Core Viewpoint - Micron Technology's stock rose over 5%, reaching a new historical high, indicating strong market performance and investor confidence in the semiconductor sector [1] Company Performance - Micron Technology experienced a stock increase of more than 5%, continuing its trend of setting historical highs [1] - Applied Materials and Arm both saw stock increases of over 3%, reflecting positive market sentiment [1] - ASML and TSMC also reported stock gains exceeding 2%, contributing to the overall strength of the semiconductor industry [1] - NVIDIA's stock turned positive, indicating a recovery in its market performance [1]

Core Insights - Cadence Design Systems, Inc. (CDNS) has a long-standing and strengthening partnership with Taiwan Semiconductor Manufacturing Company (TSMC) to enhance chip design and verification processes [1][2] - The collaboration focuses on AI-driven advanced-node designs and 3D-ICs, addressing the increasing demand for sophisticated silicon solutions [2][4] - Recent advancements in chip design automation and IP highlight the impact of the collaboration, particularly in AI and high-performance computing (HPC) [3][4] Partnership Expansion - In April 2025, Cadence announced an expansion of its partnership with TSMC to accelerate time-to-silicon for advanced-node and 3D-IC technologies, integrating certified design flows and silicon-proven IP [2][9] - The collaboration is set to include the upcoming A14 process, with the first Process Design Kit (PDK) expected to be released later this year [5] Technological Advancements - Cadence's AI-driven design solutions enhance power, performance, and area (PPA) optimization, with tools like the JedAI platform and Cerebrus Intelligent Chip Explorer integrated with TSMC's N2 process [6][7] - Innovations in 3D-IC design include bump connection automation and multi-chiplet implementation, complementing TSMC's 3DFabric technology [7] IP Development - Cadence is delivering advanced solutions on TSMC's N3P technology, including the industry's first HBM4 IP and high-speed memory interfaces, addressing critical bottlenecks in AI compute systems [8][10] - The company has expanded its IP portfolio through acquisitions, including Secure-IC and Arm's Artisan foundation IP business, enhancing its offerings for advanced process nodes [10] Competitive Landscape - Cadence faces competition from other EDA companies like Synopsys, ANSYS, and Siemens AG, as customers focus on cost efficiencies and supplier relationships [12]

Key Points Taiwan Semiconductor Manufacturing (TSMC) is the global leader in chip manufacturing. It holds a commanding market share in the advanced AI chips segment of this market. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Many people interact with artificial intelligence (AI) but don't have any idea of how the technology reaches the end form where it's used by them. Simply put, it comes down to training AI models on tons of data, which wouldn't be possible without data cen ...

Key Points Taiwan Semiconductor Manufacturing is a chip foundry with a 70% market share. Customers include Nvidia, AMD, Apple, and Intel. It's trading at a cheaper valuation than many AI stocks. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Semiconductor companies have become popular investments for the vital role they play in artificial intelligence (AI) development. But with many of these companies near all-time highs and trading at pricey valuations, it's tough to find gre ...

Group 1 - The core agenda of OpenAI CEO Sam Altman's visit includes ensuring stable AI server supply from Hon Hai for the "Gateway to the Stars" project and finalizing collaboration with TSMC for the production of self-developed AI chips, aiming for mass production by 2026 to reduce reliance on Nvidia [1][2][6]. - The "Gateway to the Stars" project involves building five new data centers in the U.S., marking one of the largest investments in computing power in the country, with Hon Hai being the largest AI server supplier for this initiative [4][5]. - OpenAI is actively developing its custom AI chips (ASIC) to decrease dependence on external suppliers like Nvidia, with plans to have TSMC manufacture these chips, focusing on production details for a target mass production in 2026 [6][8]. Group 2 - Altman's discussions with Hon Hai primarily focused on ensuring the production and delivery capabilities of AI servers to support the extensive infrastructure needs of the "Gateway to the Stars" project [5]. - The initial versions of OpenAI's self-developed chips are expected to be primarily used for inference rather than training, and their successful mass production will serve as a significant validation of the tech giants' self-developed chip strategies [8].

This semiconductor ETF has been an overlooked champ.The "Magnificent Seven" has been driving the AI boom ever since its earliest days.The group of seven stocks, which includes seven of the most valuable stocks on the market -- Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla -- all have some exposure to AI and are seen as the leading technological companies. However, after driving the stock market rally through 2023 and 2024, the Magnificent Seven's performance has been more pedestrian ...

摩根士丹利将台积电目标价从新台币1388元上调至新台币1588元。 来源：滚动播报 ...

Group 1 - OpenAI CEO Sam Altman visited Taiwan to discuss key projects with Foxconn and TSMC, focusing on the "Star Gate" initiative and the production details of its self-developed AI chips (ASIC) [1][2][3] - The "Star Gate" project aims to build five new data centers in the U.S., representing one of the largest investments in computing power in the country, with Foxconn being the largest AI server supplier for this initiative [2] - OpenAI is developing custom AI chips to reduce reliance on external suppliers like NVIDIA, with plans to have TSMC manufacture these chips, targeting mass production by 2026 [3] Group 2 - The collaboration with Foxconn is crucial for ensuring the production and delivery capabilities of AI servers needed for the "Star Gate" project's infrastructure [2] - OpenAI's initial chip versions are expected to focus on inference rather than training, marking a significant test for the viability of self-developed chips in the tech industry [3]

Core Points - Taiwan has rejected the U.S. proposal for a 50-50 split in semiconductor production, emphasizing that no commitment was made during tariff negotiations [2][4][5] - Taiwan's Vice Premier Cheng Li-chiun confirmed that the issue of chip production was not discussed in recent talks with the U.S. [2][3] - Taiwan plans to purchase $10 billion worth of U.S. agricultural products over the next four years, indicating ongoing trade relations despite semiconductor tensions [3] Group 1: Semiconductor Production - The rejection of the U.S. proposal comes amid rising geopolitical tensions and a push from Washington to relocate semiconductor production to the U.S. [4][5] - Taiwan Semiconductor Manufacturing Co. (TSMC) continues to invest heavily in chip factories in Arizona, with a total investment of $165 billion, but the majority of production will remain in Taiwan [6] Group 2: Trade Relations - Taiwan holds a substantial trade surplus with the U.S. and is currently subject to a 20% tariff on its exports to the U.S. [6] - The Taiwanese government is engaged in substantive tariff consultations with the U.S., indicating a focus on improving trade relations [3]

Core Viewpoint - Taiwan will not agree to a deal with the United States that requires half of all semiconductor production to occur in Taiwan [1] Group 1 - Taiwan's top tariff negotiator has stated the island's position on semiconductor production agreements [1]