as competition with massive IBMs, the dependence on semiconductors to drive AI and political tensions must be accounted for.
- 02/07/2024
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3 Hot Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in February
- Alphabet is using AI to give users a better product. Taiwan Semiconductor is slated to see massive revenue growth thanks to AI infrastructure buildout.
- 02/06/2024
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3 Semiconductor Stocks to Buy for the Next Bull Run: February 2024
- Semiconductor stocks have experienced a dramatic divergence in their fortunes over the past year. For chip companies with exposure to AI, business is booming.
- 02/06/2024
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Taiwan chip giant TSMC announces second Japan plant
- TSMC will build a second foundry in Japan, the semiconductor giant and its local partners announced Tuesday, weeks before its first in the country officially opens.
- 02/06/2024
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Alphabet Gains Amid Fiber Plans, TSMC's New Chip Plant and Other Tech News Today
- Alphabet has been left out of the Big Tech earnings party over the last week after its advertising outlook disappointed. The Google parent is searching for levers to please investors and signing up a partner for its fiber-cable business could be one handy tool.
- 02/06/2024
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TSMC to build second Japan chip factory, raising investment to $20 bln
- Taiwanese chipmaker TSMC said on Tuesday it will build a second Japanese plant to begin operation by the end of 2027, bringing total investment in its Japan venture to more than $20 billion with the support of the Tokyo government.
- 02/06/2024
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MoneyShow's Best Investment Ideas For 2024: Part 8
- MoneyShow's Best Investment Ideas For 2024: Part 8
- 02/05/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 02/05/2024
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Taiwan Semiconductor: Highly Wanted Advanced Technology
- Taiwan Semiconductor's inventory correction cycle is over, demand for smartphones and PCs is improving, and mass production of 3nm chips has started successfully. Demand for 3nm chips is expected to grow strongly in 2024, driven by the need for AI and advanced technologies. TSMC's financial results are in line with expectations, and the company continues to lead in advanced technology manufacturing.
- 02/05/2024
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1 Quote You Must Hear From This Artificial Intelligence (AI) Juggernaut That Makes the Stock a Screaming Buy
- Taiwan Semiconductor is seeing strong demand for its chips. Management predicts AI chips will account for nearly one-fifth of its revenue by 2027.
- 02/04/2024
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3 Promising AI Stocks That Are Cheaper Than Nvidia
- Supermicro will continue to dominate the high-growth niche of AI servers. TSMC will remain the linchpin of the semiconductor and AI markets.
- 02/04/2024
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Forget FAANG and the "Magnificent Seven." It's time for the "AI 5," According to This Analyst.
- Wall Street regularly groups high-performing stocks together to separate them from the rest of the market. "FAANG" was coined in 2017, and the "Magnificent Seven" label followed in 2023.
- 02/04/2024
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24 Assets to Invest in for 2024: Part 8
- In Part 7, I spoke about Rivian (NASDAQ: RIVN), Chainlink, and Evolution AB (OTC: EVVTY)
- 02/03/2024
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Final Trade: WMT, GM, META, TSM
- The final trades of the day with CNBC's Dominic Chu and the Fast Money traders.
- 02/02/2024
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Trillion-Dollar Threshold: 3 Market Giants Eyeing Unprecedented Valuation Peaks
- If you're looking for trillion-dollar companies to invest in, look no further. In the technology sector, three market giants are poised for unprecedented trillion-dollar valuations.
- 02/02/2024
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Final Trades: Snap, Meta, Taiwan Semi and Diamondback Energy
- "Halftime Report" Investment Committee members Bryn Talkington, Josh Brown, Sarat Sethi and Steve Weiss give their top picks to watch for the second half.
- 02/01/2024
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3 Smart Stock Choices for a Potential Biden Second-Term
- This is an election year in the United States, and it's increasingly looking as though U.S. citizens will be treated to a Biden-Trump rematch. If President Joe Biden can successfully surmount his opponent, investors should expect a continuation of the well-known Biden administration's legislative achievements.
- 02/01/2024
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The 7 Most Appealing Chip Stocks to Consider Now
- There are multiple reasons that investors should be highly interested in some appealing chip stocks at the moment. Several factors suggest that the semiconductor industry is poised to skyrocket in 2024.
- 02/01/2024
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5 microchip stocks set to skyrocket with billions in U.S. subsidies on the horizon
- With the AI boom sending waves throughout the industry, microchip companies and their stocks are logging record profits and production. Nvidia (NASDAQ: NVDA) is the best example of this surge, as it continues to showcase new all-time highs almost every day
- 02/01/2024
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Wall Street Favorites: 3 AI Stocks With Strong Buy Ratings for January 2024
- AI stocks are surging ahead with unprecedented success, building upon their stellar performance last year. Artificial intelligence firms focusing on semiconductor giants have effectively reshaped market dynamics.
- 01/30/2024
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Here's why Pence Capital's Dryden Pence favors Amazon and TSMC
- Dryden Pence, chief investment officer with Pence Capital Management, joins 'Power Lunch' to discuss his market, economic expectations, and stock picks.
- 01/30/2024
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TSM, CRM, GOOGL: The Top 3 Stocks to Buy in 2024
- The positive future of the U.S. economy is evident in its resilience and outperformance compared to major trading partners. Despite challenges such as high inflation and fallout from foreign wars, the U.S. economy has posted faster annual growth in recent years, quashing fears of a recession.
- 01/30/2024
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Better Semiconductor Stock: Intel vs. Taiwan Semiconductor
- Intel and Taiwan Semiconductor are both recovering from the chip industry's cyclical downturn in 2023. Intel doesn't expect its growth to pick up until the second half of 2024.
- 01/30/2024
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3 Chip Stocks Set for Silicon Success in 2024
- A few decades ago, the microchip industry seemed like a niche manufacturing sector. Most perceptions of microchips and semiconductors included large desktop computers and defense communications projects.
- 01/30/2024
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3 Outperforming Emerging Market Stocks for Your Watch List
- Emerging market stocks are capturing the spotlight, propelled by the dynamic economic landscape of these vibrant regions. Outshining developed counterparts, these markets boast robust gross domestic product (GDP) growth rates fueled by an expanding middle class and swift industrialization.
- 01/29/2024
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Semiconductor Equipment Downturn Will Continue Through H1 2024
- Semiconductor equipment revenues decreased less than expected in 2023, as a memory downturn pushed 2022 sales into 2023. Imports of equipment used in chip production in China surged by 14% in 2023, reaching nearly $40 billion, pulling in sales from 2024. I estimate the semiconductor equipment market will increase 1% in 2024. Growth will be negative in the first half followed by an uptick in second half.
- 01/29/2024
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Here's Why Taiwan Semiconductor Is a No-Brainer Cyclical Stock to Buy
- Taiwan Semiconductor's recent results cheered the market, and the company's positive view is backed by industry data. Semiconductor billings in late 2023 were ahead of typical industry performance.
- 01/29/2024
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2 undisputed chip leaders that each owns a 90% market share
- Commanding 80% or more market share in any industry segment is a worthy feat, especially on a global scale in the computer and technology sector. They say the lion on top of the mountain is not as hungry as the lion climbing the mountain, and it only has room to fall.
- 01/29/2024
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Biden To Award Chip Subsidies Soon; Intel, Taiwan Semi Expected To Take A Big Dip: WSJ
- The Biden administration is expected to award hefty Chips Act subsidies to Intel, Taiwan Semi and others soon, The Wall Street Journal reported.
- 01/27/2024
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Unique Wealth Opportunities: 7 Stocks With Unprecedented Upside
- With the Federal Reserve halting interest rate hikes, the investment scene favors bullish trends. In fact, the S&P 500 has been on a monumental streak of late, achieving record-high closes in the past week, driven by significant gains in the technology sector.
- 01/26/2024
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AI growth propels semiconductor stocks to new highs
- Taiwan Semiconductor Manufacturing Co. Ltd. NYSE: TSM stock gapped up nearly 10% on January 18 after trouncing earnings and sales views.
- 01/26/2024
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3 Artificial Intelligence Stocks to Buy as the Technology Advances in 2024
- According to the International Monetary Fund, we are on the brink of a technology revolution spearheaded by artificial intelligence. The technology will boost productivity, accelerate global growth and raise incomes globally.
- 01/25/2024
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3 Must-Buy Stocks Before They Join the Trillion-Dollar Club
- If you were asked how many firms currently are valued at $1 trillion or more based on market cap, what would you guess? The answer might surprise you.
- 01/25/2024
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3 Semiconductor Stocks to Buy and Hold Forever: January 2024
- In today's digital era, where technological breakthroughs like artificial intelligence (AI), machine learning and quantum computing rely heavily on the innovation of semiconductor technology, forever semiconductor stocks have cemented their relevance. These stocks have grown exponentially in recent years while exhibiting no signs of slowing down, making them a captivating investment opportunity.
- 01/25/2024
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Buy This Incredibly Cheap Artificial Intelligence (AI) Stock Before It Starts Soaring Like Nvidia
- TSMC's latest results point toward a nice acceleration in the company's growth. Analysts have significantly raised their expectations, which could lead to a solid rally in the company's stock price.
- 01/25/2024
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The Biggest Stock Winners and Losers of Q4 Earnings Season
- We're now in the thick of earnings season and results are coming in at a fast and furious rate and it's time to look at the Q4 earnings winners you should shortlist. With 10% of S&P 500-listed companies having now reported financial results for the fourth and final quarter of 2023, 62% of companies have reported both better-than-expected earnings per share and revenue, according to data from FactSet.
- 01/25/2024
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7 Tech Stocks That Also Bring in Attractive Passive Income
- When the topic of tech stocks comes up, chances are, you're not really thinking about any underlying dividends. Instead, the top innovators generally tend to be capital-gains-oriented investments.
- 01/24/2024
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Why Shares in Taiwan Semiconductor Rose, Again, Today
- The semiconductor industry looks set for a cyclical recovery this year. Order patterns at semiconductor equipment companies are indicating a ramp-up in spending will follow an increase in capacity utilization.
- 01/24/2024
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Why TSMC stock is building up for big gains
- In the global semiconductor industry, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is positioning itself for a potential surge in stock price, partly powered by strategic business moves.
- 01/24/2024
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3 Semiconductor Stocks to Buy Before the Bulls Rush Back
- TSMC will remain the linchpin of the semiconductor market AMD is a good long-term play on the gaming, data center, and AI markets. Micron's supply glut is ending as its core markets recover.
- 01/24/2024
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Why Taiwan Semiconductor's Big News Is Great for These 2 Surprising Companies
- The semiconductor industry looks set for a cyclical recovery in 2024. If that recovery arrives, we can expect a stabilization (at least) in consumer electronics and other industries that are sensitive to interest rates.
- 01/24/2024
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International Tax Havens: 3 Global Stocks for the Savvy Investor
- Investing in global or international stocks could be a great move for U.S. investors. Not only are global stocks less correlated to indices like the S&P 500 than domestic ones, but investors can also enjoy currency diversification.
- 01/23/2024
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 01/23/2024
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3 Emerging Market Stocks to Buy for 5X Gains by 2027
- Identifying the next big wave is crucial for maximizing returns among investment opportunities. This article delves into three potential 5X emerging market stocks that could reach the mark by 2027.
- 01/22/2024
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Nvidia Is Great, But These 3 Semiconductor Stocks Are Even Better
- Semiconductor stocks are increasingly coming into focus for growth investors looking to amplify their returns. Indeed, looking at Nvidia's (NASDAQ: NVDA ) performance on a year-to-date (YTD) basis (and really over almost any time frame), it's clear that investors are focusing on long-term growth trends for the coming decade.
- 01/22/2024
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3 S&P 500 Growth Stocks to Buy as Index Enjoys Bull Market
- With the S&P 500 confirming the bull market, it's wise for investors to invest in growth stocks such as NVIDIA (NVDA), Salesforce (CRM), and Amazon.com (AMZN).
- 01/22/2024
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Will TSMC Be a Trillion-Dollar Stock by 2030?
- Taiwan Semiconductor Manufacturing suffered a major slowdown in 2023. However, it expects its revenue to rise by at least 20% in 2024.
- 01/22/2024
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Proceed With Caution When Considering These 5 Ultra-Popular Stocks
- Taiwan Semiconductor is a giant, but China is a threat to it. Wingstop has been growing well, but it's valuation is steep.
- 01/21/2024
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3 Artificial Intelligence (AI) Stocks to Buy Today, Still Below Their 2021 Highs
- With the company's AI-optimized advertising and cloud services, Amazon stock is on track to reclaim its 2021 highs. Applied Materials' collaborations and investment in R&D hint at groundbreaking innovations in the years ahead.
- 01/21/2024
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3 Top-Rated Value Stocks Wall Street Analysts Are Loving Now: January 2024
- Having avoided a much-dreaded recession last year, investors may feel emboldened to consider risk-on assets, thereby ignoring top-rated value stocks. However, that could be a mistake.
- 01/20/2024
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Semiconductor Secrets: 7 Chip Stocks to Buy Instead of Nvidia
- Though the dominance of Nvidia (NASDAQ: NVDA ) is unquestioned – especially with the rising prominence of generative artificial intelligence – it's also worth pointing out that other chip stocks exist. Now, they might not offer the radical paradigm shift that NVDA sparked last year.
- 01/20/2024
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TSMC's Cutting-Edge Foundry Story Keeps On Winning
- TSM's impressive performance in the recent FQ4'23 earnings call and optimistic FY2024 guidance further cement the bottoming semiconductor investment thesis. Generative AI also provides a long-term growth tailwind over the next decade, as the TAM for Generative AI Hardware grows to $641.73B in 2032, expanding at a CAGR of +32.6%. TSM already generates 50% of its FQ4'23 revenues from 3nm and 5nm technologies, indicating the increased demand for its leading-edge offerings, justifying the intensified R&D efforts.
- 01/20/2024
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3 Supercharged Tech Stocks to Buy Without Any Hesitation
- A rebound in smartphone sales should help TSMC's top line in 2024. Intelligent Cloud was Microsoft's highest-growing segment in its latest quarter.
- 01/20/2024
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The Score: Spirit, Disney, TSMC and More Stocks That Defined the Week
- Here are some of the major companies whose stocks moved on the week's news.
- 01/19/2024
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5 Semiconductor Stocks to Buy for Sparkling Returns in 2024
- We have narrowed our search to five giant semiconductor companies with strong growth potential in 2024. These are: NVDA, MU, TSM, AMD, ASX.
- 01/19/2024
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3 Stocks on Track for a Trillion-Dollar Market Cap by 2028
- In the stock market, three giants are steadily on the path to attaining a trillion-dollar market cap by 2028. This has led to this list of upcoming trillion-dollar companies.
- 01/19/2024
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Why Taiwan Semiconductor Stock Soared This Week
- Taiwan Semiconductor is set for at least 20% top-line growth this year. Management's capital spending forecast is a display of confidence in its end markets.
- 01/19/2024
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Taiwan's TSMC is 'perfectly positioned' to benefit from AI, analyst says
- Daniel Newman, CEO and principal analyst at Futurum Research, says "there's an insatiable appetite for low-power, high-performing chips that are going to be able to enable [artificial intelligence] on devices."
- 01/19/2024
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TSMC Stock Rises on Bullish Call for Chip Growth. What It Means for Apple and Nvidia.
- Taiwan Semiconductor Manufacturing said Thursday that it expects its revenue growth this year to be at least 20%, more than double the rate of the wider semiconductor market.
- 01/18/2024
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Taiwan's TSMC to launch Japan chipmaking plant in February
- Taiwan's TSMC will formally open its new chipmaking foundry on Japan's Kyushu island on February 24, its chairman said Thursday, which is part of their plan to expand its global manufacturing footprint.
- 01/18/2024
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Taiwan's TSMC reports profit drop in fourth quarter
- Taiwanese chipmaking giant TSMC saw a nearly 20 percent drop in net profits in the fourth quarter of 2023, it announced Thursday.
- 01/18/2024
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S&P 500 futures rise as Treasury yields dip, TSMC results support Nasdaq
- U.S. stock futures inched higher early Thursday, as Treasury yields dipped and stress eased in Asian markets.
- 01/18/2024
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This semiconductor stock is gearing up for a huge surge
- With the previous year marking a breakout period for the semiconductor industry and their respective stocks, with some companies like Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) multiplying their value, it is no wonder that this effect carried into this year as well.
- 01/18/2024
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TSMC Projects Return to Solid Growth as Tech Recovers
- TSMC expects a return to solid growth this quarter and gave itself room to raise capital spending in 2024, suggesting the world's most valuable chipmaker anticipates a recovery in smartphone and computing demand. Tom Mackenzie reports on Bloomberg Television.
- 01/18/2024
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Chip maker TSMC posts 19% fall in net profit, but edges pasts forecasts
- Taiwan-based chip maker Taiwan Semiconductor Manufacturing Co. Ltd. on Thursday reported a 19.3% fall in net profit, but still managed to beat expectations amid hopes a global chip slowdown is easing.
- 01/18/2024
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Taiwan Semiconductor Manufacturing Co (TSMC) reports flat financial results
- On January 18th, the latest financial results were announced by Taiwan Semiconductor Manufacturing Company (TSMC). As the world's largest producer of semiconductors, which are used in the making of computers, electric cars and many clean energy solutions, the business could be poised to benefit greatly from investing trends in 2024.
- 01/18/2024
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TSMC's Profit Drops on Sluggish Chip Demand, Weaker Margins
- Taiwan Semiconductor Manufacturing Co.'s fourth-quarter net profit fell from a year earlier as revenue from chips used in Internet of Things decreased and margins deteriorated.
- 01/18/2024
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TSMC beats profit and revenue expectations in the fourth quarter
- The world's largest contract chipmaker TSMC on Thursday posted better-than-expected profit and revenue for the fourth quarter of 2023.
- 01/18/2024
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TSMC Q4 profit falls 19%, beats market expectations
- Taiwanese chipmaker TSMC posted a 19% fall in fourth-quarter net profit on Thursday as global economic woes hit demand for chips used in applications from cars to cellphones and servers.
- 01/18/2024
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TSMC's Market Dominance Targeted By Intel By 2025
- TSMC is the dominant foundry in the world with a 58.8% market share, followed by Samsung with 13.5%. Intel is emerging as a competitor in the foundry market, aiming to advance its process to the 2-nanometer range by 2024. Battle lines are being drawn at 2nm technology as an opportunity for Intel and Samsung to narrow the gap with TSMC.
- 01/17/2024
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3 Promising Stocks Poised for Trillion-Dollar Status in 2024
- The positive future of the U.S. economy seems promising, according to Jeremy Siegel, emeritus professor of finance at the Wharton School. He believes the economy has achieved a “Goldilocks pace” of growth, with recent data showing a robust job market and steady unemployment rates.
- 01/17/2024
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Best Momentum Stock to Buy for January 17th
- TSM, BK and HTH made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on January 17, 2024.
- 01/17/2024
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Should You Buy Taiwan Semiconductor (TSM) Ahead of Earnings?
- Taiwan Semiconductor (TSM) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.
- 01/17/2024
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The AI Trends (And Hype) For The Coming Year
- Large language models aka LLMs and generative AI aka GenAI are reshaping various industries and rewriting life as we know it. Monetization of GenAI has primarily focused on B2B revenue streams, but subscription-based models and the "GPT Store" show promise for individual users. Hardware and software design, AI workflow enhancers, and applied AI opportunities are key areas to watch in the GenAI space.
- 01/17/2024
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What Awaits Taiwan Semiconductors (TSM) in Q4 Earnings?
- Taiwan Semiconductor's (TSM) fourth-quarter 2023 results are expected to reflect gains from its robust technology portfolio amid macroeconomic challenges.
- 01/16/2024
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Top Stock Picks for 2024: Taiwan Semiconductor
- Every day for the next three weeks, we're going to highlight one of Schaeffer's top 12 picks for 2024.
- 01/16/2024
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TSMC to report drop in profit for 4Q ahead of anticipated uptick in chip demand
- Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE:TSM) (TSMC) is expected to report another quarterly drop in profit for the fourth quarter on Thursday but analysts are positive that demand for semiconductor chips will pick up later this year.
- 01/16/2024
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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
- Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
- 01/16/2024
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TSMC's Q4 profit to slide 23%, focus on rebounding demand this year
- Taiwan Semiconductor Manufacturing Co Ltd , is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.
- 01/15/2024
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AI and the CHIPS Act: 3 Semiconductor Stocks to Watch in 2024
- Chip stocks, especially those that would benefit from the artificial intelligence ( AI ) craze, had an amazing rally in 2023. Notably, Nvidia (NASDAQ: NVDA ), the chipmaker most critical to designing high-end chips for training large language models (LLMs), saw its share price increase by more than 239% last year.
- 01/15/2024
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TSMC's Risky Bet Could Be Great News for Intel Investors
- TSMC reportedly won't adopt ASML's latest lithography systems until 2030. Intel is already adopting the new systems, which could enable it to pull ahead of TSMC in the process race over the next few years.
- 01/15/2024
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3 Promising Stocks Poised for Trillion-Dollar Status in 2024
- The positive future of the U.S. economy seems promising, according to Jeremy Siegel, emeritus professor of finance at the Wharton School. He believes the economy has achieved a “Goldilocks pace” of growth, with recent data showing a robust job market and steady unemployment rates.
- 01/14/2024
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10 Tech Stocks With a Strong Buy Rating Right Now
- What will be the top tech stocks of 2024? That question has been on many investors' minds as the new year takes shape.
- 01/12/2024
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TSMC: Not All That Glitters Is Gold
- TSMC's revenue declined 5% in FY 2023 YoY, according to the last Q4 2023 results, beating expectations and being an improvement given the guidance in Q2 2023 of -10% YoY. AI processors only represent a small portion of TSMC's total revenues but have a CAGR growth prospect of around 50%. TSMC faces competition from Intel and Samsung in the most advanced nodes segments, which could impact its market position over the long term.
- 01/12/2024
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3 Stocks to Buy for a Future Fueled by AI
- The artificial intelligence (AI) trade is alive and kicking. Companies tied to AI are rallying to start 2024 after a brief pullback.
- 01/11/2024
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Taiwan's elections: Here's what investors should watch
- This Saturday, Taiwan will head to the polls, in elections that will be closely watched by investors, due to the self-governing territory's outsized role in the global economy as the biggest semiconductor manufacturer in the world.
- 01/11/2024
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TSMC Is Probably The Most Important Company In The World Right Now
- TSMC's main competitor is Samsung, but they are far behind in advanced chips and do not have the same capacity as TSMC. Intel has the advantage of government support, but cannot compete with TSMC's experience and expertise. TSMC's advanced chips are crucial for multiple industries and their dominance is likely to increase in the future.
- 01/11/2024
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Taiwan Semiconductor has a strong fourth quarter
- Taiwan Semiconductor Manufacturing Co.'s fourth-quarter revenue beat estimates of a decline, as demand from artificial intelligence players helped offset sluggish smartphone and laptop chip sales. Tom Mackenzie reports.
- 01/10/2024
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TSMC, supplier to Apple and Nvidia, beats expectations as AI demand supports 4Q revenue
- The giant chipmaker, which supplies companies including Apple and Nvidia, reported sales of NT$625.53 billion (US$19.6 billion) for the quarter, up 14.4% from a year earlier.
- 01/10/2024
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TSMC posts better-than-expected sales signaling semiconductor slump has started to ease
- Taiwan Semiconductor Manufacturing Co (TSMC) on Wednesday beat analysts expectations, despite reporting a drop in its revenues, by posting better than expected sales in the final quarter of 2023 amid signs the global slump in the chip market has now reached an end.
- 01/10/2024
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TSMC Posts Flat Quarterly Revenue. Now the Focus Is on Nvidia AI Chips.
- Taiwan Semiconductor Manufacturing reported a drop in sales for December but beat expectations for the quarter overall
- 01/10/2024
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TSMC's December sales down 8.4% y/y
- TSMC , , the world's largest contract chipmaker, said on Wednesday that its December sales fell 8.4% year-on-year to T$176.3 billion ($5.66 billion).
- 01/10/2024
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If You Can Only Buy One Tech Stock in January, It Better Be One of These 3 Names
- Tech stocks have enjoyed an incredible rally over the past three months. The Federal Reserve seems set to cut rates at some point in 2024.
- 01/09/2024
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Election Edge: 7 Stocks to Snag Before the 2024 Presidential Race Heats Up
- The 2024 presidential election promises to be volatile, and that volatility will doubtlessly carry over to your stock portfolio. Historically, elections can double stock market volatility, depending on a handful of variable factors, which makes election stocks important to watch.
- 01/09/2024
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Samsung's yields for semiconductors are 'so much worse' than competitors like TSMC, says analyst
- "Bad yields can turn into really bad earnings results," said Cory Johnson, chief market strategist at technology research and advisory firm The Futurum Group.
- 01/08/2024
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Why Intel, TSMC, and AMD Stocks All Just Popped
- In 2023, the U.S. government imposed stiff restrictions on the export of AI chips to China. In 2024, the U.S. is turning its attention to the lower-end semiconductor chips that America needs and that are heavily produced in China.
- 01/08/2024
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1 Undervalued Artificial Intelligence (AI) Stock to Buy in Bunches for 2024
- Artificial intelligence could remain on investors' minds for several years.
- 01/07/2024
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3 Best Artificial Intelligence Stocks to Buy in January
- Super Micro Computer is an alternative investment to Nvidia. Taiwan Semiconductor produces the chips found in many AI devices.
- 01/06/2024
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The Trillion-Dollar Bet: 3 Must-Buy Stocks Primed for Explosive Growth
- Under ongoing rapid technological evolution, the semiconductor industry is the cornerstone of innovation, enabling the digital revolution. Amidst this, these trillion-dollar companies loom large.
- 01/05/2024
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The 3 Hottest Semiconductor Stocks to Watch in 2024
- The semiconductor industry took the world by storm in 2023, and I believe it will continue to remain a highlight of this year too. It is hard to imagine a world without semiconductor chips, and if you want to make the most of the ample potential these companies have, it is best to invest in semiconductor stocks.
- 01/04/2024
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TSMC (TSM) Sees a More Significant Dip Than Broader Market: Some Facts to Know
- TSMC (TSM) reachead $100.17 at the closing of the latest trading day, reflecting a -1.34% change compared to its last close.
- 01/03/2024
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2 Straightforward Reasons Taiwan Semiconductor Manufacturing Company Could Explode Higher in 2024
- TSMC is the world's leading semiconductor foundry. Chips for PCs and smartphones account for most of TSMC's revenue.
- 01/03/2024
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Shares of Apple suppliers fall in Asia after Barclays downgrades the iPhone maker
- Shares of Apple suppliers fall in Asia on Wednesday after Barclays downgraded Apple on Tuesday.
- 01/02/2024
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TSMC: A Top Global Foundry Play Trading At 17X Earnings
- Taiwan Semiconductor Manufacturing Company is the leader in semiconductor contract manufacturing and design. TSMC is growing rapidly and achieves gross margins in excess of 50%. The foundry business is projected to deliver double-digit top line growth in the foreseeable future.
- 01/02/2024
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Can Intel Take the Crown From Taiwan Semiconductor Manufacturing in 2024?
- Intel's manufacturing business is gaining excellent traction, but will it be enough to dethrone TSMC?
- 01/02/2024
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Better AI Stock: Nvidia vs. Taiwan Semiconductor Manufacturing Company
- Nvidia's GPUs are a vital part of training AI models. TSMC is the main producer of Nvidia's chips.
- 01/02/2024
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TSMC: I Should Have Sticked To My Model (Rating Upgrade)
- Optimistic Future: Two DCF models project a positive outlook for TSMC, with the initial one suggesting a fair price of $220.1 and a future price of $348.3 based on analysts. Conservative Promises: Aligning with the global semiconductor market, the second model forecasts a fair price of $146.4 and a future price of $228.3, indicating a notable upside from the current. Strong Buy Confidence: An unwavering "Strong Buy" rating underscores confidence in TSMC's resilience and growth potential, positioning it as a compelling investment in advanced semiconductors.
- 01/02/2024
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7 Hot Semiconductor Stock Trends to Watch for 2024
- Expect big things for 2024 as global semiconductor trends accelerate. Analysts forecast that, broadly, 2024 will mark a record year for revenue while the industry prepares to double within the next decade, generating a trillion dollars in revenue between now and then.
- 01/01/2024
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 01/01/2024
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TSMC: Major Apple Risk Persists But Stock Still Investible (Rating Upgrade)
- TSMC is a prudent choice for investment in the semiconductor industry, which is expected to continue growing. The rise in competition at the leading edge of the market poses a risk to TSMC's market share and pricing power. Apple, TSMC's largest customer, may explore other foundries for its chip manufacturing, potentially impacting TSMC's business.
- 01/01/2024
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TSMC gets pulled into Taiwan election fray at VP debate
- Taiwanese chipmaker TSMC was dragged into the election campaigning fray on Monday as vice presidential candidates argued over the company's overseas investments and whether tensions with China made Taiwan too dangerous a place to invest.
- 01/01/2024
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3 Top AI Stocks to Buy Beyond the "Magnificent Seven"
- The world's leading foundry will benefit from AI no matter which chip wins out. This high-powered AI server maker gets over 50% of revenue from AI.
- 12/31/2023
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Top 7 Semiconductor Stock Picks for the New Year
- As you look at semiconductor stock picks for 2024, it's important to understand the state of the sector. Semiconductors are in the early stages of a super cycle that may have several years to run.
- 12/29/2023
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TSMC (TSM) Exceeds Market Returns: Some Facts to Consider
- In the latest trading session, TSMC (TSM) closed at $104.70, marking a +0.05% move from the previous day.
- 12/28/2023
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Taiwan Semi should also benefit from the AI chip market by 2027, says Deepwater's Doug Clinton
- Doug Clinton, Deepwater Asset Management managing partner, joins 'Squawk on the Street' to discuss the impact of AI, where the investing opportunities are, and more.
- 12/28/2023
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3 Stocks to Buy Now Before They Become Tomorrow's Trillion-Dollar Companies
- Heading into 2024, the future of the U.S. economy remains uncertain, with conflicting predictions about the possibility of a recession. While some experts anticipate a soft landing, others predict a mild recession starting in the second quarter.
- 12/27/2023
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1 Phenomenal Semiconductor Stock Set to Explode in 2024
- Taiwan Semiconductor Manufacturing Company has seen its demand shrink with an excess chip supply. New 3-nanometer chips will add to revenue in 2024.
- 12/27/2023
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Final Trades: CALF, Qualcomm, Diamondback Energy and Taiwan Semi
- Here are today's final trades from the Investment Committee.
- 12/26/2023
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Chip Champions: 3 Semiconductor Stocks to Buy Before the Bull Market
- In the ever-evolving semiconductor sector, savvy investors are eyeing the next big breakthrough. Amidst a robust recovery from recent setbacks, the hunt for premier semiconductor stocks becomes increasingly critical.
- 12/25/2023
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Brokers Suggest Investing in TSMC (TSM): Read This Before Placing a Bet
- The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
- 12/25/2023
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3 Semiconductor Stocks You'll Regret Not Buying Soon: December Edition
- Semiconductor stocks and the companies they represent are ready for big things in 2024. One research firm claims that 2024 will kickstart a prolonged 20% CAGR trend next year, with artificial intelligence and vehicle-centric utility leading the way.
- 12/25/2023
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Short squeeze alert: 2 stocks which could rocket in January
- In the dynamic world of stock markets, investors seek opportunities to capitalize on market movements. Indeed, one approach that has become popular is the short squeeze strategy, known to yield returns for investors in a short span, with retailer GameStop (NYSE: GME) being a perfect example.
- 12/25/2023
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TSMC Vs. Intel: Only 1 Can Win
- Taiwan Semiconductor Manufacturing (TSMC) is the dominant global champion of semiconductor manufacturing, serving major companies like NVIDIA, Apple, and AMD. Intel, once the dominant company in the semiconductor space, lost its position when Apple started making its own chips, resulting in a decline in profit. TSMC remains the better company with higher revenue and earnings growth, while Intel's cheap valuation and government support make it worth considering.
- 12/24/2023
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3 Stocks Poised to Reach Trillion-Dollar Valuation by 2030
- The relentless march of technology's behemoths toward trillion-dollar valuations by 2030 paints a portrait of innovative prowess, strategic agility, and financial resilience. Within the dynamic realm of the semiconductor and software industries, three prominent companies stand poised for astronomical growth.
- 12/22/2023
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Why These 7 AI Stocks Should Be on Your Radar in 2024
- 2024 is shaping up to be very similar to 2023 for artificial intelligence. Overall, enterprises continue to be very optimistic about the potential of AI, in particular generative AI.
- 12/21/2023
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Chairman of Taiwan chip giant TSMC to retire next year
- The chairman of Taiwan's semiconductor giant TSMC, Mark Liu, will retire from the company next year, the firm announced Tuesday.
- 12/19/2023
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TSMC Chairman Mark Liu to retire in 2024, CEO recommended as successor
- Taiwan Semiconductor Manufacturing Company Chairman Mark Liu plans to retire in 2024, the company said in a statement Tuesday.
- 12/19/2023
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Final Trades: Taiwan Semiconductor, American Express, Marathon Petroleum, and T-Bills
- The 'Halftime Report' Investment Committee give their top picks to watch for the second half.
- 12/18/2023
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3 Emerging Market Stocks to Ride the Next Bull Run
- Across all stock sectors and subtypes, few were hit harder this year than emerging market stocks. The iShares Emerging Market ETF (NYSEARCA: EEM ) dropped nearly 50% between its post-pandemic high and October 2022 before squeaking out a meager 3% return this year.
- 12/14/2023
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2 Top Artificial Intelligence (AI) Stocks Ready for a Bull Run
- TSMC is anticipated to witness a nice turnaround in its fortunes in 2024 thanks to the growing demand for its AI chips. Snowflake's cloud-based data platform is enabling organizations to adopt generative AI use cases and this could catalyze the company's already impressive growth.
- 12/14/2023
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2 Phenomenal Chip Stocks to Buy in 2024
- Both Taiwan Semiconductor and ASML are at risk if China makes a wrong move. ASML's machines allow Taiwan Semiconductor to make chips.
- 12/13/2023
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TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know
- In the most recent trading session, TSMC (TSM) closed at $101.60, indicating a +0.64% shift from the previous trading day.
- 12/12/2023
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 12/11/2023
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Future Trillion-Dollar Companies: 7 Stocks to Invest in Now
- As 2024 unfolds, the spotlight falls on identifying the next trillion-dollar stocks. This elite club, currently consisting of six corporate giants at this time, symbolizes financial might, market influence, and innovative prowess.
- 12/10/2023
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2 Incredible Stocks You'll Regret Not Buying Before 2023 Is Over
- Taiwan Semiconductor Manufacturing supplies chips to several critical companies. Adobe's new generative AI products will give it a solid business boost.
- 12/09/2023
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3 Great Foreign Companies to Invest in Right Now
- Based in Sweden, Spotify dominates the music business today. Mercado Libre's headquarters are in Uruguay and the company is a huge player in Latin America.
- 12/09/2023
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Final Trades: Ardagh Metal, Twilio, Boeing and Taiwan Semiconductor
- The 'Halftime Report' traders give their top picks to watch: Ardagh Metal, Twilio, Boeing and Taiwan Semiconductor
- 12/08/2023
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TSMC CEO Predicts Big AI Chip Demand
- The comments suggest robust growth for AI semiconductors.
- 12/08/2023
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Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
- When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
- 12/07/2023
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Global Giants: 3 Stocks to Buy in Emerging Economies
- Emerging economies are undoubtedly a good alternative to consider when making investments. By investing in emerging markets stocks, we can obtain exponential returns due to the great capacity for growth that these companies can have within these developing economies.
- 12/07/2023
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The 3 Best AI Stocks to Buy in December
- Sam Altman returning as CEO of Open AI this past week has refocused many investors on the sector. With so many eyes on how this industry leader will continue to move on and expand after this drama, we wanted to reassess the top AI stocks for December.
- 12/07/2023
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Why the Market Dipped But TSMC (TSM) Gained Today
- In the most recent trading session, TSMC (TSM) closed at $97.85, indicating a +1.2% shift from the previous trading day.
- 12/06/2023
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Another U.S.-China conflict is escalating. It could be the most serious of all.
- In the era where technological prowess increasingly dictates global power, it's no wonder that both the U.S. and China strive to perfect the application of artificial intelligence (AI) in military applications.
- 12/05/2023
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The 7 Best Ways to Invest $1,000 in the Stock Market Now
- The economy is showing strong signs of improvement as we get into the holiday mood. Investment choices are many, but investors with a limited amount need to conduct thorough research.
- 12/04/2023
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1 Semiconductor Stock You'll Regret Not Buying Right Now
- Some of the biggest names in tech use Taiwan Semiconductor's foundries. Its new 3 nanometer chips are finally contributing to revenue.
- 12/01/2023
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3 Must-Own Stocks as Demand for AI Chips Soars
- Demand for artificial intelligence microchips shows no signs of slowing down. According to market research firm Gartner, by 2027, global AI chips revenue is expected to be more than double the size of the market in 2023, growing to $119.4 billion.
- 11/30/2023
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If You Can Only Buy One Semiconductor Stock in December, It Better Be One of These 3 Names
- We all rely on technology to carry out everyday functions, like communicating, workin, and driving. However, have you ever wondered what powers our technology today?
- 11/29/2023
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Semiconductor Stocks: How The AI Chip Boom Is Priming The Sector For Growth | IBD
- Chip stocks like Nvidia and Qualcomm power much of the world's technology. And with 750 chipmakers building the brains and the insides of our digital devices, competition in the sector has never been hotter.
- 11/29/2023
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Taiwan president warns of growing ‘military intimidation' from China as election nears
- Taiwanese President Tsai Ing-wen said Wednesday that the people of her country remain ‘clear-eyed' about the threat of war with China, but that she believes that “this is not the time for them to consider a major invasion” of the island.
- 11/29/2023
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Warren Buffett Sold These 4 Stocks - They Are Still Dirt Cheap
- Warren Buffett's selling a stock doesn't mean it's worthless; some Buffett stocks have performed well after his sales. You can never be sure that Buffett still owns a stock after his 13F comes out, because he may have sold in the period after the quarter ended. In this article, I explore four former Buffett stocks that look dirt cheap at today's prices.
- 11/29/2023
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 11/28/2023
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TSMC: Secular Trends And Market Potential Make It A Strong Buy Ahead Of A Recovery
- TSMC's stock may recover in 2024 if global economic growth outperforms expectations and consumer device markets rebound. Its growth is driven by the expansion of AI, IoT, HPC, and 5G, as well as the trend towards fabless semiconductor companies. The company leads in introducing new node process technologies and has a strong relationship with Apple.
- 11/28/2023
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AI Stock Predictions: 7 Names Google Bard Believes Will Double in 2024
- I asked Google Bard to give me the names of seven stocks it believes will double in 2024. I agree with many of the recommendations it gave.
- 11/27/2023
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3 Rising Stars: Invest Now in Tomorrow's Trillion-Dollar Companies
- As the global economic landscape evolves, identifying burgeoning companies with potential to scale into trillion-dollar entities is a pursuit that captivates investors worldwide. In the realm of pharmaceuticals, technology, and semiconductor manufacturing, three standout enterprises are reshaping industries, poised to reach meteoric heights.
- 11/26/2023
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Taiwan Semiconductor: The 800-Pound Chip Gorilla That's An Underappreciated Play On AI
- Taiwan Semiconductor shares have risen 31% since December, outperforming the S&P 500. TSM's Q3 2023 results beat estimates, with revenue up 10% from Q2 and 5nm device revenue jumping 13% YoY. TSM's strong ramp-up of 3nm technology and increased demand for 5nm technologies are expected to drive future growth.
- 11/25/2023
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TSMC (TSM) Stock Declines While Market Improves: Some Information for Investors
- In the latest trading session, TSMC (TSM) closed at $97.83, marking a -0.83% move from the previous day.
- 11/24/2023
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7 Stocks Set to Capitalize on the Coming Year-End Rally
- The story of the stock market in 2023 has largely been about optimism around AI tinged by the continued threat of recession. Generative AI has propelled tech shares much higher.
- 11/24/2023
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The 3 Top Semiconductor Stocks Powering the Tech Boom
- The 2020s will be the semiconductor decade as chip prevalence across industrial and consumer applications increases. Top semiconductor stocks reflect this positive outlook, with the VanEck Semiconductor ETF (NASDAQ: SMH ) surging 61% year-to-date.
- 11/23/2023
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Michael Burry's SOXX short: Key stocks driving his bearish bet
- Earlier this month, the iconic investor Michael Burry, famed for his prescient role in “The Big Short,” redirected his bearish sentiments from the broader market to a more targeted sector.
- 11/23/2023
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Resilience, Innovation, and Growth: 3 Trailblazing Stocks to Watch
- In the stock market, investors are always looking for growth. After all, a growing company means a growing share price.
- 11/21/2023
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Japan's Favorite AI Stocks: 3 Companies the Country Loves
- Japan is hot on artificial intelligence ( AI ), and some AI stocks stand to gain more than others. Earlier this month, the Japanese government began planning a whopping $13 billion aid package to develop internal semiconductor manufacturing and advance AI tech.
- 11/21/2023
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2 Artificial Intelligence (AI) Stocks That Could Be Millionaire Makers
- Taiwan Semiconductor's chips are used in several AI applications. UiPath is a practical application of AI in the workplace.
- 11/20/2023
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This Magnificent Artificial Intelligence (AI) Stock Is About to Step on the Gas, and It Is Cheap Right Now
- Taiwan Semiconductor's monthly sales surged impressively last month. Apple may have been a key reason, and AI could help TSMC maintain its momentum.
- 11/18/2023
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Why TSMC (TSM) Outpaced the Stock Market Today
- TSMC (TSM) closed the most recent trading day at $99.58, moving +1.06% from the previous trading session.
- 11/17/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 11/17/2023
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3 Semiconductor Stocks You'll Regret Not Buying Soon: November 2023
- Semiconductor stocks have had an interesting 2023. There have been some major bright spots for the industry, such as the rise of artificial intelligence (AI) applications requiring massive amounts of computing power.
- 11/16/2023
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The Options Trader's Hotlist: 7 Stocks with Compelling Prospects
- Even if you don't have any intention of trading in the derivatives market, you'll still want to consider top stocks for options trading. How come? Options provide leverage, typically in the form of 100 shares of the underlying security or asset per every one contract.
- 11/16/2023
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3 Big Tech Stocks Likely to Outperform the Nasdaq in 2023
- As 2023 comes to a close, United States equities investors may be interested in thinking about what kinds of tech companies will do well next year. The Nasdaq is returning more than 36% after entering “correction territory” in the October.
- 11/16/2023
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Final Trades: Adobe, Taiwan Semi & more
- The "Halftime Report" traders give their top picks to watch for the second half.
- 11/16/2023
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Chips Ahoy: 3 Semiconductor Stocks You Need to Buy Now
- The semiconductor industry turned south after rising sharply in the first half of the year. The S&P 400 Semiconductor index is down 11% in 2023 but off by nearly a third from its highs early on.
- 11/15/2023
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TSMC Vs. ASML: Buy The Semiconductor Supply Chain
- The semiconductor industry is complex but offers significant opportunities. I'll be drawing a comparison between ASML, the supplier, and TSMC, the manufacturer. Both are high-quality foreign mega-caps, each standing at the forefront of its respective industry.
- 11/15/2023
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Taiwan Semiconductor: Thriving In An Era Of High-Performance Computing And Rising Chip Demand
- TSMC's key customer has shifted towards high-performance computing due to the rapid development of artificial intelligence and data processing needs. The mass production of TSMC's 3-nanometer technology will drive revenue growth and offset the decline in demand for 7-nanometer technology. TSMC's revenue in Q3 2023 was $17.3 billion, driven by the robust development of industry-leading technologies and increased demand for 5nm chips.
- 11/15/2023
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3 Value Stocks That Will Richly Reward Patient Investors
- While attractive market subsegments like artificial intelligence dramatically bolstered sentiment for a select few enterprises, now may be the time to play the long game with value stocks for patient investors. Sure, the latest economic print for the third quarter encouraged the bulls.
- 11/14/2023
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TSMC could be the eighth company added to the Magnificent 7 says Deepwater's Gene Munster
- Hosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m.
- 11/14/2023
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Taiwan Semi's Latest Sales Surprised. The iPhone Boost Might Not Last.
- TSMC's revenue for October grew by 16% from the prior year.
- 11/14/2023
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'Big Short' investor Michael Burry reveals a bet against Nvidia and other microchip stocks
- Michael Burry ended his bets against the S&P 500 and Nasdaq 100 last quarter, a new filing shows. The "Big Short" investor revealed a wager against Nvidia and other semiconductor stocks.
- 11/14/2023
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Semiconductors Could Be a $1 Trillion Opportunity by 2030 -- 3 Stocks You Can Buy to Take Advantage
- Three areas are driving the growth in semiconductor manufacturing and spending. These companies are leading players in each of those industries.
- 11/14/2023
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How to Invest in Artificial Intelligence: 3 Stocks to Buy
- Welcome to the world of AI (artificial intelligence) investing! As technology rapidly evolves, learning how to invest in artificial intelligence becomes crucial.
- 11/12/2023
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Why Taiwan Semiconductor Manufacturing, Advanced Micro Devices, and Broadcom Were Soaring Today
- TSMC reported blowout October sales. The company is a bellwether for the semiconductor industry broadly.
- 11/10/2023
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3 Semiconductor Stocks Leading the Next Chip Revolution
- The semiconductor industry is undergoing a massive transformation in 2023, driven by the demand for faster, smarter and more energy-efficient chips. One of the key drivers of this change is the emergence of conversational artificial intelligence ( AI ), which enables natural and seamless interactions between humans and machines.
- 11/07/2023
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Meet the Next Trillion-Dollar Companies: Our Top 3 Picks
- The current five trillion-dollar companies listed on U.S. stock exchanges include Apple (NASDAQ: AAPL ), Microsoft (NASDAQ: MSFT ), Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ), Amazon (NASDAQ: AMZN ), and Nvidia (NASD AQ: NVDA ). These five and two others, Meta Platforms (NASDAQ: META ) and Tesla (NASDAQ: TSLA ), make up “the Magnificent Seven”.
- 11/02/2023
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Why Qualcomm, ASML Holding, and Taiwan Semi Stocks Popped Today
- Qualcomm beat earnings on the top and bottom lines last night. The specialist in semiconductor chips for mobile devices also raised guidance for next quarter's sales.
- 11/02/2023
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7 Value Stocks to Buy While They Are Still Out of the Limelight
- Although 2023 has witnessed a massive surge in relevant industries – most notably artificial intelligence – investors may want to consider value stocks to buy at the current juncture. Why? Basically, the good times probably won't last forever.
- 11/02/2023
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Texas Instruments: Better Than TSMC
- Texas Instruments is a safer investment than TSMC due to geopolitical risks surrounding Taiwan and growing US-China tensions. Texas Instruments focuses on analog and embedded processing chips, selling to various end markets. TSMC has a larger product and service portfolio and a significant advantage in research and development, but geopolitical risks pose immediate downside risk.
- 11/01/2023
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Is Taiwan Semiconductor Stock is Ripe For Your Portfolio?
- The world's largest dedicated semiconductor foundry, Taiwan Semiconductor Manufacturing Co. Limited NYSE: TSM, is critical to the global chip supply chain. The company produces 80% of the world's semiconductors and is the barometer of the chip industry.
- 10/31/2023
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3 Artificial Intelligence (AI) Stocks That Are Long-Term Buys
- Nvidia is the leading AI chip company by a country mile. Snowflake is making valuable data available, which could help train AI models.
- 10/31/2023
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1 Incredibly Cheap Artificial Intelligence Stock to Buy Before It Jumps 88%
- Poor sales of smartphones have weighed on TSMC in 2023. The company is witnessing an increase in sales of its 5nm chips, which is not surprising given the robust AI-driven demand.
- 10/29/2023
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The Top Artificial Intelligence (AI) Chipmaker Is Finally Starting to Make Money on This Game-Changing Technology
- Taiwan Semiconductor's 3 nm chips are finally adding to revenue. Inventory levels are starting to deplete, pointing to a strong 2023.
- 10/29/2023
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2023 Global Dividend Rebalance
- 2023 Global Dividend Rebalance
- 10/28/2023
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3 Monster Buy-and-Hold Growth Stocks to Buy Right Now for $1K
- Over the past 100 years, the stock market has proved to be the best way to build wealth. Even through recessions, depressions, and world wars, growth stocks generate better returns than any other asset class.
- 10/27/2023
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US-China tensions will slow global chip industry, TSMC founder says
- The founder of the world's biggest chipmaker, Morris Chang, said on Thursday that increasing tensions over technology between the United States and China will slow down the global chip industry.
- 10/26/2023
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U.S. Oil & Gas Is A Good Bet - Jennifer Warren
- U.S. oil and gas production is seen as a safe bet and a positive amid geopolitical conflicts and market volatility. Energy production globally is a source of economic development.
- 10/26/2023
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Why TSMC Stock Is Falling Today
- Texas Instruments' recently published Q3 results and Q4 guidance are dragging TSMC stock down. Texas Instruments' Q4 sales and earnings targets fell far short of expectations.
- 10/25/2023
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 10/24/2023
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Better Semiconductor Stock: ASML vs. TSMC
- ASML expects its sales growth to flatline in 2024. TSMC believes its growth will accelerate as the semiconductor market warms up.
- 10/24/2023
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Where Will TSMC Stock Be in 1 Year?
- TSMC's Q3 earnings exceeded analysts' expectations. Its revenue is rising sequentially again.
- 10/22/2023
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TSMC Q4 earnings breakdown: Profits, growth outlook, new chip regulations, competition
- Yahoo Finance anchors Seana Smith and Brad Smith break down the Q4 earnings report for TSMC with Patrick Moorhead, Moor Insights & Strategy Founder and CEO. Also part of the discussion was the Biden administration's announcement of new restrictions around the sale of advanced AI chips to China on Tuesday.
- 10/19/2023
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7 Stocks to Buy Before They Become the Next Trillion-Dollar Companies: October Edition
- The trillion-dollar valuation club is not an easy one to reach. In fact, a grand total of just nine companies have reached this figure to-date.
- 10/19/2023
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TSMC Beats Q3 Profit and Sales Estimates, Expects 'Healthy Growth Year' in 2024
- American depositary receipts (ADRs) of TSMC (TSM) rose over 4% in early trading on Thursday after the semiconductor maker posted better-than-expected results and gave an upbeat outlook for the sector.
- 10/19/2023
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Why Taiwan Semiconductor Stock Popped 5% on Thursday
- TSMC beat analyst forecasts for both sales and earnings in Q3. Sales and earnings both declined sharply year over year, but rose sequentially.
- 10/19/2023
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Chip Stock Soars After Beat-and-Raise
- Taiwan Semiconductor Mfg.
- 10/19/2023
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Good News for TSMC Stock Investors
- The chipmaking giant just reported promising earnings results. Is TSMC stock a buy?
- 10/19/2023
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Better Artificial Intelligence (AI) Chip Investment: Broadcom or Taiwan Semiconductor?
- Neither company has posted strong revenue growth lately. The stocks are fairly cheap compared to the market.
- 10/19/2023
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TSMC says chip market 'very close' to bottom
- Taiwan Semiconductor (NYSE:TSM) shares jumped 3.5% in US pre-market trading after the giant chipmaker said the industry could be poised for recovery. Third-quarter net profit fell 25% to T$211 billion, beating a T$195.5 billion consensus compiled by LSEG.
- 10/19/2023
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Taiwan Semiconductor Manufacturing Company Limited (TSM) Q3 2023 Earnings Call Transcript
- Taiwan Semiconductor Manufacturing Company Limited (TSM) Q3 2023 Earnings Call Transcript
- 10/19/2023
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Taiwan Semiconductor CEO says AI demand not enough to offset cyclicality
- “While AI-related demand continues to be strong, it is not enough to offset the overall cyclicality of our business.”
- 10/19/2023
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Taiwan Semi Beat on Earnings. It's Good News for Intel, Other Chip Stocks.
- TSMC stock rose after it said that demand for the latest chip technology was helping to offset a glut of semiconductors caused by the fall in demand for consumer electronics.
- 10/19/2023
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Taiwan's TSMC reports profit drop in third quarter
- Taiwan's TSMC on Thursday said profit fell by a quarter in the third-quarter, but said demand was picking up for its advanced semiconductors needed for cutting-edge AI applications.
- 10/19/2023
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TSMC beats revenue and profit expectations for third quarter
- TSMC posted a third quarter profit of $6.51 billion – its second straight quarter of profit decline – as weak demand for consumer electronics persists.
- 10/19/2023
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7 AI Stocks That Will Change the World (and Create Many Millionaires)
- To say that artificial intelligence ( AI ) has been a catalyst for technology stocks is a major understatement. A new report from venture capital firm Accel found that U.S. technology companies have seen $2.4 trillion added to their market capitalizations this year from the hype and expectations surrounding generative AI.
- 10/18/2023
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3 Stocks Poised to Become Trillion-Dollar Giants
- In 2018, Apple (NASDAQ: AAPL ) became the first trillion-dollar company. Also, in June, Apple made financial history as the first $3 trillion company.
- 10/18/2023
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Taiwan Semiconductor could see demand weakness whack 3Q earnings
- Taiwan Semiconductor Manufacturing Co Ltd will report its third-quarter 2023 financial results after the market closes on October 19, with analysts forecasting a 35% year-over-year decline in earnings per share (EPS) to $1.16, according to Zacks Investment Research. Ongoing weakness in end-market demand and higher utility expenses in Taiwan is expected to weigh on the world's largest chipmaker's results.
- 10/17/2023
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What's in Store for Taiwan Semiconductors' (TSM) Q3 Earnings?
- Taiwan Semiconductor's (TSM) third-quarter 2023 results are expected to reflect gains from its robust technology portfolio amid headwinds.
- 10/17/2023
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U.S. curbs export of more A.I. chips to China: The companies that could be impacted
- CNBC's Kristina Partsinevelos joins 'Squawk on the Street' with the latest news.
- 10/17/2023
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7 Cutting-Edge Stocks That Could Change Humanity as We Know It
- They say we're now living in an “age of acceleration” when technological advances are coming at us at breakneck speed. Not long ago, science fiction films and novels depicted a future when we would speak to computers and they would speak back, people would take a pill each day to remain thin and private companies would shuttle astronauts and supplies into space.
- 10/16/2023
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7 Safe Stocks to Steady Your Portfolio in 2024
- With the high-flying equities sector suddenly going soft in the second half, investors may want to consider safe stocks. These ideas might not be the first choice among market participants.
- 10/15/2023
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3 Quarterly Reports to Watch Next Week
- We'll soon be in the thick of earnings season, undoubtedly a hectic period for investors. And next week, these three reports are certainly worth attention.
- 10/13/2023
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4 Green Flags for TSMC's Future
- Taiwan's latest export numbers suggest the semiconductor sector is recovering. TSMC is poised to profit from the growth of the AI market.
- 10/13/2023
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Outsmart the Market With These 3 AI Picks-And-Shovels Stocks
- Every emerging sector has its picks-and-shovels stocks that represent the crucial tools and equipment necessary to take advantage of opportunities. Gold prospectors required picks and shovels during the California gold rush of 1848.
- 10/13/2023
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Taiwan Semiconductor Just Wrapped Up a Rough Third Quarter -- Is It Time to Buy the Dip?
- TSMC is on track to experience a significant downturn for the full fiscal year. AI is only partly offsetting weakness elsewhere in the business, but perhaps not for long.
- 10/13/2023
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3 Unstoppable Stocks to Buy With $400 Right Now
- Alphabet's margins have recently improved. Taiwan Semiconuductor's rough year is about to conclude.
- 10/13/2023
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US extends China chip waiver for Taiwan's TSMC: minister
- The United States has extended a waiver to Taiwanese semiconductor giant TSMC to supply US chip-making equipment to its factories in China, the island's economic affairs minister said Friday.
- 10/13/2023
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4 Reasons Why TSMC's Arizona Chip Fab Is Getting Delayed. It isn't Just a Worker Shortage.
- Taiwan Semiconductor Manufacturing is facing multiple challenges for its new cutting-edge chip factories in Arizona, according to J.P. Morgan.
- 10/12/2023
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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
- Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
- 10/12/2023
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These 7 Stocks Are Leading the AI Pack
- The hype surrounding generative artificial intelligence may have cooled from the frenzy seen at the start of this year. But make no mistake, AI stocks continue to be a major catalyst for the technology markets.
- 10/11/2023
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3 Things About Taiwan Semiconductor That Smart Investors Know
- Taiwan's dominance in semiconductors brings geopolitical risks. Other risks include a prolonged recovery for TSMC's business as consumer demand softens.
- 10/10/2023
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3 Stocks I Bet Warren Buffett Wishes He Held Onto
- Warren Buffett is widely considered the greatest investor of all-time. His holding company, Berkshire Hathaway (NYSE: BRK-A /NYSE: BRK-B ) has a vast investment portfolio currently worth $340 billion.
- 10/09/2023
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TSMC September Revenue Declined Less Than Expected, Helped by AI Demand
- Taiwan Semiconductor Manufacturing Co.'s (TSM) September revenue fell less than expected as artificial intelligence demand helped to offset weak smartphone and PC sales.
- 10/06/2023
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TSMC Sales Beat Expectations. It's About More Than AI Chips.
- Taiwan Semiconductor Manufacturing makes the main processors inside Apple iPhones, Qualcomm mobile chipsets, and processors made by Advanced Micro Devices.
- 10/06/2023
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TSMC: Arizona Plant Delay Is Just Short-Term Noise; Reiterate Strong Buy
- TSM is strategically expanding globally, solidifying its position as a leader in the semiconductor industry. The Arizona plant delay is a short-term setback, but the company will have a stronger international foothold once the factories are operational. TSM's focus on AI chips and capacity expansion positions it well for growth in the fast-growing AI chip segment.
- 10/04/2023
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 10/03/2023
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3 Way Better AI Names Than NVDA Stock (and It's Not Even Close!)
- The launch of ChatGPT by OpenAI last year ushered in renewed investor enthusiasm for artificial intelligence (AI) stocks. Where other trends came and went, AI stocks endured.
- 10/02/2023
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3 Semiconductor Stocks Set to Explode Higher
- The semiconductor industry is poised for massive growth, but names like Nvidia (NASDAQ: NVDA ) and AMD (NASDAQ: AMD ) have already seen their share prices surge. For investors looking to capitalize on the semiconductor boom, the key is finding the hidden gems.
- 10/01/2023
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TSMC Revenue Can Hit $100 Billion by 2025 After Rebound, Says Analyst
- New Street Research analyst Pierre Ferragu reiterated a Buy rating on TSMC's Taiwan-traded shares. He sees about 34% upside for TSMC's U.S.-listed American depositary receipts.
- 09/29/2023
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TSMC's Chip Recovery May Be Delayed, Says J.P. Morgan
- J.P. Morgan analyst Gokul Hariharan predicts Taiwan Semi will offer a mixed outlook next month. But 2025 will be a “big year” for TSMC, as its customers launch new chips
- 09/28/2023
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Smart Picks: 7 Blue-Chips Trading Below True Value
- Blue-chip stocks are shares of well-established, stable firms that pay dividends in most cases. It's that combination of stability and dividend income that makes them so attractive.
- 09/28/2023
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Apple Delays Newest Processor Rollout -- Is Taiwan Semi Manufacturing in Deep Trouble?
- Apple has seemingly delayed utilizing some of TSM's most advanced chipmaking abilities in some of its products. The door might be open for Intel to land some secondary orders from big customers like Apple if it can prove its new manufacturing abilities are the real deal.
- 09/27/2023
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Taiwan Semiconductor Makes Chips For 3 Of The Top 4 Greatest Growth Technologies
- TSMC is a major player in three of the top four semiconductor growth sectors that include SiC, GaN, AI Compute Processors, and Generative AI. Generative AI is projected to have a CAGR of 67.6% between 2021 and 2026, while GaN and SiC devices are expected to have CAGRs of 42.5% and 53.2% respectively. TSMC's revenues from high-performance computing (HPC) and smartphones have seen significant growth, with HPC accounting for 44% of net revenue.
- 09/26/2023
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Taiwan Semiconductor: The Powerhouse Chip Maker Poised For Sustained Growth
- Taiwan Semiconductor Manufacturing Company Limited is the largest electronic chip manufacturer, with high-value customers like Apple, Google, and Amazon. Being the main chip producer for Apple, Taiwan Semiconductor's financials are set to increase with the release of new Apple products. Taiwan Semiconductor's collaboration with Nvidia and plans for expansion in Arizona further contribute to its growth potential.
- 09/25/2023
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TSMC: Navigating the Complex Landscape
- Taiwan Semiconductor Manufacturing Co Ltd ( TSM , Financial) remains at the forefront of the semiconductor industry, providing silicon wafers that power everything from smartphones and cars to data centers and AI algorithms.
- 09/25/2023
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Semiconductor companies are in denial about this sea-change with their biggest customers
- The world is experiencing a multi-trillion-dollar shift in the semiconductor industry. The semiconductor revolution (which I have discussed for years) has enabled much of the technological progress we have witnessed over the past 50 years.
- 09/25/2023
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Got $3,000? 3 Tech Stocks to Buy and Hold for the Long Term
- Microsoft's focus on software has increased its profit margins. AT&T has one of the highest dividend yields in the S&P 500.
- 09/23/2023
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What Investors Need to Know About Intel and TSMC's Unique Relationship -- They're More Than Just Competitors
- Intel is a customer of Taiwan Semiconductor Manufacturing, but the complex relationship does not end there.
- 09/21/2023
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TSMC: AI Winner At Attractive Valuation
- TSMC stock is down 17% from its 52-week high, but remains strongly positioned to capitalize on the AI opportunity. TSMC's new 3-nanometer chip should allow for AI-related revenue growth. While cost pressures are undermining profit margins, the stock is worth buying at 18x forward earnings, albeit cautiously given the China-related risks.
- 09/20/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 09/20/2023
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3 Semiconductor Stocks That Should Be on Every Investor's Radar This Fall
- Artificial Intelligence (AI) is transforming the way we live and it is going to become a significant part of our lives just like the Internet has. AI is growing at a rapid pace and has become a part of several industries today.
- 09/20/2023
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Back To The Future 5.0 Post-Earnings Review
- We end each quarter inspecting our work within both the semi and software/hardware spaces, dissecting our best calls and where we could've done better. This quarter marked a turning point for investor confidence in the A.I. boom; we've seen earnings under investor scrutiny this quarter regarding management comments on A.I. growth potential. China's been a big theme this quarter, with the slower economic recovery weighing on the semi industry alongside some of its biggest customers, namely Apple.
- 09/19/2023
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A Bull Market Is Coming: 2 Incredibly Cheap Artificial Intelligence (AI) Stocks to Buy and Hold for the Next Decade
- Alphabet is deploying AI in multiple areas to maintain its dominant position in key markets. TSMC's growth is expected to take off in the coming years thanks to the central role it is going to play in the adoption of AI.
- 09/19/2023
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Taiwan's TSMC to help train German students for semiconductor careers
- Germany's Saxony state signed an agreement with Taiwanese chip giant TSMC on Tuesday to train German students in an effort to meet the growing demand for workers in the semiconductor sector.
- 09/19/2023
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Semiconductor stocks gutted by TSMC's supply warning
- Shares in global semiconductor giants from Nvidia Corporation to ASML Holding NV (NASDAQ:ASML) remain under pressure following reports that Taiwan Semiconductor Manufacturing Company, the world's largest microchip manufacturer, is growing skittish over global demand for high-end microchips. A Reuters article published last Friday reported that TSMC asked suppliers to delay the delivery of high-end chipmaking equipment, indicating that demand may be cooling.
- 09/18/2023
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The 3 Most Undervalued Semiconductor Stocks to Buy in September 2023
- Last year, McKinsey released a report that talked about the importance of the semiconductor industry across businesses. According to the same report, the industry was worth $590 billion in 2021.
- 09/18/2023
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Wall Street Lunch: Inflation Mood Turning The Corner?
- Preliminary report shows a drop in consumer sentiment in September. GE CFO Rahul Ghai provides an upbeat outlook for Q3; Salesforce to hire 3.3k people.
- 09/15/2023
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TSMC reportedly delays Arizona equipment deliveries, shares of suppliers drop
- American depositary receipts of third-party chip fab Taiwan Semiconductor Manufacturing Co. TSM, -2.12% fell Friday and weighed upon the chip sector following a report it was reaching out to chip-equipment vendors to delay deliveries. Early Friday, Reuters reported that TSMC was delaying deliveries of equipment to the facility it is building in Arizona, cautious of the demand outlook, citing two sources close to the matter.
- 09/15/2023
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Report Says TSMC Concerned About Chip Demand
- The company has told large chip-equipment suppliers to delay some deliveries, according to a new report.
- 09/15/2023
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2 Chip Stocks Respond to Arm's Buzzy IPO, Nasdaq Debut
- The semiconductor sector is getting more attention than usual today, following the Nasdaq debut of Arm Holdings (NASDAQ:ARM).
- 09/14/2023
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7 Semiconductor Stocks to Buy for a U.S.-China Chip War
- Although geopolitical conflicts between major economic powers are generally something to be avoided, for semiconductor stocks trading amid the backdrop of the U.S.-China chip war, the bad news just might be good news. With more than just competitive bragging rights involved, the technology sector has never been more crucial.
- 09/14/2023
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Five stocks for investors who want to broaden their growth horizons beyond the S&P 500
- U.S. investors know how successful a strategy of investing in the S&P 500 through an index fund has been, especially as large technology companies have led such strong growth over the past decade. But markets change, as is being proven by the rise in U.S. interest rates.
- 09/14/2023
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The 3 Most Undervalued Tech Stocks to Buy in September 2023
- Data from the United States Technology Sector Analysis reports an impressive 28% growth over the past year, coupled with a forecasted annual earnings increase of 17%. This surge has resulted in renewed optimism for consumers seeking to invest in the stock market.
- 09/14/2023
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This Is the Most Essential Semiconductor Stock (and It's not TSMC)
- ASML is the only maker of EUV machines, which are critical in the chip manufacturing process. Taiwan produces approximately two-thirds of all chips manufactured by third parties.
- 09/14/2023
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Nvidia and TSMC shares rise ahead of ARM IPO, HP stock falls on Berkshire Hathaway sale, and more movers
- Shares of chipmakers Taiwan Semiconductor Manufacturing Co. TSM, +0.82% rose 1.4% and Nvidia Corp. NVDA, +1.37% gained nearly 1% in premarket trading as U.K.-based chip designer ARM Holdings PLC ARM, heads for its Nasdaq trading debut on Thursday. Both companies are among a host of companies investing in ARM at the IPO price.
- 09/14/2023
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TSMC: The World Stops Without It
- Taiwan Semiconductor Manufacturing Company Limited is a key player in the semiconductor industry, manufacturing the majority of the world's most advanced chips for various applications. The company's pure-play foundry business model allows it to focus on manufacturing and cater to the needs of its customers without conflicts of interest. I consider TSMC as an excellent company, currently fairly valued, with strong historical performance, but caution is advised due to geopolitical tensions surrounding Taiwan, where TSMC is primarily located.
- 09/13/2023
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TSMC plans to invest up to $100 million in Arm IPO
- Taiwan Semiconductor Manufacturing Co. plans to invest up to US$100 million in Arm Holdings' initial public offering.
- 09/12/2023
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5 Tech Stocks These Tiger Cubs See Value In
- Before his death in August 2022, legendary investor Julian Robertson was not just known for his leadership of Tiger Management (Trades, Portfolio), but also for taking a group of protégés under his wing. These student investors, many of whom later opened their own practices, are commonly referred to as “tiger cubs.
- 09/12/2023
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TSMC Seeks Up To $100 Million Investment In Oversubscribed Arm IPO
- The board of Taiwan Semiconductor Manufacturing Co. (TSM) has approved an investment of up to $100 million in the Initial Public Offering (IPO) of UK-based chip designer Arm.
- 09/12/2023
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TSM Stock Alert: TSMC Will Invest Up to $100 Million in Arm IPO
- Arm is gradually becoming one of the most hyped-up companies and it isn't even public yet. This morning, it was announced that Taiwan Semiconductor (NYSE: TSM ) had agreed to invest up to $100 million into Arm following the company's initial public offering (IPO).
- 09/12/2023
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Clarity Arrives for Pair of Big-Name Chip Stocks
- Recently, some clarity emerged on Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor (NYSE: TSM) — two of the most important names in the semiconductor industry. That could prove to be good news for the related exchange traded funds, including the VanEck Semiconductor ETF (SMH).
- 09/12/2023
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TSMC plans $100 million investment in Arm IPO: board
- Taiwanese chip giant TSMC said Tuesday its board has approved an investment of up to $100 million in British chipmaker Arm when it lists on New York's Nasdaq exchange this week.
- 09/12/2023
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Intel will sell TSMC a minority stake in its IMS Nanofabrication business
- Intel Corp. INTC, +1.53% plans to sell a roughly 10% stake in its IMS Nanofabrication business to Taiwan Semiconductor Manufacturing Co. Ltd. TSM, -0.04%, the company said Tuesday morning.
- 09/12/2023
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Taiwan chip giant TSMC to invest up to $100 million in Arm IPO
- TSMC manufactures semiconductors for companies from Apple to Nvidia, that are often based on Arm architecture.
- 09/12/2023
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Taiwan Semiconductor: More Room For Optimism
- TSMC's rating is upgraded from Buy to Strong Buy due to recent developments, Q2 financial results, and a decline in share price. The company is expected to benefit from the increasing demand for AI services and semiconductors as the lead manufacturer of advanced nodes. Despite competition from Intel and Samsung, TSMC's lead in advanced nodes and capacity expansion efforts make unchallenged today.
- 09/12/2023
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3 Under-The-Radar Chip Stocks With Huge Upside Potential
- It's difficult to underestimate the growing importance of microchips and semiconductors. The consulting firm McKinsey & Co. released a report in April proclaiming we're currently living in the “semiconductor decade.
- 09/11/2023
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Should Taiwan Semi Investors Be Worried About Huawei's Latest Smartphone?
- China is aiming to separate its semiconductor supply chain from the West and its allies. That may present a headwind to Taiwan Semiconductor, which could lose some business.
- 09/11/2023
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3 Buys and a bail: AAPL, AVGO, TSM & QCOM
- Danielle Shay, Simpler Trading VP of options, joins 'The Exchange' to share three buys and a bail, including; Apple, Broadcom, Taiwan Semi and Qualcomm.
- 09/08/2023
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Taiwan Semi's August Sales Point to a ‘Good Start,' Says Analyst
- Wedbush analyst Matt Bryson said the results so far for TSMC's third quarter—adding up July and August—are just ahead of analyst expectations for the third quarter.
- 09/08/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 09/08/2023
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1 Artificial Intelligence (AI) Stock Down 34% You'll Regret Not Buying on the Dip
- This company plays a central role in the supply chain worldwide.
- 09/08/2023
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TSMC shares fall after reports of China iPhone curbs
- Shares in Taiwan's TSMC , a major Apple supplier, dropped around 1% on opening on Friday after reports that China has widened curbs on iPhone use by state employees.
- 09/07/2023
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International Wide-Moat Stocks On Sale - The September 2023 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for.
- 09/07/2023
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Why Qualcomm, Taiwan Semiconductor, ASML, and Other Semiconductor Stocks Slumped Today
- A smartphone developed in China possessed a remarkably advanced processor, suggesting the tech bypassed U.S. sanctions. Some in Congress are calling for additional restrictions on semiconductors and the necessary manufacturing equipment, to keep the tech from falling into the hands of U.S. rivals.
- 09/07/2023
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Bear of the Day: Taiwan Semi (TSM)
- Taiwan Semiconductor ( TSM ), the giant $500 billion microchip foundry for Apple ( AAPL ) and NVIDIA ( NVDA ), has slipped into the cellar of the Zacks Rank as analysts ratcheted down EPS estimates in the past two months. Despite TSM's importance as the premier "fab" for the world's top technology companies, the current year profit consensus has fallen from $5.32 to $4.82, representing a -26% annual drop.
- 09/07/2023
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September Rally? 3 AI Stocks to Buy Before Liftoff
- After taking a breather in August, tech stocks look to be rallying again, led by artificial intelligence (AI) companies. Although some of the hype around AI has cooled, the sector remains the hottest area of tech right now, with just about every company scrambling to gain exposure to it.
- 09/04/2023
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AI Stocks Are on Sale -- 2 Stocks I'm Loading Up On Right Now
- Taiwan Semiconductor's chips are powering AI technology. UiPath's RPA software bridges the gap of full-on AI automation.
- 09/02/2023
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Better Buy: Advanced Micro Devices vs. TSMC Stock
- Two semiconductor giants go head-to-head in the high-stakes world of artificial intelligence. While AMD offers a strong growth opportunity, TSMC brings stable, value-driven prospects to the table.
- 09/01/2023
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2 Leading Tech Stocks to Buy in 2023 and Beyond
- Digital advertising accounts for more than 88% of Alphabet's revenue. Alphabet seems fairly priced as a market leader in its industry.
- 09/01/2023
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Does Nvidia's Knockout Quarter Make Taiwan Semiconductor Stock a Buy?
- Nvidia is ramping up supply for its AI chips and systems, but the prosperity doesn't appear to be trickling down to TSMC just yet. The problem is that TSMC has other customers that are still in a slump.
- 09/01/2023
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1 AI Stock That's a Screaming Bargain You Should Buy Hand Over Fist Right Now
- TSMC plans to increase its advanced packaging capacity to meet the growing demand for AI chips. Being a leader in the semiconductor foundry market should translate into terrific revenue growth as AI chip demand increases.
- 09/01/2023
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Gurus' Top Stock Picks for the 2nd Quarter
- The second quarter of 2023 was characterized by moderating inflation and signs the economy remains resilient despite interest rates rising. As such, the S&P 500 gained 7.90% during the three months ended June 30, while the Dow Jones Industrial Average increased 2.40% and the Nasdaq Composite Index rallied 13.11%.
- 08/31/2023
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Is Taiwan Semiconductor Stock a Buy Now?
- Taiwan Semiconductor is a vital supplier to companies like Apple and Nvidia. A weak consumer is hurting Taiwan Semiconductor's sales.
- 08/31/2023
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High-Stakes Picks: 7 Speculative Stocks for the Bold Investor
- When approached judiciously (and fortuitously), speculative stock picks can give your portfolio a much-needed boost. Think of these bold investor choices like a baseball game in which you're well behind on runs.
- 08/30/2023
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Taiwan Semiconductor Can Gain From Intel's Challenges
- TSMC has seen some headwinds in the last few weeks which has reduced the bullish sentiment towards the stock. The recent termination of the Tower Semiconductor deal by Intel shows that TSM could gain a strong tailwind due to challenges faced by Intel. TSM's FCF management is better than Intel and it is likely that TSM will maintain its process lead over Intel in the near term.
- 08/30/2023
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Now or Never: 7 Blue-Chip Stocks Offering a Once-in-a-Lifetime Opportunity
- Financial opportunities are as abundant as they are volatile. Seizing a selected group of blue-chip stocks to buy could lead to unparalleled investor growth.
- 08/29/2023
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TSMC: Short-Term Market Weakness, Long-Term Gain
- TSMC's revenue growth in H1 2023 was -8.6% due to a decline in wafer shipments and reduced customer orders. The weak market environment, including the decline in the smartphone and PC markets, also impacted TSMC's performance. TSMC's AI growth did not offset the market weakness, but there are potential opportunities in the automotive and server markets.
- 08/28/2023
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 08/28/2023
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These Are the ONLY 3 Quantum Computing Stocks to Consider in August 2023
- Generative artificial intelligence has garnered much attention in 2023 for its novel capabilities in compiling information and providing it in a digestible manner. However, a new technological revolution may be in our midst.
- 08/28/2023
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Why 5 ‘Strong Buy' Top Technology AI Winners Could Explode Higher Like Nvidia
- For years the buzz was that artificial intelligence (AI) was the next big thing. As usual, when it comes to technology innovation, the opening salvos from private equity and others took quite a while to catch up with reality.
- 08/28/2023
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Have $1,000? These 2 Stocks Could Be Bargain Buys for 2023 and Beyond
- Taiwan Semiconductor makes the world's most powerful chips. Upstart's business won't recover until interest rates drop.
- 08/25/2023
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3 Semiconductor Stocks to Bet On for Financially Secure future
- In the semiconductor industry, the foundation of progress lies within the complex architecture of semiconductors. With the advent of AI, the gears of innovation turn ever faster.
- 08/24/2023
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Why Taiwan Semiconductor Manufacturing Stock Is Falling Today Despite Early Gains
- The stock made gains early in today's trading thanks to Nvidia's strong Q2 results and guidance. But an uptick in bearish sentiment in the broader market subsequently caused both stocks to lose ground.
- 08/24/2023
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NVIDIA's Q2 Earnings Uphold AI Frenzy for the Long Term
- Technology stocks witnessed a strong rally in the first half of 2023, supported by an impressive adoption of AI. Five such stocks are: NVDA, AMD, TSM, MSFT, GOOGL.
- 08/24/2023
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Nvidia stock jumps after blowout quarter, boosting AMD and Taiwan Semi shares
- Nvidia Corp.‘s shares NVDA, +3.17% jumped 8% after the graphics-chip maker late Wednesday reported a 141% surge in data-center sales and record results, while shares of AI-rival Advanced Micro Devices Inc. AMD, +3.57% and third-party semiconductor foundry Taiwan Semiconductor Manufacturing Co. TSM, +2.15% both rose 3% following Nvidia's results. ASML Holding ASML, +1.44%, the microchip equipment maker, saw its stock rise by 2%.
- 08/24/2023
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Asian semiconductor stocks surge after Nvidia posts stellar second-quarter results
- Shares of Taiwan Semiconductor Manufacturing Corp, which manufactures all of Nvidia's advanced AI semiconductors climbed as much as 1.81%
- 08/23/2023
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Nvidia Smashes Wall Street Expectations (EPS Recap)
- Through a massive earnings beat, Nvidia illustrated why it is the market leader and the undisputed leader in the AI realm. AI is here to stay, and NVDA is king.
- 08/23/2023
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These Are the ONLY 3 Semiconductor Stocks to Consider in August 2023
- Semiconductor stocks are in an odd spot right now. The VanEck Semiconductor ETF (NASDAQ: SMH ) is up nearly 50% year-to-date.
- 08/23/2023
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TSMC's Arizona plant is delayed over poor management, not a shortage of US skilled labor, workers building it say
- TSMC says its Arizona chip factory's opening has been delayed partly over a skilled-worker shortage. We spoke with two workers at the site who said poor management was the real reason.
- 08/23/2023
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The 3 Most Undervalued AI Chip Stocks to Buy Now: August 2023
- For much of 2023, the AI boom has sent chip stocks to dizzying highs. It seemed like not a day went by when Nvidia (NASDAQ: NVDA ) wasn't reaching another all-time high.
- 08/21/2023
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Taiwan and China's Semiconductor Showdown: TSM Stock Is Still No. 1
- Last August, the world was hurtling toward what many were calling the fourth Taiwan Strait crisis. During this crisis, tensions between China and Taiwan (along with the United States) were the highest they've been since 1996.
- 08/18/2023
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1 Monster Opportunity in the Global Chip Shortage
- Taiwan Semiconductor expects to grow its revenue by 15% to 20% annually. AI-fueled growth for its customers should translate to higher sales for the company.
- 08/18/2023
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TSMC Vs. Arizona Pipe Trades 469 Union: Everyone Loses
- TSMC wants to bring specialists from Taiwan to the US, against the will of The Arizona Pipe Trades 469 Union. The fight is bad for all if technology transfer suffers.
- 08/17/2023
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Why Taiwan Semiconductor Is a Top Stock for Investors to Buy Today
- The global smartphone market is expected to rebound in 2024, which should benefit Taiwan Semiconductor. The company faces significant short-term headwinds.
- 08/16/2023
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3 Top Value Stocks to Buy Right Now
- The banking liquidity crisis from earlier this year was only a crisis for a handful of banks. KeyCorp wasn't one of them -- and still isn't.
- 08/16/2023
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 08/15/2023
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Tepper's Appaloosa Bets Big on Tech and Semiconductor Stocks
- Appaloosa nearly tripled its stockholdings, buying up large positions across the tech and semiconductor industries while selling off shares of energy firms.
- 08/15/2023
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Dan Loeb's Third Point Ramps Up AI Bets With Amazon, Nvidia and TSMC Stake
- Hedge fund investor Dan Loeb's fund has pivoted further toward AI, slashing a big stake in defensive stocks such as Colgate to buy Amazon, Nvidia, and TSMC.
- 08/15/2023
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3 Beaten-Down Tech Stocks to Pick Up as Bears Drive Price Down
- While the technology sector has produced astounding winners this year – particularly in the field of artificial intelligence – it's also true that not everybody won, which segues into tech stocks to buy on the dip. Yes, certain circumstances warrant a correction in once-hot entities.
- 08/14/2023
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Markets Wait for Retail Sector Earnings
- Markets Wait for Retail Sector Earnings.
- 08/14/2023
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Dog Days of the Market: Taking It Slow This Morning
- Pre-market futures were in the green but have slid into the red roughly an hour before today's opening bell.
- 08/14/2023
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1 Tech Stock You'll Be Glad You Bought When the Bull Market Starts
- Taiwan Semiconductor had a lackluster second quarter, but the market's disappointment is likely already priced into the stock. Taiwan Semiconductor remains rooted in its home country, but seeks to expand its operations internationally.
- 08/13/2023
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Why Shares of Alibaba, JD.com, and Taiwan Semiconductor Sank Today
- President Biden called China a "ticking time bomb" on Thursday at a fundraiser. Earlier this week, he signed an executive order limiting venture-capital and private-equity investment in the country.
- 08/11/2023
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The 7 Best Value Stocks to Buy in August
- While several market ideas have blossomed this year, many are overpriced, which naturally draws eyes to the best value stocks to buy. Here, we're talking about publicly traded securities that trade at a lower price relative to fundamental metrics, most commonly sales or earnings.
- 08/10/2023
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What Are the Best Companies to Invest in Now? Our 3 Picks for August
- Uncertainty from geopolitical tensions within the Ukraine war and China issues has led to slower United States labor market growth. In this environment of uncertainty, the United States labor market has displayed a degree of resilience but at a notably slower pace of growth.
- 08/10/2023
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Quantitative trading firm explains why it likes TSMC and GlobalFoundries
- Mehdi Hosseini of Susquehanna International Group says TSMC will benefit from the artificial intelligence race, while GlobalFoundries will benefit from the localization of semiconductors.
- 08/10/2023
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2 AI Stocks to Sell and 2 to Buy Instead
- Investors should expect a steep selloff among artificial intelligence stocks, as Wall Street cashes in on the high valuations many companies in this sector provide. On the other hand, some high-potential AI names remain overlooked, and the recent AI craze has done little to uplift their valuation.
- 08/09/2023
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International Wide-Moat Stocks On Sale - The August 2023 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth it.
- 08/09/2023
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Germany spends big to win $11 billion TSMC chip plant
- Taiwanese chipmaker TSMC on Tuesday committed 3.5 billion euros ($3.8 billion) to a factory in Germany, its first in Europe, taking advantage of huge state support for the $11 billion plant as the continent seeks to bring supply chains closer to home.
- 08/08/2023
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Find the Next Nvidia: 3 Must-Watch AI Stocks
- Nvidia (NASDAQ: NVDA ) shares took many investors by surprise in 2023. Shares have more than tripled year to date and currently carry a 232 P/E ratio.
- 08/08/2023
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7 Stocks That Could Double Your Money by 2024
- In the investing world, we're all on the perennial quest for the golden goose – or stocks to double your money. As investors strategically sail through the fluctuating financial landscape, they are increasingly anchoring their hopes on growth stocks.
- 08/08/2023
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Taiwan chip giant TSMC says approves $3.8 bn in Germany plant
- Taiwanese chip giant TSMC said Tuesday its board had approved a $3.8 billion investment in a factory in Germany, as well as a capital injection of $4.5 billion to its Arizona plant.
- 08/08/2023
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TSMC plans European joint venture to construct German fab
- Taiwan Semiconductor Manufacturing Co. Ltd. TSM, +0.20% is creating a joint venture with Robert Bosch GmbH, Infineon Technologies AG IFX, -1.56% and NXP Semiconductors N.V.
- 08/08/2023
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My Top AI Stock to Buy Right Now
- Taiwan Semiconductor's latest product hasn't affected its finances yet. Thanks to global economic uncertainty, TSMC's results haven't been great.
- 08/06/2023
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3 Top Artificial Intelligence Stocks to Buy Right Now
- Many of the top AI startups are run on Alphabet's Google Cloud. 3nm chips should provide a massive boost to Taiwan Semiconductor.
- 08/05/2023
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Taiwan Semiconductor: Short-Term Pain For Long-Term Gain (Rating Upgrade)
- Taiwan Semiconductor Manufacturing Company Limited's weak guidance reflects the ongoing downturn in the semiconductor industry, but the stock is still trading at a decent price. Despite the negative sentiment in the smartphone market, the company expects a strong ramp-up in demand in the second half of the year. The company's focus on AI and its investment in new technologies like N2 and the Arizona plant position it well for long-term growth.
- 08/04/2023
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3 ‘Strong Buy' Semiconductor Stocks You Should Be Loading Up On Now
- Semiconductor stocks took a drubbing in 2022. The S&P 400 Semiconductor index lost 27 of its value last year.
- 08/04/2023
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TSMC Chairman Mark Liu Says Company Will Keep Its Roots in Taiwan
- In an interview, the chip maker's chairman, Mark Liu, explained why TSMC's top tech would stay in Taiwan, despite growing threats from China and worries from the United States.
- 08/04/2023
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Get Out Now! 7 Stocks to Dump After Sorry Q2 Earnings
- Second-quarter earnings continue and, so far, the results have been pretty good, but there are some stocks to dump because they didn't pull their weight. According to FactSet, 80% of companies listed on the benchmark S&P 500 index have reported better than expected earnings per share, and 64% have reported revenue that was higher than forecast.
- 08/03/2023
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1 Cheap AI Stock to Buy Hand Over Fist Before It Doubles
- TSMC recently downgraded its full-year guidance on account of near-term headwinds. The company remains confident of delivering solid long-term growth, and AI could play an important role.
- 08/03/2023
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3 Cheap AI Chip Stocks That Smart Investors Will Snap Up Now
- An artificial intelligence (AI) frenzy has swept the markets since Nvidia (NASDAQ: NVDA ) reported strong earnings guidance in the first quarter. While it's easy to get excited about high returns and the technology's impact on revenue growth, some AI stocks have become overvalued.
- 08/02/2023
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Buy Alert: 3 Growth Stocks Nearing Super Attractive Entry Points
- Investing in the top growth stock picks will always be thrilling in the financial space. A dynamic contrast paints the stock market canvas in 2023 with growth stocks, traditionally a powerhouse of returns, and encountered steep declines from the prior year.
- 08/01/2023
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A Look at Cathie Wood's New Buys
- Catherine Wood (Trades, Portfolio), the visionary behind ARK Invest, is known for her bold investment style centered around disruptive innovation. During the second quarter, 13 filings shows she entered positions in companies like Palantir Technologies Inc. ( PLTR , Financial), Meta Platforms Inc. ( META , Financial) and Taiwan Semiconductor Manufacturing Co. Ltd.
- 07/31/2023
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This Chip Stock Just Hit a Major Setback. Steve Jobs Predicted It.
- Taiwan Semi said the American labor talent pool is insufficient for its needs. The news could mean significant delays in new semiconductor foundries in the U.S. Over a decade ago, Steve Jobs said it would be difficult to bring these jobs back home.
- 07/28/2023
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Taiwan Semiconductor's Sales Are Down -- Even With the AI Boom
- TSMC's revenue declined by more than 10% in the second quarter. Management expects AI revenue to grow quickly, but it is only a small part of the business today.
- 07/28/2023
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My International Portfolio: Approaching Another Major Milestone And Looking Into Recent Additions
- I'm your main street neighbor investor in his mid-30s sharing his brokerage account investment journey pursuing a dividend growth strategy. Dividends received YTD totaling $4155 up 18% compared to the same period last year. I believe the current market is strained but I keep investing as often as I can to ensure time in the market as opposed to timing the market.
- 07/27/2023
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Taiwan Semiconductor Manufacturing Is Officially in a Downturn -- Time to Sell the Stock?
- After four years of gains, Taiwan Semiconductor Manufacturing reported a revenue decline. The company's performance in the midst of the chip bear market for the last year has been exceptional.
- 07/27/2023
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If You Can Only Buy One AI Chip Stock, It Better Be One of These 3 Names
- Artificial intelligence ( AI ) is driving markets higher. For the past seven months, AI is the number one catalyst for equities.
- 07/26/2023
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Is It Too Late to Buy Taiwan Semiconductor (TSMC) Stock?
- TSMC's revenue and profits declined sharply in the second quarter. It reduced its full-year revenue guidance and reined in its capex.
- 07/26/2023
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7 Growth Stocks You Better Be Buying on Each and Every Dip
- After a dismal 2022, investors have returned to the top growth stocks to buy with great enthusiasm. We shouldn't forget the lessons from 2022, however.
- 07/25/2023
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Why Taiwan Semiconductor Manufacturing Stock Was Trading Higher Today
- The company announced plans to invest in a new chip-packaging facility. Revenue fell again last quarter, but investors are hopeful of a recovery on the horizon.
- 07/25/2023
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Taiwan Semi Invests Outside U.S. to Meet AI Chip Demand as Arizona Plant Delayed
- TSMC, the world's largest contract chip maker, is planning a new facility in Taiwan, while a report also suggests it is close to an investment in Germany.
- 07/25/2023
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Taiwan Semiconductor: Good News for Nvidia Shareholders; Bad News for Everyone Else
- TSMC may have disappointed more optimistic semiconductor investors on its earnings report. That is, except Nvidia shareholders.
- 07/25/2023
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Better Chip Stock: Taiwan Semiconductor (TSMC) vs. Qualcomm
- TSMC and Qualcomm both suffered cyclical slowdowns over the past year. TSMC's diversification and scale should enable it to recover quickly as the macro environment improves.
- 07/25/2023
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Taiwan's TSMC to invest $2.9 billion in new plant as demand for AI chips soars
- TSMC, the world's largest chipmaker, says it plans to invest nearly 90 billion New Taiwan dollars ($2.9 billion) to build an advanced chip plant in Taiwan, as it expands production to meet booming demand for artificial intelligence (AI) products.
- 07/25/2023
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TSMC to invest $2.9 billion in advanced chip packaging plant in Taiwan
- TSMC, the world's largest chip maker, plans to invest about $2.87 billion in an advanced chip packaging plant in Taiwan.
- 07/25/2023
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7 Chip Stocks to Sell Before Nvidia Crushes Them
- With the AI boom, investors are searching for the next Nvidia (NASDAQ: NVDA ). While there are some that could rival the tech giant, many chip stocks are unfortunately falling into the category of top chip stocks to sell.
- 07/24/2023
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
- Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
- 07/24/2023
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Taiwan Semiconductor Stock Faces a Reckoning
- TSMC is facing steep revenue and profit declines as demand sinks. Once this downturn is over, the company faces aggressive competitors looking to erase its manufacturing lead.
- 07/24/2023
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Taiwan Semiconductor: Imploding Demand From Key Customers - $150B Gen-AI To The Rescue
- Unsurprisingly, TSM reports impacted top and bottom lines in FQ2'23, thanks to the pulled-forward growth from the hyper-pandemic period and ongoing inventory correction. This cadence may suggest that the foundry's key customers, such as AAPL, AMD, and INTC, are experiencing implosions of demand. The only bright spot may be NVDA, attributed to its astounding forward guidance from the robust Generative AI demand, temporarily absorbing TSM's excess capacity through its high-end GPUs.
- 07/23/2023
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The Case for Owning Taiwan Semiconductor Stock, Indirectly
- One can invest in TSMC indirectly by buying stock in its clients. Although TSMC stock could beat the market, owning stock in its clients might be a safer option.
- 07/23/2023
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Buy These 2 Struggling Tech Stocks Now
- Here are 2 stocks that I would consider buying at their current prices.
- 07/22/2023
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Taiwan Semiconductor Q2 Earnings: This Is A Long Term Value Play
- TSM experienced a 5% drop in the aftermarket due to a weak revenue outlook and continued margin contraction, but the management reiterated a 10-15% CAGR over the long term. The stock is currently trading at a P/E Fwd of 16.5x, which is significantly lower than the S&P 500's 20.4x and other industry peers. The recent price action indicates a strong correlation between the stock price and its earnings revisions, which suggests that the stock is not dominated by market sentiment.
- 07/21/2023
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4 Factor Dividend Growth Portfolio - Deep Dive Analysis
- My portfolio based on the stock selection methodology of The Dow Jones US Dividend 100 Index has returned 21.72% since its inception 8.5 months ago. This deep dive analysis tested the contribution that each of the 4 factors played on the final return of the portfolio. I performed simple linear regression analysis and single and multi-factor analysis which generated surprising results.
- 07/21/2023
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3 Tech Stocks That Are Screaming Buys Right Now: July 2023
- The year 2023 has been a massive time for the market's top tech stocks. The Nasdaq posted record gains for the first half of the year as investors came rushing into both the mega-cap tech titans and newer winners in fields such as artificial intelligence ( AI ).
- 07/21/2023
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Cathie Wood's ARK Autonomous Tech ETF sold nearly 20% of its stake in GM, while boosting its Taiwan Semi holding by 20%
- Cathie Wood's ARK Autonomous Technology and Robotics exchange-traded fund ARKQ, -2.98% sold nearly $3 million worth of General Motors Co. shares GM, +0.08%, while buying roughly the same amount of Taiwan Semiconductor Manufacturing Co. Ltd.'s stock TSM, -5.05%.
- 07/21/2023
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5 Things to Know Before Markets Open
- Big Tech firms including Amazon, Alphabet, Meta, and Microsoft agreed to AI safeguards brokered by the White House and shares of railroad operator CSX fell after it missed on revenue projections. Here's what investors need to know today.
- 07/21/2023
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A Deep Dive Into ARKQ Buying And Selling In Q2
- A Deep Dive Into ARKQ Buying And Selling In Q2
- 07/21/2023
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TSMC says skilled worker shortage delays start of Arizona chip production
- Shares of Taiwan Semiconductor Manufacturing Co slumped more than 3% Friday after the world's largest contract chipmaker flagged a 10% drop in 2023 sales and said production due to start next year at its first plant in Arizona would be delayed.
- 07/21/2023
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U.S. equity futures point higher after tech stock stumble
- U.S. stock futures on Friday pointed higher after a tech-led stumble, as investors prepare for a major reshuffling of a key index.
- 07/21/2023
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This is probably the bottom for TSMC and the semiconductor industry, analyst says
- Charles Shi of Needham & Company says "if we're not at the bottom, we're very close to it" and it's probably the time to buy the weakness.
- 07/21/2023
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Susquehanna's Hosseini on TSMC, Chips Sector
- Mehdi Hosseini, senior tech hardware analyst at Susquehanna International Group, discusses his outlook for the chips sector as TSMC cuts its revenue outlook for 2023. He speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Asia.
- 07/21/2023
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TSMC Cuts 2023 Outlook
- Taiwan Semiconductor Manufacturing Co. cut its annual outlook for revenue and postponed the start of production at its signature Arizona project to 2025. Debby Wu reports on Bloomberg Television.
- 07/20/2023
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Fund Manager sees ‘outsized growth opportunity' in TSMC despite a hit to profit in Q2
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) says its profit declined in the second quarter for the first time in four years.
- 07/20/2023
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Why Taiwan Semiconductor Stock Tumbled 5% -- and Took Intel and AMD Down With It
- Taiwan Semiconductor beat analyst forecasts for both sales and earnings -- but its news still wasn't good. Q2 sales declined 14% year over year, and earnings were down 23%.
- 07/20/2023
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Why Are Chip Stocks Down Today?
- While the semiconductor space skyrocketed in large part due to burgeoning demand from artificial intelligence (AI) applications, Thursday saw a marked decline in sentiment, thus yielding the question, why are chip stocks down today? Mostly, the negative catalyst centered on the contract manufacturing and design company Taiwan Semiconductor (NYSE: TSM ).
- 07/20/2023
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Taiwan Semi execs slap down some frenzy for AI among chip makers, with concerns about sustainability
- Taiwan Semiconductor Manufacturing Corp. executives may have slapped down some of Wall Street's euphoria over artificial intelligence, reflected in the recent runup in the stock prices of several chip makers, with cautious comments about the sustainability of the current demand for AI chips.
- 07/20/2023
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TSMC's Profit Drops for the First Time in 4 Years Amid Electronics Demand Decline
- TSMC shares slid after reporting a drop in profit for the first time in four years, amid a decline in demand for electronics.
- 07/20/2023
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Should You Buy the Dip as Tides Change at Taiwan Semiconductor?
- As the COVID-19 peak effect periods expired in 2021 and 2022, the chip industry's severe shortages caused delays in other pockets of the economy, such as new vehicles and consumer electronic products. Almost everything relying on chips saw delayed orders and increased lead times.
- 07/20/2023
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Taiwan Semiconductor stock drops after company posts profit drop for the 1st time in 4 years
- Taiwan Semiconductor shares fell after the chipmaker reported its first profit decline in four years, citing slowing demand.
- 07/20/2023
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TSMC delays start of Arizona chip factory that will build Apple chips
- TSMC's chairman said the company is working to send trained technicians from Taiwan to train local workers to help accelerate equipment installation.
- 07/20/2023
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Semiconductor shares lag as major global manufacturer TSMC faces sales decline
- Semiconductor stocks struggled Thursday morning after Taiwanese chipmaker TSMC announced a projected 10% drop in sales for 2023. The largest contract chipmaker in the world also said investment spending is likely to be in the lower end of its previous $32 billion to $36 billion forecast, pointing to lower demand for chips amidst economic headwinds.
- 07/20/2023
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Nvidia, Intel stocks fall as Taiwan Semi's disappointing earnings report helps trigger broad chip-sector selloff
- The semiconductor sector was suffering a broad selloff in Thursday's premarket, in the wake of Taiwan Semiconductor Manufacturing Co. Ltd.'s earnings report, which disappointed investors.
- 07/20/2023
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Taiwan Semi Profit Slumps on Slow Chip Demand
- The world's largest contract chip maker reported a 23% fall in second-quarter profit as it grapples with a slump in demand for electronic devices.
- 07/20/2023
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TSMC's profit plunged 23% in the second quarter as electronics demand continues to slump
- TSMC is the top producer of the world's most advanced processors, but demand for consumer electronics has plunged post-pandemic.
- 07/20/2023
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2 Super Stocks That Could Join Apple, Microsoft, Nvidia, Alphabet, and Amazon in the $1 Trillion Club
- TSMC's market cap is set to climb as the company benefits from sales and margin tailwinds. Meta Platforms has proved it can eclipse the coveted $1 trillion milestone already.
- 07/19/2023
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3 Semiconductor Stocks to Buy and Hold Forever
- Supported by artificial intelligence (AI), the semiconductor industry is thriving. It has immense growth potential, and investors seeking long-term value creation should be looking for semiconductor stocks to buy and hold.
- 07/19/2023
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3 Quantum Computing Stocks for Getting Rich in 2023
- Quantum computing happens to be one of the most promising technologies of the 21st century. The tech has investors searching for the best quantum computing stocks.
- 07/19/2023
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2 AI Stocks Wall Street Loves
- TSMC and Microsoft are two prominent companies with their fingers buried deep in the AI industry. Wall Street analysts see both TSMC and Microsoft as lucrative investment ideas in the AI space.
- 07/19/2023
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Chip stocks: What to watch for from TSMC and ASML earnings
- Semiconductor companies Taiwan Semiconductor Manufacturing Company (TSM) and ASML Holding (ASML) are both set to report their quarterly results this week. Tematica Research Chief Investment Officer Chris Versace tells Yahoo Finance Live that he's watching TSMC closely because it will give investors "a broad look at so many different end-markets that we have to pay attention to it.
- 07/18/2023
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TSMC earnings to feature compelling blend of Apple and AI
- Taiwan Semiconductor Manufacturing Co. sits at the intersection of two compelling trends that could give it a boost in a environment that has proved sluggish for many elements of the consumer-electronics sector.
- 07/18/2023
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Meet the $1 billion water-recycling startup helping the likes of Coca-Cola, BMW, and TSMC curb their usage and clamp down on pollution
- Industries rely on water for everything from clothes manufacturing to AI training. Widespread water shortages have been predicted, forcing firms to make their usage more efficient.
- 07/18/2023
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1 Monster Opportunity in the Global Chip Shortage
- An AI domino should spark TSMC's revenue growth. TSMC has a 60% market share in third-party chip manufacturing.
- 07/18/2023
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Why These 3 Stocks are the Worst Ways to Play Semiconductors Right Now
- A lot of microchip and semiconductor companies have exploded this year with their share prices doubling and even tripling. Up more than 210% since January, chip designer Nvidia (NASDAQ: NVDA ) was the best-performing stock in the benchmark S&P 500 index during this year's first half.
- 07/15/2023
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Taiwan Semiconductor: Overstated Fears With Shares Still Cheap
- Taiwan Semiconductor Manufacturing Company (TSMC) stock is still undervalued compared to its peers, despite its position as the world's leading pure-play foundry. Investors are likely still reflecting significant geopolitical risks against its valuation. However, they have likely not considered the AI ramp that could benefit TSMC. TSMC could see its revenue growth bottom out in Q3, supported by stronger growth dynamics in data center. A stronger AI ramp could also offer pleasant surprises.
- 07/14/2023
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July's Top Contrarian Picks: 3 Stocks to Buy to Bet Against the Crowd
- In investing, going against the grain can sometimes yield the greatest rewards, which is why I'll be discussing some high-potential contrarian stock picks today. Contrarian investors have long understood the value of looking beyond popular choices and seeking out unconventional opportunities.
- 07/13/2023
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3 Semiconductor Stocks That Will Skyrocket Before 2025
- Investing in semiconductor stocks is an ideal way to take advantage of the backbone of the computer industry. These companies make and design the chips that make significant contributions to the global economy.
- 07/12/2023
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Yum China, TSMC, SK Hynix Favored, Thornburg Says
- Jeff Klingelhofer, co-head of investments at Thornburg Investment Management, discusses Federal Reserve policy and the upcoming US inflation report, the implications for financial markets, and the opportunities he sees. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open.
- 07/11/2023
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2 Semiconductor Stocks To Watch In Mid-July 2023
- Here are two semiconductor stocks to check out in the stock market today.
- 07/11/2023
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Why These 7 Stocks Are the Best Ways to Play Semiconductors Right Now
- Semiconductor stocks have been a tremendous sector for investors in 2023. In fact, thanks to the rise of artificial intelligence, most have seen a historic rise in demand and interest.
- 07/11/2023
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Taiwan Semiconductor Manufacturing Company 2Q earnings to reflect ongoing chip inventory challenges
- Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE:TSM) (TSMC) is set to hand down its second quarter financial results on Thursday, July 20, with the company expecting its results will continue to be negatively impacted by softening demand for microchips amid the current glut of inventory.
- 07/11/2023
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Taiwan Semiconductor's CoWoS Package A Game Changer For Generative AI
- TSMC first developed its CoWoS package for advanced chips in 2012 and combined with HBM in 2016. The explosion of generative AI technology such as ChatGPT has been a catalyst for growth of TSMC's CoWoS chip packages that now reaches 7% of total revenues. TSMC's dominance in AI GPU production and unrivaled technology of CoWoS assure near-term customer acceptance in light of competition from Samsung and Intel.
- 07/11/2023
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TSMC Sales Ride AI Demand Boost
- Taiwan Semiconductor Manufacturing Co. reported better than expected sales numbers in the second quarter, thanks to that boom when it comes to AI applications demanding more of the industry-leading firm's chipmaking capacity. Debby Wu reports on Bloomberg Television.
- 07/11/2023
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Stronger US Dollar Leads TSMC To Beat Earnings Expectations
- Analysts positive on Taiwan Semiconductor Manufacturing Co. despite revenue drop, thanks to role in AI and Apple ties.
- 07/10/2023
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TSMC surpasses expectations with strong AI-driven sales
- Taiwan Semiconductor Manufacturing Co (TSMC) reported better-than-expected sales, driven by a surge in artificial intelligence (AI) applications that require increased chipmaking capacity. The company's second-quarter revenue reached NT$480.8 billion (US$15.3 billion).
- 07/10/2023
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Samsung has a window to regain market share from TSMC: Analyst
- Nam Hyung Kim of Arete Research discusses what Samsung needs to focus on to make gains on its competitors.
- 07/10/2023
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Taiwan Semiconductor (TSMC) Stock: Bear vs. Bull
- TSMC has crushed the market over the past decade. But the bears will say that its growth is cooling off, its costs are rising, and it faces unpredictable geopolitical challenges.
- 07/09/2023
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Is Taiwan Semiconductor Stock a Buy Now?
- This is one of the most important companies in the world today.
- 07/09/2023
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Is the High Demand for Nvidia's AI Chips Putting Too Much Stress on TSMC?
- Nvidia's AI chips are rumored to have extremely long lead times. Will this force Nvidia to look for another manufacturing partner?
- 07/07/2023
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International Wide-Moat Stocks On Sale - The July 2023 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth it.
- 07/07/2023
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Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
- Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
- 07/07/2023
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Chip stocks lag market as semiconductor sales decline for 11th straight month
- Chip stocks underperformed the broader market Thursday after the semiconductor industry logged its 11th month in a row of steep losses from the year-ago period.
- 07/06/2023
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AI Stocks: Here's Where to Invest $1,000 Right Now
- In the dynamic landscape of AI stocks, it's crucial to carefully approach this exciting realm with thoughtfulness. A prudent strategy is a basket approach that diversifies across multiple companies.
- 07/06/2023
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The 7 Best Semiconductor Stocks to Buy in July
- As the lifeblood of the technology sector ecosystem, acquiring the best semiconductor stocks in July almost represents a no-brainer. To be sure, every segment of the capital markets carries downside risk.
- 07/06/2023
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3 Cheap Value Stocks Making AI Money
- 3 Cheap Value Stocks Making AI Money
- 07/03/2023
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Want to Play the AI Revolution? Buy the Picks and Shovels.
- Investors are excited about the AI revolution. Many investors have bought Nvidia to play this trend, but that is not the only AI beneficiary publicly traded.
- 07/01/2023
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3 Dividend-Paying Tech Stocks to Buy in July
- Taiwan Semiconductor Manufacturing makes chips solely for other companies, not for its own designs. AT&T still has a dividend yield of around 7% after cutting it in half last year.
- 06/30/2023
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Ray Dalio on AI, the Debt Cycle and the Rise of Great Powers
- Ray Dalio (Trades, Portfolio) is a billionaire investor and the founder of Bridgewater Associates, an investment fund with $123.5 billion in assets under management as of January.
- 06/30/2023
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TSMC confirms supplier data breach following ransom demand by Russian-speaking cybercriminal group
- Taiwanese semiconductor giant TSMC confirmed Friday that one of its hardware suppliers was hacked and had data stolen from it, but said the incident had no impact on business operations.
- 06/30/2023
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1 Reason to Avoid TSMC Stock
- TSMC is dominant, but both Samsung and Intel are investing heavily to catch up. Samsung aims to make mobile chips with 2nm manufacturing tech by 2025, and it's building new facilities and manufacturing lines to increase capacity.
- 06/29/2023
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Want to Get Richer? 2 Top AI Stocks to Buy Right Now
- AI is set to power a new growth phase for the semiconductor market. Not every company that's hyping artificial intelligence is actually benefitting from the technology.
- 06/29/2023
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4 Undervalued Tech Stocks in Chase Coleman's Portfolio
- An early investor in Meta Platforms Inc.'s ( META , Financial) Facebook and Spotify Technology SA ( SPOT , Financial), Chase Coleman (Trades, Portfolio), the founder of Tiger Global Management and one of the late Julian Robertson's former "tiger cubs," is known for focusing on small-cap stocks and technology startups.
- 06/28/2023
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Chipmaker stocks drop on WSJ report on U.S. considering curbing chip exports to China
- Callie Cox, eToro USA Investment Analyst and Matt Maley, Miller Tabak Managing Director and Equity Strategist spoke with Yahoo Finance's Julie Hyman and Brad Smith about the Wall Street Journal report on the United States curbing chip exports to China and what it means for investors.
- 06/28/2023
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Samsung to begin making world's most advanced mobile chips in 2025 as battle with TSMC heats up
- Samsung said it will begin mass production of the 2 nanometer process for mobile applications in 2025, in line with rival TSMC.
- 06/28/2023
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Chip Demand Is Slowing. Why TSMC Could Still Be a Buy.
- Taiwan Semi has about 60% market share of the third-party chip-manufacturing business, according to TrendForce.
- 06/27/2023
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Here are analysts' 20 favorite AI stocks — and they still see upside for Nvidia
- So far, 2023 has been the year of artificial intelligence in the stock market. Nvidia Corp. has been the poster child, with shares returning 178% this year with dividends reinvested.
- 06/27/2023
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Another way to play AI stocks: These have been the most efficient chip makers
- How should you play a long-term trend in the stock market? Investors have made an early bet on years of deployment of artificial intelligence across the corporate world by focusing on data-center infrastructure.
- 06/26/2023
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Bull Market or Recession in 2023? Here's What Warren Buffett Says Investors Should Do Next
- While Buffett doesn't know what the future holds, he doesn't let that uncertainty influence his investing process. The legendary investor employs the same investing principles in times of feast or famine.
- 06/25/2023
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2 Stocks to Take Advantage of the AI Revolution
- Taiwan Semiconductor provides the chips vital for AI computing. Individual developers might try their hand at AI programming, requiring them to turn to DigitalOcean.
- 06/24/2023
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Post-Nvidia Boom: 3 Potential Windfall Stocks Ready to Surge
- This year's price action in the markets has been dominated by the performance of a handful of stocks including Nvidia (NASDAQ: NVDA ). Notably, the company has provided significant gains for index investors with their stock absolutely skyrocketing higher on the back of surging interest in artificial intelligence and the company's high-performance chips that power the sector.
- 06/22/2023
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7 Chip Stocks to Buy if You Missed Out on NVDA
- While everybody seemingly loves chip manufacturer Nvidia (NASDAQ: NVDA ), its overheated nature organically yields a discussion about alternative chip stocks to NVDA. Don't get me wrong, Nvidia is an awesome company.
- 06/21/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 06/21/2023
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3 Stocks to Buy on Growing AI Chip Demand
- The hype around artificial intelligence is causing concerns of a potential bubble in AI stocks. It remains uncertain if we are indeed in bubble territory.
- 06/21/2023
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Taiwan Semiconductor: Driving Profitability On Secular Shift To Innovative Nodes
- Taiwan Semiconductor delivered resilient profitability in the first quarter while revising downward expectations for FY2023. The company is not cutting back on CAPEX guidance and is strengthening its technological leadership with the ramp-ups of the N3 output. The secular transition to the lower technology nodes is shaping a favorable mix in TSMC's top-line, which sets the company to benefit significantly following the market and demand profile normalization.
- 06/21/2023
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Want to Get Richer? 5 Top Stocks to Buy Now and Hold Forever
- AI, semiconductors, and electric vehicles should be major growth stories over the next decade. Apple, Nvidia, Tesla, Broadcom, and Taiwan Semiconductor could benefit substantially.
- 06/18/2023
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2 More Under the Radar AI Stocks
- Here are two more AI-related stocks that I think have the chance to skyrocket.
- 06/17/2023
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Get In Early On These Next 3 Trillion-Dollar Companies
- We know that the stock market is ever-changing and dynamic. To that end, investors are always trying to divine the next trillion-dollar companies.
- 06/17/2023
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3 Undervalued Companies That Could Reach $1 Trillion
- After its recent blowout earnings, Nvidia (NASDAQ: NVDA ) was the seventh stock to join the trillion-dollar club. However, the stock is up almost 200% year-to-date and might not present value.
- 06/16/2023
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Taiwan Semiconductor's Weak 2023 Outlook Is Essentially A Near-Term Macro Phenomenon
- TSMC reported a weak Q1 earnings call and guidance because of a dire economy resulting in lower GPU/CPU shipments, revenue, and ASPs. TSMC is impacted by a slowdown in constrained hyperscale budgets in the near term due to the challenging macroeconomic scenario. Strong tailwinds will prevail in 2024 as TSMC increases capex to meet AI chip demand.
- 06/15/2023
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3 Cheap Tech Stocks to Buy Right Now
- An AI-driven recovery for the chip sector could revive the share price of Taiwan Semiconductor Manufacturing. A lead in a key niche could boost Brazilian fintech PagSeguro.
- 06/15/2023
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Cathie Wood Thinks This AI Semiconductor Stock Is a Better Buy Than Nvidia
- Ark Invest recently purchased roughly $10 million in TSMC stock for one of its funds. TSMC has a dominant position in the chip fabrication space.
- 06/14/2023
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Why Taiwan Semiconductor Stock Popped Then Dropped Today
- A closely followed investor snapped up a clutch of the chip maker's shares. This is the first time it's appeared in one of her portfolios since late 2021.
- 06/13/2023
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Cathie Wood keen on Meta and Taiwan Semiconductor after ditching NVIDIA
- Cathie Wood's Ark Investment Management has taken new positions in Meta Platforms Inc (NASDAQ:FB) and Taiwan Semiconductor Mfg. Co.
- 06/13/2023
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Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
- Cathie Wood bought shares of The Trade Desk, Meta, and Taiwan Semiconductor on Monday. The Trade Desk continues to post double-digit revenue growth and gain market share in the advertising market.
- 06/13/2023
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Supermicro Computer: Can This AI Winner Continue Its Run?
- Supermicro Computer NASDAQ: SMCI is an excellent way to play the artificial intelligence revolution. Rather than betting on the companies creating AI models and products, SMCI is like selling picks and shovels in a gold rush.
- 06/13/2023
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Are Emerging-Market Stocks Cheap Enough To Stage A Comeback?
- Taiwan Semiconductor Manufacturing Co. Ltd. NYSE: TSM, Tencent Holdings Limited OTCMKTS: TCEHY, Samsung Electronics OTCMKTS: SSNLF, Alibaba Group Holding Ltd.
- 06/13/2023
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Cathie Wood fund makes its first purchase of Taiwan Semiconductor
- Cathie Wood's ARK Autonomous Technology & Robotics ETF ARKQ, +1.94% purchased roughly $10 million shares of Taiwan Semiconductor Manufacturing Co. TSM, +4.14% on Monday, which according to the Cathie's Ark tracker is the fund's first purchase of the contract semiconductor maker. Taiwan Semi's U.S.-listed shares have climbed 44% this year, exactly the same rise as the PHLX semiconductor index.
- 06/13/2023
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TSMC, ASML need to be part of everything in the future concerning AI: Analyst
- As tech stocks rallied since the beginning of the year, Pence Capital Management CIO Dryden Pence joins Yahoo Finance Live anchors Seana Smith and Diane King Hall to discuss his top tech stock picks and stocks to avoid.
- 06/12/2023
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Why Taiwan Semiconductor Manufacturing Rose on Monday
- TSMC reported strong May revenue after large declines in March and April. It appears as though AI chip demand is booming, helping to offset weakness in the mature PC and smartphone markets.
- 06/12/2023
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TSMC stock outpaces chips on report Nvidia AI order boosted capacity use
- U.S. shares of Taiwan Semiconductor Manufacturing Co. TSM, +4.37% outpaced the broader chip sector Monday following a report that increased AI-related orders from Nvidia Corp. NVDA, +0.50% have allowed the third-party fab to increase use of its capacity significantly. On Monday, Taiwan's Economic Daily News reported that TSMC was now using 70% to 80% of its 5-nanometer transistor-making capacity because of Nvidia orders, up from previous usage levels in the more than 50% range.
- 06/12/2023
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views?
- When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
- 06/12/2023
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Taiwan Semiconductor positioned to benefit from more demand for AI-related wafers, broker says
- Taiwan Semiconductor Mfg. Co.
- 06/12/2023
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5 Things to Know Before Markets Open
- UBS completes its takeover of Credit Suisse and Biogen wins key FDA support for its Alzheimer's disease treatment. Here's what investors need to know today.
- 06/12/2023
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Taiwan Semiconductor Manufacturing Offers An Excellent Entry Point (Technical Analysis)
- Taiwan Semiconductor Manufacturing has bullish price action, momentum, institutional buying support, and relative strength to the S&P 500 index, making it an excellent entry point for investors. A trade at current prices with a stop loss of $89 offers a risk-to-reward ratio of 1:2.7, with a potential price target of $140. Using the 2% rule for investment can help preserve capital for future opportunities while minimizing potential losses.
- 06/12/2023
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3 Semiconductor Stocks That Could Skyrocket in the Next 12 Months
- There is no denying the fact that artificial intelligence (AI) is the future and it is here to stay. We have already seen AI powering massive growth for tech companies in the last couple of months.
- 06/09/2023
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Japan Revives Chip Ambition With TSMC in Kumamoto
- Taiwan Semiconductor Manufacturing Co. will open its latest high-end factory next year in Kumamoto prefecture, southwestern Japan. This is a critical piece of Japan's one last push to resurface as a world chip superpower amid escalating US-China trade tensions.
- 06/08/2023
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TSMC Is Expected to Raise Prices -- Here Is What Investors Should Know
- Taiwan Semiconductor Manufacturing is the leader in advanced chip manufacturing, which puts it in a strong position during this AI craze.
- 06/08/2023
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International Wide-Moat Stocks On Sale - The June 2023 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued. We share the heat map of the most investable candidates that may be worth your time for further analysis.
- 06/07/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 06/07/2023
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TSMC expects capital spending to come in near low end of forecast, close to $32 billion
- Taiwan Semiconductor Manufacturing Co. TSM, +1.90% expects capital spending to come in at the low end of its outlook as smartphone demand dries up, according to media reports Tuesday. Bloomberg reported that TSMC Chairman Mark Liu told reporters after the third-party fab's annual shareholder meeting that he expects capital spending to come in at the lower end of its $32 billion to $36 billion range for the year.
- 06/06/2023
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Smart Investing: How I'd Allocate $1,000 to 3 Promising AI Stocks
- Alphabet is widely invested in AI. Taiwan Semiconductor supplies many of the chips powering AI technologies.
- 06/06/2023
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Taiwan Semiconductor And Buffett: Why He Bought And Sold
- I felt puzzled when Warren Buffett first disclosed his Taiwan Semiconductor position back in Q3 2022. Indeed, he had exited the position entirely shortly afterward, which totally made sense to me. The stock now faces substantial geopolitical risks and valuation risks.
- 06/05/2023
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3 Undervalued Tech Stocks With Dividends to Buy Now
- Investors typically think of growth companies as purely playing on a rising stock price. And the technology sector is indeed known for delivering home run share price appreciation when things go according to plan.
- 06/05/2023
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Why ASML Holdings, Taiwan Semiconductor Manufacturing, and KLA Corporation Rose in May
- TSMC, ASML, and KLA Corporation are all part of Nvidia's supply chain. Late in May, Nvidia gave blowout guidance for the second quarter.
- 06/04/2023
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3 Dividend-Paying Tech Stocks to Buy in June
- Microsoft has a good claim on the pole position in AI and its revenue growth is reaccelerating. Taiwan Semiconductor Manufacturing is a pick-and-shovel play on the growth in chip demand.
- 06/03/2023
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Nvidia CEO feels ‘perfectly safe' sourcing from Taiwan's TSMC amid China tensions
- Nvidia Corp. Chief Executive Jensen Huang exuded confidence on Thursday that the chip maker has what it takes to navigate the geopolitical sensitivities of having most of its chipmaking capacity in a country that China recognizes as its own territory.
- 06/01/2023
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Prediction: 2 Top AI Growth Stocks That Will Be Worth More Than $1 Trillion by 2030
- TSMC will be a key supplier of the semiconductor hardware powering the AI revolution. Meta Platforms could use AI to make its app more engaging.
- 06/01/2023
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Why Advanced Micro Devices, Taiwan Semiconductor Manufacturing, and Dell Technologies Plunged Today
- These three companies are each highly exposed to both the server and PC markets. Peers HPE and HPQ, which serve the server and PC markets, each reported underwhelming numbers.
- 05/31/2023
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Taiwan Semiconductor: Navigating Geopolitical Uncertainty
- Taiwan Semiconductor Manufacturing Co. Ltd. ( TSM , Financial) is progressing as a leading innovator in the semiconductor industry, pushing value growth for investors with a nearly 33% year-to-date return.
- 05/31/2023
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Demand for Nvidia's AI Chips Boosts TSMC and Sparks Hope for Intel
- Is the demand for AI chips enough to offset the weakness in consumer electronics?
- 05/31/2023
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3 Stocks to Buy That Could Be the Next Nvidia
- Last week, Nvidia (NASDAQ: NVDA ) took the tech world by storm when it reported impressive first-quarter earnings. Since then, NVDA has secured its place as the breakout stock of 2023, rising from less than $300 per share a month ago to nearly $400 per share today.
- 05/31/2023
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2 Incredible Semiconductor Stocks That Could Be Worth $1 Trillion by 2030
- AMD is being boosted by the growth in artificial intelligence. TSMC is at the epicenter of growth for the semiconductor industry.
- 05/31/2023
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2 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
- Alphabet's largest revenue stream is advertising, but it has significant AI aspirations. Taiwan Semiconductor Manufacturing Co. is building cutting-edge chips used to train AI models.
- 05/31/2023
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KLA Shares Soars As Chip Equipment Makers Surge 21% In May
- Just about all chipmakers and chip designers, with the notable exception of the currently downtrodden Intel Corp. NASDAQ: INTC, have been riding Nvidia's coattails to at least some extent.
- 05/31/2023
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3 AI Chip Stocks That Are Actually Cheap
- NVIDIA was the talk of the town last week, as its earnings and guidance beat expectations. The company's stock is fairly pricey, but some of its suppliers' and competitors' shares are not. In this article, I explore three AI chip stocks that are relatively cheap compared to NVIDIA.
- 05/30/2023
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Can Intel Compete With Taiwan Semi? Nvidia CEO Says Test Chips 'Look Good.
- Nvidia is looking to diversify its supplier base--given the rising tensions between the U.S. and China.
- 05/30/2023
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AI Chip Stock Showdown: The Biggest Winners and Losers
- With the AI boom in full swing, many investors are looking to chip makers as the companies that will proverbially sell picks and shovels in the AI gold rush. The thinking goes that the companies that sell the expensive chips used to train and run AI models are bound to succeed regardless of which AI model or company ultimately wins the arms race.
- 05/30/2023
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3 Semiconductor Stocks to Buy (and Never Sell)
- Recently, semiconductor stocks surged dramatically. Outstanding earnings and promising forecasts from Nvidia (NASDAQ: NVDA ) sparked this rally, leading to a stellar week for the sector.
- 05/30/2023
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Taiwan Semiconductor Well Positioned for the AI Rush
- Last week will be remembered as the week AI proved it was more than just a blip in the radar for the market. NVIDIA's NASDAQ: NVDA earnings and guidance cemented that the demand for AI is real, the adoption of the new technology is real, and it's only just beginning.While most of the attention and applause was on NVDA's blowout earnings and guidance, many other semiconductor heavyweights experienced an enormous inflow of volume and share price appreciation.Taiwan Semiconductor Manufacturing Company Limited NYSE: TSM was one of the largest beneficiaries of NVDA's earnings.
- 05/30/2023
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Samsung vs TSMC stock: Susquehanna analyst picks a side
- Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) is a better pick for exposure to artificial intelligence versus Samsung Electronics Co Ltd (KRX: 005930), says a Susquehanna analyst. TSMC stock could climb to $126 Mehdi Hosseini recommends that investors buy TSMC shares as they have upside to $126 – more than a 20% upside from here.
- 05/29/2023
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3 Top Bargain Stocks Ready for a Bull Run
- Falling chip demand has hurt Taiwan Semiconductor, but the shares are beginning to rebound. Adobe's plan to acquire Figma has created uncertainty -- which could be an opportunity for investors.
- 05/28/2023
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3 Soaring Stocks That Show No Signs of Slowing Down
- Nvidia has bounced back this year from its dismal 2022, and enthusiasm for AI can continue to drive shares higher. Taiwan Semiconductor is poised to benefit from a multi-decade growth runway for chips.
- 05/28/2023
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Is Japan Building Its Own TSMC to Manufacture AI Chips?
- Japan is rising to challenge TSMC in semiconductor production with Rapidus.
- 05/27/2023
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The Chip War's Next Chapter
- Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle, and Apple's looking to future-proof its supply chain.
- 05/27/2023
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TSMC stock rides Nvidia's AI wave to best week in more than a year
- U.S. shares of Taiwan Semiconductor Manufacturing Co. rode the wind behind Nvidia Corp.'s record revenue forecast to their best week in nearly a year and a half.
- 05/26/2023
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Tech ETFs Burning Hot on AI-Fueled Nvidia Surge
- The technology space has become investors' darling this year, especially on the artificial intelligence (AI) frenzy. Blockbuster first-quarter fiscal 2024 earnings from Nvidia (NVDA) have led to strong bullishness across the sector.
- 05/26/2023
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Why TSMC, Texas Instruments, and Qualcomm Stocks Popped
- Powerful predictions of profits from artificial intelligence sales drove Nvidia and Marvell shares higher this week. On Friday, the rest of the sector is joining in as investors bet on cheaper ways to invest in AI.
- 05/26/2023
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Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
- Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
- 05/26/2023
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2 Reasons to Buy TSMC Stock, and 1 Reason to Sell
- TSMC has clear leadership in the chip fabrication space, and competitors will likely have a hard time catching up. The global semiconductor industry is poised for big growth over the long term.
- 05/26/2023
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We have a buy rating on both Samsung and TSMC, analyst says
- Mehdi Hosseini of Susquehanna International Group discusses the performance of both companies and shares his take on which has the edge.
- 05/26/2023
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2 Chip Stocks Enjoying Nvidia Tailwinds
- Semiconductor stocks are getting a lift from Nvidia's (NVDA) post-earnings highs today, as demand for AI chips sends the stock soaring.
- 05/25/2023
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Why Microsoft, ASML, and TSMC Stocks All Just Popped
- A sales decline at Nvidia yesterday did nothing to dampen investor optimism about artificial intelligence today. To the contrary, Nvidia's prediction of 64% sales growth in Q2 is exciting investors all across the sector.
- 05/25/2023
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Think Nvidia Stock's Too Expensive Now? These 2 AI Stocks Might Be More to Your Liking.
- Nvidia shares are up nearly 30% on Thursday after a blowout financial report. However, other AI stocks haven't gained as much despite having similarly lucrative prospects.
- 05/25/2023
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5 Things to Know Before Markets Open
- Nvidia shares surged after the AI chipmaker posted a blowout revenue forecast and Fitch put the U.S. credit rating on watch as debt ceiling negotiations drag on. Here's what investors need to know today.
- 05/25/2023
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Why key chip firms TSMC and ASML are getting a boost after Nvidia results
- CNBC's Arjun Kharpal discusses why key chip companies are rallying after Nvidia's earnings and whether the U.S. semiconductor firm will face competition.
- 05/25/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 05/24/2023
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3 Semiconductor Stocks Underperforming Now but Poised for Future Growth
- These three chip stocks look bleak in the short term, but could this be a buying opportunity for long-term investors?
- 05/23/2023
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Warren Buffett Sounds Warning on This Hot Tech Stock
- Buffett invested billions in TSMC last year, only to fully undo that bet in short order. While Buffett views TSMC as a great business, its home base of Taiwan introduces too much uncertainty.
- 05/23/2023
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Tech Top 10 Ranked By Value
- Given current outlook, I expect bargains on some top 10 technology stocks going forward. I'm building a shopping list to buy the dip. The top 10 technology stocks by market cap were ranked by relative value using a matrix approach.
- 05/23/2023
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TSMC: Hostage Of Beijing
- TSMC's shares have been depreciating recently over fears about Beijing's potential invasion of Taiwan. It's unlikely that we'll see an invasion happening in the following months, which is why TSMC's shares could be oversold at this stage.
- 05/21/2023
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2 Sizzling Hot Stocks to Buy Right Now
- Micron Technology and Taiwan Semiconductor are two promising stocks in the semiconductor industry. AI and electric vehicle trends contribute tons of demand for Micron's products.
- 05/19/2023
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3 High-Growth Stocks That Could Be Worth $1 Trillion in 10 Years -- or Sooner
- Nvidia will return to growth mode once the current headwinds subside. Taiwan Semiconductor has consistently launched new technologies.
- 05/18/2023
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Why Taiwan Semiconductor Manufacturing Rallied Today
- Optimism over a potential debt-limit deal fueled a rally in cyclical stocks today. TSMC's Chairman was invited to a high-profile meeting in Japan.
- 05/17/2023
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Intel Ramps Up Its Battle Against TSMC
- The company highlighted what it says is a more geographically secure supply chain.
- 05/17/2023
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TSMC vs. Intel: The New Frontier of Chiplet Technologies
- Taiwan Semiconductor Manufacturing and Intel compete in chip manufacturing and are also crossing paths in a distinct market.
- 05/16/2023
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Taiwan Semiconductor: Buffett Overhang Is A Gift
- TSMC has traded weak over the last several months on news that Warren Buffett unloaded shares after making an initial investment last year. The chip manufacturing giant is set to ride the AI chip boom, with the TAM set to surge in the years ahead.
- 05/16/2023
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Warren Buffett Grew His Biggest Stock Holdings In Q1, Tuned Bank Exposure
- Berkshire Hathaway boosted positions in its two biggest stock holdings, among notable moves. The post Warren Buffett Grew His Biggest Stock Holdings In Q1, Tuned Bank Exposure appeared first on Investor's Business Daily.
- 05/16/2023
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Warren Buffett Reveals Why He Sold Taiwan Semiconductor Stock, and What He's Looking For in an Alternative
- Warren Buffett again answered why he quickly sold shares of TSMC, but added one more point. Buffett wants to invest in a "wonderful" semiconductor business -- but one based in the U.S. Only a small number of chip stocks would fit Buffett's strict investing criteria.
- 05/16/2023
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Warren Buffett's Berkshire Hathaway sells entire stake in TSMC
- Warren Buffett's conglomerate has sold its remaining shares in the world's largest chipmaker, TSMC, after the "Oracle of Omaha" sounded alarms about its homebase of Taiwan.
- 05/16/2023
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Warren Buffett Buys Capital One and Diageo, Sells Out of 4 Stocks
- Berkshire Hathaway Inc. ( BRK.A , Financial)( BRK.B , Financial), the multibillion-dollar conglomerate run by Warren Buffett (Trades, Portfolio), disclosed its equity portfolio for the first quarter of 2023 on Monday.
- 05/15/2023
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TSMC added by Macquarie, Fidelity and Coatue after Buffett cut stake -filings
- Big investment firms including Macquarie Group Ltd , Fidelity and hedge funds Tiger Global Management and Coatue Management LLC were among the largest buyers of U.S. listed shares of Taiwanese contract chipmaker TSMC , in the first quarter, according to regulatory filings.
- 05/15/2023
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2 AI Stocks With 31% and 20% Upside, According to Wall Street
- This semiconductor stock will build the AI industry. The market could be underestimating a tech powerhouse.
- 05/12/2023
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Should TSMC Investors Be Worried About Samsung's Recent Progress?
- Could reports that Samsung is gaining some of TSMC's customers be true?
- 05/11/2023
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TSMC says it's working hard to control costs, lifted partly by Ukraine war
- Taiwanese chipmaker TSMC said on Thursday that while war in Ukraine has impacted the company's costs, customers need not worry about the impact being passed on in price hikes.
- 05/11/2023
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3 Chip Stocks That Crushed Earnings and Are Just Getting Started
- Last month, I wrote a piece on the three best chip stocks with growth potential for long-term investors. In it, I noted the importance of semiconductors in all aspects of our lives, as well as their role in creating new, more powerful technologies in areas such as cloud computing and artificial intelligence (AI).
- 05/10/2023
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International Wide-Moat Stocks On Sale - The May 2023 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.
- 05/09/2023
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3 Semiconductor Stocks To Watch In May 2023
- Semiconductor stocks for your May 2023 watchlist.
- 05/09/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 05/09/2023
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3 Undervalued Semiconductor Stocks to Buy in May 2023
- 2023 is an interesting time to be looking for undervalued semiconductor stocks. Valuations have come down for some firms, but that comes amid a major downturn in the earnings outlook for many of the industry's leading companies.
- 05/08/2023
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3 Top Artificial Intelligence Stocks to Buy in May
- The AI revolution is changing industries and creating new opportunities for growth. IBM and Alphabet are undervalued tech giants and AI experts with strong potential for long-term growth.
- 05/07/2023
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Warren Buffett on TSMC: There's nobody in their league in the chip business
- Berkshire Hathaway Chairman and CEO Warren Buffett and Vice Chairman Charlie Munger preside over the 2023 Berkshire Hathaway annual meeting. Buffett discusses the firm selling Taiwan Semiconductor Manufacturing Company shares.
- 05/06/2023
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10 Stocks to Buy Before They Become the Next Trillion-Dollar Companies
- As markets prepare for a looming turnaround, investors are redoubling their focus on finding the next trillion-dollar companies. At first glance, it might seem that Tesla (NASDAQ: TSLA ) is the most likely candidate for the market's most elite club.
- 05/04/2023
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Bear of the Day: Taiwan Semiconductor (TSM)
- Taiwan Semiconductor ( TSM ) is the giant chip foundry that serves the world's most important manufacturers, like Apple and NVIDIA. These big clients are considered "fabless" because they rely on foundries like Samsung and Taiwan Semi (aka, TSMC) to conduct wafer fabrication of their designs.
- 05/02/2023
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5 Struggling Stocks to Buy at a Discount
- Struggling stocks such as Taiwan Semiconductor, DLocal, Autodesk, Twilio, and Adobe are being discounted due to broad market trends and challenges. Each of these stocks has unique strengths and growth potential, making them attractive long-term investments.
- 05/02/2023
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V&M Breakouts: Top Long-Term Growth And Dividend Stocks For May 2023
- The May 2022 total return portfolio for 1-year is up +17.09%, and the May 2021 2-year portfolio is up 21.33%, not adjusted for greater than 2%+ dividends. The first May 2020 portfolio had +66.98% 2-year returns.
- 05/01/2023
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A Look at 5 Undervalued Buffett Stocks Ahead of Annual Meeting
- Investors around the world are preparing to make the journey to Omaha, Nebraska to attend Berkshire Hathaway Inc.'s (BRK.A, Financial) (BRK.B, Financial) annual shareholder meeting this weekend.
- 05/01/2023
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These 3 Chip Stocks Could Outperform Nvidia Over the Next 5 Years
- This year, Nvidia (NASDAQ: NVDA ) has performed remarkably well. Although the chip stocks sector has been surging, Nvidia's expansion has been faster than the sector and other chip stocks in the market.
- 04/30/2023
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2 Dividend-Paying Tech Stocks to Buy Right Now
- Companies that pay dividends speak volumes about the quality of the underlying business. Taiwan Semiconductor Manufacturing is riding big tailwinds in computing and pays an above-average yield.
- 04/30/2023
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5 Tech Stocks I'm Holding Through Earnings Season
- Big tech earnings season is well underway. By now, most of the big names have reported their first quarter numbers.
- 04/30/2023
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3 Reasons Why Taiwan Semiconductor Is a Screaming Buy
- Taiwan Semiconductor has designed the next generation of high-tech chips. The company is investing heavily in U.S.-based facilities.
- 04/28/2023
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Taiwan Semiconductor Manufacturing Will Keep Spending on Equipment, but Is the Stock A Buy Now?
- TSMC is in the midst of a downturn, as expected. More important than the last quarter's financials, TSMC said it remains unchanged in its pace of spending on chipmaking equipment this year.
- 04/27/2023
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Is TSMC Signaling a Slowdown in the Semiconductor Market?
- Taiwan Semiconductor Manufacturing's revenue was at the low end of its Q1 guidance. TSMC is seeing slowdowns across all of its customer channels.
- 04/27/2023
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Better Buy: ASML vs. Taiwan Semiconductor Stock
- ASML's stock has grown faster than Taiwan Semiconductor's. But TSMC sells at a dramatically lower valuation than ASML.
- 04/27/2023
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Buy 7 April Buffett Dividend Dogs And Watch 2
- Buy 7 April Buffett Dividend Dogs And Watch 2.
- 04/26/2023
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TSMC aims to get newest chip technology into cars faster
- Taiwan Semiconductor Manufacturing Co on Wednesday said it will release new software this year to help customers working on advanced computer chips for cars take advantage of its newest technologies more quickly.
- 04/26/2023
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7 Stocks That Are Strong Buys on the Heels of Impressive Earnings
- With the first three months of the year behind us, it's now earnings season. Accordingly, investors looking for strong buys have a list of companies to choose from.
- 04/26/2023
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PSI: A Possible Recession Means That There May Be More Downside
- PSI: A Possible Recession Means That There May Be More Downside.
- 04/26/2023
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Why Shares of Taiwan Semiconductor, Baidu, and PDD Are Falling Today
- The Biden administration has taken previous steps and is contemplating further action to curb business between the U.S. and Chinese tech companies. Analysts recently downgraded PDD.
- 04/25/2023
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The 7 Best Semiconductor Stocks for the AI Boom
- With the world pivoting towards artificial intelligence, savvy investors are on the lookout for the most promising semiconductor stocks for AI. Semiconductors are the essential components in microchips and are critical for AI expansion.
- 04/25/2023
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 04/25/2023
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TSMC Just Fired a Warning Shot for Semiconductor Stocks. Should Nvidia Investors Be Worried?
- TSMC's guidance points toward a slowdown in chip demand, and that may be bad news for Nvidia. A closer look at TSMC's results suggests that it saw a spike in demand for advanced chips based on the 5nm node.
- 04/25/2023
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Despite Q1 Slowdown, Taiwan Semiconductor's Tech Capabilities Secure Its Dominance
- Despite Q1 Slowdown, Taiwan Semiconductor's Tech Capabilities Secure Its Dominance.
- 04/25/2023
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AMD: TSMC Predicts The Chip Bottom
- AMD: TSMC Predicts The Chip Bottom.
- 04/24/2023
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2 Top Trends to Invest $1,000 in Right Now
- Artificial intelligence is poised to transform our lives -- perhaps sooner than many realize. The clean-energy transition has been turbocharged by massive green subsidies in the U.S., Europe, and China.
- 04/24/2023
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Taiwan Semiconductor: Buffett Should've Bought More
- Taiwan Semiconductor: Buffett Should've Bought More.
- 04/23/2023
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3 Stocks Warren Buffett Would Probably Tell You to Sell -- and 1 He'd Likely Recommend Buying
- Buffett isn't a "bull in the China shop." He's also highly skeptical about the streaming business.
- 04/23/2023
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Best Chip Stock to Buy Now: ASML vs. TSM vs. Lam Research
- Semiconductor manufacturing and equipment makers could benefit dramatically from current subsidies, but which semiconductor stock is the best buy?
- 04/21/2023
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Where Will TSMC Stock Be In 1 Year?
- TSMC posted a mixed Q1 report. Its slowdown will persist through the first half of 2023.
- 04/21/2023
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Lam, TSMC, chip-making equipment supplier stocks rally as shaky results point to expected recovery in 2024
- Shares of chip-making equipment suppliers rallied Thursday after a wave of earnings reports in the subsector boosted confidence in a second-half recovery in 2023.
- 04/20/2023
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Why Taiwan Semiconductor Manufacturing Stock Rallied Thursday Morning
- TSMC delivered profit that was better than expected. The company is also forecasting a sales slowdown.
- 04/20/2023
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ASML vs. TSMC: What We Learned From Their Earnings Reports
- These are arguably the two most important semiconductor companies.
- 04/20/2023
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Taiwan Semiconductor predicts revenue will fall this year but maintains spending outlook
- Taiwan Semiconductor Manufacturing Co. saw its business hit by demand issues in the latest quarter, and the company expects further pressure from “inventory adjustment” in the current period.
- 04/20/2023
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TSMC's Tough Quarter Complicates Its U.S. Chip Ambitions
- The latest results from the world's largest contract chip manufacturer confirm the grim outlook facing the semiconductor industry.
- 04/20/2023
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Taiwan Semiconductor Manufacturing Company lowers revenue outlook amid weaker chip demand
- Taiwan Semiconductor Manufacturing Co (TSMC) has lowered its revenue outlook for the current quarter and full-year 2023 as demand slumps in its end use markets like smartphones. A mixed bag of results saw Apple's key chipmaker deliver first-quarter earnings ahead of expectations, with net income of NT$206.9 billion ($6.8 billion) for the March quarter, compared with the NT$194.2 billion analysts projected on average.
- 04/20/2023
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Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q1 2023 Earnings Call Transcript
- Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q1 2023 Earnings Call Transcript.
- 04/20/2023
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Taiwan Semiconductor Just Issued a Warning to Apple Shareholders
- Looking at crucial parts suppliers can provide insights into a company's performance. Taiwan Semiconductor's stock looks cheap at today's prices.
- 04/20/2023
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TSMC's Outlook Disappoints as Global Tech Slump Persists
- Taiwan Semiconductor Manufacturing Co. forecast worse-than-anticipated revenue for the current quarter, reflecting a persistent slump in demand for everything from smartphones to server chips Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.
- 04/20/2023
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Taiwan Semiconductor Warns of Weaker Demand Despite Profit Beat
- The world's largest contract chip maker said its first quarter was impacted by weakening macroeconomic conditions and softening end-market demand.
- 04/20/2023
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TSMC Q1 profit rises 2% y/y, beats market expectations
- Taiwanese chipmaker TSMC posted a 2% rise in first-quarter net profit on Thursday as global economic woes dented the demand for chips used in applications as varied as cars, cellphones and advanced computing.
- 04/20/2023
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A Pre-Earnings Look at Taiwan Semiconductor Stock
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) will step in to the earnings confessional before the open tomorrow. Below, we will explore TSM's post-earnings history to help gauge what options traders can expect this week.
- 04/19/2023
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PC Unit Sales Plunge in Q1, and TSMC Feels the Effects
- Should semiconductor investors worry about the latest updates from Taiwan Semiconductor Manufacturing?
- 04/19/2023
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TSMC seeks up to $15 bln from US but objects to certain conditions- WSJ
- Taiwan Semiconductor Manufacturing Co Ltd is pushing back on some of the conditions the United States has attached to chip-factory subsidies, as it seeks up to $15 billion from the U.S. government, the Wall Street Journal reported on Wednesday.
- 04/19/2023
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What's in Store for Taiwan Semiconductor's (TSM) Q1 Earnings?
- Taiwan Semiconductor's (TSM) first-quarter 2023 results are expected to reflect gains from the robust technology portfolio amid weak macroeconomic conditions.
- 04/18/2023
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7 Dividend Stocks to Sell Before They Face Regulatory Risks
- There are plenty of risky dividend-paying stocks with company-specific issues that make them clearly dividend stocks to avoid, but there are also some names in this category where the reason to stay away is not so apparent. One such example is with shares in companies facing possible regulatory scrutiny.
- 04/18/2023
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TSMC Q1 earnings seen down 5% y/y, Q2 also looks tough
- Taiwanese chipmaker TSMC is expected to post a 5% fall in first-quarter net profit on Thursday, with global economic woes denting demand for semiconductors used in everything from cars to advanced computing extending into the current quarter.
- 04/17/2023
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Looking for Growth? Start With These 3 Chip Stocks
- Numerous strategies exist to maximize gains in the stock market. However, investing in progressive growth stocks is among the most effective.
- 04/17/2023
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3 Critical Earnings Reports to Watch This Week
- Earnings season begins in earnest this week. As always, earnings results and guidance will be critical in determining the state of the broader economy, and how investors decide to position their portfolios.
- 04/17/2023
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How To Allocate $10,000 Among My Top 20 Dividend Stocks Of April 2023
- In this article, I will show you how you could allocate $10,000 among my top 20 dividend growth and high dividend yield companies for the month of April. Due to the allocation I have chosen, that I'll discuss in this article, you would achieve a Weighted Average Dividend Yield [FWD] of 3.12% with this portfolio.
- 04/17/2023
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Taiwan Semiconductor Stock Bulls May Be Too Optimistic
- Susquehanna analyst Mehdi Hosseini upgraded Taiwan Semiconductor to Positive from Neutral, even as the chip-making giant may be on the verge of lowering guidance.
- 04/17/2023
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Taiwan Semi's stock fetches upgrade with worst-case earnings scenario already baked in
- Investors are already baking in the “worst-case earnings scenario” for Taiwan Semiconductor Manufacturing Co. Ltd., and that makes its stock worth another look, according to one analyst.
- 04/17/2023
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How Investors Should React to Warren Buffett's Sale of Taiwan Semiconductor Stock
- Buffett told reporters in Japan that geopolitical concerns factored into Berkshire's sale of TSMC stock. Berkshire's Apple investment depends on TSMC for chips, tying it indirectly to the same geopolitical struggles.
- 04/16/2023
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Earnings Preview: Netflix, Tesla and More
- The week of April 17 we will see earnings season start in earnest. As always, earnings results and guidance will be critical in determining the state of the broader economy, and how investors decide to position their portfolios.
- 04/14/2023
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Did Taiwan Semiconductor Just Tell the Market a Recession Is Imminent?
- Taiwan Semiconductor reported a 15% decline in revenue for March. Its customers include companies that are important to the global economy, such as Apple.
- 04/14/2023
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2 Tech Stocks You Can Buy and Hold for the Next Decade
- Alphabet and TSMC are two tech titans perfectly poised for long-term growth. Taiwan Semi's industry-leading manufacturing capacity and innovation make it a semiconductor powerhouse.
- 04/14/2023
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My Top 10 Dividend Growth Stocks To Invest In April 2023
- In today's article, I will present you with my top 10 dividend growth stocks to invest in for April 2023. The selected picks are all financially strong, have a relatively low Payout Ratio, an attractive Valuation and have shown significant Dividend Growth in the past years.
- 04/14/2023
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Taiwan Semiconductor: Buffett Apparently Fears The Politics
- Recently, Warren Buffett said that political risk was a factor in his unexpected decision to sell Taiwan Semiconductor Manufacturing Company Limited stock. He also called Taiwan Semiconductor the strongest company in the chip industry.
- 04/13/2023
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The 3 Most Promising Quantum Computing Stocks to Buy in April
- Quantum computers could potentially revolutionize multiple industries with their unparalleled efficiency and scalability compared to transistor-based CPUs. Analysts point to an estimated $125 billion market up for grabs by the conclusion of the current decade.
- 04/13/2023
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3 Chip Stocks Primed to Rise From the Ashes
- Chip stocks probably will stage a recovery this year. In the latter part of 2022, the semiconductor industry experienced significant declines because of a drop in demand for chip products based on technology.
- 04/13/2023
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Intel Is Using TSMC for New GPU Manufacturing. Which Stock Is the Bigger Winner?
- Intel seems to be forging ahead with its struggling discrete GPU segment, tapping Taiwan Semiconductor for manufacturing help once again. This isn't much of a win for giant TSMC, but it does speak to the Taiwanese tech company's prowess.
- 04/13/2023
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Buffett Reduces Taiwan Semiconductor Stake After This Happened
- Economic pendulums swing from expansion to contraction and vice versa as cycles take over their natural processes. Whenever the pendulum swings too fast or too far one way, physics (and economics) dictate that it must, after that, face a similar and opposite swing in the opposite direction.
- 04/12/2023
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Billionaires Love These Dividend Blue-Chip Strong Buys
- Blindly following billionaire trades is a bad idea, but using 13-F filings to get new investing ideas can be a smart way to invest alongside Wall Street legends. Jim Simons is the "man who solved the market" and delivered among the greatest trading returns in history, 62% from 1988 to 2021. He's also a classic value investor.
- 04/12/2023
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Warren Buffett gives reason for surprise sale of stake in Taiwan's TSMC
- Warren Buffett says geopolitical tensions were "a consideration" in the decision to sell most of Berkshire Hathaway's shares in global chip giant TSMC, which is based in Taiwan.
- 04/12/2023
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TSMC's Taiwan investment plan has not changed, says minister
- Taiwan's TSMC has not changed the investment plan for its new chip factory in the island's southern city of Kaohsiung, Economy Minister Wang Mei-hua said on Wednesday, responding to a media report of the chipmaker slowing down expansion at home.
- 04/11/2023
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Buffett says geopolitics a factor in Berkshire sale of TSMC stake
- Warren Buffett called geopolitical tensions "a consideration" in Berkshire Hathaway Inc's decision to sell most of its stake in Taiwanese chipmaker TSMC just a few months after buying it, Nikkei reported on Tuesday.
- 04/11/2023
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What TSMC's Sales Miss Signals for Electronics Demand
- Taiwan Semiconductor Manufacturing missed sales estimates for the second consecutive quarter. Advisors Capital Management Partner and Portfolio Manager Joanne Feeney joins Ed Ludlow and Caroline Hyde to discuss what that means for global demand for electronics.
- 04/10/2023
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Why Taiwan Semiconductor Stock Slipped Today
- Taiwan Semiconductor Manufacturing Company reported smaller-than-expected March sales today. However, sales were not that much smaller.
- 04/10/2023
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Taiwan Semi Had a Big Sales Miss. Why the Drop Is So Ominous for Chip Stocks.
- The world's most important chip maker reported a 15% year-over-year decline in March revenue.
- 04/10/2023
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TSMC shares drop after posting first monthly revenue drop in nearly four years
- CNBC's Kristina Partsinevelos reports on the state of chipmaker stocks after TSMC reports declining revenue.
- 04/10/2023
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 04/10/2023
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Notebook Projections Signal Bullish Opportunities for AMD, Intel, and TSMC Stockholders
- Notebook shipments are still expected to be down year over year, but it seems the bottom has passed.
- 04/10/2023
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Taiwan Semi Posts First Fall in Monthly Revenue in Years
- A soft March caps a first-quarter of 2023 with revenue right at the bottom of the world's largest chipmaker's previous forecast.
- 04/10/2023
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Why Are Chip Stocks MU, TSM, NVDA On the Move Today?
- Memory chip maker Micron Technology (NASDAQ: MU ) jumped 6% over the weekend, on the kind of news that usually moves oil stocks. Rival Samsung (OTCMKTS: SSNLF ) said it was cutting its memory chip output, which bolstered support for the U.S. memory chip leader.
- 04/10/2023
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Should You Buy the Dip on Taiwan Semiconductor's Stock?
- Taiwan Semiconductor supplies the chips for many tech leaders. 3-nanometer chip production is slated to reach full scale this year.
- 04/10/2023
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Taiwan Semi Post First Fall in Monthly Revenue in Years
- A soft March caps a first-quarter of 2023 with revenue right at the bottom of the world's largest chipmaker's previous forecast.
- 04/10/2023
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TSMC posts first revenue drop in nearly four years
- Taiwan Semiconductor Manufacturing Co. said Monday that its revenue fell 15% in March from a year earlier, marking the first drop in nearly four years.
- 04/10/2023
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TSMC talking to US about CHIPS Act 'guidance' amid subsidy concerns
- Taiwanese chipmaker TSMC said on Monday it is communicating with Washington about its "guidance" for a law designed to boost U.S. semiconductor manufacturing that has sparked concerns about subsidy criteria.
- 04/09/2023
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5 Relatively Safe And Cheap Dividend Stocks To Invest In - April 2023
- This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks.
- 04/08/2023
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If I Had to Allocate $1,000 Between 3 AI Stocks, Here's How I'd Do It
- There are multiple ways to invest in artificial intelligence. Sometimes you have to go one level deeper in the supply chain to find good values.
- 04/08/2023
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International Wide-Moat Stocks On Sale - The April 2023 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.
- 04/08/2023
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2 Top Stocks That Could Win From the $263 Billion Opportunity in AI
- The growth of AI applications will create a semiconductor boom. TSMC and ASML are positioned well to make the most of this secular growth opportunity.
- 04/06/2023
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Semiconductors stand to make massive gains with the evolution of A.I., says KKM's Jeff Kilburg
- Ed Lee, New York Times reporter, Jeff Kilburg, KKM financial founder and CEO, CNBC's Dum Chu join 'Power Lunch' to discuss bipartisan efforts to manage A.I. development, companies positioned to benefit from A.I.
- 04/05/2023
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2 Stocks Spearheading the AI Revolution
- Artificial intelligence is software-based, first and foremost, but it still depends on powerful semiconductor hardware. Advances in AI will lead to new cyberthreats, and adaptive cybersecurity technologies will be needed to fend off these attacks.
- 04/05/2023
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There's Never Been a Better Time to Buy These 2 Tech Stocks
- CrowdStrike's cybersecurity product has become vital to a business's protection strategy. Taiwan Semiconductor's stock is trading far lower than its historical average.
- 04/04/2023
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Taiwan Semiconductor Is Expanding Its Global Production Footprint
- TSMC plans to maintain its leadership in capacity and revenue over Samsung as 2022 revenue growth increased 34% versus 10% for Samsung. TSMC's 3nm node will ramp to represent 24% of its sub-7nm segment in 2024.
- 04/04/2023
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AI Design Sends Synopsys, Nvidia, TSMC & Other Chip Stocks Higher
- Collaborations in the area of accelerated computing, including AI, helped drive chip-industry names including Synopsys Inc. (NASDAQ: SNPS), Nvidia Corp. (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML Holding N.V. (NASDAQ: ASML) in the week ended March 31.
- 04/03/2023
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3 Tech Stocks I Love Right Now
- These are tech giants, but they're also great investments.
- 04/02/2023
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Taiwan Semiconductor Dominates Leading Edge
- The semiconductor market is expected to double in size by 2030. Taiwan Semiconductor Manufacturing Company Limited accounts for 26% of the world's semiconductor output. The US CHIPS and Science Act provides roughly $280 billion in new funding to boost domestic research and manufacturing of semiconductors in the United States.
- 03/31/2023
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7 Growth Stocks That Are Poised to Boom in 2024
- As investors navigate the ever-changing financial landscape, growth stocks to buy have emerged as attractive options for those looking to pounce on market shifts. Recently, growth stocks have taken a hit following concerns about declining revenue growth rates and tech industry layoffs.
- 03/30/2023
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7 Top Momentum Stocks to Ride the Bullish Trend
- As banking fears calm down, the stock market is stabilizing and regaining momentum. Most of this uptrend is due to many oversold growth stocks recovering, as the turmoil hit these companies disproportionately hard.
- 03/30/2023
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Why Intel, Qualcomm, and Taiwan Semiconductor Manufacturing Rallied Today
- Intel gave an overview of its data center chip product roadmap, and outlined bullish prospects for the data center market. Qualcomm and TSMC may have benefited from Micron's commentary on the sector Tuesday evening.
- 03/29/2023
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12 Dividend Blue-Chip Bargains That Will Leave You Swimming In Cash
- High-yield blue chips are beloved by retirees and for good reason. They can help you pay the bills without ever having to sell a single share. Nothing lets you sleep well at night in a bear market like not having to worry about price volatility.
- 03/29/2023
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Semiconductor Stock for Options Bulls to Snag
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) is breaking out of a falling wedge pattern on the charts. The shares also overcame resistance at the $90 level, which has provided pressure since mid-February, and recently found support at their 80-day moving average.
- 03/28/2023
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 03/28/2023
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ASML, TSMC, and Synopsys Are Partnering With Nvidia to Revolutionize the Chip Manufacturing Process
- Nvidia recently announced cuLitho, software that improves computational lithography. Computational lithography is needed to continue the development of advanced semiconductors.
- 03/27/2023
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Will TSMC Be a Trillion-Dollar Stock by 2030?
- Taiwan Semiconductor Manufacturing produces some of the most powerful chips available on the market. The company is working to invest in American infrastructure.
- 03/27/2023
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3 Peter Lynch Tech Stocks to Watch
- A shorthand method that famous fund manager Peter Lynch liked to use to search for potential value opportunities was to look for stocks that were trading below what their price would be if they were to trade with a price-earnings ratio of 15 and/or their median historical price-earnings ratio.
- 03/24/2023
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Got $3,000? These 3 Cheap Dividend Stocks Will Supercharge Your Total Returns
- TSMC will remain the linchpin of the semiconductor sector. P&G's evergreen business is built to withstand tough economic downturns.
- 03/24/2023
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Why Semiconductor Stocks Taiwan Semiconductor Manufacturing, Micron, and Aehr Test Systems Rallied Today
- Chip stocks were rallying hard, even harder than the broader tech sector today. Lower long-term rates and enthusiasm over AI appear to be driving the relative outperformance.
- 03/23/2023
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3 AI Stocks to Buy Sitting in the Sweet Spot
- AI stocks to buy are increasingly getting a lot of attention. Investors cannot overlook its tremendous potential.
- 03/23/2023
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7 Best Stocks to Buy After the Market Crashes
- Although it's typically a good thing to be an optimist, having a realistic framework may allow you to think clearly about the best stocks to buy after the market crashes. Of course, it's impossible to tell if the market will really crash or not.
- 03/21/2023
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7 Emerging Markets Stocks to Buy for Global Growth
- Investors tend to seek growth when allocating capital, particularly when considering what bonds yield right now. Accordingly, many emerging markets stocks are seeing an uptick in investor interest, given the growth rates of these markets relative to the developed world.
- 03/21/2023
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3 Semiconductor Stocks to Watch as the Chip Shortage Continues
- February was a good month for semiconductor stocks. After starting the year on a positive note, chipmakers' stocks rose further last month.
- 03/21/2023
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7 Growth Stocks That Will Deliver Double-Digit Returns in 2023
- In the ever-evolving equities market landscape, it's fascinating to witness the fickle nature of investor sentiment. This is evidenced by the fact that some of the best-performing growth stocks in 2021 plummeted last year to multi-year lows.
- 03/20/2023
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Good Stocks To Invest In Now? 2 Semiconductor Stocks In Focus
- Check out these semiconductor stocks to this week.
- 03/20/2023
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Is Most-Watched Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Worth Betting on Now?
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 03/17/2023
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5 Top Stocks to Buy Right Now
- Alphabet's revenue will grow as the advertising market gets stronger. Taiwan Semiconductor's technology will drive future growth.
- 03/17/2023
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Taiwan Semiconductor's Latest Move Shows Why It's a Screaming Buy
- Taiwan Semiconductor contracts its chipmaking capabilities out to various tech giants. This move could give Taiwan Semiconductor an advantage in the future.
- 03/17/2023
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1 Top Semiconductor Stock to Buy in 2023 and Hold Forever
- Semiconductors are at the heart of major tech trends, and the chip industry is primed for impressive long-term growth. TSMC dominates the chip fabrication market and will play a huge role in the growth of the global economy.
- 03/17/2023
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Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?
- The average brokerage recommendation (ABR) for TSMC (TSM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable.
- 03/16/2023
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TSMC founder says he supports US efforts to slow China's chip advances
- The retired founder of TSMC said on Thursday that even as he supported U.S. efforts to slow China's advances in the semiconductor industry, the "bifurcation" of the global supply chain and the reversal of globalisation would increase prices and reduce the ubiquity of chips that power the modern world.
- 03/16/2023
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TSMC's founder says he supports US efforts to slow China's chip advances
- The retired founder of Taiwanese chipmaker TSMC said on Thursday that he supported U.S. efforts to slow down China's progress in chip manufacturing and predicted that there would be a "bifurcation" of global semiconductor supply chains.
- 03/15/2023
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Exclusive: TSMC's Germany chip plant talks hone in on govt subsidies -sources
- Taiwan chipmaker TSMC's talks with the German state of Saxony about building a new factory are at an advanced stage and are now focused on government subsidies to support the investment, two people familiar with the matter said.
- 03/15/2023
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Why Taiwan Semiconductor, Qualcomm, and Skyworks Solutions Fell Today, but Then Recovered
- The Credit Suisse drama is hitting all cyclical stocks today -- chip stocks included. And yet, chips have already been in recession for a year.
- 03/15/2023
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Semiconductor Stocks Climb Yet Inventories Bedevil Chip Industry; A Reality Check May Be Coming
- Investors are profiting in semiconductor stocks this year, but analysts are wary. Here's what you should know about the chip industry right now.
- 03/15/2023
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March'23 Semi-Cap Recap
- The semiconductor industry is experiencing a downturn due to a decrease in consumer demand, high inventory levels resulting from that and geopolitical tensions between China and the US. The long-term case for semiconductor equipment manufacturers remains strong, driven by the ongoing digitalization of. well, everything.
- 03/14/2023
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Taiwan Semiconductor: Upside Potential Outweighs Possible Risks
- Taiwan Semiconductor has consistently delivered stellar financial results with a track record of double-digit percentage topline growth in the last decade with margins expanding significantly. With continued secular megatrends requiring more semiconductors, the company is very-well positioned to be one of the major beneficiaries.
- 03/14/2023
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Why Taiwan Semiconductor Stock Drifted Higher Today
- An analyst added $4 to his price target on Taiwan Semi's shares. He maintained his neutral rating, however, which limited the upside from his target price boost.
- 03/13/2023
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7 Blockchain Stocks Destined to Disrupt Traditional Industries
- With the massive sell-off in the crypto market, the best blockchain stocks to buy are now on sale. These stocks play a critical role in the proliferation of blockchain, a technology that will continue to be strong.
- 03/13/2023
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US would destroy Taiwan's semiconductor factories rather than letting them fall into China's hands, a former national security adviser says
- Robert O'Brien told Semafor that China would be "like the new OPEC of silicon chips" if it invaded Taiwan and took over semiconductor factories.
- 03/13/2023
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TSM Stock Price Prediction: The Case for Taiwan Semiconductor Hitting $115
- Could Taiwan Semiconductor (NYSE: TSM ) be an unexpected winner of the fast-emerging generative artificial intelligence (AI) trend? At least one analyst group seems to think so, and they're setting an ambitious price objective for TSM stock.
- 03/09/2023
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International Wide-Moat Stocks On Sale - The March 2023 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.
- 03/08/2023
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Taiwan Semiconductor: Do You See What Buffett Sees?
- Warren Buffett's Berkshire Hathaway trimmed most of its stake in TSMC only months after initiating the long position in the company. This has made investors think about whether to follow in Warren Buffett's footsteps and divest from TSMC as well.
- 03/07/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 03/06/2023
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Taiwan Semiconductor: A Great Company, And A Great Investment
- TSMC has outperformed the stock market and its peers over the last five years. The company enjoys such formidable advantages that it has become the heart of the semiconductor manufacturing business.
- 03/06/2023
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5 Relatively Safe And Cheap Dividend Stocks To Invest In - March 2023
- This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe, dividend-paying, and are offering large discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks.
- 03/04/2023
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3 Stocks I'm Buying For The Next Growth Rebound
- Growth stocks are currently out of favor, being down more than the S&P 500 over the previous 12 months. In many cases, this is justified, as a lot of growth stocks have lost their growth.
- 03/04/2023
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Taiwan's TSMC to recruit 6,000 engineers in 2023
- Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , the world's largest contract chipmaker, will recruit more than 6,000 new staff in 2023, the company said in a statement on Saturday.
- 03/03/2023
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3 Chip Stocks Suited Nicely for Income Investors
- Several stocks, including Texas Instruments, Broadcom, and Taiwan Semiconductor Manufacturing, provide investors with exposure to chips and the ability to reap an income stream.
- 03/03/2023
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Taiwan Semiconductor Manufacturing Expanding in the West
- The semiconductor industry had been peaceful for several years before the COVID-19 pandemic. The biggest and most powerful players shared a level playing field regarding supply chains, market share, and intellectual property barriers.
- 03/03/2023
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These Dividend Stocks Can Double Your Money in Under 6 Years
- Doubling in under six years will lead to impressive market outperformance.
- 03/03/2023
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3 Underrated Warren Buffett Stocks That Are Smart Buys Right Now
- Don't let their recent so-so performances detract you from picking up shares of these stalwarts.
- 03/03/2023
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What Is the Best Semiconductor Stock to Buy Now? Our 3 Top Picks.
- Semiconductors are a huge part of our lives and integral to all the devices we use daily. There will always be a demand for semiconductors, which will continue to rise as long as technological advancements exist.
- 03/01/2023
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Warren Buffett Loves These Stocks. Are They Right for You?
- These stocks each exemplify some of the key investing lessons Warren Buffett continues to live.
- 03/01/2023
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Why AT&T, Fortinet, and TSMC Are No-Brainer Buys Right Now
- These three blue-chip stalwarts are still evergreen investments.
- 03/01/2023
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Better Bear Market Buy: AMD vs. Taiwan Semiconductor
- Choosing one might depend on which tech segment you like more.
- 02/27/2023
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7 Cash-Rich Companies to Invest in During Economic Uncertainty
- While it's generally good to be optimistic, in the market, it also pays to be realistic, thus incentivizing consideration for cash-rich stocks to buy. Here, we're not necessarily talking about the most exciting ventures available.
- 02/26/2023
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4 February Buffett Dividend Dog Buys + 4 To Watch
- This Buffett holdings list from Kiplinger first appeared 2/14/23 on line. YCharts and Dogs of The Dow both track this Buffett/Berkshire batch. Here is your update from 2/23/23 YCharts data. 33 of 49 current Berkshire-Hathaway-owned-stocks pay dividends. As of 2/23/23, the top-ten ranged 3.06%-4.10% by annual-yield and 47 of 49 ranged -9.13% to 77.51% per broker-estimated target-price-upsides.
- 02/26/2023
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Why Shares of Taiwan Semiconductor, Coinbase, and Upstart Fell Today
- The Federal Reserve's preferred gauge for inflation came in higher than expected for January.
- 02/24/2023
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TSMC plans second Japan factory to make higher-end chips -media
- Taiwan Semiconductor Manufacturing Co plans to construct a second chip plant in Japan to manufacture 5 and 10 nanometre chips from the second half of the decade, the Nikkan Kogyo newspaper reported on Friday.
- 02/23/2023
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Why AMD and Taiwan Semiconductor Stocks Followed Nvidia Higher Today
- The U.S. Secretary of Commerce reminds investors that the federal government supports a sweeping shift in how and where chips are made.
- 02/23/2023
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Taiwan Semiconductor: Don't Sell Along With Buffett
- TSMC dipped on news Berkshire Hathaway dumped shares of the chip company. The investment firm run by Warren Buffett has a recent history of selling at the lows prior to large rallies.
- 02/23/2023
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The 3 Best Growth Stocks to Invest in for the Long Haul
- Growth stocks ran hot earlier this year and are currently in consolidation mode, but that doesn't mean the time to buy has passed for the best growth stocks for the long term. Of course, the macroeconomic environment remains very unpredictable, as demonstrated by sticky Consumer Price Index (CPI) readings, and this could negatively impact growth-oriented stocks.
- 02/22/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 02/22/2023
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5 Artificial Intelligence Stocks to Buy Now
- Picks and shovels are the best AI investments for now.
- 02/22/2023
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Berkshire Hathaway Sold Taiwan Semiconductor: Should You?
- Buffett's company appears to have done a quick 180 on the tech stock -- but why?
- 02/22/2023
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This Is the Likely Reason Buffett Sold Taiwan Semiconductor -- and the Hidden Lesson for Investors
- This wasn't a quick and profitable trade but rather an admission that TSM isn't quite the business some investors believe it is.
- 02/22/2023
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Taiwan Semiconductor: It's Not The Time To Be Greedy (Technical Analysis)
- TSMC's stock broke out from its downtrend and is forming a new Elliott upward impulse sequence. Warren Buffett's Berkshire Hathaway and other institutional investors have dumped TSM, but this happened before the latest rally.
- 02/21/2023
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Why Did Warren Buffett Sell Taiwan Semiconductor Manufacturing? Charlie Munger Just Offered a Clue
- Berkshire Hathaway cut nearly all of its Taiwan Semiconductor Manufacturing stake.
- 02/19/2023
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Warren Buffett Just Broke 1 of His Cardinal Rules
- Buffett's company Berkshire Hathaway is known as a long-term investor. But it didn't stick to this rule in the fourth quarter of 2022.
- 02/19/2023
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Is Warren Buffett Giving Semiconductor Investors a Warning by Selling Taiwan Semiconductor Manufacturing?
- Three semiconductor investors discuss Berkshire offloading most of its TSMC shares.
- 02/18/2023
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What Taiwan Semiconductor Investors Should Know About Recent Updates
- Three semiconductor investors discuss TSMC's monthly numbers and other updates impacting this chip giant.
- 02/18/2023
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Warren Buffett Sold Most of His Stock in Taiwan Semiconductor. Should You Sell, Too?
- Berkshire's reversal on Taiwan Semiconductor has likely left investors confused.
- 02/17/2023
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Warren Buffett Refuses To Part With 21 Beloved Stocks
- Warren Buffett is increasingly willing to dump his lousy stocks. But there's a group of beloved S&P 500 stocks he won't sell.
- 02/17/2023
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Renaissance Technologies Top Trades This Quarter Included Apple, Amazon, Taiwan Semiconductor And More
- New York based hedge fund Renaissance Technologies reported fourth quarter trades to the SEC last week in the latest 13F filing.
- 02/16/2023
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Why Taiwan Semiconductor Stock Was Down Earlier Thursday
- Taiwan Semi is weathering the storm relatively well, but investors will have to decide if the stock is worth holding through an industry downturn.
- 02/16/2023
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Is Buffett's Investment Strategy Changing?
- Warren Buffett (Trades, Portfolio), who is arguably the best investor the world has ever seen, once said that his favorite holding period for a stock is “forever," highlighting the guru's preference for owning a stake in an undervalued, high-quality business for a long period of time. Until recently, Berkshire Hathaway's ( BRK.A , Financial)( BRK.B , Financial) equity portfolio mostly followed this long-term approach to investing, except a few cases where the situation changed.
- 02/16/2023
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Is Berkshire's exit of Taiwan Semi a warning shot for semis?
- Cerity Partners' Jim Lebenthal joins 'Closing Bell: Overtime' to discuss Berkshire Hathaway's decision to sell its position in Taiwan Semiconductor stock.
- 02/15/2023
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TSMC out of favor with slew of funds alongside Berkshire, filings show
- Investment firms Tiger Global Management, GQG Partners and Capital Group, BlackRock Inc , as well as JPMorgan & Chase were among the biggest sellers of Taiwanese contract chipmaker TSMC , in the fourth quarter, alongside Berkshire Hathaway , regulatory filings show.
- 02/15/2023
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Buffett Cuts Shares in TSMC, Bulks Up on Apple, Paramount
- Warren Buffett slashed his holdings of Taiwan Semiconductor Manufacturing Co., but bulked up on shares of Apple and Paramount. Bloomberg's Sally Bakewell and Matthew Palazola of Bloomberg Intelligence break down the moves.
- 02/15/2023
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Is Warren Buffett Giving Up on Taiwan Semiconductor (TSM) Stock?
- In a startling move, legendary investor Warren Buffett — via his conglomerate Berkshire Hathaway (NYSE: BRK-A , NYSE: BRK-B ) — dumped a massive portion of holdings in chip contract manufacturer Taiwan Semiconductor (NYSE: TSM ). Selling 51 million shares or 86% of its position, Berkshire left many analysts searching for answers.
- 02/15/2023
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Taiwan Semiconductor: Likely Too Risky For Warren Buffett
- In a highly unusual move, Warren Buffett swiftly divested 86% of Berkshire Hathaway Inc.'s TSMC holdings after just one quarter, signaling a strategic shift in strategy on TSM. Was Buffett concerned with the increasingly troubling relations between the U.S. and China late last year? It has worsened since the spy balloon incident.
- 02/15/2023
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Warren Buffett trims his stake in TSMC: here's what he added to
- Warren Buffett's Berkshire Hathaway is in news today after the conglomerate massively trimmed his stake in a semiconductor behemoth and loaded up on shares of a mass media and entertainment company. Berkshire ditched Taiwan Semiconductor Late on Tuesday, Berkshire confirmed that it slashed its position in Taiwan Semiconductor Manufacturing Co. Ltd.
- 02/15/2023
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13F: 3 of Buffett's Latest Moves
- Warren Buffett is one of the most successful investors of all time. Due to Buffett's long holding period, his 13F is worth watching for investment insights.
- 02/15/2023
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Warren Buffett's Berkshire Hathaway reduces holdings of Taiwan Semiconductor, stock slides
- Yahoo Finance Live anchors Julie Hyman, Brad Smith, and Brian Sozzi discuss Berkshire Hathaway slashing its holdings of Taiwan Semiconductor stock.
- 02/15/2023
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Warren Buffett's unusual move to dump most of his stake in TSMC soon after buying it sends shares tumbling
- Berkshire Hathaway slashed its holdings in TSMC by 51.8 million shares during the last three months of 2022, regulatory filings show.
- 02/15/2023
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Buffett's Berkshire Hathaway buys further chunk of Apple, sells TSMC
- Warren Buffett's Berkshire Hathaway increased its stake in iPhone maker Apple Inc (NASDAQ:AAPL) by over US3bn in the fourth quarter of 2002, according to a regulatory filing. Berkshire now holds shares worth over US$137bn in Apple, or around 5.8% of the company.
- 02/15/2023
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Taiwan Semiconductor shares drop after Buffett reveals stake sale
- Shares of Taiwan Semiconductor Manufacturing Co. dropped on Wednesday following news that Berkshire Hathaway slashed its stake in the third-party silicon-wafer fabricator late last year.
- 02/15/2023
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Airbnb, Tripadvisor, Devon Energy, Taiwan Semi, and More Market Movers
- Airbnb posts its first-ever annual profit, and Tripadvisor reports a jump of 47% in fourth-quarter revenue.
- 02/15/2023
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Berkshire Hathaway Sheds Most of Its Stake in Chip Maker TSMC
- Warren Buffett's Berkshire Hathaway sold billions of dollars worth of shares in a Taiwanese chip maker just months after taking a stake in the company.
- 02/15/2023
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The Shifting Global Semiconductor Landscape In Asia-Pacific
- Legislation in the US and EU aims to boost domestic and regional semiconductors manufacturing significantly, threatening to rebalance global semiconductors manufacturing away from Asia Pacific economies. The December 2022 announcement by Taiwan Semiconductor Manufacturing Co. (TSM) that it would triple investment in manufacturing capacity in the US signaled the changing geographic dynamics in the sector.
- 02/14/2023
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Warren Buffett's Berkshire Hathaway Bites More Into Apple Stock In Q4 — Makes Massive Stake Sale In Chip Company
- Warren Buffett's Berkshire Hathaway Inc BRK BRK has made some important changes in its holdings during the fourth quarter of 2022, with a major reduction in Taiwan Semiconductor Mfg. Co. Ltd. TSM being the highlight.
- 02/14/2023
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Warren Buffett Didn't Buy a Single New Stock to End 2022. But He Cut From 8.
- Buffett's company Berkshire Hathaway spent more time selling stocks than buying in the fourth quarter of 2022.
- 02/14/2023
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Warren Buffett Slashes Taiwan Semiconductor, Adds to Louisiana-Pacific
- On Tuesday, Warren Buffett (Trades, Portfolio)'s Berkshire Hathaway Inc. ( BRK.A , Financial)( BRK.B , Financial) disclosed its 13F portfolio updates for the fourth quarter of 2022, which ended on Dec. 31.
- 02/14/2023
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Warren Buffett's Berkshire Hathaway slashed 3 big stock bets last quarter - and topped up its huge Apple stake
- Buffett's company pared its wagers on Taiwan Semiconductor, BNY Mellon, and US Bancorp last quarter, and also trimmed its Activision Blizzard stake.
- 02/14/2023
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Warren Buffett Stocks: Berkshire Hathaway Loads Up on Apple, Flips Taiwan Semiconductor
- Warren Buffett added Apple shares in Q4 while Berkshire Hathaway trimmed its bank holdings, and did a big about-face on this chip stocks The post Warren Buffett Stocks: Berkshire Hathaway Loads Up on Apple, Flips Taiwan Semiconductor appeared first on Investor's Business Daily.
- 02/14/2023
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Berkshire Hathaway Slashed Stake in Taiwan Semi. What Else It Sold.
- Berkshire cuts its stake in the chip maker by 88%. Taiwan Semi stock is down 3% in after-hours trading
- 02/14/2023
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Berkshire Hathaway decreases stake in Taiwan Semi by 86%
- CNBC's Kristina Partsinevelos joins 'Closing Bell: Overtime' to report on Berkshire Hathaway's 13F filing and decreasing stake in Taiwan semiconductor.
- 02/14/2023
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INTC Vs. TSM: There Is A Clear Winner
- Understanding the Chip Wars and the geopolitical landscape remains critical for allocating capital to semiconductor stocks. Under a comparative contextual analysis, TSM is superior, but both stocks are in the middle of a cyclical downturn correction.
- 02/14/2023
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Better Semiconductor Stock: Micron vs. TSMC
- Which chipmaker is the better buy for 2023?
- 02/14/2023
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TSMC to boost capital at Arizona factory by $3.5 bln
- Taiwanese chipmaker TSMC said on Tuesday its board had approved a plan to boost the capital of its chip factory in Arizona by up to $3.5 billion.
- 02/14/2023
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Here's A Simple Way To Bet On Semiconductor Plays Like NVDA Stock
- With semiconductor stocks like Nvidia, TSM and AMD rebounding, the SMH ETF offers a simple one-trade way to tap into that trend. The post Here's A Simple Way To Bet On Semiconductor Plays Like NVDA Stock appeared first on Investor's Business Daily.
- 02/13/2023
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AI Wars: 3 Dividend Stocks That Profit No Matter Who Wins
- Lately, there has been a lot of talk about the "AI war" between Google and Microsoft. There's potential for the "winner" of this war to make money, but some companies make money selling to both sides. These are safer bets.
- 02/12/2023
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How to Buy Stocks Like Warren Buffett's Right-Hand Man Charlie Munger
- Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices
- 02/10/2023
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85% of Warren Buffett's $354 Billion Portfolio Is Invested in Just 10 Stocks
- Portfolio concentration is a big reason Berkshire Hathaway has handily outperformed Wall Street for nearly 60 years.
- 02/10/2023
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Good Stocks To Invest In 2023? 2 Semiconductor Stocks To Know
- Check out these two semiconductor stocks in the stock market today.
- 02/09/2023
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2 Top Bargain Stocks Ready for a Bull Run
- These stocks are on fire, and they are still available at attractive valuations.
- 02/09/2023
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The 7 Best Beaten-Down Warren Buffett Stocks to Buy
- When it comes to Warren Buffett stocks to buy, the quintessential purchase is Berkshire Hathaway (NYSE: BRK-B ). After all, when you buy shares in Berkshire, you not only get a bunch of great operating businesses like BNSF Railway, Geico, Berkshire Energy and so many more, but you also get an equity portfolio currently worth more than $350.5 billion.
- 02/08/2023
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TSMC Responds To Intel
- Despite ongoing weakness in semiconductors, Taiwan Semiconductor Manufacturing Company Limited reported yet another strong quarter of YoY growth. However, this will be its last strong quarter for the foreseeable future. Hardly any revenue growth in 2023 combined with rapidly rising depreciation (30%) will pressure profitability, resulting in an EPS decline.
- 02/08/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 02/07/2023
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Is Texas Instruments Stock a Better Buy Than Taiwan Semiconductor Manufacturing?
- It would be hard to go wrong with either of these world-class manufacturing companies, but does one have better competitive advantages?
- 02/07/2023
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Are These Best ETFs And Stocks On Your Radar Amid New 'Power Trend'?
- With a new Nasdaq "power trend" emerging, see the best ETFs and top stocks to watch, such as Axon, earning a spot on IBD Leaderboard. The post Are These Best ETFs And Stocks On Your Radar Amid New 'Power Trend'?
- 02/06/2023
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Third-Largest U.S. Pension Sells Alibaba, TSMC, and MGM Stock.
- The New York State Common Retirement Fund cut stakes in Alibaba, Taiwan Semiconductor, and MGM in the third quarter. It doubled down on Harley-Davidson.
- 02/05/2023
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2 Dividend-Paying Tech Stocks to Buy in February
- Now is the time to buy the rebound in tech stocks with the ones that generate generous income.
- 02/03/2023
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The 3 Most Promising Quantum Computing Stocks to Buy in February
- In recent years, the influence of quantum computing has become increasingly evident. Wall Street has taken note of this powerful technology, which harnesses the principles of superposition to achieve speeds beyond that of traditional computers.
- 02/03/2023
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The Best Stocks to Invest $1,000 in Right Now
- These five companies all represent fantastic value for growth stocks.
- 02/03/2023
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The Ultimate Warren Buffett Stock Is Near A Buy Point, But Should You Buy It?
- Berkshire Hathaway is the ultimate Warren Buffett stock. It is near an entry but is it a good buy?
- 01/31/2023
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Want to Turbocharge Your Returns in 2023? Buying These Stocks and ETFs Might Do It.
- Some of the best investing opportunities right now are in foreign markets.
- 01/31/2023
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TSMC: Exposure For Healthy Recovery In Semi Market
- TSMC stamped out with exceptional financial performance, though not evidenced by stock price performance. The silicone shield carrier could experience some demand weakness before adjusting to the tailwinds.
- 01/30/2023
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3 Tech Stocks That Will Be Big Winners in 2023
- After a rough 2022, there's a great deal of opportunity to capitalize on tech stocks that have been overlooked. Better, investing in tech stocks is a great way to diversify your portfolio and benefit from the technology industry's growth.
- 01/29/2023
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Taiwan Semiconductor Manufacturing Is Off to a Hot Start in 2023, but Is It Too Early to Celebrate?
- These three semiconductor investors are back to discuss TSMC's latest earnings.
- 01/29/2023
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TSMC: The Undervaluation Won't Last Long
- TSMC remains committed to long-term expansion that would ensure the company's dominant market share. TSMC appears confident of a relatively good recovery in the second half of 2023, and its gross margin resilience in the downturn underlines pricing power.
- 01/27/2023
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 01/27/2023
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Intel stock plunges on weak guidance, AMD and TSM stocks gain momentum
- Yahoo Finance Live anchors discuss the decline in stock for Intel.
- 01/27/2023
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These Warren Buffett Stocks Are Crushing the Market in 2023, and They Aren't Done Yet
- Investors may want to buy these stocks from the Berkshire portfolio before they fly higher.
- 01/26/2023
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7 Cream-of-the-Crop Stocks to Buy Today
- Investors are scurrying to find stocks to buy as the market stages a strong uptrend this year. Of course, people make money when prices go up.
- 01/25/2023
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3 January Buffett Dividend Dog Buys Plus 5 To Watch
- This Buffett holdings list from Kiplinger first appeared 11/15/22 on line. YCharts and Dogs of The Dow both track this Buffett/Berkshire batch. Here is your update from 1/23/23 YCharts data. 33 of 49 current Berkshire-Hathaway-owned-stocks pay dividends. As of 1/23/23 the top-ten ranged 3%-4.54% by annual-yield and 47 of 49 ranged -5.52% to 72.83% per broker-estimated target-price-upsides.
- 01/25/2023
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Is Taiwan Semiconductor a Top Warren Buffett Stock to Buy for 2023?
- The business could be headed for trouble in 2023.
- 01/25/2023
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These Are the Top 10 Holdings of Ken Fisher
- Ken Fisher is the founder, executive chairman and co-chief investment officer of Fisher Investments.
- 01/24/2023
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Why Taiwan Semiconductor Manufacturing Rallied Today
- The beaten-down chip industry received several bullish calls, and the chip industry depends on TSMC.
- 01/23/2023
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Got $5,000? Buy and Hold These 3 Value Stocks for Years
- The bear market has turned some lucrative growth stocks into appealing value stocks.
- 01/23/2023
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ChatGPT Takes the Tech World by Storm: 4 Stocks Poised to Benefit (Besides Microsoft)
- The age of AI might finally be upon us.
- 01/23/2023
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The Chip Industry Is in Flux in 2023, and TSMC Is on Sale
- Taiwan Semiconductor Manufacturing confirmed others' predictions that the chip market will rally this summer.
- 01/22/2023
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Taiwan Semiconductor Could Soar in 2023
- Taiwan Semiconductor reported a strong outlook for 2023 in its most recent earnings call.
- 01/22/2023
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Is It Too Late to Buy Taiwan Semiconductor Manufacturing's Stock?
- Not even weak guidance has hindered the pure-play semiconductor foundry stock.
- 01/21/2023
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Is Taiwan Semiconductor Stock a Buy Now?
- The semiconductor manufacturer is utterly dominant, but it won't be spared from a downturn.
- 01/21/2023
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What Does China Recovery Mean For Semis And The Global Economy?
- In this post, we dive into the state of the semiconductor industry and the impact that a recovery in China could have on semis and the broader economy. TSMC expects revenue to decline mid- to high-single digits in 1H'23 but the full year to be a slight growth.
- 01/19/2023
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Taiwan Semiconductor Continues to Crush It. Does That Make the Stock a Buy in 2023?
- The chip manufacturer is benefiting from multiple long-term trends.
- 01/19/2023
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3 Things About Taiwan Semiconductor That Smart Investors Know
- Warren Buffett's team is likely not the only smart group of investors interested in this stock.
- 01/19/2023
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3 Companies Positively Surprising in Earnings Season
- Earnings season has quickly arrived at our doorstep, and investors are undoubtedly ready for companies to pull the curtain back and unveil what's transpired behind the scenes.
- 01/18/2023
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Taiwan Semiconductor Stock Forecast For 2023: What To Watch For
- The key catalysts for TSM include an increase in capacity located outside its home market and further share purchases by Warren Buffet. A better-than-expected financial performance for 2023 will also be another major catalyst for Taiwan Semiconductor.
- 01/18/2023
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TSMC: Riding Tailwinds In 2023
- TSMC is up 41% since our last buy rating in October. We continue to be bullish on TSMC, expecting the company to recover meaningfully toward 2H23. TSMC continues to dominate the foundry space as the go-to supplier of high-performance chips; hence, we expect the company to benefit from demand tailwinds as the semi-space rebounds.
- 01/18/2023
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Why Semiconductor Stocks Taiwan Semiconductor, Nvidia, and Skyworks Solutions Rallied Today
- A positive analyst note on the sector lifted many semiconductor stocks today.
- 01/17/2023
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Top 10 Dividend Growth Stocks For January 2023
- This article will focus on DGI stocks that are likely to provide a high rate of dividend growth rather than a high current yield. High-growth dividend stocks are particularly suited for folks who are in the accumulation phase and are several years away from retirement.
- 01/17/2023
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Better Buy: Nvidia vs. Taiwan Semiconductor Stock
- These two chip giants are down big, but could be worth buying now.
- 01/17/2023
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3 Great Foreign Companies to Invest In Right Now
- Think U.S. stocks are cheap? These overseas gems are absolute bargains.
- 01/17/2023
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 01/16/2023
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3 Tech Stocks Approved by Warren Buffett
- The Oracle of Omaha's company has really warmed up to tech stocks over the last decade.
- 01/16/2023
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Is TSMC Stock a Buy Now?
- The world's largest chipmaker still has plenty of room to grow.
- 01/16/2023
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10 January Inflation-Busting Ideal Dividend Dogs
- March-April 2022, UBS, Kiplinger, and Barron's analysts and reporters combined to list five sets of stocks sorted as: “Inflation Busters.” Those five articles revealed 48 equities, with 43 paying dividends. Article titles were, '24 Pricing Power Performers' [UBS]; ‘7 REITS Raising Dividends' [KIP]; '10 Stocks for Rising Interest-Rates' [KIP]; ‘5 Stocks to Stave-off Sizzling Inflation' [KIP]; ‘6 Dividend Stocks Whip Inflation [Barron's]'.
- 01/15/2023
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Could United Microelectronics Become the Next TSMC?
- Investors shouldn't ignore Taiwan's second-largest contract chipmaker.
- 01/15/2023
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Why Taiwan Semiconductor Stock Is Down Today
- Macroeconomic weakness will continue to take its toll on chip demand in the first half of 2023.
- 01/13/2023
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Taiwan Semiconductor stock surges despite weakened guidance on Q4 earnings
- Yahoo Finance reporter Dan Howley and anchor Dave Briggs report on shares of Taiwan Semiconductor moving higher even amid the company's weak guidance for fourth-quarter earnings.
- 01/12/2023
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TSMC's U.S. stock rallies as Wall Street talks about bottom in the chip sector
- U.S. shares of Taiwan Semiconductor Manufacturing Co. rallied Thursday after the third-party silicon-wafer fabricator's results once again brought up the inevitable speculation about “the bottom” — and that it may come a quarter later than expected.
- 01/12/2023
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TSMC expects to outsmart the chip downturn
- Taiwan Semiconductor Manufacturing Co., which counts most of the biggest chip designers including Apple Inc. and Nvidia Corp. as its customers, is a bellwether for the chip industry.
- 01/12/2023
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Why Taiwan Semiconductor Stock Was Climbing Today
- Profits surged in the chipmaker's latest report.
- 01/12/2023
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Taiwan Semiconductor stock up as company expects easing to chip shortage
- Yahoo Finance's Dan Howley discusses the latest on chip stocks after Taiwan Semiconductor's chief said that supply chain issues are improving.
- 01/12/2023
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3 Stocks Making News Thursday
- Disney, American Airlines, and Taiwan Semiconductor are seeing active trading early on Thursday in reaction to recent news items.
- 01/12/2023
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Taiwan chipmaker TSMC says quarterly profit up 78%
- Taiwan Semiconductor Manufacturing Co., the biggest contract manufacturer of processor chips for smartphones and other products, said Thursday its quarterly profit rose 78% over a year earlier but forecast weak demand this year.
- 01/12/2023
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Avoid TSMC In Favor Of United Microelectronics Due To The Elevated Threat Level
- This thesis assesses the risks to Taiwan's two main chip contract manufacturers by focusing on the location and impacts on their fabs in case of military action. First, U.S. sanctions restricting chip exports to China not only reduce China's ability to modernize its army but also reduce the competitiveness of its AI industry, which increases the probability of confrontation.
- 01/12/2023
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Taiwan Semiconductor reports mixed earnings, calls out weak demand
- Yahoo Finance Live anchors Brian Sozzi and Julie Hyman discuss this rise in stock for Taiwan Semiconductor following fourth-quarter earnings.
- 01/12/2023
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Taiwan Semiconductor Manufacturing Company Limited (TSM) Q4 2022 Earnings Call Transcript
- Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q4 2022 Earnings Conference Call January 12, 2023 1:00 AM ET Company Participants Jeff Su - Director, Investor Relations C. C. Wei - Chief Executive Officer Wendell Huang - Vice President and Chief Financial Officer Mark Liu - Chairman Conference Call Participants Randy Abrams - Credit Suisse Bruce Lu - Goldman Sachs Gokul Hariharan - JPMorgan Charlie Chan - Morgan Stanley Sunny Lin - UBS Laura Chen - Citigroup Rolf Bulk - New Street Research Charles Shi - Needham Brad Lin - Bank of America Mehdi Hosseini - Susquehanna International Group Jeff Su [Foreign Language] Good afternoon, everyone and welcome to TSMC's Fourth Quarter 2022 Earnings Conference Call.
- 01/12/2023
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Taiwan Semiconductor Posts Mixed Fourth-Quarter Results, Guides Low
- Taiwan Semiconductor Manufacturing posted mixed fourth-quarter results and guided below views for the current quarter. The post Taiwan Semiconductor Posts Mixed Fourth-Quarter Results, Guides Low appeared first on Investor's Business Daily.
- 01/12/2023
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1 Bargain Buffett Stock to Buy Hand Over Fist in 2023
- It looks like the best opportunity in years to buy shares of Taiwan Semiconductor Manufacturing.
- 01/12/2023
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Where Will TSMC Stock Be in 1 Year?
- The semiconductor giant has rallied impressively of late, but can it sustain the momentum?
- 01/12/2023
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Taiwan Semiconductor Braces for Downturn Despite Record Profit
- TSMC said its 2023 capital budget is set to be between $32 billion and $36 billion, down from 2022.
- 01/12/2023
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Taiwan Semiconductor warns of falling revenue, deteriorating margins
- Contract chipmaker Taiwan Semiconductor Manufacturing Co. on Thursday warned weak macroeconomic conditions and inventory adjustments would result in falling revenue and declining margins.
- 01/12/2023
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Taiwan Semiconductor Manufacturing reports record net profit and revenue on chip demand
- Taiwan Semiconductor Manufacturing Co. said Thursday that fourth-quarter net profit rose to a new record thanks to growing demand for high-speed computing and better margins.
- 01/12/2023
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TSMC Q4 profit up 78%, beats market expectations
- Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.
- 01/12/2023
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Buy Taiwan Semiconductor (TSM) Stock Before Key Q4 Earnings?
- Taiwan Semiconductor's report will receive considerable attention with other chip giants like Nvidia (NVDA) and Broadcom (AVGO) not reporting until later in the quarter.
- 01/11/2023
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These 2 Infrastructure Chip Designers Are Merging -- Are They a Buy?
- MaxLinear is buying Silicon Motion, but both stocks are getting clobbered.
- 01/11/2023
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Taiwan Semiconductor Manufacturing Gets Boost From Chips Act
- New legislation was passed by Taiwanese lawmakers today that could see TSMC save billions of dollars on its tax bill each year.
- 01/10/2023
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Taiwan Semiconductor: Not Worth the Price
- In the third quarter of 2022, Berkshire Hathaway ( BRK.A , Financial)( BRK.B , Financial) acquired a $4 billion stake in Taiwan Semiconductor Manufacturing Company ( TSM , Financial), as per its 13F filing.
- 01/10/2023
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2 Unstoppable Warren Buffett Stocks That Can Turn Sitting Cash Into Growing Wealth
- Buffett's company bought these stocks recently. Here's why you should buy them too.
- 01/10/2023
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What's in Store for Taiwan Semiconductor's (TSM) Q4 Earnings?
- Taiwan Semiconductor's (TSM) fourth-quarter 2022 results are expected to reflect gains from the robust technology portfolio amid geopolitical tensions.
- 01/10/2023
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3 Undervalued Stocks To Watch Right Now
- Are the best undervalued stocks to buy in 2023?
- 01/09/2023
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TSMC: My Top Pick In 2023 As It Dominates Samsung Electronics And Intel Foundries
- Taiwan Semiconductor's overall capacity is 2.7 times greater than Samsung Electronics, and it holds a 6.6 times advantage in revenue. TSMC plans to maintain its leadership in capacity and revenue over Samsung and Intel in capex spend, which totaled the combined spend of these competitors.
- 01/09/2023
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Look for a big cut to TSMC's 2023 outlook as a bullish sign for chips, one analyst says ahead of earnings
- The best thing Taiwan Semiconductor Manufacturing Co. can do in its earnings report Thursday is to cut its outlook for 2023 big, indicating a bottoming in the first half of the year, according to one analyst Monday.
- 01/09/2023
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Q4 2022 Earnings Season in Focus
- Q4 2022 Earnings Season in Focus.
- 01/09/2023
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Why Taiwan Semiconductor Stock Is Up Today
- A new law in Taiwan will give companies like TSMC a major tax break.
- 01/09/2023
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TSMC: What You Need To Know Before Upcoming Earnings
- Taiwan Semiconductor Manufacturing Company will report its Q4 results soon. The recent strong sales performance indicates that results should be quite positive.
- 01/09/2023
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TSMC: Why Buffett's Buying Big
- Warren Buffett's Berkshire Hathaway bought an over $4 billion stake in TSMC in Q3, 2022. Buffett's accumulation of Taiwan Semiconductor may be a hedge, and one that has big implications for Apple, Berkshire, and index investors.
- 01/08/2023
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Chip production: 'Global demand on phones is slightly dropping,' analyst says
- Constellation Research Principal Analyst & Founder R “Ray” Wang joins Yahoo Finance Live anchors to discuss chip stocks, semiconductor supply, the implications for products such as smartphones, and where investors can find value in the chip space.
- 01/06/2023
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Better Buy: Taiwan Semiconductor vs. Intel
- One of these semiconductor stocks is a recent Warren Buffett pick; the other is not.
- 01/06/2023
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2 Top Buffett Stocks to Buy and Hold for the Long Haul
- These Buffett-backed stocks are built for long-term success and trade at attractive valuations.
- 01/06/2023
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International Wide-Moat Stocks On Sale - The January 2023 Heat Map
- Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.
- 01/05/2023
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3 Top Chip Stocks Paying Dividends
- While it's been a rough past year to own chip stocks, these three have seen their earnings outlook recently drift higher. Is the tide turning?
- 01/05/2023
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4 Dividend Growth Stocks I'm Buying In 2023
- 2022 was a great year for dividend growth stocks, which collectively out-performed the S&P 500. This collective out-performance might not recur in 2023--mature non-dividend tech could show some strength this year--but dividends should still out-perform unprofitable tech.
- 01/04/2023
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Why Intel, Qualcomm, and TSMC Stocks Popped Today
- Low P/E ratios and strong long-term growth prospects may make two of these chip stocks good buys.
- 01/04/2023
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39% of Warren Buffett's Portfolio Is Invested in These 3 Tech Giants
- Buffett's company Berkshire Hathaway is much more invested in the tech sector than it used to be.
- 01/04/2023
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4 Beaten-Down Tech Stocks Poised to Rebound in 2023
- A turnaround in tech could be swift and steep.
- 01/04/2023
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TSMC Had a Down Year in 2022. Why the Stock Is a Buy in 2023.
- This Asian contract chip manufacturer faces slowing growth in the first half of 2023, but results should rebound by the end of the year.
- 01/03/2023
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Should You Follow Warren Buffett's Lead and Buy This Stock?
- Taiwan Semiconductor has some notable risks, but if none of them pan out, this could be a fantastic investment.
- 01/03/2023
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Ten Big Tech Stocks Lost $4.6T Market Cap in 2022
- The 10 top tech stocks lost a combined $4.6 trillion in market cap in 2022. Amazon led the way by losing about $856 billion in market cap — nearly half its market valuation — over the last 12 months, Seeking Alpha reported Saturday (Dec. 31).
- 01/02/2023
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Better Semiconductor Stock: TSMC vs. Intel
- Which blue-chip semiconductor giant is the better turnaround play?
- 01/02/2023
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Warren Buffett Bought This Chip Giant in 2022. Should You Do the Same in 2023?
- The Oracle of Omaha has quickly made this semiconductor stock his 10th largest position.
- 01/02/2023
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3 Dividend-Paying Tech Stocks to Buy in January
- Get the best of both growth and income.
- 01/02/2023
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What the Latest Updates Mean for TSMC Stock Investors
- Is the semiconductor slowdown finally affecting Taiwan Semiconductor Manufacturing?
- 01/02/2023
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2 Growth Stocks to Buy in 2023
- Some of our favourite stocks to hold for the long term!
- 12/31/2022
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Buying These 3 Dirt Cheap Warren Buffett Dividend Stocks Could Be a Genius Move In 2023
- Berkshire Hathaway's portfolio can be a useful resource for finding quality companies at a good value.
- 12/31/2022
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The $1 Trillion Opportunity In 2023: 2 'Can't Miss' Dividend Buys
- Semiconductors offer a huge opportunity over the next decade. They currently combine both value and growth prospects.
- 12/30/2022
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Why Taiwan Semiconductor, Qualcomm, and Skyworks Solutions Fell Today
- A combination of recession fears, higher long-term interest rates, and lower iPhone sales estimates could be sending these stocks lower.
- 12/30/2022
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Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
- Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
- 12/30/2022
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 12/30/2022
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Why Taiwan Semiconductor, Intel, and Qualcomm Stocks Popped Today
- Is 2023 the year semiconductor stocks get back in growth mode?
- 12/29/2022
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2 No-Brainer Warren Buffett Stocks to Buy Hand Over Fist for 2023
- Amazon and Taiwan Semiconductor Manufacturing are available at attractive valuations.
- 12/29/2022
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5 December Buffett Dividend Dog Buys, 3 To Await
- This Buffett holdings list from Kiplinger first appeared 11/15/22 on line. YCharts and Dogs of The Dow both track this Buffett/Berkshire batch. Here is your update from the 12/23/22 YCharts data. 33 of 49 current Berkshire Hathaway-owned stocks pay dividends. As of 12/23/22, the top ten ranged 3.3%-5.76% by annual yield and 47 of 49 ranged -2.25% to 78.66% per broker-estimated target-price-upsides.
- 12/29/2022
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TSMC starts volume production of most advanced chips in Taiwan
- Chipmaker Taiwan Semiconductor Manufacturing Company Ltd (TSMC), began mass production of its most advanced chips in southern Taiwan on Thursday and the company's chairman said it would continue to expand capacity on the island.
- 12/29/2022
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These Were the 10 Favorite Hedge Fund Stocks in Q3 2022
- Hedge funds are known to be smart investors; thus, many equity investors are always eager to know what stocks they are investing in.
- 12/27/2022
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Taiwan Semiconductor Starts Mass Production Of 3-Nanometer Chips
- Taiwan Semiconductor plans to start mass production of chips using its 3-nanometer process technology, and is celebrating the move. The post Taiwan Semiconductor Starts Mass Production Of 3-Nanometer Chips appeared first on Investor's Business Daily.
- 12/27/2022
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Is Taiwan Semiconductor Manufacturing Stock a Buy?
- The semiconductor manufacturer's business has been on a tear though its stock price remains depressed.
- 12/27/2022
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2 Top Stocks to Buy Before 2023
- These two fundamentally solid stocks can offer secure returns even in the current precarious economic environment.
- 12/27/2022
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Are Chip Stocks Now A Buy?
- Over the past year, most of the stock market rallies have been led by a leading semiconductor ETF. Some are now wondering if another rally is imminent and the Viper Report's Tom Aspray shares his current outlook for the ETF and several key stocks in the industry group.
- 12/26/2022
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5 Sleep-at-Night Microchip Stocks With Growing Passive Income
- These dividend-paying companies are well positioned in the more resilient parts of the chip market.
- 12/26/2022
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7 of the Best Meme Stocks to Double Down on in 2023
- We saw the rise of meme stocks last year, with everyone hoping to catch lightning in a bottle. Conversely, 2022 was a horrendous year for equities, especially the more speculative plays such as meme stocks.
- 12/25/2022
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2023 Should Be a Great Year to Go Bargain Shopping for Growth Stocks
- The best growth stocks can turbocharge your portfolio. Here's how to find them.
- 12/23/2022
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Japan lawmaker says TSMC is considering second plant in Japan
- A senior Japanese lawmaker said on Friday that Taiwan Semiconductor Manufacturing Co , the world's largest contract chip maker, is considering building a second plant in Japan in addition to an $8.6 billion dollar facility now under construction.
- 12/23/2022
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TSMC in talks with suppliers over first European plant - FT
- Taiwanese chipmaker TSMC is in advanced talks with key suppliers about setting up its first potential European plant in the German city of Dresden, the Financial Times reported on Friday.
- 12/23/2022
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Taiwan Semiconductor: Profit Margins May Be Compressed Ahead - Chip Wars Still Developing
- TSM's P/E valuation has been significantly moderated from peak levels of 30.24x in Jan 2021 to 12.35x at the time of writing. Beyond macroeconomics, geopolitics, and PC destruction, we reckon Mr. Market is also concerned about TSM's projected profit margins on Arizona product.
- 12/22/2022
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Why Chip Stocks Taiwan Semi, Qualcomm, NXP, and Marvell All Fell Today
- Weak guidance and layoffs from Micron sent the chip sector spiraling.
- 12/22/2022
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2 Magnificent Semiconductor Stocks Down 46% and 51% to Buy Before the Next Bull Market
- These chipmakers provide products that are critical to a number of growing industries.
- 12/22/2022
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NVIDIA (NVDA) vs. Taiwan Semiconductor (TSM): Which is the Better Investment for 2023?
- Nvidia (NVDA) and Taiwan Semiconductor (TSM) remain at the top of the semiconductor food chain in terms of diversity. Let's see which of these semiconductor leaders could be the better investment going into 2023.
- 12/21/2022
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Former TSM ‘League Of Legends' GM Parth Naidu Founds New Research And Consultancy Company Sido
- The company's first deal is with LCS team Immortals, where SIDO will help build a better performance structure for the squad.
- 12/21/2022
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Unusual Options Activity in Apple, Home Depot and 8 Other Stocks
- Many investors brush off unusual options activity, but others like to “follow the flow.
- 12/20/2022
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7 Undervalued Reddit Stocks to Buy Now
- Despite the frenzy over meme stocks dying down a while ago, plenty of undervalued Reddit stocks are available for investors to pick up. Reddit's social media platform hosts one of the largest communities of traders.
- 12/20/2022
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7 Best Growth Stocks to Buy Now
- Many investors have thrown in the towel on even some of the best growth stocks in 2022. The tech industry had enjoyed outsized prosperity in recent years amid a sharp upturn in the adoption of digital services and technologies during the pandemic.
- 12/20/2022
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 12/19/2022
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Buy 10 December Inflation-Busting Dividend Dogs
- March-April, 2022, UBS, Kiplinger, and Barron's analysts and reporters combined to list five sets of stocks sorted as: “Inflation Busters for 2022.” Those five articles revealed 48 equities, with 43 paying-dividends.
- 12/16/2022
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2 Top Buffett Stocks to Buy and Hold for the Long Haul
- These beaten-down tech stocks are built to deliver long-term wins.
- 12/16/2022
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40 Billion Reasons Why These Semiconductor Stocks Could Keep Beating the Market in 2023
- TSMC and ASML are already crushing the market, and they aren't done yet.
- 12/16/2022
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2 Warren Buffett Stocks To Buy Right Now
- A giant in the supermarket business and one of the world's most important semiconductor companies.
- 12/16/2022
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Why Taiwan Semiconductor Manufacturing, Applied Materials, and Skyworks Solutions Fell Hard Today
- Semiconductor stocks took a turn lower after recent gains, as recession fears came to the fore.
- 12/15/2022
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Taiwan Semiconductor Is Moving Some Manufacturing to Arizona, but Who Will Benefit Most?
- These two semiconductor investors are back to discuss TSMC's recent investment announcement.
- 12/15/2022
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7 New Stocks Warren Buffett Bought in 2022
- Buffett's company Berkshire Hathaway didn't sit around this year.
- 12/15/2022
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Taiwan Semiconductor: A Great Deal Amid Political Crisis
- The global market share of semiconductors is forecasted to surge steadily. TSMC is the world's leading semiconductor manufacturer and a major supplier to the West.
- 12/14/2022
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The 7 Hottest Tech Stocks to Own for 2023 and Beyond
- After months of uncertainty, the stock market is finally showing signs of life. Investors everywhere can sense that opportunity is in the air.
- 12/13/2022
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What Slowdown? Warren Buffett Chip Stock Reported Impressive Revenue Growth
- Taiwan Semiconductor Manufacturing continues to grab market share in the global foundry business.
- 12/13/2022
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Better Blue Chip Tech Stock: AT&T vs. TSMC
- Which stalwart is a better bear market investment?
- 12/13/2022
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Here Are the 5 Big Moves Warren Buffett Made in 2022
- Warren Buffett made five big buys this year, showing an affinity for energy and tech.
- 12/12/2022
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2 Stocks to be Greedy For While Others are Fearful
- This doesn't mean the bull market is going to start again.
- 12/10/2022
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TSMC Makes a $40 Billion Bet on U.S.-Made Chips. Don't Declare Victory Yet.
- The Taiwan powerhouse chip maker's two new chip fabs in Arizona will take years to get going. Meanwhile, its Taiwanese fabs will move ahead, ensuring a concentration of supply will remain in a geopolitical flashpoint.
- 12/09/2022
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TSMC: Taking A Page From The Intel Playbook
- Taiwan Semiconductor Manufacturing Company Limited recently made a lot of noise with its announcement of building a second fab in Arizona for 3nm. The fab should become operational in 2026, by which time Intel's own new Arizona fabs will likely be upgraded to 14A, two nodes ahead.
- 12/09/2022
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5 Undervalued-Predictable Stocks in Chase Coleman's 3rd-Quarter Portfolio
- According to current portfolio statistics, a Premium feature of GuruFocus, five stocks in Tiger Global Management's third-quarter 13F equity portfolio that have high business predictability and are undervalued based on discounted cash flow value include Meta Platforms Inc. ( META , Financial), Taiwan Semiconductor Manufacturing Co. Ltd. ( TSM , Financial), Alphabet Inc. ( GOOGL , Financial), Visa Inc. ( V , Financial) and Microsoft Corp. ( MSFT , Financial).
- 12/09/2022
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Buffett's Buys; 3 Stocks Catching His Attention in 2022
- In 2022, Buffett has gone on the offensive, taking advantage of the market's recalibration.
- 12/09/2022
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TSMC: The Leader In The Chip War
- Understanding the shifting powers and geopolitical landscape is critical before investing in the semiconductor sphere. But, unfortunately, the US-China fight for technological Hegemony is here to stay. TSMC's expanding US capacity and structural pricing hikes in 2023 remain the top growth drivers for the firm.
- 12/09/2022
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Broadcom, TSMC report strong revenue growth
- Yahoo Finance Live anchors Julie Hyman and Brian Sozzi discuss quarterly earnings for Broadcom and revenue reports from TSMC.
- 12/09/2022
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Taiwan Semiconductor's Arizona Fab Could Mean Big Wins for 2 Other Chip Stocks
- Taiwan Semi's expansion to the U.S. is a big deal, but there are ways to profit during construction.
- 12/09/2022
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TSMC bucks broader chip slump with 50% revenue surge, helped by Apple iPhone orders
- The world's largest contract chipmaker reported the November surge thanks in part to orders of semiconductors for high-end smartphones such as Apple's iPhone.
- 12/09/2022
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Wow! Buffet Stock Taiwan Semiconductor Manufacturing Is Making Big Moves in the USA
- TSM might be trying to eliminate the risks of its overseas dependency.
- 12/08/2022
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7 Stocks Ready for the 2023 Fireworks
- After a disastrous 2022, investors are looking for some of the hottest stocks to buy for New Year 2023. Strategically, investors want to use the month of Dec. to take losses on positions while taking advantage of selling pressure on underperforming stocks.
- 12/07/2022
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TSM Stock Alert: What to Know as Taiwan Semiconductor Triples Investment in Arizona Factory
- It looks like Taiwan Semiconductor (NYSE: TSM ) is preparing to expand its already sizable presence in the global semiconductor market. The company just revealed its plans to build its second microchip production plant in Arizona.
- 12/07/2022
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TSMC to spend $40 billion for two Arizona semiconductor plants
- Taiwan Semiconductor Manufacturing Company, or TSMC, has announced plans to build a second chip plant in Arizona. CNBC's Kristina Partsinevelos joins 'Squawk Box' with the details.
- 12/07/2022
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TSMC's U.S. Chip Gambit Has Powerful Backers
- The Taiwanese chip maker's investment won't be enough to end U.S. reliance on Asia, but the trend is promising.
- 12/07/2022
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Apple hails chip-maker TSMC's $40bn US investment as a "significant moment"
- Computer chip giant TSMC is to more than triple its investment in a giant US plant to $40bn in one of the largest foreign investments in American history in what Apple chief executive, Tim Cook, called a "significant moment." The announcement came as President Joe Biden and the Taiwan-based firm's boss opened the factory in Arizona.
- 12/07/2022
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Taiwan seeks to reassure on TSMC commitment to island despite U.S. investment
- Taiwan's economy minister said on Wednesday that the island remains chipmaker TSMC's most important production base after the company announced it would more than triple its planned investment at its new Arizona plant to $40 billion.
- 12/06/2022
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Apple to Work With Taiwan Semiconductor in US
- Apple CEO Tim Cook says the company will expand its relationship with chip maker Taiwan Semiconductor Manufacturing Co. here in the US. He spoke in Phoenix where TMSC is building a factory.
- 12/06/2022
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President Biden gives speech at TSMC chip plant in Arizona
- Yahoo Finance Live's Seana Smith reports on President Biden's trip to TSMC's Arizona chip plant.
- 12/06/2022
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Semiconductors: Tech sector may rely on Taiwan ‘longer than many want to,' analyst says
- CFRA Research Senior Equity Analyst Angelo Zino joins Yahoo Finance Live anchors Seana Smith and Dave Briggs to discuss the future of U.S. investment in chip production, TSMC's plans to build a chip plant in Arizona, and more.
- 12/06/2022
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TSMC expects $10 billion in annual revenue from Arizona fabs
- Taiwanese chipmaker TSMC on Tuesday estimated annual revenue of $10 billion when its two planned chips fabrication plants open in Arizona.
- 12/06/2022
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Bernstein analyst reacts to TSMC boosting investment in the U.S.
- Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) plans on building a second chip factory in Arizona, the company confirmed on Tuesday. TSMC is diversifying away from China Execution will boost its investment in that State by more than threefold to $40 billion – the largest foreign investment in the history of Arizona.
- 12/06/2022
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TSMC: The U.S. hasn't ‘given up on semiconductors,' analyst says
- Bernstein Research's Stacy Rasgon joins Yahoo Finance Live anchors Akiko Fujita and Rachelle Akuffo to discuss the capacity of the two new plants Taiwan Semiconductor is building in Arizona, what it means for the chip industry, and U.S.-China competition over high-tech chips.
- 12/06/2022
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Taiwan Semi set to invest $40 billion in U.S. manufacturing
- CNBC's Kristina Partsinevelos joins 'Power Lunch' to discuss Taiwan Semiconductors' investment in two new Arizona based manufacturing plants, the benefits the plant will generate and the subsidies incentivizing U.S.-based manufacturing.
- 12/06/2022
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Apple, Nvidia reportedly among TSMC's first Arizona customers, while Intel preps for return to cutting edge in 2023
- Apple Inc. and Nvidia Corp. are reportedly among Taiwan Semiconductor Manufacturing Co.'s first customers of the third-party chip foundry's expansion into Arizona. Meanwhile, Intel Corp. hopes to join TSMC on the cutting edge by the end of 2023.
- 12/06/2022
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TSMC Is Spending $40 Billion in the U.S. It Still Won't Solve the Chip War With China.
- President Joe Biden, Apple CEO Tim Cook, and Nvidia's Jensen Huang are celebrating the Taiwan company's new U.S. investment. Why the benefits are likely to be limited.
- 12/06/2022
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TMSC Stepping Up Production in Arizona With New Factory
- Apple Inc. Chief Executive Officer Tim Cook and Advanced Micro Devices Inc. CEO Lisa Su will join President Joe Biden on Tuesday at an Arizona event for Taiwan Semiconductor Manufacturing Co., where the chipmaker will announce plans to boost its investment in the state to $40 billion and construct a second production facility. Ed Ludlow of Bloomberg Technology has a preview.
- 12/06/2022
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TSMC triples its investment in Arizona with a $40 billion promise on two new chip hubs
- CNBC's Kristina Partsinevelos reports on news from the semiconductor sector.
- 12/06/2022
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Why Taiwan Semiconductor Manufacturing Stock Dropped Today
- Sometimes, value stocks really are as good as they look.
- 12/06/2022
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President Biden Is Bringing Taiwan Semi (TSM) Stock a HUGE Catalyst
- Taiwan Semiconductor (NYSE: TSM ) stock is on the move Tuesday as investors prepare for President Joe Biden to visit the company's Arizona plant. The U.S. President is planning his visit to the facility to thank the company for its effort in reducing chip supply chain issues.
- 12/06/2022
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Taiwan Semiconductor ups its Arizona investment to $40 billion ahead of Biden's visit
- Taiwan Semiconductor Manufacturing Company is upping its investment in the United States, announcing Tuesday that it's building a second semiconductor factory in Arizona and raising its investment there from $12 billion to $40 billion. The move marks one of the "largest foreign direct investments in the history of the United States," according to the company.
- 12/06/2022
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 12/06/2022
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Biden to tout TSMC's increased investment in Arizona manufacturing
- President Joe Biden on Tuesday afternoon is slated to talk up Taiwan Semiconductor Manufacturing Co.'s plan to raise its investment in Arizona manufacturing to $40 billion from $12 billion.
- 12/06/2022
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Taiwan Semiconductor is building a 2nd chip plant in Arizona
- Yahoo Finance's Dan Howley joins the Live show to discuss the opening of Taiwan Semiconductor's second chip plant in Arizona.
- 12/06/2022
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3 High-Yield Tech Stocks to Buy in December
- Dividend-paying tech stocks are hard to find, but here's a few you can count on.
- 12/06/2022
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TSMC Will Triple Arizona Investment To $40 Billion, Among Largest Foreign Outlays In U.S. History
- Taiwan's GlobalWafers broke ground last week on a separate $5 billion investment in Texas.
- 12/06/2022
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Biden visiting Arizona as TSMC set to boost state's chip investment to $40B
- Taiwan-based semiconductor manufacturer TSMC will announce that it will increase its chip investment in Arizona to $40 billion and a commitment to construct a second fab.
- 12/06/2022
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Biden to visit Taiwan's TSMC chip plant in Arizona, hail supply chain fixes
- President Joe Biden will visit the Arizona plant of TSMC on Tuesday as the Taiwanese chipmaker is set to more than triple its planned investment in the factory to $40 billion, among the largest foreign investments in U.S. history.
- 12/06/2022
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TSMC to up Arizona investment to $40 billion with second semiconductor chip plant
- The company will also announce it will be producing more technically advanced chips than originally proposed.
- 12/06/2022
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TSMC Raises Arizona Chip Investment to $40 Billion as Biden Visits
- The Taiwan company plans second factory at the U.S. site to make advanced semiconductors.
- 12/06/2022
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Can GlobalFoundries Be the U.S. Version of Taiwan Semi?
- Contract semiconductor manufacturer GlobalFoundries (NYSE: GFS) is the fourth largest producer of computer chips producing 7% of the world's supply.
- 12/06/2022
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3 High-Yield Tech Stocks to Buy in December
- These three companies are durable and consistently growing their dividend payouts to shareholders.
- 12/04/2022
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1 Green Flag and 1 Red Flag for TSMC's Future
- Is the world's largest contract chipmaker a worthwhile investment?
- 12/04/2022
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Companies With Economic Moats You Might Have Missed
- If you look hard enough, you can find companies with unusual competitive advantages.
- 12/03/2022
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Stocks to Be Thankful for and Stocks to Avoid
- Plus, we talk with Scott Galloway, author of "Adrift: America in 100 Charts."
- 12/03/2022
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73% of Warren Buffett's Portfolio Is in These 5 Stocks as 2022 Winds Down
- Three of them have handily beaten the market this year.
- 12/03/2022
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3 Tech Stocks Warren Buffett and Ron Baron Agree On
- According to GuruFocus' Guru Scoreboard, where users can sort investing gurus based on their performances over specific periods of time, one of the top-performing gurus of all time is Warren Buffett (Trades, Portfolio), who has grown Berkshire Hathaway (BRK.A)(BRK.B) at an average rate of 18.80% per year since 1980. Buffett is well-known not only for his investing expertise, but also for turning Berkshire from a struggling textile business to an incredibly well-run conglomerate of successful cash-generating businesses.
- 12/02/2022
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Final Trades: IBB, META, TSM & LVS
- The traders make their final trades of the week. With CNBC's Dominic Chu and the Fast Money traders, Tim Seymour, Courtney Garcia, Steve Grasso and Jeff Mills.
- 12/02/2022
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3 Cheap Stocks to Buy Right Now
- Many long-term winners are now in value territory, making for some compelling buying opportunities.
- 12/02/2022
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7 Tech Stocks to Take Seriously in 2023
- Despite the challenges presented by the current economic downturn, there are still plenty of reasons to be optimistic about the tech sector's future. 2022 has been nothing less than a nightmare for investors in tech stocks.
- 12/02/2022
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Warren Buffett and David Rolfe Agree on These 6 Stocks
- Warren Buffett (Trades, Portfolio), the legendary investor who leads Berkshire Hathaway (BRK.A)(BRK.B), is known for his preference of investing in wonderful companies at fair prices that have strong competitive advantages and predictable businesses. This long-term strategy has contributed to his strong performance of an average annual return of 20% since 1965.
- 12/01/2022
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TSMC plans to make more advanced chips in U.S. at urging of Apple -Bloomberg News
- Taiwan Semiconductor Manufacturing Co will offer advanced 4-nanometer chips when its new $12-billion plant in Arizona opens in 2024, spurred by U.S. customers such as Apple Inc to do so, Bloomberg News saidon Thursday.
- 12/01/2022
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TSMC Vs. Intel: The New King Of The Hill
- When it comes to process leadership going forward, the only node that makes sense to evaluate is 2nm (TSMC N2, Intel 18A), since that is Intel's first leading-edge foundry offering. According to my estimates, 18A will be half a node denser while also being 12 months earlier to market. Intel will be the new king of the hill.
- 12/01/2022
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5 Warren Buffett Stocks With High Margins of Safety
- According to the All-in-One Screener, five stocks in Berkshire Hathaway Inc.'s ( BRK.A , Financial)( BRK.B , Financial) third-quarter equity portfolio that have high margins of safety based on discounted cash flow and are either fairly valued or undervalued based on the GF Value are Visa Inc. ( V , Financial), Taiwan Semiconductor Manufacturing Co. Ltd. ( TSM , Financial), U.S. Bancorp ( USB , Financial), Bank of New York Mellon Corp. ( BK , Financial) and Globe Life Inc. ( GL , Financial).
- 11/30/2022
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Why Taiwan Semiconductor, Roku, and Shopify Stocks All Rallied on Wednesday
- Key economic data was rosier than expected.
- 11/30/2022
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TSMC Vs. ASML: Selling Shovels And Picks In The Gold Rush
- Semiconductors make up a market that was worth $600 billion in 2021 and will most likely be worth at least a trillion dollars by the end of the decade. The interest is directed toward 21st century gold, thus Taiwan Semiconductor's chips, but I think it is more reasonable to focus on who enables the chips to be built, namely ASML.
- 11/30/2022
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Biden to visit Taiwanese chip manufacturer TSMC's Arizona plant on Dec. 6-White House
- U.S. President Joe Biden plans to travel to Taiwanese chip manufacturer TSMC's (TGLL.UL) Arizona facility on Dec. 6, the White House said.
- 11/30/2022
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3 Well-Positioned Stocks that the Big Money Is Buying
- With the stock market still in the doldrums, it's becoming increasingly difficult to determine which stocks to buy. Fortunately, a number of top big money investors have already navigated similar situations in the past and grown their respective portfolios.
- 11/29/2022
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A Closer Look at Buffett's Taiwan Semiconductor Investment
- As you may have already seen in Warren Buffett (Trades, Portfolio)'s profile on GuruFocus, Berkshire Hathaway (BRK.A)(BRK.B) invested an estimated $4.1 billion in Taiwan Semiconductor Manufacturing Co ( TSM , Financial) in the third quarter of 2022, based on the firm's latest 13F filing. This suggests the guru and/or his portfolio managers might see value in the stock after recent declines.
- 11/29/2022
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My Top Semiconductor Stock to Buy for 2023, and It Is Not TSMC
- This chip stock is flying high and it could soar even more in the new year.
- 11/29/2022
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TSMC Vs. Intel: I Know Which One I'd Buy
- Taiwan Semiconductor Manufacturing and Intel are both cheap-looking stocks in the semiconductor industry. Both are mainstays of value portfolios.
- 11/29/2022
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These Are the Top 10 Holdings of Warren Buffett
- Warren Buffett is considered the greatest long-term investor of all time. Also known as the Oracle of Omaha, Buffett still runs Berkshire Hathaway even at the age of 92.
- 11/28/2022
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Why Taiwan Semiconductor, Intel, and Qualcomm Fell Today
- Unrest in China and a new research report from Gartner cast a pall over chips stocks today.
- 11/28/2022
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What's Going On With Some of the Biggest Names in Retail?
- Plus we've got an interview with Chewy CEO Sumit Singh.
- 11/26/2022
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 11/25/2022
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25+ stock market statistics 2022
- The stock market is not just where shares of publicly listed companies trade, it's perhaps the most vital component of the free market economy. While companies use the stock market to sell shares for the purposes of raising funds for their operations, there's something else that is so essential to the sector.
- 11/25/2022
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2 Warren Buffett Stocks That Everyone Should Own
- These top stocks sell at reasonable valuations relative to earnings power and are ripe for the picking.
- 11/25/2022
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93% of Warren Buffett's Portfolio Is in These 4 Sectors
- The Oracle of Omaha is a big believer in portfolio concentration.
- 11/25/2022
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Buffett Buying Taiwan Semiconductor Sends A Message No One Is Talking About
- It's easy to see why Warren Buffett might like TSM at the current prices. However, there's also another message Warren Buffett is sending with this acquisition, which isn't talked about.
- 11/24/2022
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We Just Bought These 3 Dividend And Growth Stocks
- High interest rates have been a significant headwind for high PE names in 2022. The pain is likely to continue in 2023. Multiple contraction is largely to blame in 2022. We expect yields to remain elevated in 2023, keeping a cap on relative PE ratios.
- 11/23/2022
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Warren Buffett Just Bought 8 Stocks -- Here Are the Best of the Bunch
- Two of these three Buffett buys might be surprising. But they all appear to be smart long-term picks.
- 11/23/2022
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Warren Buffett Bet $4.1 Billion on This Beaten-Down Tech Stock. Should You Follow Him?
- The legendary investor's holding company made a surprisingly big bet on this chipmaker in the third quarter.
- 11/22/2022
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Apple supplier Foxconn hires chip veteran formerly at TSMC and SMIC
- Major Apple Inc supplier and iPhone assembler Foxconn said on Tuesday it had hired Chiang Shang-yi, a former top executive at Taiwanese chipmaker TSMC and Chinese chipmaker SMIC, to lead its growing push in the chip business.
- 11/22/2022
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U.S. Commerce Secretary To Attend Ceremony At TSMC's New $12 Billion Chip Plant In Arizona On Dec. 6; Biden Invited
- Investment is part of U.S. push to increase domestic chip production
- 11/22/2022
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Taiwan Semiconductor: Buffett's Big Buy From Q3
- Taiwan Semiconductor is a recent (and large) addition to the Berkshire Hathaway portfolio at $4.1B. Shares are still attractive at 14x earnings despite a 30% run over the last couple weeks.
- 11/21/2022
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David Rolfe Boosts Copart Position, Curbs Taiwan Semiconductor Holding
- David Rolfe (Trades, Portfolio), the chief investment officer of Wedgewood Partners, disclosed his equity portfolio for the third quarter earlier this month.
- 11/21/2022
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Why Taiwan Semiconductor Manufacturing Fell Today
- The recent Buffett purchase saw some trimming after last week's surge.
- 11/21/2022
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Taiwan's TSMC to bring its most advanced chip manufacturing to Arizona
- Taiwan Semiconductor Manufacturing Company plans to bring its most advanced technology to Arizona, the founder of the chip giant said Monday.
- 11/21/2022
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TSMC to produce 3-nanometer chips at its Arizona factory
- TSMC founder Morris Chang said today that the semiconductor giant and Apple supplier will build 3-nanometer chips at its factory in Arizona, though final plans are not ready yet. The factory is currently under construction, with plans to begin production in 2024.
- 11/21/2022
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Warren Buffet Bought Taiwan Semiconductor Stock, Should You?
- On Nov. 14, 2022, Warren Buffet's Berkshire Hathaway (NYSE: BRK.A) reported a new investment in its quarterly 13-F filing indicating a 60.1 million share
- 11/21/2022
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TSMC planning advanced chip production in Arizona, company founder says
- Taiwanese chipmaker TSMC is planning to produce chips with advanced 3-nanometre technology at its new factory in the U.S. state of Arizona but plans are not completely finalised yet, the company's founder Morris Chang said on Monday.
- 11/20/2022
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TSM Is Setting Up For A Bullish Run
- It is fascinating that Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) has risen about 30 percent during the past month.
- 11/20/2022
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2 Buffett Stocks to Get Greedy With Now
- Warren Buffett just bought these two stocks. Should you?
- 11/20/2022
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3 Top Stocks You'll Regret Not Buying During This Bear Market
- These stocks may be down in the dumps, but their businesses most certainly are not.
- 11/20/2022
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What Warren Buffett Wants From Tech Stocks
- The Berkshire Hathaway leader doesn't often invest in tech, but when he does, there are certain attributes a business has to have.
- 11/20/2022
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This Stock Is Down 42%. Buffett Just Bought $4 Billion of It
- Warren Buffett takes Berkshire's stock portfolio even deeper into tech.
- 11/20/2022
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Warren Buffett Invested in the Semiconductor Market -- Should You?
- Taiwan Semiconductor Manufacturing continues to show strong growth but is it enough?
- 11/20/2022
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Will Taiwan Semiconductor Manufacturing Be a Trillion-Dollar Stock by 2032?
- The pure-play semiconductor foundry has a massive tailwind at its back.
- 11/19/2022
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Buying chip stocks at bargain prices with Wedgewood Partners CIO David Rolfe
- Wedgewood Partners CIO David Rolfe joins 'TechCheck' to discuss tech layoffs, Taiwan Semi managing risk from China and the distribution of U.S. chip producer's share of manufacturing.
- 11/18/2022
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Best Undervalued Stocks To Buy Right Now? 2 Semiconductor Stocks To Watch
- Are these two semiconductor stocks a good buy at its current price levels?
- 11/18/2022
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Warren Buffett Just Bought 60 Million Shares of this Tech Stock
- Warren Buffett just went big on this new investment. Should you join him?
- 11/18/2022
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Will Taiwan Semiconductor Manufacturing Stock Fly or Fall in 2023?
- Has Warren Buffett made the right move by purchasing a big stake in this semiconductor foundry giant?
- 11/18/2022
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2 Unstoppable Growth Stocks That Billionaires Are Buying in a Bear Market
- These wealthy hedge fund managers were buying stocks as the market was falling in the third quarter.
- 11/18/2022
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3 Dividend Stocks Warren Buffett Just Bought
- Berkshire Hathaway made big investments in these dividend payers during the third quarter.
- 11/18/2022
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Don't Follow Buffett Blindly Into Taiwan Semiconductor - But Buy It Still
- Taiwan Semiconductor stock surged more than 10%, after Warren Buffett's Berkshire Hathaway disclosed a $4.1 billion stake in the chipmaker. Although Buffett's track record as a technology investor is not the best, TSM stock clearly offers value hunters a lot to like.
- 11/17/2022
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What Warren Buffett's $4 Billion Bet Means for Semiconductor Stocks
- The purchase has implications not only for Berkshire, but also the chip industry at large.
- 11/17/2022
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2 Top Warren Buffett Stocks to Buy Now and Hold Forever
- Berkshire Hathaway's portfolio is stacked with high-quality stocks, but these industry leaders stand out from the pack.
- 11/17/2022
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3 Beaten-Down Growth Stocks That Could Rise 46.4% to 59.1% According to Wall Street
- The analysts who follow these beaten-down stocks think they can put up market-beating gains for investors who buy them on the dip.
- 11/17/2022
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Chip giant Taiwan eyes bigger tax breaks for tech R&D to retain competitive edge
- Taiwan's government on Thursday proposed larger tax breaks for technology companies' research and development efforts as it seeks to provide further support for the crucial semiconductor industry and stay competitive internationally.
- 11/16/2022
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Buffett's Berkshire Hathaway Buys Taiwan Semiconductor, Adds to Occidental Petroleum Stake
- Unlike most funds, Berkshire Hathaway (US:BRK.A, US:BRK.B) is a public company, which means we get a good idea of what Warren Buffett and Charlie Munger are buying and selling when the company reports earnings.
- 11/16/2022
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7 Meme Stocks That Are Actually Worth Betting On
- In 2021, meme stocks or investments that generated intense grassroots interest (typically via public internet forms) were all the rage. In 2022? Not so much.
- 11/16/2022
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Taiwan Semiconductor: Buffett's $4 Billion Bet Is A Seal Of Approval
- Taiwan Semiconductor Manufacturing has the largest market share of the chip manufacturing industry. The company manufactures chips for leading tech companies such as Apple, Nvidia, AMD, Qualcomm, and more.
- 11/16/2022
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Should You Buy Taiwan Semiconductor-Heavy ETFs Now?
- Warren Buffett's Berkshire Hathaway scooped up some shares of Taiwan Semiconductor. Shares of the company gained massively on the news.
- 11/16/2022
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Apple to buy U.S.-made chips from TSMC in supply chain pivot
- Yahoo Finance's Daniel Howley joins the Live show to discuss reports that Apple will buy U.S.-made chips from Taiwan Semiconductor.
- 11/16/2022
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Traders Expect Taiwan Semiconductor Shares To Continue Rallying After Buffett Takes $4B Stake - Taiwan Semiconductor (NYSE:TSM)
- On CNBC's "Options Action," Michael Khouw of Optimize Advisors said that Taiwan Semiconductor Mfg. Co.
- 11/16/2022
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These Are John Overdeck's Top 10 Holdings
- John Overdeck is the co-founder of Two Sigma Advisers, a New York-based data-driven hedge fund.
- 11/15/2022
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Stocks moving in after hours: Carnival Cruises, Advance Auto Parts, Taiwan Semiconductor
- Yahoo Finance Live anchor Seana Smith highlights what stocks to watch in after-hours trading.
- 11/15/2022
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Three-Stock Lunch: TSM, BBWI & CP
- Victoria Greene, founding partner and CIO at G Squared Private Wealth, joins 'Power Lunch' to discuss her picks for the Three-Stock Lunch: Taiwan Semi, Bath and Body Works, as well as Canadian Pacific.
- 11/15/2022
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Taiwan Semiconductor: Warren Buffett Is Right On The Money
- Taiwan Semiconductor is a top-tier technology company with the best balance between growth, profitability, and valuation. Geopolitical tensions between Taiwan and China have created a relative discount on Taiwan Semiconductor stock vs. Western semiconductor peers.
- 11/15/2022
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TSMC stock jumped 13% on Tuesday: what happened?
- Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM) is up more than 10% this morning after a regulatory filing revealed legendary investor Warren Buffett to have built a sizable stake in the world's leading chipmaker. Buffett spent $4.
- 11/15/2022
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Taiwan Semiconductor soars 14% after Warren Buffett's Berkshire Hathaway buys $4 billion stake
- There is no indication of whether Warren Buffett initiated the stake in Taiwan Semi or if one of his portfolio managers did.
- 11/15/2022
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TSMC shares soar after Berkshire buys $4.1 billion in Taiwanese chip company
- Krish Sankar, Cowen senior research analyst, joins 'Squawk on the Street' to discuss Taiwan semiconductor stock activity, chip manufacturers, and supply chain diversification.
- 11/15/2022
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Why Taiwan Semiconductor Manufacturing Stock Jumped on Tuesday
- Buffett's Berkshire Hathaway might have found a bargain in the beaten-down chip manufacturer.
- 11/15/2022
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Why Taiwan Semiconductor Manufacturing Company Shares Are Rising - Taiwan Semiconductor (NYSE:TSM)
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) shares are trading higher by 13.19% to $82.40 during Tuesday's session after Berkshire Hathaway and Tiger Global took stakes in the company.
- 11/15/2022
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Taiwan Semi stock surges toward best day since 2008 after Buffett's Berkshire reveals stake
- U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. Ltd. TSM, +13.46% were headed for their best single-day performance since 2008 after Warren Buffett's Berkshire Hathaway revealed a new position in the Taiwanese chip manufacturer.
- 11/15/2022
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TSM Stock Surges After Warren Buffett Takes Big Stake In Chipmaker
- Billionaire investor Warren Buffett loaded up on shares of Taiwan Semiconductor Manufacturing in the third quarter. The post TSM Stock Surges After Warren Buffett Takes Big Stake In Chipmaker appeared first on Investor's Business Daily.
- 11/15/2022
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Should You Buy These 2 New Warren Buffett Stocks?
- Berkshire Hathaway made a couple of big additions to its stock portfolio in the third quarter.
- 11/15/2022
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Why Buffett Just Invested Billions In Taiwan Semiconductor
- Berkshire Hathaway just invested several billions in Taiwan Semiconductor. We outline several characteristics of the company which we believe attracted Buffett's attention.
- 11/15/2022
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2 Great Dividend Stocks on Sale in the 2022 Bear Market
- These two stocks are well off their highs, but they are starting to look very interesting as long-term investments.
- 11/15/2022
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Warren Buffett Takes $5 Billion Stake in TSMC
- Warren Buffett's Berkshire Hathaway Inc. acquired about 60 million American depository receipts in Taiwan Semiconductor Manufacturing Co., taking a stake of about $5 billion in the company in the three months ended September, it said in a filing. Dani Burger reports on Bloomberg Television.
- 11/15/2022
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Chip giant TSMC shares surge on Buffett stake
- Shares in Taiwan's TSMC soared on Tuesday after Warren Buffett's Berkshire Hathaway confirmed it had taken a close to $5 billion stake in a major boost of confidence for the semiconductor giant.
- 11/15/2022
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Chipping In: Warren Buffett's Berkshire Hathaway Takes $4 Billion Stake In Taiwanese Semiconductor Giant TSMC
- U.S. billionaire Warren Buffett's conglomerate Berkshire Hathaway disclosed in a securities filing Monday that it had taken a stake worth more than $4 billion in TSMC, the world's leading chipmaker.
- 11/15/2022
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Warren Buffett's company buys $4 billion stake in Taiwanese chip giant TSMC
- Shares of Taiwan Semiconductor Manufacturing Company surged on Tuesday after Warren Buffett's Berkshire Hathaway disclosed that it had purchased a $4.1 billion stake in one of the world's largest chipmakers.
- 11/15/2022
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TSMC shares jump after Berkshire Hathaway discloses big stake
- TSMC's , Taiwan-listed shares opened up more than 4% on Tuesday after Warren Buffett's Berkshire Hathaway Inc said it had bought more than $4.1 billion of stock in the Taiwanese semiconductor maker.
- 11/14/2022
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Warren Buffett Just Bought Shares of Apple's Key Chipmaker -- and 7 Other Stocks
- Berkshire Hathaway's quarterly 13F filing, running down its latest portfolio moves, didn't disappoint.
- 11/14/2022
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Want To Invest Like Warren Buffett? All The Moves The Billionaire Made Last Quarter - Apple (NASDAQ:AAPL), Activision Blizzard (NASDAQ:ATVI)
- Billionaire investor Warren Buffett was a buyer of stocks to the tune of $9 billion last quarter, per a new regulatory filing from Berkshire Hathaway Inc (NYSE: BRKA).
- 11/14/2022
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Why Taiwan Semiconductor Manufacturing Company Shares Are Rising - Taiwan Semiconductor (NYSE:TSM)
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) shares are trading higher by 6.13% to $77.26 during Monday's after-hours session after Berkshire Hathaway and Tiger Global took stakes in the company.
- 11/14/2022
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Berkshire Buys Taiwan Semi, Sells US Bancorp, Bank of NY
- Berkshire Hathaway's latest 13-F filing shows it bought over $4 billion of the chip-makers stock.
- 11/14/2022
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Berkshire Hathaway discloses stakes in TSMC, Jefferies, Louisiana-Pacific, sending those stocks higher
- Berkshire Hathaway Inc. added positions in materials manufacturer Louisiana-Pacific Corp., investment bank Jefferies Financial Group and chip manufacturer Taiwan Semiconductor Manufacturing Co. Ltd. during the third quarter, according to a filing released after Monday's closing bell.
- 11/14/2022
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Warren Buffett's Berkshire Hathaway reveals it built a $4 billion stake in Taiwan Semiconductor - and added Jefferies to its stock portfolio
- Buffett's company boosted its Chevron and Occidental Petroleum bets last quarter, and reduced its wagers on US Bancorp and BNY Mellon.
- 11/14/2022
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Warren Buffett Stocks: Berkshire Hathaway Bought Taiwan Semiconductor In Q3, Sold These Stocks
- Investing legend Warren Buffett's Berkshire Hathaway bought Taiwan Semiconductor in Q3 added to several positions. The post Warren Buffett Stocks: Berkshire Hathaway Bought Taiwan Semiconductor In Q3, Sold These Stocks appeared first on Investor's Business Daily.
- 11/14/2022
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Buffett's Berkshire discloses big Taiwan Semi stake
- Berkshire Hathaway Inc said it bought more than $4.1 billion of stock in Taiwan Semiconductor Manufacturing Co , a rare significant foray into the technology sector by billionaire Warren Buffett's conglomerate.
- 11/14/2022
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 11/14/2022
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Taiwan Semiconductor: Don't Miss China's Reopening Discount - Rally Is Sooner Than Expected
- China's Zero Covid Policy is starting to ease, despite hawkish comments during the previous Committee meeting. The upbeat October CPI report has also fueled upbeat predictions for the Fed's earlier pivot, with a speculative 50 basis points hike by December's meeting.
- 11/12/2022
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Final Trades: TSM, NXE, MRK & VWO
- The final trades of the week. With CNBC's Sara Eisen and the Fast Money traders, Courtney Garcia, Tim Seymour, Steve Grasso and Jeff Mills.
- 11/11/2022
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TSMC shares post biggest one-day gain since 2020
- Taiwan Semiconductor Manufacturing Co. shares delivered their best one-day percentage rise since July 2020, as upbeat October sales growth boosted investor confidence in the Taiwan chip maker's resilience amid an electronics industry downturn.
- 11/11/2022
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Chipmaker TSMC plans Arizona factory expansion
- The U.S. has been encouraging foreign tech firms to manufacture in the country and has actively supported local research, development and manufacturing after passing its CHIPS Act.
- 11/09/2022
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Chip maker TSMC plans multibillion-dollar Arizona factory expansion - WSJ
- Taiwan Semiconductor Manufacturing Co Ltd is preparing a multibillion-dollar factory investment in Arizona in the United States, the Wall Street Journal reported on Wednesday, citing sources.
- 11/09/2022
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Taiwan Semiconductor: Best Of Both Worlds
- We believe TSMC is in a political sweet spot despite rising US-China tensions, as it benefits from subsidies for its expansions in both countries and the US-China trade war. The company has highly integrated supply chains in the US and China in terms of customers, major suppliers, manufacturing sites, and employee location.
- 11/08/2022
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Semiconductor Stocks: Which Companies Make The World's Critical Components?
- Very few semiconductor stocks have had a good year thanks to the current United States trade policy with China. But that doesn't mean you should leave them out of your portfolio.
- 11/06/2022
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3 Quantum Computing Stocks That Can Make You a Millionaire by 2025
- Quantum computing has been a hot topic recently as scientists and investors look to harness this groundbreaking technology's power. One promising avenue in this area is the field of quantum computing stocks.
- 11/05/2022
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Taiwan Semiconductor: An International Industry Leader With U.S. Ties
- Taiwan Semiconductor is one of our favorite non-U.S. stocks trading down near pandemic lows despite consistently growing both earnings and revenues. The company is reliant on a small list of large customers, but is years ahead of competition in nano chip technology with the 3nm chip on the horizon.
- 11/05/2022
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7 Tech Stocks to Buy Before the Market Blasts Higher in 2023
- A number of catastrophic headwinds imposed significant volatility, especially for popular tech stocks to buy. Primarily, the dovish monetary policies of the past came to roost this year, sending inflation skyrocketing.
- 11/04/2022
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Why Taiwan Semiconductor Fell 7.6% in October
- Despite solid earnings, Taiwan Semi fell after the U.S. imposed curbs on sales to China.
- 11/04/2022
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7 Tech Stocks Set to Soar From 52-Week Lows
- The selloff in tech stocks has gone from bad to worse. This earnings season has been a mess for the technology sector with numerous big-name companies coming up well short of expectations.
- 11/03/2022
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3 Unstoppable Growth Stocks to Buy if There's a Stock Market Sell-Off
- These fast-growing companies can be bought at attractive valuations if their share prices head lower.
- 11/02/2022
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Taiwan Semiconductor Vs. Texas Instruments: Do Not Fight Against The CHIPS Act
- Investors in the chip space should look for domestic opportunities and Texas Instruments represents an excellent opportunity. In contrast, Taiwan Semiconductor, despite its cheap valuation, is at the crossfire of multiple geopolitical forces and faces a very uncertain future.
- 11/02/2022
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
- 11/01/2022
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Got $3,000? Here Are 3 Stocks to Buy and Hold for the Long Term
- Great companies grow their top and bottom lines, but they also plug into trends rooted in cultural change, consumer convenience, and practicality.
- 11/01/2022
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The 10 Lowest Risk High-Yield Blue Chips For This Recession
- The bond market now believes a recession is a near 100% certainty in 2023. Earnings are likely to decline, and stocks are likely to fall 20% to 25% more. High-yield world-beater blue chips with the best risk management on earth are a great choice to help you sleep well at night in the coming economic downturn.
- 10/29/2022
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The 7 Best Tech Stocks to Buy in November
- Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend.
- 10/28/2022
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Brutal Market For Taiwan Semiconductor - Another 10% Downside
- The Taiwan invasion risk is old news indeed since the supposed invasion may take place before 2027. Nonetheless, combined with the worsening macroeconomics and the Fed's unlikely pivot ahead, we reckon TSM may further retrace to its previous $50s support level.
- 10/28/2022
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Taiwan Semiconductor: Growth Stock With High Geopolitical Risks
- TSMC is steadily passing through the period of falling demand for client companies' products. The company is on track to launch mass production of 3nm chips in Q4, with demand double that of 5nm chips during the first years.
- 10/27/2022
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SK Hynix adds to evidence that the chip glut is here to stay for a while
- SK Hynix Inc. added to concerns Wednesday that the semiconductor industry has entered a glut as the chip maker missed expectations for the quarter and forecast declining market demand out into 2023.
- 10/26/2022
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5 Undervalued Predictable Tech Stocks to Consider
- As investors await earnings reports from major tech companies like Alphabet Inc. ( GOOG , Financial)( GOOGL , Financial) and Microsoft Corp. ( MSFT , Financial) later today, the Nasdaq Composite was up on Tuesday morning.
- 10/25/2022
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Opinion: These Will Be the 2 Largest Stocks by 2030
- Fast-growing markets could help these companies sustain their outstanding growth for a long time.
- 10/25/2022
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Taiwan Semi slumps after reported diss of U.S. chip efforts, analog-chip downgrades also drag on semiconductor sector
- Chip stocks lagged the broader market Monday following a report that Taiwan's fabrication industry is pessimistic about U.S. efforts to lessen its reliance on foreign capacity, along with a string of downgrades in the analog-chip segment.
- 10/24/2022
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What Is Going on With Taiwan Semiconductor (TSM) Stock Today?
- Suffice it to say that today has been challenging for investors in chipmaker stocks. It probably isn't helping that Taiwan Semiconductor (NYSE: TSM ) just stopped producing advanced silicon for Biren Technology, a China-based startup.
- 10/24/2022
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Taiwan Semiconductor: These Levels Are Too Attractive Not To Start Buying
- The market has not lifted the buying momentum on TSM even though TSMC delivered another remarkable earnings release for Q3. Therefore, we postulate that the market remains tentative over FY23. Management's commentary suggests that TSMC's growth could slow markedly in 2023. Furthermore, we gleaned that the consensus estimates could be overly-optimistic.
- 10/23/2022
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Taiwan Semiconductor: Buy The Pullback
- Despite geopolitical turmoil and the “tech wars,” we are bullish on TSMC and expect the company to continue to grow with a 53% market share of the global foundry market. We are less concerned about TSMC's regional concentration as it expands its foundry business, manufacturing 5nm chips in Arizona.
- 10/23/2022
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TSM Stock News: Taiwan Semiconductor Considers Japan Expansion
- Technology powerhouse Taiwan Semiconductor (NYSE: TSM ) appears headed for a soft performance this week amid rumors of an operational expansion. Citing unnamed sources, the Wall Street Journal indicated that management seeks to widen its footprint in Japan amid geopolitical tensions.
- 10/21/2022
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7 Semiconductor Stock Predictions for 2023
- Semiconductors are used in virtually all of the most important emerging technologies. Data centers, gaming, and electric cars all require a substantial number of chips.
- 10/19/2022
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7 Semiconductor Stocks to Buy When the Chips Are Down
- Stock markets treat semiconductor stocks to buy as a leading indicator of the health of the technology sector. In 2022, the bear market sent iShares Semiconductor ETF (NASDAQ: SOXX ) down by 44.93%.
- 10/19/2022
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Apple chipmaker TSMC reportedly considers Japan expansion as China tensions continue
- The TSMC news comes as global leaders have voiced concern about Taiwan's continued independence from China.
- 10/19/2022
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US chip war with China creates 'serious challenges' for industry, says TSMC, but 'not us' says ASML
- Rising tensions between China and the US and Taiwan have brought "more serious" challenges for computer chip production, the chairman of Taiwanese semiconductor colossus TSMC said – though Europe's largest computer chip equipment manufacturer said it does not expect to be effected. Wednesday saw Taiwan Semiconductor Mfg.
- 10/19/2022
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Taiwan Semi weighs expansion in Japan to reduce geopolitical risk
- TOKYO—Taiwan Semiconductor Manufacturing Co. is considering expanding its production capacity in Japan, people familiar with the matter said, in what would be a move by the world's largest contract chip maker to reduce geopolitical risk.
- 10/19/2022
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Taiwan-China, U.S.-China tensions 'serious' challenge for chip industry, TSMC says
- Rising Taiwan-China and U.S.-China tensions have brought "more serious" challenges for the semiconductor industry, the chairman of Taiwanese chipmaker TSMC said on Wednesday.
- 10/19/2022
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An Investor's Look at Semiconductors
- "They are in everything from the remote control on your TV to the fastest supercomputers in the world, to healthcare devices, to our military's weapons systems."
- 10/15/2022
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Is TSMC Stock a Buy Now?
- The chipmaking giant faces a near-term slowdown.
- 10/15/2022
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U.S. to probe Samsung, Qualcomm, TSMC over semiconductors, circuits
- U.S. regulators will investigate units of Samsung , Qualcomm and Taiwan Semiconductor Manufacturing Co. (TSMC) over certain semiconductor devices and integrated circuits and mobile devices using those components, the U.S. International Trade Commission said on Friday.
- 10/14/2022
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Is Taiwan Semiconductor A Good Investment For 2023?
- Taiwan Semiconductor is a good investment but now may not be the right time to buy, trends suggest a bottom will form and a rebound will begin sometime in 2023.
- 10/14/2022
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Will Taiwan Semiconductor Manufacturing Be a $1 Trillion Stock by 2030?
- The company was well on its way to a $1 trillion valuation before the bear market of 2022 hit.
- 10/14/2022
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Ready for Long-Term Growth? You Can't Go Wrong With These 3 Stocks
- Some businesses are not only built to last, but built to thrive in any and all environments.
- 10/14/2022
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We remain cautious on the Taiwan and global semiconductor sector, says financial services firm
- Kirk Yang of Kirkland Capital says the problem used to be on the supply side, but the problem now is on the demand side.
- 10/14/2022
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TSMC will continue to outperform its peers, says Morningstar analyst
- Phelix Lee of Morningstar discusses the Biden administration's chip export controls.
- 10/14/2022
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Chipmaker TSMC's shares leap after quarterly profit beats estimates
- TSMC shares jumped more than 4% on Friday morning outperforming the broader market , after the Taiwanese chipmaker announced a forecast-beating third-quarter profit, though it struck a more cautious note on upcoming demand.
- 10/13/2022
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Taiwan Semiconductor Shares Rise on Hopes of Lower Fallout from U.S. Curbs
- U.S. curbs may not be too bad but Taiwan Semi, along with other chipmakers will soon be struggling with softer demand.
- 10/13/2022
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Taiwan Semi rallies as exposure to China restrictions minimal, capital spending cut
- Taiwan Semiconductor Manufacturing Co. injected some much needed optimism into the chip sector Thursday, after the third-party silicon-wafer fabricator reported results and an outlook that indicated the market wasn't in as dire a shape as some feared.
- 10/13/2022
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Samsung and TSMC granted exemption from new U.S. chip restrictions on China
- Samsung Electronics Co. 005930, -1.08% has been granted a one-year exemption from new U.S. curbs on China's chip industry, according to people familiar with the matter, joining a list of semiconductor giants that have received dispensation.
- 10/13/2022
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These 2 Stocks Could Lead a Year-End Market Rally
- Keep your eyes on key companies during earnings season.
- 10/13/2022
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Why Are Chip Stocks Down Today?
- Source: Shutterstock Chip stocks are feeling the heat on Thursday after the latest Consumer Price Index ( CPI ) report for September dropped. The basics that investors need to understand is that the CPI increased 8.2% over the prior 12 months.
- 10/13/2022
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Taiwan Semiconductor: Down Cycle? No Problem!
- Taiwan Semiconductor remains a highly resilient name with enviable margins when industry peers are struggling in the current semiconductor down cycle. Inventories peaked in Q3 and will start seeing adjustments in Q4, but management sees light at the end of the tunnel by 1H23.
- 10/13/2022
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Taiwan Semiconductor (TSM) Stock Drops Despite Q3 Beats
- Source: Sundry Photography / Shutterstock.com Taiwan Semiconductor (NYSE: TSM ) stock is on the move Thursday after the company released earnings results for the third quarter of 2022. That earnings report starts with diluted earnings per share of NT$10.83.
- 10/13/2022
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ASML shares fall 7% after TSMC says it's cutting capital spending
- Shares in Dutch semiconductor equipment maker ASML fell 7% on Thursday after its biggest customer Taiwan Semiconductor Manufacturing Co (TSMC) for capital spending by 10% this year, citing in part equipment delays.
- 10/13/2022
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Taiwan Semiconductor Manufacturing Company Limited (TSM) Q3 2022 Earnings Call Transcript
- Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q3 2022 Earnings Conference Call October 13, 2022 2:00 AM ET Company Participants Jeff Su - Director, IR Wendell Huang - VP of Finance and CFO C. C. Wei - CEO Conference Call Participants Gokul Hariharan - JPMorgan Bruce Lu - Goldman Sachs Randy Abrams - Credit Suisse Charlie Chan - Morgan Stanley Sunny Lin - UBS Investment Bank Laura Chen - Citi Rolf Bulk - New Street Research Charles Shi - Needham & Company Brad Lin - Bank of America Merrill Lynch Mehdi Hosseini - Susquehanna International Patrick Chen - CLSA Frank Lee - HSBC Jeff Su Good afternoon, everyone, and welcome to TSMC's Third Quarter 2022 Earnings Conference Call.
- 10/13/2022
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Taiwan Semiconductor Defies Chip Sector Weakness With Strong Third-Quarter Report
- TSMC, the world's largest contract chipmaker, on Thursday beat Wall Street's targets for the third quarter and guided higher for the current period. The post Taiwan Semiconductor Defies Chip Sector Weakness With Strong Third-Quarter Report appeared first on Investor's Business Daily.
- 10/13/2022
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Taiwan Semiconductor Warns of Weaker Demand Despite Profit Surge
- The world's largest contract chip maker beat consensus expectations but warns of weaker end markets and plans to cut its capital spending.
- 10/13/2022
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TSMC Reports Record Profit, Gains Exemption From U.S. Chip Curbs on China
- The world's largest contract chip maker was boosted by strong sales of its cutting-edge chips used in smartphones and other devices.
- 10/13/2022
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Taiwan Semi reports stronger-than-forecast profit
- Third-party silicon-wafer manufacturer reported Taiwan Semiconductor Manufacturing Co. reported a stronger-than-forecast 19% increase in profit for the third quarter.
- 10/13/2022
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TSMC Q3 profit jumps 80%, beats market expectations
- Taiwanese chipmaker TSMC posted an 80% surge in third-quarter net profit on Thursday, boosted by strong sales of its advanced chips used in data centres and electric cars, despite a slowdown in the global chip industry due to economic headwinds.
- 10/13/2022
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Markets Flattish Ahead of CPI, Jobless Claims, Q3 Earnings
- Thursday's CPI report is arguably the single-most important data point ahead of the next Fed meeting.
- 10/12/2022
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Taiwan Semiconductor's Earnings Are Coming. Apple, China Headwinds Are in Focus.
- Taiwan Semiconductor Manufacturing will report its earnings Thursday in the midst of a grim period for chip stocks.
- 10/12/2022
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Taiwan Semiconductor's Earnings Are Coming. Apple, China Headwinds Are in Focus.
- Taiwan Semiconductor Manufacturing will report its earnings Thursday in the midst of a grim period for chip stocks.
- 10/12/2022
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Semiconductor Stocks Look For Bottom As Market Deteriorates
- Wall Street analysts are predicting a rough third-quarter earnings season for semiconductor stocks amid slowing demand. The post Semiconductor Stocks Look For Bottom As Market Deteriorates appeared first on Investor's Business Daily.
- 10/12/2022
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11 October Inflation Busting Dividend Dogs Ready To Buy
- March-April, 2022, UBS, Kiplinger, and Barron's analysts and reporters combined to list five-sets of stocks sorted-as: “Inflation Busters for 2022.” Those five-articles revealed 48 equities, with 43 paying-dividends.
- 10/11/2022
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‘Decimated' chip stocks closing in on bottom, suggests top analyst
- Ruben Roy, Stifel managing director, Semiconductor Analyst with CNBC's Melissa Lee and the Fast Money traders discuss cutting estimates for chip stocks, uncertainty around international semiconductor exports, and expectations for earnings season.
- 10/11/2022
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U.S.-China chip export restrictions could cause serious ramifications
- Yahoo Finance's Dan Howley and Akiko Fujita discuss headwinds the chip sector is facing in the U.S. and overseas.
- 10/11/2022
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Chip Companies in for a Rough Fall
- The third-quarter earnings season for the semiconductor industry is shaping up to be a harsh one.
- 10/11/2022
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7 Risky Stocks to Watch as Q3 Earnings Kicks Off
- The economy has been facing severe headwinds, with only a few sectors holding firm. Earlier this year, several technology stocks were doused in red ink after their Q4 earnings calls.
- 10/11/2022
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Global chip stocks continue slide, wiping out $240 billion in value
- Yahoo Finance's Brad Smith and Brian Sozzi discuss why the chip sector has become one of the most hated in the stock market.
- 10/11/2022
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Why Is Taiwan Semiconductor (TSM) Stock in the Spotlight Today?
- Source: Sundry Photography / Shutterstock.com Taiwan Semiconductor (NYSE: TSM ) stock is on the move Tuesday as investors continue to discuss the effects of chip export regulations on China. All of this is the result of President Joe Biden's Administration putting extra restrictions on China.
- 10/11/2022
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3 Things About TSMC That Smart Investors Know
- Let's dig deeper into Taiwan Semiconductor Manufacturing, the world's largest contract chipmaker.
- 10/11/2022
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Taiwan Semi and Other Chip Stocks Extend Losses
- Semiconductor makers extended losses after selling off Monday after President Joe Biden announced further restrictions on exports to China.
- 10/11/2022
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Taiwan Semiconductor Q3 Preview: Can Shares Find New Life?
- TSM shares have struggled notably in 2022, down more than 40% and widely lagging behind the S&P 500.
- 10/10/2022
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Intriguing Semiconductor Stock to Watch Amid Sector Slump
- Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) is down 3.3% at $67.41, earlier hitting a two-year low of $67.01, as the stock succumbs to today's sector slump.
- 10/10/2022
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Nvidia And Taiwan Semiconductor: Buy Now As China Stockpiles GPUs For AI
- Nvidia was informed it can no longer export its top-tier A100 and future H100 GPU chips to China after September 2023. Nvidia is rumored to have asked chip foundry TSMC to fast track these GPUs to fulfill orders to China before sanctions kick in.
- 10/10/2022
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Wall Street Waits for Q3 2022 Earnings to Kick Off
- Wall Street Waits for Q3 2022 Earnings to Kick Off.
- 10/10/2022
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New Export Rules Bludgeon Chip Equipment Stocks
- Last Friday, the U.S. Department of Commerce's Bureau of Industry and Security (BIS) updated its export policies in order to make it more difficult for chip makers and semiconductor equipment manufacturers to export their products to China.
- 10/10/2022
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Taiwan Semiconductor Is Worth Buying Despite Macro Headwinds, Analyst Says
- Semiconductor stocks have taken a beating recently and Taiwan Semiconductor is no exception. However, the semiconductor maker still looks attractive, according to Wedbush analyst Matt Bryson.
- 10/10/2022
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3 Companies That Could Be Worth $1 Trillion by 2030
- $1 trillion is a big leap for each of these companies, but they can all reach great heights.
- 10/09/2022
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3 Dividend-Paying Tech Stocks to Buy In October
- Dividend tech stocks are a rare breed. Here are the best options.
- 10/08/2022
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WFC Stock Moves Off Lows Ahead Of Q3 Earnings Report; UnitedHealth, TSM Stock Also Set To Report
- WFC stock is trying to bottom like a lot of other financial stocks ahead of its third-quarter earnings report. The post WFC Stock Moves Off Lows Ahead Of Q3 Earnings Report; UnitedHealth, TSM Stock Also Set To Report appeared first on Investor's Business Daily.
- 10/07/2022
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Taiwan Semiconductor Dodges Chip Sector Weakness; AMD Drops On Sales Miss
- Taiwan Semiconductor, the world's largest chip foundry, reported better-than-expected sales for September and the third quarter. The post Taiwan Semiconductor Dodges Chip Sector Weakness; AMD Drops On Sales Miss appeared first on Investor's Business Daily.
- 10/07/2022
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3 Reasons Taiwan Semiconductor Could Be One Of The Best Dividend Blue-Chips You Ever Buy
- Thanks to the 2022 bear market, there are some truly spectacular, potentially life-changing blue-chip opportunities available right now. Taiwan Semi is not just a good buy or a strong buy, it's a classic Buffett-style, anti-bubble, table-pounding ultra value buy in my opinion.
- 10/07/2022
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Chipmaker TSMC's sales buck estimates, competition slowdown
- Taiwanese semiconductor giant TSMC posted better-than-expected third-quarter profits on Friday as rivals warn that demand for consumer electronics is being hit by the global economic downturn.
- 10/07/2022
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Taiwan Semiconductor stock rises on bullish call for chip makers
- Yahoo Finance Live anchors discuss Morgan Stanley's decision to mark Taiwan Semiconductor a top pick for investors.
- 10/05/2022
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TSMC shares jump 5% after Morgan Stanley says the chipmaker is a 'top pick'
- "We anticipate a semiconductor cycle recovery in 2H23 and suggest bargain-hunting in quality stocks right now. TSMC is our top pick," the investment bank wrote.
- 10/05/2022
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The Bull Case for Intel: TSMC's Crazy Pricing Power
- Apple has no choice but to pay TSMC what it wants. Intel is aiming to be a disruptor.
- 10/04/2022
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Samsung aims to make the world's most advanced chips in 5 years, as it plays catch up with TSMC
- Samsung said it will start making chips with a 2 nanometer process in 2025 and 1.4 nanometer process in 2027, in a bid to catch up with market leader TSMC.
- 10/04/2022
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This Is the Best Time to Buy These 7 Long-Term Stocks
- By most definitions, long-term investing is a strategy that requires holding stocks for more than a year. This strategy generally also requires a diversified asset base that includes bonds, ETFs, stocks, real estate, and mutual funds.
- 10/03/2022
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Best Semiconductor Stocks To Invest In 2022? 4 To Watch This Week
- Are these the best semiconductor stocks to invest in the second half of 2022?
- 10/02/2022
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The Next Big Thing in Tech? 7 Quantum Computing Stocks to Bet On.
- What will be the next big thing in technology? Some futurists have made the case for quantum computing stocks.
- 09/30/2022
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 09/30/2022
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Taiwan Semiconductor: Peak Fear, Uncertainty, And Doubt Is Here
- A friendly reminder that TSM will be reporting its earnings on 13 October 2022. The Fed's continuous hikes and worsening geopolitical scene have brought this giant to its knees, erasing most of its pandemic gains.
- 09/30/2022
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7 Cheap Income Stocks Everyone Should Own
- Many go price hunting during a bear market. However, I prefer hunting for total return.
- 09/30/2022
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Why Taiwan Semiconductor Manufacturing Shares Are Volatile Again Thursday Following Apple News - Taiwan Semiconductor (NYSE:TSM)
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) shares are trading lower by 4.44% to $68.93 during Thursday's trading session.
- 09/29/2022
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Taiwan Semiconductor: Take The Long View
- TSMC shares have been hammered in the current semiconductor downturn, characterized by inventory corrections and longer replacement cycles for consumer electronics. Key customers have been reducing orders while Apple recently paused production expansion and said no to TSMC's price hikes.
- 09/29/2022
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How Options Traders Tripled Their Money on a Chip Stock
- Subscribers to our Schaeffer's Players Series service scored a 213% profit with our recommended Taiwan Semiconductor Mfg.
- 09/28/2022
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Apple tells suppliers to pull back iPhone 14 production, report says
- Yahoo Finance Live anchors Brad Smith, Brian Sozzi and Julie Hyman discuss reports that Apple has ditched plans to increase iPhone 14 production.
- 09/28/2022
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Why Is Taiwan Semiconductor (TSM) Stock Down Today?
- Source: Sundry Photography / Shutterstock.com Taiwan Semiconductor (NYSE: TSM ) stock isn't doing so hot Wednesday on reports that Apple (NASDAQ: AAPL ) is decreasing production for the iPhone 14. Recent reports claim that Apple has reduced its iPhone production orders from 96 million units to 90 million units.
- 09/28/2022
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Why Taiwan Semiconductor Manufacturing Shares Are Volatile Following Apple News - Taiwan Semiconductor (NYSE:TSM)
- Taiwan Semiconductor Mfg. Co.
- 09/28/2022
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7 Semiconductor Stocks to Buy Before the Bull Market Returns
- Semiconductor stocks have been out of favor in 2022. There is, however, a catalyst that can change this downtrend now.
- 09/28/2022
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Taiwan Semiconductor: Apple's Stunner Could Force The Final Capitulation
- Apple stunned the market as it indicated to its suppliers that its iPhone 14 sales were not as robust as it had previously anticipated. The bad news followed yesterday's report that TSMC's leading customers could consider cutting wafer starts in 2023 due to weak demand.
- 09/28/2022
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3 Top Stocks That Just Went on Sale
- These dividend stocks have a cyclical component to them, but they will survive and thrive on the other side of a downturn.
- 09/28/2022
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Widespread pattern of market lows signals more selling ahead, says Wedgewood's David Rolfe
- David Rolfe, Wedgewood Partners CIO, joins 'Closing Bell' to discuss his concerns about the Fed's monetary policy, the potential for an earnings recession and sectors to buy during economic uncertainty.
- 09/26/2022
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The 3 Most Undervalued Quantum Computing Stocks to Buy Now
- Quantum computing is an emerging technology that has great potential to revolutionize businesses in various industries. These advanced machines can solve complex problems faster than traditional computers, making them well-suited for weather forecasting, financial modeling, and material science research tasks.
- 09/26/2022
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2 Semiconductor Stocks To Watch For Reversals
- If you're a fan of the industry over the long term, you might want to start thinking about backing up the truck. Both these stocks are looking very oversold.
- 09/23/2022
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My Take: 4 Strong Growth Stocks to Buy This Week
- Quality and resiliency shine through when trouble starts setting in.
- 09/23/2022
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These Are the Top 10 Holdings of Lewis Sanders
- Lewis Sanders is the founder, CEO, and Co-CIO of Sanders Capital. Sanders founded Sanders Capital in 2009, and prior to that, he worked for AllianceBernstein in varying roles, including Chairman, CEO, CIO and more.
- 09/20/2022
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There is a slowdown in semiconductor demand with consumers, says iCapital's Anastasia Amoroso
- Cerity Partners' Jim Lebenthal and iCapital's Anastasia Amoroso join the 'Halftime Report' to discuss the timeframe for growth in semiconductors, when to buy semi stocks, and what red flags to watch.
- 09/20/2022
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Nvidia unveils new gaming chip with AI features, taps TSMC for manufacturing
- Nvidia Corp on Tuesday announced new flagship chips for video gamers that use artificial intelligence (AI) to enhance graphics, saying it has tapped Taiwan Semiconductor Manufacturing Co to make the processors.
- 09/20/2022
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 09/19/2022
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7 Stocks to Buy to Play the Tech Cold War
- In a situation that appears to be unprecedented, the U.S. is now in cold wars with two other, major powers: Russia and China. And given the huge importance of technology in today's world, America is also fighting a tech cold war with both of those nations.
- 09/16/2022
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Taiwan Semiconductor Manufacturing Seen Bucking Chip Cycle Downturn
- Semiconductor industry sales are forecast to decline next year but Taiwan Semiconductor is likely to grow, an analyst says. The post Taiwan Semiconductor Manufacturing Seen Bucking Chip Cycle Downturn appeared first on Investor's Business Daily.
- 09/14/2022
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Taiwan Semiconductor: The Perfect Mix Of Growth And Dividends
- The company is reasonably priced with high growth going forward. The dividend should continue to grow by double digits, as the company continues to reinvest earnings at a high rate.
- 09/14/2022
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Taiwan Semiconductor: Great Risk-Reward But Investors Should Be Aware Of The Downside Risks
- TSMC offers great risk-reward as the company is traded at 13x 2022 estimated earnings and the management is guiding 15-20% revenue growth in the next few years. TSMC's stock price has declined 43% YTD, close to -57% median drawdown for the SOX index.
- 09/14/2022
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Apple plans to use latest chip tech by Taiwan's TSMC in iPhones, Macs - Nikkei
- Apple Inc is planning to use an updated version of Taiwanese chipmaker TSMC's latest chip producing technology in iPhones and Macbooks next year, the Nikkei Asia newspaper reported on Wednesday.
- 09/13/2022
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2 Top Tech Stocks to Buy During a Recession
- Investors should consider taking advantage of any potential decline in these stocks.
- 09/13/2022
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Geopolitical Risks Aside, Taiwan Semiconductor Represents An Attractive Opportunity
- Taiwan Semiconductor Manufacturing Company is best of breed in the chip manufacturing space, in our view. We view Taiwan Semiconductor's capital appreciation and dividend growth upside potential quite favorably, aided by robust demand growth for its offerings and its ample pricing power.
- 09/13/2022
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CHIPS Act: Intel's Gain And Taiwan Semiconductor's Pain
- The primary goal of the CHIPS Act passed by congress last is to make the U.S. less dependent on semiconductor chips made in China and Taiwan. Admittedly, the full impact won't be felt several years down the road.
- 09/11/2022
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Use the Pullback to Invest in Stocks with Long-Term Potential
- A declining market is for buyers.
- 09/08/2022
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7 Bear Market Stocks to Buy and Hold Forever
- Bear markets generally signal that investors' overall sentiment is negative Such markets are usually, but not always, associated with recessions. And most of the statistics about the history of bear-market stocks don't instill a lot of confidence in investors.
- 09/08/2022
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Taiwan chip giant TSMC sees all-time high revenue in August
- Taiwanese semiconductor giant TSMC said Thursday its August revenue rose nearly 60 percent to a record high of Tw$218.13 billion ($7.06 billion) on soaring global demand.
- 09/08/2022
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SMIC has a long way to go in catching up with TSMC, says analyst
- Phelix Lee of Morningstar explains why and in what respects it's a "very, very long road" ahead for the Chinese chipmaker.
- 09/08/2022
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3 Semiconductor Stocks Poised for Growth
- With technology companies taking the brunt of the market downturn amidst inflation concerns, there are certainly opportunities brewing.
- 09/07/2022
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Using the Rule of 40 to Find Growth Opportunities
- Growth investors use the rule of 40 as a screening tool to quickly assess companies while balancing the growth rate and profit margins. The idea of the rule is that the growth rate plus the profit margin should meet or exceed 40%.
- 09/07/2022
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4 Top-Ranked Semiconductor Stocks to Buy Amid Industry Growth
- Here we discuss four semiconductor stocks, namely Taiwan Semiconductor (TSM), ASE Technology (ASX), Monolithic Power Systems (MPWR) and Vishay Intertechnology (VSH), which boast strong growth potential.
- 09/07/2022
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CHIPS Act Update Gives Bears the Upper Hand With Chip Stocks
- Semiconductor stocks rose over the weekend after details emerged on how the CHIPS and Science Act will be allocated. According to the Department of Commerce, $28 billion will support manufacturing of advanced chips, $10 billion into making current chips, and $11 billion into research and development.
- 09/06/2022
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Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM): Here is What You Need to Know
- Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.
- 09/06/2022
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Taiwan Semiconductor (TSM)
- Premier sub-10 nanometer "fab" for Apple and NVIDIA chips is growing sales 37% and EPS 53%
- 09/02/2022
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Best Undervalued Stocks To Buy Now? 3 Semiconductor Stocks To Watch
- Do these semiconductor stocks deserve a spot on your watchlist?
- 09/01/2022
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Arizona Gov. Doug Ducey visits Taiwan for announcement of $12 billion semiconductor plant for his state
- Arizona Gov. Doug Ducey visited Taiwan, where Taiwan Semiconductor Manufacturing Co Ltd.
- 09/01/2022
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TSMC making 'excellent' progress with Arizona chip plant, state governor says
- Taiwanese chip maker TSMC is making "excellent" progress building its new plant in Arizona, the governor of the U.S. state said on Wednesday, going on to praise his state's role in training Taiwanese fighter pilots.
- 08/31/2022
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What Do These Tech Stocks All Have in Common?
- These four stocks are strongly recommended right now based on their recent performance, positive estimate revisions trend, long-term potential and cheap valuation.
- 08/30/2022
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Here is What to Know Beyond Why Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is a Trending Stock
- TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
- 08/26/2022
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New Strong Buy Stocks for August 26th
- SRT, SON, OROVY, FFBC, and TSM have been added to the Zacks Rank #1 (Strong Buy) List on August 26, 2022.
- 08/26/2022
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Consumer Gloom Spreads to Electronics as Powell Steps Up to Speak
- As Wall Street fixates on what Federal Reserve Chairman Jerome Powell's Jackson Hole speech means for interest rates, Main Street continues to wrestle with a spending crunch.
- 08/26/2022
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7 Undervalued Stocks That Are Screaming Buys Right Now
- The market's summertime rally is losing momentum, but there still are undervalued stocks out there if you look. The rally's short-term bullishness benefited traders, while investors who sat out of markets missed out.
- 08/25/2022
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Taiwan Semiconductor's 4 Drivers Of Growth
- Second-quarter earnings increased 76% from a year earlier and 17% from the previous quarter. Taiwan Semiconductor generates one of the highest net margins in the industry.
- 08/25/2022
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New Strong Buy Stocks for August 23rd
- LNG, ROLL, CVCY, BJ, and TSM have been added to the Zacks Rank #1 (Strong Buy) List on August 23, 2022.
- 08/23/2022
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Taiwan Semiconductor: The Undisputed Leader
- TSMC leads all competitors in wafer processes and advanced packaging technologies, and the additional mega CAPEX projects will prove fruitful over the next 3 to 5 years. Revenue contribution from the 5nm is expected to increase in the foreseeable future, but HPC remains the main growth driver in the long run.
- 08/20/2022
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S&P 500 Stock In Buy Zone, Leading 5 Chip Names To Watch
- On Semiconductor, a recent S&P 500 addition, is in a buy zone. It's one of several chip stocks to watch this coming week.
- 08/20/2022
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Taiwan Semiconductor: The World's Most Important Company Is Stupidly Cheap
- TSMC is the world's dominant semiconductor manufacturer, has a deep moat, and grew earnings 76% YoY in Q2. Despite the strong fundamentals, the company trades at ~13x likely 2022 earnings due to irrational fears of a Chinese invasion of Taiwan.
- 08/20/2022
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7 Stocks to Watch in Case China-Taiwan Tensions Rise
- Since the start of August, the world has been wondering if China will invade Taiwan. While no specific hostile military action has been taken by either nation, China has been rattling its saber.
- 08/18/2022
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Taiwan Semiconductor Has War-Deterrent Silicon Shield - Still A Buy
- Despite the recently elevated concerns about the Taiwan invasion, we are more likely to see an alien invasion first. Otherwise, a cold war of some sort. Taiwan Semiconductor remains well-sheltered due to its "global silicon shield," further reinforced by the recent Pelosi visit.
- 08/17/2022
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This Tech Stock Could Jump Higher Following 30% Gains
- Investors should consider getting their hands on this stock before it becomes expensive.
- 08/16/2022
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Is Trending Stock Taiwan Semiconductor Manufacturing Company Ltd. (TSM) a Buy Now?
- Zacks.com users have recently been watching TSMC (TSM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
- 08/15/2022
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7 Bargain Stocks to Buy Before the Bull Market Returns
- Over the long term, the stock market favors the bulls. Any long-term chart of the S&P 500 would highlight that realization.
- 08/15/2022
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3 Semiconductor Stocks That Could Help Set You Up for Life
- Taiwan Semiconductor Manufacturing, ASML, and Texas Instruments are all great evergreen chip plays.
- 08/13/2022
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3 Highly-Ranked Stocks With Stellar Growth Prospects
- Growth is the name of the game for these companies, and they're just playing along.
- 08/12/2022
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2 Chip Manufacturing Leaders Just Reported This
- TSMC continues to see strong revenue growth despite a bleak outlook from numerous semiconductor companies.
- 08/11/2022
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Semiconductor Earnings Season Shows Strong Buys, Sells
- TSM and AMD strong earnings and guidance. INTC and NVDA had disastrous earnings.
- 08/10/2022
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Semiconductor Stock Plunge: Buy, Sell or Hold?
- This has been a bad week for semiconductor stocks so far, with NVDA and MU warning of significant demand destruction.
- 08/10/2022
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3 Stocks That Could Help Make You Richer
- Sometimes it pays to make a few good stock picks and then step back and let time do the work for you.
- 08/10/2022
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Buy 10 Inflation Buster Ideal Dividend Dogs In August
- March-April 2022 UBS, Kiplinger, and Barrons analysts/reporters combined to list five sets of stocks sorted as: “Inflation Busters for 2022.” Those five articles revealed 48 equities, with 43 paying dividends.
- 08/09/2022
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Are Microchip Stocks a Buy Right Now?
- Microchip stocks have taken it on the chin in 2022. Are they poised for a comeback anytime soon?
- 08/09/2022
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Bull of the Day: Taiwan Semiconductor Manufacturing (TSM)
- Buyers have been out in full force over the last month, pushing shares up a spectacular 11%.
- 08/09/2022
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Why Taiwan Semiconductor Manufacturing Stock Is Falling
- Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM) shares are trading lower by 2.68% to $87.39 during Monday's trading session in sympathy with NVIDIA after the company issued preliminary second-quarter revenue guidance below estimates and cited weaker gaming revenue.
- 08/08/2022
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Taiwan Semiconductor: My Oh My, Another Strong Buy
- Despite Taiwan Semiconductor's strong Q2 results and guidance reflecting long term, double-digit growth, TSM stock trades near 52 week lows. Tailwinds include internet giants designing their own data center chips and semiconductor firms transitioning to a fabless business model.
- 08/08/2022
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TSMC: Strength Amid Uncertainty
- The China-Taiwan conflict has come back into the spotlight over the last week as Nancy Pelosi jetted off to Taipei. TSMC has started to mitigate this increased geopolitical risk over time as it has been gradually shifting operations away from Taiwan.
- 08/08/2022
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These Dividend Stocks Can Double Your Money in Under 10 Years
- You don't necessarily have to choose between income and growth. Some stocks offer the best of both worlds.
- 08/05/2022
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The 7 Best Blockchain Stocks to Buy Now
- I am a huge advocate for cryptocurrency and blockchain. I truly believe it's the future of finance, especially when you look at some of its more exciting applications like DeFi.
- 08/04/2022
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5 Largest Companies in Taiwan
- With Taiwan Semiconductor (TSMCl) leading the pack, these are the five largest companies in Taiwan as measured by 12-month trailing revenue.
- 08/03/2022
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Is Nancy Pelosi Making a Big Bet on Taiwan Semi (TSM) Stock?
- Taiwan Semiconductor (NYSE: TSM ) stock is in full focus following Speaker Nancy Pelosi's visit with Chairman Mark Liu. In Taiwan, the two discussed the $280 billion Chips and Science Act, which includes $52 billion in funding for the semiconductor industry.
- 08/03/2022
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4 Solid Stocks to Buy on Soaring Semiconductor Sales
- Semiconductor shortage is crippling several industries but boosting microchip sales, helping Silicon Laboratories (SLAB), MACOM Technology Solutions (MTSI), Taiwan Semiconductor Manufacturing (TSM) and STMicroelectronics (STM).
- 08/03/2022
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Apple chip manufacturer TSMC warns Taiwan-China war would make everybody losers
- If China were to invade Taiwan, then the most-advanced chip factory in the world would be rendered inoperable, TSMC Chairman Mark Liu said.
- 08/02/2022
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Semiconductor stocks under pressure as Taiwan tensions mount
- Semiconductor stocks fell globally on Tuesday as an expected visit by U.S. House of Representatives Speaker Nancy Pelosi to Taiwan, which China claims as its territory, fueled a fresh escalation in tensions between Washington and Beijing.
- 08/02/2022
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TSMC shares fell as much as 2.98% ahead of possible Pelosi visit to Taiwan
- Shares of Taiwan chipmaker TSMC fell as much as 2.98% on Tuesday, as investors closely watch a possible trip to Taiwan by U.S. House of Representatives Speaker Nancy Pelosi later in the day which has angered China.
- 08/01/2022
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TSMC shares fell as much as 2.98% ahead of possible Pelosi visit to Taiwan
- Shares of Taiwan chipmaker TSMC fell as much as 2.98% on Tuesday, as investors closely watch a possible trip to Taiwan by U.S. House of Representatives Speaker Nancy Pelosi later in the day which has angered China.
- 08/01/2022
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My Top 5 Dividend Stocks For The 2nd Half Of 2022 (My First 5 Picks Beat The S&P By 10%)
- The five stocks I picked at the beginning of the year collectively outperformed the S&P 500 by roughly 10%, excluding dividends. On average, my five picks for the latter half of the year have bigger yields and higher 5-year dividend growth rates.
- 08/01/2022
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Why Are Chip Stocks AMD, NVDA, TSM, ON in the Spotlight Today?
- With President Joe Biden expected to sign a spending bill designed to bolster the domestic semiconductor industry in light of the Covid-19 pandemic's supply chain disruptions, several chip stocks have grabbed the spotlight to start the month of August. While not every company has benefitted from the development, shares of Advanced Micro Devices (NASDAQ: AMD ), Nvidia (NASDAQ: NVDA ), Taiwan Semiconductor (NYSE: TSM ) and ON Semiconductor (NASDAQ: ON ) have captured investors' attention.
- 08/01/2022
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5 Real Growth 'Strong Buys'
- The Seeking Alpha Quant system has its quirks, but it is a great tool to find great holdings. I typically dredge through the weeds to find unique situations that may be unloved by the quant system.
- 08/01/2022
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3 Highly-Ranked Stocks With Stellar Projected Growth
- Top and bottom-line growth is the name of the game for these three companies.
- 07/27/2022
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TSMC: Semiconductor Industry Still On Full Gear
- The top 10 semicon companies' revenue in Q1 2022 TTM grew 23% YoY and with strong momentum despite average guidance of only 12.2% in Q2 2022. We believe the foundry market's outlook in 2022 could be supported by demand growth based on the average guidance of 18.1% of fabless chipmaker companies rather than supply growth.
- 07/25/2022
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Taiwan Semiconductor Is Saying Chip Demand Remains Strong (For Now)
- The industry giant reported solid second-quarter earnings.
- 07/23/2022
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Is It a Bad Time to Own TSMC Stock?
- Does Taiwan Semiconductor Manufacturing's competitor have an edge?
- 07/23/2022
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4 Stocks Shining as Bargains
- When browsing the market for bargain opportunities in U.S.-listed stocks, investors may want to consider the following stocks, as they meet the bargain criteria below:
- 07/21/2022
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Best Semiconductor Stocks To Buy Right Now? 5 To Watch
- Are these the best semiconductor stocks to buy today?
- 07/21/2022
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What TSMC Tells Us About the State of the Chip Industry
- Taiwan Semiconductor Manufacturer's earnings report indicates that the chip industry does not face the distress that many fear.
- 07/20/2022
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Is It Too Late to Buy TSMC Stock?
- The semiconductor bellwether's latest earnings report points toward a bright future.
- 07/19/2022
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Intel Vs. Taiwan Semiconductor: Which Giant Chip Company Is The Best Investment Choice By The End Of 2025?
- Both Intel and TMC have fallen in price by more than 25% since January. Financial metrics show a wide disparity between Gross Margins, P/E ratios and Price to Free Cash Flow ratios.
- 07/19/2022
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Is Taiwan Semiconductor Manufacturing Stock a Buy Now?
- The world's top contract chipmaker is still growing at a fast pace.
- 07/18/2022
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Taiwan Semiconductor Indicates the Chip Industry Is Doing Just Fine
- Chip stocks look like a steal right now.
- 07/18/2022
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Did TSMC Save the Semiconductor Market?
- TSMC just reported solid earnings and guidance.
- 07/15/2022
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TSMC: Inventory Correction Is Here, But Long-Term Prospects Remain Strong
- TSMC delivered stellar 2Q22 results that beat guidance and estimates. Order cuts are happening as fabless companies respond to elevated inventory levels, but demand in HPC remains strong.
- 07/15/2022
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Chipmaker TSMC's shares jump after quarterly profit beats estimates
- Shares in Taiwanese chip firm TSMC rose more than 1% on Friday morning, the day after announcing a forecast-beating second quarter profit and saying it was "highly confident" about its long-term prospects.
- 07/14/2022
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Markets Fight Back to (Near) Break-Even
- Considering the Dow had sunk more than -600 points early this session, we'll still count it as a near-win.
- 07/14/2022
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5 Semiconductor Stocks Charging Gurus' Portfolios
- Taiwan Semiconductor Manufacturing Co. Ltd. ( TSM , Financial) posted record profit for the second quarter on Thursday, assuaging industry-wide concerns over weak demand due to high inflation and a surplus supply of semiconductors on the market.
- 07/14/2022
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Taiwan Semiconductor stock rises on bullish global chip demand
- Yahoo Finance anchors Brian Cheung and Akiko Fujita discuss the latest stock moves for TSM.
- 07/14/2022
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Taiwan Semiconductor Rides Chip Demand To Record Revenue
- taiwan semiconductor stock, earnings, price target
- 07/14/2022
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Taiwan Semiconductor Manufacturing Company remains bullish on global chip demand
- Yahoo Finance Live anchors Brian Sozzi, Julie Hyman and Brad Smith discuss Taiwan Semiconductor Manufacturing Company's bullish call on the global chip demand.
- 07/14/2022
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3 Semiconductor Stocks That Could Go Parabolic
- Taiwan Semiconductor, Broadcom, and Skyworks are all deeply undervalued.
- 07/14/2022
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Chip Stock Rises on Strong Earnings, Revenue Forecast
- Taiwan Semiconductor Mfg.
- 07/14/2022
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Taiwan Semi Tops Earnings Estimates. Demand for Cars Helped.
- The world's largest chip maker sees strong demand from the auto and consumer goods industries.
- 07/14/2022
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Taiwan Semiconductor Manufacturing Company Limited (TSM) CEO C. C. Wei on Q2 2022 Results - Earnings Call Transcript
- Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q2 2022 Earnings Conference Call July 14, 2022 2:00 AM ET Company Participants Jeff Su - Director, IR Wendell Huang - CFO C. C. Wei - CEO Mark Liu - Chairman Conference Call Participants Randy Abrams - Credit Suisse Bruce Lu - Goldman Sachs Sunny Lin - UBS Gokul Hariharan - JP Morgan Brett Simpson - Arete Research Charlie Chan - Morgan Stanley Laura Chen - KGI Securities Co. Ltd.
- 07/14/2022
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World's largest chipmaker TSMC posts record profit allaying fears over semiconductor headwinds
- Despite strong Q2 results, TSMC CEO CC Wei said that some of the company's capital expenditure would be "pushed out into 2023."
- 07/14/2022
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5 Semiconductor Stocks to Look at After the CHIPS Act Passes
- The CHIPS Act passing would be essential for these five semiconductor stocks. It has both economic and geopolitical implications.
- 07/14/2022
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Taiwan's TSMC second-quarter revenue rise 44 percent
- Taiwanese tech giant TSMC said Thursday its second quarter revenue rose more than 40 percent on continued strong demand for high-performance computing and auto chips.
- 07/14/2022
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Taiwan Semi Raises Revenue Forecast on Strong Chip Demand
- The world's largest chip maker sees strong demand from the auto and consumer goods industries.
- 07/14/2022
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Taiwan Semi shares rise after earnings, sales beat forecasts
- Shares of Taiwan Semiconductor Manufacturing Co. rose on Thursday after the third-party silicon wafer manufacturer reported forecast-beating earnings and sales in its June-ending quarter.
- 07/14/2022
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Three stocks to watch: SMH, CAG & TSM
- CNBC's Leslie Picker, Chris Grisanti, MAI Capital Management chief equity strategist, and others join 'The Exchange' to discuss the companies reporting earnings on Thursday.
- 07/13/2022
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Buy Taiwan Semiconductor: Too Oversold
- People often say semiconductors are cyclical. In reality, the semiconductor industry has grown every decade since its inception considerably. There is no evidence this trend will not continue. Foundry will likely grow even faster than the overall industry.
- 07/13/2022
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TSM Q2 Preview: Double-Digit Earnings Growth in Store?
- The quarterly report will be watched like a hawk, and for a good reason - TSM supplies chips to many of the tech titans in the market.
- 07/12/2022
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What's in Store for Taiwan Semiconductors' (TSM) Q2 Earnings?
- Taiwan Semiconductor's (TSM) second-quarter 2022 results are expected to reflect gains from the robust technology portfolio and 5G benefits amid the coronavirus woes.
- 07/12/2022
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Earnings Previews: Conagra, Ericsson, JPMorgan, Morgan Stanley, Taiwan Semiconductor
- The three major U.S. equity indexes closed lower Monday. The Dow Jones industrials closed down 0.5%, the S&P 500 dropped 1.2% and the Nasdaq shed 2.3%.
- 07/12/2022
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7 Cheap Semiconductor Stocks to Buy Now
- It is not often that we can accumulate a list of cheap semiconductor stocks to buy, but the recent shortages are making it possible. The post 7 Cheap Semiconductor Stocks to Buy Now appeared first on InvestorPlace.
- 07/12/2022
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Top Stocks To Buy Now? 4 Semiconductor Stocks For Your List
- Should these semiconductor stocks have a spot on your watchlist?
- 07/11/2022
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Why Is Taiwan Semiconductor (TSM) Stock Up Today?
- Although the semiconductor sector has been one of the hardest hit, the buoyancy of TSM stock implies a possible turnaround. The post Why Is Taiwan Semiconductor (TSM) Stock Up Today?
- 07/07/2022
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Punished Harshly, These Stocks May Rise Again
- Following the worst start of a year for the stock market in 52 years, the ranks of my Casualty List are swelling.
- 07/06/2022
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Diamonds In The Rough: 3 Top Emerging Market Stocks
- Recession fears have reached new heights as the markets continue to spiral; stocks, bonds, and oil all decline, with no signs of abating. Global economies are struggling as increasing prices, inflation, and geopolitical concerns sweep the globe; emerging stocks are underperforming, with the MSCI EM Index ~20% YTD.
- 07/06/2022
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Why Are Chip Stocks Down Today?
- Chip stocks are once again in the red today following Friday's tumultuous drop. It seems many analysts have bearish expectations for chips.
- 07/05/2022
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Why Are Semiconductor Stocks MU, AMD, TSM Down Today?
- Why are semiconductor stocks falling? Likely, it's due to Micron's soft forward guidance and because an analyst just issued a downgrade.
- 07/01/2022
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Here's Why Micron, TSMC, AMD, Nvidia, Qualcomm And Other Chipmakers Are Trading Lower Premarket
- Chipmaking stocks are bleeding post Micron Technology, Inc's (NASDAQ: MU) cautious Q4 guidance. Piper Sandler saw DRAM, and NAND pricing decline, affecting Micron as mobile and notebook end-markets face continued weakness based on inSpectrum's June.
- 07/01/2022
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Samsung Electronics starts 3-nanometer chip production ahead of TSMC
- Samsung Electronics said Thursday it has kicked off mass production of 3-nanometer chips, becoming the first company to do so globally, as it aims to beat Taiwan Semiconductor Manufacturing Co, or TSMC, the world's most advanced foundry chipmaker. Samsung said it's using gate-all-around (GAA) transistor architecture, which allows these first-generation 3-nm chips to have 16% […]
- 06/30/2022
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Best Long-Term Stocks To Buy Now? 5 Semiconductor Stocks To Know
- Could these semiconductor stocks be great additions to your long-term portfolio?
- 06/29/2022
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Chip stocks fall, cruise stocks weigh on travel sector, Peloton stock touches new low
- Yahoo Finance's Ines Ferre joins the Live show to break down how stocks are moving in midday trading.
- 06/29/2022
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6 Jeff Auxier Stocks Approaching 52-Week Lows
- As we approach the halfway point of 2022, several of Jeff Auxier (Trades, Portfolio)'s stocks are trading close to their 52-week lows.
- 06/28/2022
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Silicon Pair Trade: Long Intel, Short Taiwan Semiconductor
- Intel and Taiwan Semiconductor will be facing major macro headwinds like most other stocks. Higher rates, fewer sales and potentially compressed margins. However, INTC is now priced like a value stock and TSM is in the unfortunate position of being priced like a high-growth stock.
- 06/22/2022
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Will We See Another Semiconductor Bust?
- Is the semiconductor industry facing an imminent bust? There is a lot of uncertainty now. We explain why semiconductors have historically been cyclical.
- 06/22/2022
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3 Chip Stocks Worth a Bet for Long-Term Gains
- Through all of the gloom and doom in 2022, there are still positives for these semiconductor stocks - shares trade at much more reasonable valuation levels, and earnings are forecasted to grow substantially.
- 06/20/2022
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Taiwan Semiconductor: You Will Not Believe How Cheap This Wide Moat Company Has Become
- We believe Taiwan Semiconductor is one of the most attractive businesses on the planet, and certainly one of the few companies with operating margins above 40%. The size of TSMC's competitive moat is enormous, which has allowed it to earn superior returns on invested capital and grow at a very high pace.
- 06/20/2022
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As tech melts down, a truth remains: Semiconductors are eating the world
- Everyone's favorite trade in the stock market, technology, has gone the way of the dodo. Oil and value stocks are all the rage.
- 06/13/2022
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10 Best Dividend Stocks to Buy Now
- These top dividend stocks are attractive at these levels and lower, and they add excellent diversity to a long-term investing portfolio.
- 06/11/2022
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5 Undervalued Semiconductor Stocks to Buy and Hold
- These undervalued semiconductor stocks could rebound soon, despite supply-chain issues and high inflation. The post 5 Undervalued Semiconductor Stocks to Buy and Hold appeared first on InvestorPlace.
- 06/11/2022
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1 Monster Opportunity in the Global Chip Shortage
- This company is poised to dominate the fast-growing industry.
- 06/09/2022
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TSMC has 'tremendous' pricing power over its customers, says strategist
- Eric Ross of Cascend Securities says May, June and July could be very good months for the Taiwan Semiconductor Manufacturing Company.
- 06/09/2022
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Apple, Tesla Supplier TSMC Forecasts Strong 2022 Growth
- Taiwan Semiconductor Manufacturing Company Ltd (NYSE: TSM), which supplies chips to the likes of Apple, Inc. (NASDAQ: AAPL) and Tesla, Inc. (NASDAQ: TSLA), is purportedly weathering external risks fairly well and is confident of seeing strong growth in 2022. What Happened: TSM expects revenue.
- 06/08/2022
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Taiwan's TSMC says no concrete plans to build Europe factories for now
- Taiwan Semiconductor Manufacturing Co Ltd (TSMC) has no concrete plans for building factories in Europe at present, chairman Mark Liu said on Wednesday, adding customers in that region were fewer than in other parts of the world.
- 06/07/2022
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7 of the Safest Stocks to Buy Now
- These seven stocks are among the safest to hold in a volatile market due to their robust finances and historical performance. The post 7 of the Safest Stocks to Buy Now appeared first on InvestorPlace.
- 06/06/2022
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3 Best Semiconductor Stocks to Buy for June 2022
- Semiconductor stocks will always have a certain level of demand regardless of the economy, particularly when they are leaders in tech. The post 3 Best Semiconductor Stocks to Buy for June 2022 appeared first on InvestorPlace.
- 06/03/2022
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3 Chip Stocks Perfect For Long-Term Investors
- The market has presented us with a unique and rare opportunity to buy shares of semiconductor stocks at levels not seen in some time.
- 06/01/2022
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TSMC Has Key Advantages
- Given their position as a pure-play foundry, TSMC has a focus that can't be matched by Samsung and Intel. TSMC and Apple are deeply entrenched in their partnership, and both are highly incentivized to continue their beneficial relationship.
- 05/31/2022
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The 7 Best Tech Stocks to Buy for June 2022
- Although the innovation space has suffered substantially from the market fallout, the best tech stocks to buy are now on discount. The post The 7 Best Tech Stocks to Buy for June 2022 appeared first on InvestorPlace.
- 05/30/2022
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Semiconductor Supply Glut Coming? 3 Chip Stocks to Sell Now.
- While the shortage of semiconductor chips is well known, investors need to start getting ready for a chip glut and sell these chip stocks. The post Semiconductor Supply Glut Coming?
- 05/28/2022
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Buy and Hold: 4 Stocks That Are Down but Not Out
- These four tech companies could be providing long-term investors with great price opportunities.
- 05/25/2022
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Steve Mandel's Lone Pine Bets Big on Taiwan Semiconductor, Meta Platforms
- Lone Pine Capital, the hedge fund founded by Steve Mandel (Trades, Portfolio) in 1997, disclosed its first-quarter 2022 portfolio earlier this week.
- 05/20/2022
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Taiwan Semi probably one of the most under-owned tech stocks in the space, says Wedgewood's Rolfe
- David Rolfe, Wedgewood Partners CIO, joins 'Squawk on the Street' to discuss his thoughts on Meta's stock, if he likes Meta's metaverse aspirations and why he likes some of the mega-cap tech companies.
- 05/20/2022
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Why AMD Investors Can Sleep Soundly
- AMD has been a stellar place for investors to park their cash over the last several years, providing a multitude of gains along the way.
- 05/19/2022
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Taiwan Semiconductor: On 37% Sale - Own One Of The World's Most Important Companies
- TSM is now trading at near-bottom P/E valuations with attractive prices, given the market moderation in the past 12 months. The company is also investing in new plants locally and overseas, while pushing for 3 nm and 2 nm production technologies by 2022/2025.
- 05/19/2022
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Why Taiwan Semiconductor Manufacturing Shares Are Falling Today
- Shares of several companies in the broader tech & semiconductor sectors, including Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM), are trading lower amid overall market weakness as stocks fall following weak retail earnings this week.
- 05/18/2022
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12 Growth Blue-Chip Bargains I'm Buying Hand Over Fist
- The 2nd-worst start to the year in market history has generated the worst investor sentiment in 30 years. Hedge Funds have been selling stocks in the tens of billions of dollars, while Warren Buffett bought $41 billion of net stock in Q1.
- 05/17/2022
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TSMC: We Were Wrong - More Pain Coming
- We were wrong about TSMC. Over the last 12-14 months, the consolidation zone was a distribution phase. Also, the bull trap in January drew in the last of the dip buyers. We realized that the market is digesting its massive 2020 gains. Also, its FCF yields are still much higher than its 5Y mean. Also, TSMC's profitability could be peaking.
- 05/17/2022
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This Semiconductor Giant Just Reported Over 50% Growth
- TSMC reported its monthly revenue report, and demand is still high.
- 05/13/2022
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3 Growth Stocks for the Next 10 Years and Beyond
- These companies are on track to win big from lucrative markets.
- 05/13/2022
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Taiwan Semiconductor: One Of The World's Greatest Dividend Growth Stocks Is On Sale
- We're in the 2nd worst start to the year for stocks in US history, and many growth stocks are crashing at a furious and terrifying pace. However, smart long-term investors know that periods of intense market terror are the best times to buy the world's best companies at mouthwatering valuations.
- 05/11/2022
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Market Sell-Off: 4 Stocks With Attractive Growth and Valuations
- These four companies are all profitable and growing at impressive rates.
- 05/10/2022
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3 Dividend-Paying Tech Stocks to Buy in May
- These companies can be steady income payers in a volatile market.
- 05/09/2022
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Why Taiwan Semiconductor Manufacturing Shares Are Falling
- Shares of several companies in the broader technology sector, including Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM), are trading lower amid overall weakness as traders continue to digest Wednesday's Fed rate hike announcement.
- 05/05/2022
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4 Stocks to Add During This Market Sell-Off
- The semiconductor industry could be providing great entry points for long-term investors.
- 05/05/2022
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The Semiconductor Shortage Is Far From Over, According to Industry Executives
- Manufacturers are still behind the eight ball when trying to fulfill customer demand.
- 04/30/2022
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Have Microchip Stocks Declined Into an Attractive Buying Level?
- When COVID-19 stormed the world by surprise, semiconductor-enabled technologies were a bright spot in an otherwise dark world. They allowed us to work, study, and stay connected remotely while the outside world quickly shut down.
- 04/28/2022
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Why Taiwan Semiconductor Manufacturing Shares Are Rising
- Shares of semiconductor stocks, including Taiwan Semiconductor Mfg. Co. Ltd. (NYSE: TSM), are trading higher in sympathy with QUALCOMM, Inc. (NASDAQ: QCOM), which reported better-than-expected second-quarter EPS and sales results.
- 04/28/2022
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Top Semiconductor Stocks To Watch Right Now
- Which semiconductor stocks do you have on your May watchlist?
- 04/26/2022
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Better Semiconductor Stock: Taiwan Semiconductor vs. Nvidia
- These are two leading companies in the growing computer chip market.
- 04/26/2022
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These 4 Semiconductor Stocks Are Looking Very Attractive Right Now
- The four companies can be grouped into either high-growth or high-dividend players.
- 04/25/2022
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Here's Why Semiconductor Sales Are Booming While the Rest of Tech Slows Down
- It's all about the megatrend.
- 04/24/2022
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3 Companies Growing Revenue Per Share Fast
- S&P 500 stocks have recorded a compound annual growth rate (CAGR) of 3.7% in real trailing 12-month total revenue per share over the past five years. The benchmark index for the U.S. stock market closed at $4,393.66 on Thursday, up nearly 87% over the past five years through April 21.
- 04/22/2022
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Taiwan Semiconductor: How Taiwan Differs From Ukraine
- Russia's invasion of Ukraine casts a pall over TSMC's excellent Q1 results. America's difficult balancing act concerning Taiwan.
- 04/21/2022
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Why Taiwan Semiconductor Manufacturing's Earnings Made Me Even More Bullish on Semiconductors
- The sector has been overly punished, but Taiwan Semi's conference call allowed chip investors to breathe a sigh of relief.
- 04/20/2022
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8 Semiconductor Stocks on Sale as Intel Readies Mobileye IPO
- Intel filed for the IPO of its self-driving car unit Mobileye, opening the doors for semiconductor stocks to see a significant jump in value. The post 8 Semiconductor Stocks on Sale as Intel Readies Mobileye IPO appeared first on InvestorPlace.
- 04/20/2022
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Taiwan's TSMC raises $3.5 billion in bonds for new U.S. plant
- Taiwanese chip firm TSMC has raised $3.5 billon in bonds for its new plant in the U.S. state of Arizona, according to a term sheet.
- 04/19/2022
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Taiwan Semiconductor: 5 Key Questions For 2022 And Beyond
- Taiwan Semiconductor's advanced N3 (and N2) chips are on track. The neon supply is not a problem for TSM.
- 04/19/2022
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Taiwan Semiconductor: Top Foundry As Computing And Automotive Chip Demand Rises
- TSMC dominates the semiconductor manufacturing foundry business and its $42.6 billion capex spend will further increase its lead. TSMC's revenue rose 36% YoY and 12% QoQ to a record in the most recent quarter on demand for chips used in computers and automobiles.
- 04/19/2022
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Have semiconductor companies' performance decoupled from the economy? Taiwan Semi earnings say yes, but we'll get a clearer picture soon
- Sentiment around technology and growth has sunk as rising interest rates, persistent inflation and a less accommodative Federal Reserve have sent investors running for safer bets.
- 04/19/2022
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5 Predictable Stocks Trading Near 52-Week Lows
- One strategy that investors can use to search for potential value opportunities is to screen the market for stocks with a history of solid profitability and shareholder returns that are trading near their 52-week lows. While past results are not a guarantee of future performance, companies with a proven track record can often provide more stability than those that have yet to turn a profit.
- 04/15/2022
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Taiwan Semiconductor Manufacturing Company Limited (TSM) CEO C. C. Wei on Q1 2022 Results - Earnings Call Transcript
- Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ) Q1 2022 Results Conference Call April 14, 2022 2:00 AM ET Company Participants Jeff Su - Director, IR C. C. Wei - CEO Wendell Huang - CFO Conference Call Participants Bruce Lu - Goldman Sachs Gokul Hariharan - JP Morgan Charlie Chan - Morgan Stanley Randy Abrams - Credit Suisse Sunny Lin - UBS Rick Hsu - Daiwa Brett Simpson - Arete Research Laura Chen - KGI Mehdi Hosseini - SIG Charles Shi - Needham & Company Krish Sankar - Cowen & Company Rolf Bulk - New Street Research Jeff Su [Foreign Language] Good afternoon, everyone, and welcome to TSMC's First Quarter 2022 Earnings Conference Call.
- 04/14/2022
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TSMC Q1 Earnings: Raised Guidance Again - Buy Before Liftoff
- TSMC reported a robust FQ1 earnings result, despite near-term headwinds. Notably, the company accentuated that high-performance computing will be its most important growth driver moving forward.
- 04/14/2022
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Why Is Borqs Technologies (BRQS) Stock Up Today?
- Borqs Technologies (BRQS) stock is surging higher on Thursday after the company reached a licensing deal with Qualcomm (QCOM). The post Why Is Borqs Technologies (BRQS) Stock Up Today?
- 04/14/2022
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Taiwan's TSMC reports record first-quarter revenue
- Taiwanese tech giant TSMC posted record revenue for the first three months of the year Thursday as demand soared for chips used in everything from smartphones and cars to missiles.
- 04/14/2022
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TSMC first-quarter net profit beat analysts' estimates
- Taiwan Semiconductor Manufacturing Co. reported its first-quarter results on Thursday. Here is what you need to know.
- 04/14/2022
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Earnings Previews: Rite Aid, Taiwan Semiconductor, UnitedHealth
- While there were a few interesting earnings reports out Tuesday morning, all eyes were focused on the U.S.
- 04/12/2022
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What's In Store for TSM's Q1 Earnings?
- For Q1, investors will be laser-focused on how companies have dealt with adversity brought about by supply-chain bottlenecks, rising energy prices, higher labor costs, and other economic restraints.
- 04/11/2022
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What's in Store for Taiwan Semiconductors' (TSM) Q1 Earnings?
- Taiwan Semiconductor's (TSM) first-quarter 2022 results are expected to reflect gains from the robust technology portfolio.
- 04/11/2022
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Why Many Semiconductor Stocks Were Down Last Week
- Taiwan Semiconductor Manufacturing shared its monthly revenue report.
- 04/11/2022
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2 Top Growth Stocks to Buy Right Now
- Broad-based demand for semiconductors will propel these fundamentally strong stocks in the months ahead.
- 04/11/2022
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3 Powerful Stocks That Can Beat Inflation
- These businesses have strong pricing power, which should make their stocks excellent hedges against inflation for investors.
- 04/10/2022
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Billionaire Investor Howard Marks Says Globalization Is Declining: Our Top Picks
- Oaktree's legendary Chairman Howard Marks recently discussed the decline of globalization in favor of local sourcing.
- 04/08/2022
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Strategas' Chris Verrone breaks down his outlook for the semi space
- Chris Verrone of Strategas breaks down his outlook for the semi space. With CNBC's Melissa Lee and the Fast Money traders, Dan Nathan, Guy Adami, Tim Seymour and Karen Finerman.
- 04/04/2022
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4 Profitable Companies With Solid Financial Conditions
- When screening the market for value opportunities, investors may want to consider stocks that represent companies with high profitability and robust financial conditions. These qualities are represented by GuruFocus profitability and financial strength ratings of at least 6 out of 10.
- 04/04/2022
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TSMC Vs. SMIC: Better Semiconductor Foundry To Buy
- TSMC and SMIC are two of the world's largest semiconductor foundries.
- 03/31/2022
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Taiwan Semiconductor Stock: Who Will Be The Biggest Competitors By 2025
- TSMC dominates the semiconductor manufacturing foundry business and is expanding capex spend to further increase its lead.
- 03/31/2022
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3 Semiconductor Leaders With High GF Scores
- Along with the new version of the summary page, GuruFocus recently released a new proprietary metric called the GF Score. This ranking system, which has been found to be closely correlated to the long-term performances of stocks by backtesting from 2006 to 2021, is based on the following five key aspects:
- 03/29/2022
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The XSD ETF: Don't Give Up On Semiconductors
- The XSD ETF: Don't Give Up On Semiconductors
- 03/29/2022
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4 Semiconductor Stocks to Keep on Your Watch List
- Thanks to the modern world's reliance on chips, the semiconductor industry is always a hot topic.
- 03/24/2022
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Taiwan Semiconductor: Dominant, Growing and Undervalued
- In 2021, over 11 million vehicles had to be removed from production due to semiconductor shortages, according to Statista. Industry executives also predict that the semiconductor shortage is expected to continue into 2022 and for some products even into 2023, according to Automotive News.
- 03/22/2022
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Why Buy Taiwan Semiconductor Stock At Every Dip
- Geopolitical risks cloud TSM stock for now but as markets realize strong demand in the quarter and year ahead, shares will rebound. The post Why Buy Taiwan Semiconductor Stock At Every Dip appeared first on InvestorPlace.
- 03/18/2022
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Taiwan Semiconductor: The Backbone Of The Semiconductor Industry, Trading Below Fair Value
- Taiwan Semiconductor runs the largest semiconductor foundry in the world. Their customers include Apple, NVIDIA, Qualcomm and many more. The firm is even supplying competitor Intel which fell behind on the latest 7nm chip. Meanwhile TSMC is producing 5nm for Apple and trailblazing a 3nm expected by 2023.
- 03/18/2022
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TSM Stock Is a Play on Semiconductor Industry's Secular Growth Trends
- TSMC's chips power a slew of applications and devices and its technological leadership positions TSM stock on the superhighway of growth. The post TSM Stock Is a Play on Semiconductor Industry's Secular Growth Trends appeared first on InvestorPlace.
- 03/14/2022
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This Huge Semiconductor Company Just Reported Strong Growth
- Based on this chip manufacturer's recent revenue growth, the demand for semiconductors is still high.
- 03/13/2022
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7 Stocks That Will Survive Supply Chain Woes Unscathed
- Looking for stocks to buy that will fare best as supply chain woes continue to challenge businesses? Here are seven strong picks.
- 03/09/2022
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Is Intel or TSM the Better Semiconductor Play?
- It depends on your risk tolerance.
- 03/08/2022
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Ante Up With These 4 Semiconductor Stocks
- With the caveat that the chip sector is particularly volatile, several long-term growth experts, and contributors to MoneyShow.com, see opportunities in the space for those willing to go against the negative consensus.
- 03/08/2022
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Ruane Cunniff's Sequoia Fund 2021 Annual Report
- Dear Shareholder:
- 03/04/2022
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How sanctions against Russia are impacting semiconductor stocks
- CNBC's Kristina Partsinevelos joins 'Squawk Box' to break down how sanctions against Russia could impact the semiconductor industry.
- 03/04/2022
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Taiwan Semiconductor Should Offer A Smoother Ride On Bumpy Roads
- TSMC meaningfully raised guidance for Q1'22 and is looking for a very strong 2022 on the back of increasing demand for leading-edge chip production capacity.
- 03/03/2022
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Taiwan Semiconductor: Russia-Ukraine Conflict Impacts Stock, Time To Consider?
- Taiwan Semiconductor: Russia-Ukraine Conflict Impacts Stock, Time To Consider?
- 03/03/2022
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TSMC says checking impact from Taiwan power outages
- Taiwan chip maker TSMC said on Thursday a number of its plants in Taiwan experienced short "power dips", after large parts of the island were hit by power cuts, and it was checking if there was "any actual impact".
- 03/02/2022
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Taiwan Semiconductor: Russia-Ukraine Crisis Presents A Buying Opportunity
- TSMC reported solid 2021 results that alleviated previous concerns over sub-50% gross margins as the company invested aggressively in new technology.
- 03/02/2022
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Semiconductor Stocks to Watch as Russia-Ukraine Conflict Escalates
- Semiconductor companies are among the latest to ban sales to Russia following its invasion of Ukraine. However, the PHLX Semiconductor Index (SOX) is up nearly 4% since the Russian invasion.
- 03/02/2022
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3 Smartest Tech Stocks To Buy in 2022 and Beyond
- Microsoft, TSMC, and Nvidia are still solid long-term investments.
- 03/02/2022
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3 Stocks To Watch As Russia-Ukraine Situation Develops - We Are Watching CrowdStrike
- We discuss what investors should be watching as the Russian invasion gathers momentum.
- 03/01/2022
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4 Top Stock Trades for Tuesday: RSX, LCID, TSM, OXY
- The Russian ETF, Lucid Motors, Taiwan Semiconductor and Occidental Petroleum were our top stock trades for Tuesday. Let's look at the charts.
- 02/28/2022
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Exposure to Russia Not Seen as a Material Headwind for Chip Stocks
- Russia is a 'de minimis direct purchaser of semiconductors,' say analysts at Bernstein.
- 02/28/2022
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Taiwan's TSMC says to comply with export control rules on Russia
- Chipmaker TSMC is fully committed to complying with new export control rules, the company said on Friday, after Taiwan's government said it would join international sanctions on Russia for invading Ukraine.
- 02/24/2022
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GMO trimmed mega-cap tech stocks last quarter as Jeremy Grantham sounded the alarm over a coming market crash. These were the 7 biggest trades.
- The asset management firm counts Microsoft as its top holding, followed by Apple, United Health, and Coca-Cola.
- 02/20/2022
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2 High-Growth Stocks That Will Lead The Transition To A Bullish Market
- We see rising demand from this trend in two high-growth stocks in the semiconductor sector.
- 02/19/2022
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These 2 High-Growth Stocks Could Power the Bull Market's Next Record Run
- The digital-first economy is a big opportunity for these chip leaders.
- 02/16/2022
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Why AMD, Nvidia And Taiwan Semiconductor Manufacturing Shares Are Rising
- Shares of several companies in the broader tech and semiconductor sectors, including Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA) and Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM), are all trading higher amid overall market strength after Russia announced it would pull back some troops positioned on the Ukrainian border.
- 02/15/2022
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4 Top Semiconductor Stocks To Watch Today
- Check these four semiconductor stocks out right now.
- 02/15/2022
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Read Why TSMC's US Chip Plant Construction Falls Behind Schedule
- Taiwan Semiconductor Manufacturing Co Ltd's (NYSE: TSM) advanced chip plant debut in the U.S. is three to six months behind schedule, Nikkei Asia reports. TSMC planned to move in chip production equipment by around September 2022 but decided to postpone to around February or March 2023.
- 02/15/2022
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TSMC Looks To Expand Japan Chip Plant; DENSO Acquires Stake
- DENSO Corporation will acquire a minority stake in Taiwan Semiconductor Manufacturing Co Ltd's (NYSE: TSM) Japan Advanced Semiconductor Manufacturing, Inc for $0.35 billion. The investment will increase DENSO's stake to over 10%.
- 02/15/2022
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The 'Next Warren Buffett' Is Loading Up on This 5G Stock
- Seth Klarman (Trades, Portfolio) is a classic value investor and has been dubbed the “Next warren Buffett” by some. The founder of the Baupost Group has over $10 billion in assets and holds 53 stocks in his firm's common stock equity portfolio.
- 02/15/2022
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This Monster Metaverse Stock Could Become a Screaming Buy After Earnings
- Supply chain constraints could weigh heavily on this company's quarterly earnings.
- 02/14/2022
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1 Semiconductor Stock with Incredible Pricing Power
- As inflation soars, the companies with strategic advantages to leverage price increases will come out on top.
- 02/10/2022
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Big European nations likely to gain the most from EU chip push
- The European Commission's plan to make the continent more lucrative for investing in semiconductor factories will likely skew the benefits towards larger countries such as Germany, France and Italy, analysts say.
- 02/08/2022
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7 Stocks That Will Win Whether It's a Bull or Bear Market
- These stocks to buy have shown that they grow no matter what the markets throw at them, making them strongly worth considering. The post 7 Stocks That Will Win Whether It's a Bull or Bear Market appeared first on InvestorPlace.
- 02/08/2022
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