Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best dividend stocks to buy. On August 25, the company’s filings revealed that Vice President Jonathan Lee grew his holdings by 346 shares, moving from 459,526 on June 30 to 459,872 on July 31. There were no new pledges of common shares by directors, executives, or large shareholders owning more than 10%. For asset management, TSM and its subsidiaries bought NT$10.2 billion in fixed-income assets and got rid of NT$0.4 billion in J ...

Group 1: Market Sentiment and Options Activity - Deep-pocketed investors are adopting a bullish approach towards Taiwan Semiconductor, indicating potential significant developments ahead [1] - There has been extraordinary options activity for Taiwan Semiconductor, with 179 notable trades, where 49% are bullish and 36% bearish [2] - The total volume of options trades today is 34,823, with a mean open interest of 1,979.51 [4] Group 2: Price Targets and Trading Insights - Significant investors are targeting a price range for Taiwan Semiconductor between $100.0 and $420.0 over the past three months [3] - Analysts propose an average target price of $325.0 for Taiwan Semiconductor, with Barclays maintaining an Overweight rating [13][14] Group 3: Company Overview - Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with a market share in the mid-60s projected for 2024 [11] - The company has a strong customer base, including major players like Apple, AMD, and Nvidia, benefiting from the shift to a fabless business model [11]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shed light on. During the lightning round, a caller inquired about the stock, and here’s what Mad Money’s host had to say: “Okay, now, my problem with TSM, it’s gone up much more of late… than NVIDIA. I’d rather be, see you be NVIDIA. Taiwan Semi… That’s what I’d call the foreign risk profile.” Pixabay/Public Domain Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) produces and sells integrated ci ...

Core Viewpoint - Intel's stock experienced a nearly 5% increase, reaching $35.59, following reports of discussions with Apple and TSMC regarding investment or manufacturing collaborations [1] Group 1: Company Developments - Intel has initiated contact with companies including Apple and TSMC to explore potential investment or manufacturing partnerships [1] - These efforts reportedly began prior to President Trump's expressed interest in Intel last month, indicating a proactive approach by the company [1] - The acceleration of these discussions coincides with the U.S. government's acquisition of a 10% stake in Intel, suggesting increased governmental involvement in the company's strategic initiatives [1]

Core Viewpoint - Intel has been in discussions with TSMC regarding potential investment or partnership opportunities, but TSMC has denied any current talks about joint ventures or technology transfers [1][1][1] Group 1: Intel's Engagement with TSMC - Intel has reportedly reached out to TSMC to discuss investment in production or partnership matters [1] - TSMC's Chairman and CEO, C.C. Wei, reiterated that the company has not engaged in discussions with any other firms regarding joint ventures, technology licensing, or technology transfers [1] - There have been multiple market rumors about a potential joint venture between TSMC and Intel, but TSMC has consistently denied these claims [1] Group 2: Intel's Recent Investments - Intel has recently secured investments from the U.S. government, SoftBank, and NVIDIA, indicating strong financial backing for its initiatives [1]

Group 1 - The Trump administration is considering a ratio-based approach to boost U.S. semiconductor production, which would penalize domestic manufacturers with tariffs if they do not produce enough chips [1][2] - The proposed policy would require U.S. semiconductor companies to manufacture the same number of chips domestically as their customers import from overseas [1][2] - The timeline for achieving this 1:1 production ratio is currently unclear, and the approach could potentially harm the U.S. chip industry until domestic manufacturing can meet demand [2][3] Group 2 - The establishment of domestic chip manufacturing plants is a complex and lengthy process, with Intel's Ohio plant now targeting a launch in 2030 due to multiple delays [4] - Taiwan Semiconductor Manufacturing Company (TSMC) has committed $100 billion over the next four years to build infrastructure for chip production in the U.S., although specific details are sparse [4]

Group 1 - The Philadelphia Semiconductor Index opened slightly higher, up 0.3% [1] - GlobalFoundries saw a significant increase, rising over 11% [1] - Intel experienced a gain of more than 3% [1] - Texas Instruments increased by over 2% [1] - TSMC (Taiwan Semiconductor Manufacturing Company) declined by nearly 1% [1]

Group 1 - The Philadelphia Semiconductor Index opened slightly higher, up 0.3% [1] - GlobalFoundries saw a significant increase, rising over 11% [1] - Intel experienced a gain of more than 3% [1] - Texas Instruments rose by over 2% [1] - TSMC (Taiwan Semiconductor Manufacturing Company) declined by nearly 1% [1]

Core Insights - The article emphasizes the long-term growth potential of artificial intelligence (AI) investing, highlighting key stocks that billionaires are increasingly buying into [1] Group 1: Nvidia - Nvidia is recognized as a leader in AI investing due to its top-tier graphics processing units (GPUs), which have shown exceptional performance [5] - David Tepper's Appaloosa investment firm increased its Nvidia position by nearly 500% in Q2, now constituting 4.3% of its portfolio, while Daniel Loeb's Third Point raised its stake by 93%, making Nvidia 5.9% of its portfolio with nearly half a billion dollars invested [6] - Nvidia projects that AI hyperscalers will spend approximately $600 billion on data center capital expenditures in 2023, with the company expected to generate around $206 billion in revenue, capturing about one-third of all data center spending [7][8] Group 2: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing is a leading chip foundry crucial for AI computing hardware, with significant investments from billionaires like Stanley Druckenmiller and David Tepper, who increased their stakes by 280% and holds 3.6% of his portfolio in the stock [9] - The company is well-positioned to benefit from the anticipated massive AI spending, with its technology being described as "magic" by Nvidia's CEO [10] Group 3: Amazon - Amazon's cloud computing division, Amazon Web Services (AWS), is the primary profit driver, contributing 53% of operating profits despite only generating 18% of total revenue [11] - AWS is benefiting from the AI arms race as companies prefer renting computing power rather than building their own data centers, indicating a significant growth trend for AWS [12] - Both Daniel Loeb and David Tepper have increased their stakes in Amazon, with it being the second-largest position for Third Point and the third-largest for Appaloosa, making up 8% and 9.2% of their respective portfolios [13]

Group 1: Investment Trends in AI - Following the trades of billionaires, particularly in AI, is a strategic investment approach as it helps identify megatrends [1] - Billionaire David Tepper has increased his stakes in three AI stocks: Amazon, Nvidia, and Taiwan Semiconductor, indicating that the AI investment trend is still viable [2] - Nvidia and Taiwan Semiconductor have shown significant stock growth since the start of 2023, with Nvidia up 1,100% and Taiwan Semiconductor up 270% [4] Group 2: AI Infrastructure and Spending - Nvidia anticipates that AI data center capital expenditures from hyperscalers will reach $600 billion by 2025, with a potential global increase to $3 trillion to $4 trillion by 2030 [5] - The rapid growth of AI hyperscalers suggests that their resources will continue to expand, with additional growth potential in regions like Europe and China [6] Group 3: Company Profiles - Nvidia's GPUs are the preferred computing units for AI models, providing superior ecosystems and computing power, while Taiwan Semiconductor manufactures these chips [7][8] - Taiwan Semiconductor is positioned as a leading chip foundry, benefiting from the demand for chips across various sectors, including AI and autonomous vehicles [8][9] - Amazon's cloud computing service, AWS, plays a crucial role in the AI infrastructure, with 53% of Amazon's operating profits coming from AWS despite it generating only 18% of total revenue [12] Group 4: Performance and Future Outlook - Amazon's stock has increased by 158% since the AI race began in 2023, reflecting its strong position in the market [11] - With AWS growing faster than Amazon's e-commerce division, it is expected to command a larger share of profits, enhancing its overall value [12][13]