• Taiwan Semiconductor Manufacturing Company Industry News

  • By: Quiet. Please
  • Podcast

Taiwan Semiconductor Manufacturing Company Industry News

By: Quiet. Please
Listen for free

  • Summary

  • Stay updated with "4. Taiwan Semiconductor Manufacturing Company Industry News," your ultimate source for the latest developments in the semiconductor world. Dive deep into insights on TSMC's innovations, market trends, and the global impact of cutting-edge technology. Perfect for industry enthusiasts and professionals looking to stay ahead in the fast-paced world of semiconductors.

    For more info go to
    https://www.quietperiodplease....

    Check out these deals https://amzn.to/48MZPjs


    https://podcasts.apple.com/us/...
    Copyright 2024 Quiet. Please
    Show more Show less
Politics & Government
Show more Show less
Episodes
  • TSMC's Strategic Moves Solidify its Semiconductor Industry Leadership

    TSMC's Strategic Moves Solidify its Semiconductor Industry Leadership
    Feb 21 2025
    Taiwan Semiconductor Manufacturing Company, listed under the stock symbol TSM, has been a focal point in the semiconductor industry due to its dominant position and recent developments. As of the latest data available, the stock price of TSM is approximately two hundred dollars and eighty-eight cents.

    In terms of trading volume, TSM has seen moderate volatility, with fifty-seven percent of the last thirty days being "green days," indicating price gains. The current trading volume is in line with its average, suggesting stable investor interest.

    Recent news highlights TSMC's strategic moves and industry impacts. The company has approved a seventeen billion dollar capital appropriation to boost advanced technology, packaging, and fab upgrades. This investment is expected to further solidify TSMC's leadership in the semiconductor industry, particularly in AI and 5G applications.

    Additionally, TSMC has been enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. This move has significant implications for the global semiconductor supply chain and TSMC's market position.

    Major analyst updates include a consensus price target of two hundred and twenty dollars, with a high forecast of two hundred and fifty-five dollars and a low forecast of one hundred and seventy dollars. The majority of analysts have issued a "buy" rating, indicating a positive outlook for the stock.

    Other relevant news includes TSMC's collaboration with Apple for the mass production of the M5 chip, which strengthens TSMC's dominance in advanced semiconductor manufacturing. Furthermore, TSMC's potential acquisition of a stake in Intel's foundry business could significantly impact the industry landscape.

    Overall, TSM's strong fundamentals, strategic partnerships, and positive analyst outlook suggest a promising future for the stock. However, investors should also consider potential risks, such as the highly competitive nature of the semiconductor industry and geopolitical tensions affecting global trade.
    Show more Show less
    2 mins
  • TSMC Dominates AI Chip Market, Analysts Bullish on TSM Stock Amid Geopolitical Challenges

    TSMC Dominates AI Chip Market, Analysts Bullish on TSM Stock Amid Geopolitical Challenges
    Feb 20 2025
    Taiwan Semiconductor Manufacturing Company, trading under the symbol TSM, has been a significant player in the semiconductor industry. As of February 18, 2025, the stock price was $202.74 with 12,956,221 million shares trading.

    Recent news highlights TSMC's strong performance, driven by demand for AI applications. The company forecasts a 58% rise in fourth-quarter profit, underscoring its dominance in the AI chip market[1]. TSMC's strategic partnerships with major tech companies and its substantial investments in new fabs, including one in Arizona, further solidify its position.

    Analysts have a positive outlook on TSM stock. The average twelve-month price target is $220.00, with a high forecast of $255.00 and a low forecast of $170.00. This suggests a potential upside of 8.65% from the current price. The consensus rating is "Moderate Buy," with four analysts rating the stock as a "buy" and one as a "hold."

    Trading volume has been significant, with 12,956,221 million shares traded as of February 18, 2025. The stock has outperformed the market in the last year, with a return of 58.6%, compared to the SPY ETF's gain of 24.1%.

    However, recent geopolitical tensions and macroeconomic uncertainties could pose challenges. TSMC faces scrutiny over its compliance with US restrictions on Huawei, and potential tariffs from the upcoming US administration could impact its operations.

    Despite these challenges, TSMC's strong financial performance, operational efficiency, and commitment to returning value to shareholders make it an attractive investment option. The company's expansion into new applications, such as high-performance computing and smartphone applications, and its robust portfolio of technologies, position it well for long-term growth.

    In summary, TSM stock is expected to continue its upward trajectory, driven by its leadership in the AI chip market, strategic partnerships, and substantial investments. Analysts have a positive outlook, and the stock has outperformed the market in the last year. However, investors should be aware of potential challenges posed by geopolitical tensions and macroeconomic uncertainties.
    Show more Show less
    3 mins
  • TSMC's AI Chip Dominance and Potential Intel Collaboration Amidst Market Uncertainties

    TSMC's AI Chip Dominance and Potential Intel Collaboration Amidst Market Uncertainties
    Feb 19 2025
    Taiwan Semiconductor Manufacturing Company, trading under the symbol TSM, has been a focal point in the semiconductor industry due to its strong performance and strategic positioning. As of February 14, 2025, the stock price climbed to $203.90 with 20,977,623 million shares trading, indicating a high trading volume.

    Recent news highlights TSMC's significant growth prospects, particularly in the AI chip market. The company forecasts a 58% rise in fourth-quarter profit, driven by strong demand for AI applications[1]. This growth is expected to continue into 2025, with the stock projected to trade between $225.51 and $294.93, averaging $247.65 throughout the year.

    Analysts have a positive outlook on TSM, with a consensus rating of "Moderate Buy" and an average price target of $220.00, suggesting an 8.65% upside from the current price. The highest price target is $255.00, while the lowest is $170.00.

    TSMC's strategic partnerships and investments, including new fabs in Arizona, are expected to bolster its position in the industry. The company's strong customer relationships with chipmakers like NVIDIA, Advanced Micro Devices, and Intel are also seen as major positives.

    However, rising macroeconomic uncertainties, inflationary pressure, and geopolitical tensions, especially between the United States and China, could act as headwinds. TSMC's beta of 2.20 indicates that it tends to be more sensitive to market movements, which could pose risks for conservative investors.

    In recent developments, TSMC is considering taking control of Intel's factories at the request of the US administration to boost US manufacturing. This potential partnership aims to address Intel's financial concerns and ensure leadership in critical technologies.

    Overall, TSM's strong fundamentals, strategic positioning, and positive analyst outlook make it an attractive investment option. However, investors should be cautious of potential risks and market volatility.
    Show more Show less
    2 mins

What listeners say about Taiwan Semiconductor Manufacturing Company Industry News

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available