​Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Non-US Stocks to Buy According to Hedge Funds. On December 10, Mike Yang from Bank of America Securities reiterated a Buy rating on the stock with a price target of $390. On the same day, Bernstein SocGen Group also reiterated a Buy rating on the stock with a $330 price target. ​The ratings follow the company’s release of its November 2025 revenue report. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reporte ...

Key Points TSMC is the undisputed leader in manufacturing advanced chips. Intel's stock outperformed in 2025 after the company was backed by some big investors. TSMC has a clearer growth path between the two companies. 10 stocks we like better than Intel › When it comes to chip manufacturing, Taiwan Semiconductor Manufacturing (NYSE: TSM) is the undisputed foundry leader, while Intel (NASDAQ: INTC) is trying to make inroads. However, in 2025, it was Intel's stock that outperformed, up nearly 80% ...

Group 1: U.S. Market Performance - The U.S. stock market saw significant gains, with the Dow Jones rising over 200 points and the Nasdaq increasing by nearly 1% on December 19 [2] - Major tech stocks led the rebound, with Nvidia and Oracle seeing substantial increases of 2.73% and 6.92% respectively, as investors reassessed the Federal Reserve's potential for future rate cuts [3][4] - The upcoming "triple witching" event, where stock-related derivatives and index options expire, is expected to create volatility, with an estimated $7.1 trillion in nominal open interest set to expire [4] Group 2: Economic Indicators and Analyst Insights - Analysts suggest that recent market fluctuations are more technical and mechanical rather than indicative of fundamental changes, emphasizing that long-term investors should not be overly concerned [5] - U.S. consumer confidence showed a lower-than-expected rebound, influenced by affordability issues, while existing home sales saw only a slight increase due to slowing price growth and declining mortgage rates [5] - The Federal Reserve is likely to maintain a cautious approach to interest rates, as indicated by New York Fed President Williams, who noted no urgent need for further adjustments [6] Group 3: Russian Monetary Policy - Russia's central bank cut its benchmark interest rate by 50 basis points to 16%, marking the second consecutive reduction, amid concerns over rising inflation due to upcoming tax increases [7][8] - The central bank highlighted that inflation expectations remain high, which could hinder sustainable inflation reduction, with consumer inflation expectations soaring to 13.7% in December [8] - Despite the rate cuts, high interest rates continue to pressure businesses and households, particularly in non-defense sectors like construction and transportation, which are experiencing increased losses [9][10]

【导读】科技股大涨，俄罗斯降息50个基点 中国基金报记者 泰勒 兄弟姐妹们啊，周五泰勒在香港拍了一天的视频，今晚回到深圳继续写稿，现在先关注一下晚间海外市场的表现。 科技股继续反弹 12月19日晚间，美股三大指数大涨，道指涨超200点，纳指涨近1%。 大型科技股带头反弹，投资者一边防着创纪录规模的期权到期可能引发的剧烈波动，一边重新押注风险资产。 超大盘股中，英伟达领涨，甲骨文大涨7%。过去几天，人工智能概念股的波动明显加剧。市场在重新评估美联储后续降息空 间的同时，股指也出现了较大幅度的来回拉扯。 | 了 筛选 | | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | --- | | Sandisk Corporation | | 234.86 | +7.02% | | us SNDK | | | | | 甲骨文 | | 192.49 | +6.92% | | us ORCL | | | | | 美光科技 | | 262.98 | +5.81% | | us MU | | | | | 美国超威公司 | | 210.22 | +4.55% | | US AMD | | | | | ...

Group 1 - TSMC's Arizona facility will begin equipment installation in Q3 2026, with production of 3nm process expected to start in 2027, one year earlier than originally planned [2] - The third wafer fab, utilizing 2nm process, is set to commence construction in Q2 2026, following the progress of the second factory [2] Group 2 - TSMC is actively transferring capacity to the U.S. while addressing concerns about technology leakage, stating that the most advanced processes will remain in its headquarters [4] - Key technologies will be regulated, and personnel involved will be monitored, ensuring that overseas production will lag behind domestic capabilities by two generations [4] - For instance, the current advanced production process is 2nm (N2), while overseas production will be at 5nm (N5), with a gap of 3nm process in between [4]

外媒近日也指出，台积电海外的布局更多源于地缘政治压力，美国、欧洲试图推动制造能力回流以降低 对亚洲供应链依赖，但这些设厂计划能否达成预期效果，前景并不明朗。(完) 台积电日本二厂全面停工 重新评估产线规划 中新社台北12月19日电 台积电位于日本熊本县的第二座芯片工厂(简称"熊本二厂")目前已实际进入停工 状态。综合《经济日报》、中时新闻网等台湾媒体19日报道，此次停工主因是该公司重新评估熊本二厂 产线规划。 据介绍，该厂于今年10月动工，原定2027年投产，但截至12月初，建设现场已全面暂停作业。 台媒分析，全球纯电动车销售量增长不如预期，影响半导体市场复苏，使得台积电熊本第一工厂(简 称"熊本一厂")产能利用率未达预期，出现持续亏损。在需求结构改变、市场不确定性升高的情况下， 台积电选择暂缓二厂施工，以调整中长期制程与产品布局。 台积电称，公司获利受多元因素影响，包括产能利用率、折旧及持续的资本投资等，将在适当时机做详 细说明。 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用 ...

A lot is going on right now for investors of Taiwan Semiconductor Manufacturing Company Limited ( TSM ). Not only do they have to contend with resurgent Intel ( INTC ), theyJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate ...

Group 1 - Taiwan Semiconductor Manufacturing Company Limited (TSM) faces challenges from resurgent competitor Intel (INTC) [1] - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on identifying attractive risk/reward opportunities [1] - The investment strategy emphasizes growth investing with a focus on stocks that have strong fundamentals and significant upside potential [1] Group 2 - The investing group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting growth stocks with robust fundamentals [1] - The investment outlook is typically 18 to 24 months for the thesis to play out, aiming for stocks with buying momentum and turnaround potential at attractive valuations [1]

Core Viewpoint - Morgan Stanley's emerging market strategy report is optimistic about several markets, particularly China, South Korea, India, Brazil, South Africa, UAE, Greece, and Poland, highlighting various growth drivers and opportunities in these regions [1] Group 1: Market Insights - China is favored due to deepening artificial intelligence development, supply-side reforms, and consumer support [1] - South Korea benefits from governance reforms and strong demand for memory chips [1] - India is supported by dual easing policies and recovering domestic demand boosting corporate profits [1] - Brazil is expected to enter a loosening cycle with a projected 350 basis points by 2026, although election uncertainties exist [1] - South Africa shows improvement in trade conditions, rising gold/platinum prices, declining bond yields, and initial successes in reforms [1] - UAE is projected for long-term compound growth [1] - Greece and Poland are seen as benefiting from the uplift in the European economy combined with low valuations [1] Group 2: Stock Recommendations - The report lists highly confident stocks in emerging markets, including TSMC with a target price of 1,700 New Taiwan Dollars, Alibaba with a target price of 225 Hong Kong Dollars, China Life with a target price of 31 Hong Kong Dollars, and Futu with a target price of 300 US Dollars, all rated as "overweight" [1]

来源：EETOP 6figr 是一家提供 AI 驱动职业服务的平台型公司，全球大量高科技企业员工会在此分享自身实际薪酬信息。平台基于这些真实样本数据，汇总分析出各公 司相关职位的平均薪资水平。 以下截图是由EETOP选取的几家代表性并且有一定样本数量的芯片公司员工平均薪资统计情况。 英特尔薪资 性别 族裔 (intel.) 8124个已验证的个人资料 最后更新于2025年12月18日 23.1万美 7C 平均年总薪酬为189,000美元 203,000 202,000 美元 美元 英特尔员工平均收入为18.9万美元，主要在14.6万美元至51 万美元之间，基于8124个配置文件。 签约奖金 员工人数 巨大 7000美元 非二元性别 劈性 女性 △过去一年有46,173人被裁员。 男性每获得100美元，女性获得100美元 AMD薪酬 性别 E 族裔 994个已验证的档案 最后更新于2025年12月18日 21.7万美 21.1万美 平均年总薪酬为22.1万美元 7L 元 AMD员工平均年薪为22.1万美元，主要在17.1万美元至52.5 万美元之间，基于994个配置文件。 13.6万美 元 0 非二元性别 男性 ...