Taiwan Semiconductor Manufacturing Company Limited (TSM)

Taiwan Semiconductor: Don't Bet Against AI Acceleration And Leading 3 Nm Technology

Since my last writing, TSM's earnings have evolved more toward more advanced 3 nm and 5 nm technologies. This shift creates two critical advantages. It helps to expand profit margins and also reduces the normal seasonality for smartphones.

Report of TSMC chips made for Huawei "a huge concern", US Commerce nominee says

U.S. President Donald Trump's nominee to a post overseeing export policy for China on Thursday called a report about Taiwan Semiconductor Manufacturing Co producing hundreds of thousands of chips for Huawei "a huge concern."

TSMC needs government permission for overseas joint ventures, Taiwan minister says

Taiwan Economy Minister Kuo Jyh-huei said on Thursday that chipmaker TSMC would need government permission for any overseas joint ventures, but the government will not interfere in its decisions.

Get it while it's cheap; World's most important company is still worth less than $1 trillion

Having risen 49.56% in the last 12 months to its press time price of $192.33, it can hardly be said that Taiwan Semiconductor Manufacturing (NYSE: TSM) has been a poor performer during the ongoing artificial intelligence (AI) boom.

Options Corner: NVDA, TSM, PYPL

Nvidia (NVDA) earnings drop tomorrow after the close, and Tom White found an unusual bullish options trade heading into the report. However, he notes another trade that leans bearish in TSMC (TSM).

Chip stocks under pressure after reports of possible export controls

CNCB's Kristina Partsinevelos breaks down what potential export controls could mean for chip stocks.

Taiwan Semiconductor Trading at Discount: Should You Buy the Stock?

With a discounted valuation relative to its growth trajectory and a multi-year AI-driven demand cycle underway, TSM presents a compelling investment option.

Taiwan economy ministry has received no information about any TSMC investment in Intel, US

Taiwan's economy minister said on Tuesday his ministry had not received information about an overseas investment application by Taiwanese chipmaker TSMC , when asked about possible investment in Intel and the United States.

Taiwan Semiconductor Poised For Surge, Goldman Sachs Predicts Rising Demand For Taipei-Traded Stock: Report

The Taiwan Semiconductor Manufacturing Co TSM arbitrage trade presents an opportunity to monetize the premium in the ADR by buying the local shares while shorting the U.S. listing.

3 Top Tech Stocks to Buy Right Now

The technology-heavy Nasdaq Composite is within striking distance of all-time highs set in December. Artificial intelligence (AI) has sparked growth and enthusiasm across the technology sector, fueling a rally that began in early 2023.

Here's Why TSMC (TSM) Is a Great 'Buy the Bottom' Stock Now

TSMC (TSM) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

Prediction: This Will Be the Top-Performing Chip Stock Over the Next 10 Years (Hint: It's Not Nvidia)

Over the last couple of years, semiconductor stocks have been some of the biggest beneficiaries of the market's newest megatrend, artificial intelligence (AI). In particular, suppliers of graphics processing units (GPUs) to data centers such as Nvidia and Broadcom have witnessed abnormally high gains relative to those seen across the S&P 500 and Nasdaq Composite.

Your Favorite S&P 500 ETF Won't Give You Exposure to These 4 Great Stocks

The S&P 500 (^GSPC 0.24%) market index is pretty broad. It tracks the performance of roughly 500 stocks, hand-picked by an expert panel to reflect the large-cap portion of the American stock market.

Options Corner: INTC, TSM, MU

It's all bears on today's Options Corner. Tom White turns to unusual options activity in Intel (INTC), TSMC (TSM) and Micron (MU) to discuss the reasoning behind investor positioning.

3 AI Stocks (NVDA, AMD, TSM) to Load Up On

I Can Only Pick One Stock for My $10K—Should It Be Broadcom or Taiwan Semiconductor?

With the semiconductor stocks slowing down to start the year, contrarians may have an opportunity to put a bit of new money to work.

Taiwan Semiconductor: Another Buying Opportunity Materializes (Technical Analysis) (Rating Upgrade)

Taiwan Semiconductor's recent earnings report shows strong profitability, driven by high-end AI chip sales, justifying a "strong buy" rating with potential for further gains in 2025. TSM's forward P/E ratio of 22.62x is significantly lower than competitors like Nvidia and Intel, indicating undervaluation and potential for price appreciation. Despite elevated forward price-sales ratio, technical indicators suggest recent downturns are overdone, presenting a buying opportunity as the stock nears the -2 Standard Deviation channels.

Taiwan Semiconductor's Intel Foundry Acquisition Could Be Negative For ASML, KLA, Synopsys, And Cadence: Analyst

Needham analyst Charles Shi reiterated Taiwan Semiconductor Manufacturing Co TSM with a Buy and a $225 price target.

Intel shares pop 10% on report Broadcom and Taiwan Semi could break up company

Broadcom and Taiwan Semiconductor Manufacturing are potentially weighing independent deals that could split embattled chipmaker Intel, the Wall Street Journal reported. Intel has shed billions in market value as it fell behind on the artificial intelligence tailwinds that have swept up the broader semiconductor sector.

Broadcom, TSMC considering possible deals that would split up Intel: WSJ

Vivek Arya, Bank of America senior semiconductor analyst, joins 'Squawk Box' to discuss reports of Broadcom and TSMC considering deals that would split up Intel, what to expect from Nvidia's quarterly earnings results, and more.

Billionaire Philippe Laffont Sold 80% of Coatue's Stake in Nvidia and Is Piling Into This Critical Artificial Intelligence (AI) Infrastructure Stock Instead

You might not realize it, but arguably the most important data dump of the first quarter occurred on Friday, Feb. 14.

Intel Break Up Considered By Broadcom, TSMC. How That Would Play Out.

Broadcom and TSMC are eyeing up different parts of Intel's business, according to people familiar with the matter.

Trump Tariffs: What's Next For Top Semiconductor Stocks?

The launch of Chinese AI model DeepSeek erased nearly $1T from the stock market, impacting AI and semiconductor stocks. Tariffs on Chinese imports and the Trump administration's tougher line on semiconductor exports have ignited trade tensions between the two nations, increasing risks for semiconductor stocks with China exposure. However, super-charged growth in the AI sector has led some analysts to remain bullish on U.S. chipmakers.

Broadcom, TSMC eye deals that would split storied chipmaker Intel: report

Broadcom has been closely examining Intel's chip design and marketing business, while TSMC has studied controlling some or all of Intel's chip plants, possibly as part of an investor consortium or other structure, the WSJ said.

Taiwan Semiconductor considers running Intel's U.S. factories after Trump team request, report say

CNBC's Kristia Partsinevelos joins 'Power Lunch' to discuss Taiwan Semi considering running Intel's U.S. factories after Trump team request.

TSMC considering running Intel's US factories after Trump team request, Bloomberg reports

Contract manufacturer TSMC is considering running chipmaker Intel's U.S. factories after requests from U.S. President Donald Trump's team, Bloomberg News reported on Friday.

Intel has become a political pawn — but it may not need a Trump deal with TSMC

It's possible that the Trump administration could make some changes to the U.S. Chips Act.

Intel shares rise on potential partnership with TSMC, support from Trump administration

Intel Corp (NASDAQ:INTC, ETR:INL) shares continued to move higher during Thursday's trading session following an analyst report that discussed a potential factory partnership between the company and chipmaker Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) (TSMC). Shares of Intel added 8.5% at about $24, having gained more than 25% in the last five days.

E&R: Taiwan's Leading Semiconductor Equipment Supplier Driving Advanced Packaging Innovation

KAOHSIUNG, Feb. 12, 2025 /PRNewswire/ -- E&R (E&R Engineering Corp.), a Taiwan-based semiconductor equipment manufacturer with 30 years of expertise, has supplied over 500 advanced semiconductor packaging tools to major OSATs worldwide, specializing in laser and plasma solutions. Its laser technologies include marking, scribing, grooving, and wafer ID/backside marking, while its vacuum plasma solutions enable surface cleaning, oxide removal, and pre-bonding/pre-underfill/ pre-molding treatment to enhance package reliability and yield.

Calls of the Day: Taiwan Semi and EOG Resources

The Investment Committee debate the latest Calls of the Day