TSMC (TSM) ended the recent trading session at $343.25, demonstrating a +1.42% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily loss of 0.37%. Elsewhere, the Dow saw a downswing of 0.18%, while the tech-heavy Nasdaq depreciated by 0.84%. Shares of the chip company have depreciated by 8.54% over the course of the past month, underperforming the Computer and Technology sector's loss of 2.83%, and the S&P 500's loss of 3.7%.Market participants will be ...

3月25日热门中概股涨跌不一，纳斯达克中国金龙指数（HXC）收跌0.43%。 上涨股当中（按市值从高到低），台积电涨1.42%，拼多多涨1.91%，中华电信涨0.52%，富途控股涨 0.18%，中通涨1.28%，贝壳涨0.06%，理想汽车涨3.62%，华住酒店集团涨0.82%，中国新城农村涨 6.20%，新东方涨0.36%，万国数据涨2.79%，WSP控股涨0.31%，拓臻生物涨0.79%，名创优品涨 0.24%，小马智行涨1.36%，金山云涨1.24%，欢聚涨0.15%，雾芯科技涨1.65%。 美股周二收跌，科技股跌幅领先，三大股指均部分回吐了周一所获涨幅。油价再度上涨，同时美以对伊 战争进入第四周，市场继续关注中东局势的最新发展。 道指跌84.41点，跌幅为0.18%，报46124.06点；纳指跌184.87点，跌幅为0.84%，报21761.89点；标普 500指数跌24.63点，跌幅为0.37%，报6556.37点。 领涨中概股列表： | | | 美股列表 | | | | --- | --- | --- | --- | --- | | ▲热股榜 | 中概股 | 科技股 | 知名美股 | 全部美股 | ...

And it's time now for our 360 round to discuss the outlook for tech amid this heavy capex spend that we're seeing the war in Iran and rising energy costs. Joining us now Dave Nicholson, chief research officer at Futurum and Nitton Sashetti, the portfolio manager at Papyrus Capital GP. Great to have you both with us.Dave, let's start with you. We we've moved pretty sufficiently from this AI euphoria phase into this show me the money phase of AI here. We want to see this tangible ROI.I was just talking to uh ...

[music] We're back on Morning Trade Live. Let's focus on Broadcom. The stock [music] is ticking lower this morning after a Reuters report of a potential supply chain bottleneck.More on [music] that in a second with Marley. But the stock has remained relatively rangebound since gapping higher after earnings last September. Over the last 138 trading days, the stock is down 5%, but the last 12 months have still been strong.Broadcom is up more than 65% year-over-year. currently trading down 2% right now off the ...

TSM Stock: Broadcom Facing Production Constraints | Investor's Business Daily BREAKING: Tesla Loses Ground To China Rival In Europe Fabless chipmaker Broadcom (AVGO) is dealing with production capacity constraints at Taiwan Semiconductor Manufacturing (TSM), according to a news report. Broadcom stock fell on Tuesday, while TSM stock rose. Broadcom is seeing supply chain constraints, including capacity limits at its manufacturing partner TSMC, due to the soaring demand for AI chips, Reutersreported. X The AI ...

Why is Broadcom warning of tighter supply in AI hardware? Why is Broadcom warning of tighter supply in AI hardware? Artificial intelligence Author Diya Poddar Mar 24, 2026, 07:34 AM The rapid expansion of artificial intelligence infrastructure is beginning to test the limits of the global semiconductor ecosystem, with Broadcom pointing to growing constraints across key supply chains. The company said pressure at Taiwan Semiconductor Manufacturing Company is now affecting production timelines, while shortage ...

点击蓝字，关注我们 今日上午港股 绩，娱乐场收益244.18亿港元，同比增长3.39%；拥有人应占溢利16.3亿港元，同比减少49.05%；每股 基本盈利0.31港元；末期息0.223港元。 8 . 长飞光纤光缆(06869)今早一度涨超8%，截至发稿，涨7.2% 。消息面上，据C114通信网消息，近 日，中国电信集团黑龙江电信分公司发布2026年室外光缆应急采购项目招标公告。 9 . 利福中国(02136)绩后跌近9% 。消息面上，利福中国发布2025年度业绩，该集团取得收入12.11亿 元(人民币，下同)，同比减少3.35%；股东应占亏损3113.1万元，同比扩大54.84%。 1. 西部水泥(02233)绩后涨超3%，截至发稿，涨3.85% 。消息面上，3月24日，西部水泥发布2025年年 度业绩，收入人民币96.21亿元，同比增长15.3%；股东应占溢利8.8亿元，同比增长40.5%；每股基本 盈利16.1分；末期息0.048元。 2 . 金浔资源(03636)涨超14% 。消息面上，近日，金浔资源发布公告，本集团预期截至2025年12月31 日止年度将取得归属于本公司拥有人的综合盈利约人民币3亿元至 ...

中金研究 我们参加了于3月17日-19日在美国洛杉矶举行的OFC 2026大会。作为全球光通信行业风向标之一，根据官网，本届大会汇聚超1.6万名参会人和700余 家参展企业，海内外科技企业同台竞技，纷纷展出光通信领域前沿技术与成果。从本次OFC大会中，我们感受到在位厂商对AI大周期的信心，建议关 注Scale up CPO/NPO、Scale across、OCS等光通信行业发展趋势。 点击小程序查看报告原文 Abstract 摘要 Scale up CPO趋势明确， NPO方案有 望率先放量。 CPO是本次OFC焦点话题之一。中国企业在FAU、ELS模块、OE光引擎封装等环节表现出产业引领地 位；日美企业在光芯片、连接插芯等环节展出更多创新方案。我们认为，尽管CPO在实现大规模商用上仍面临难题，但在scale up场景中，由于对 beachfront density和单位带宽功耗的要求明显高于scale out，CPO的意义更加突出、确切，产业共识认同CPO将在scale up增量场景中明确放量，我们预计 有望在2H27-2028放量。得益于NPO在维护成本、可靠性、产业链复制等方面的优势，我们判断2027 ...

The faster companies such as AMD try to scale their data-center GPU business , the more they become vulnerable to constrained supply of advanced memory.HBM is becoming one of the most crucial cogs inside modern AI accelerators .Samsung’s apparent strategy is simple, and that is what makes it dangerous for rivals.That valuation helps explain why any change around AMD’s AI supply chain will get Wall Street 's attention at a moment's notice.AMD stock is no stranger to attracting attention. Shares closed at $20 ...

When investors think about semiconductor stocks, Nvidia, Advanced Micro Devices, and Broadcom usually get most of the attention. But all these companies rely heavily on one company to manufacture their chips, and that is Taiwan Semiconductor Manufacturing (NYSE: TSM). Image source: Getty Images. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Cont ...