BING-JHEN HONG/iStock Editorial via Getty Images Introduction I wanted to come back to Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to see how it has progressed through 2023, which was arguably a very tough environment for many semiconductor companies. Unsurprisingly, TSMC's profitably took a hit, but we are seeing a resurgence in revenue growth. I believe that the future is very bright for TSM, due to the AI hype that other prominent players in the industry are leading the demand for AI-ca ...

The semiconductor specialist shared some good news in the wake of a catastrophic earthquake.Shares of Taiwan Semiconductor Manufacturing (TSM 1.57%) were climbing on Thursday, jumping as much as 3.4%. As of 11:47 a.m. ET, the stock was still up 1.5%.In the wake of a massive earthquake that struck the island nation earlier this week, the semiconductor specialist shared some positive news with investors.A relief rallyThe most powerful earthquake in more than 25 years struck Taiwan early on Wednesday. Taiwan S ...

The 7.4-magnitude earthquake that shook Taiwan on Wednesday morning likely will result in minimal disruption to production at the world's largest contract chipmaker, Taiwan Semiconductor Manufacturing (TSM), better known as TSMC. But the disaster renews concerns about having too much leading-edge semiconductor manufacturing located in one region.X TSMC said it had halted operations after the quake but planned to resume production overnight into Thursday morning."There is no damage to our critical tools incl ...

Just before midnight today (in GMT), an earthquake with a magnitude of 7.5 on the Richter scale hit Taiwan, killing at least nine and making waves in the financial markets.But it is the semiconductor companies stock prices which could be shaken mot, according to experts. We spoke to Joseph Dahrieh, managing principal at Tickmill, for his views. Edited excerpts: What short-term effects will the Taiwan earthquake and tsunami warnings will have on the markets? Copy link to section The earthquake has raised con ...

The foundry giant sits on a secular growth opportunity and it's supercharging the expansion of the semiconductor market.Taiwan Semiconductor Manufacturing (TSM -0.90%) shares have already delivered impressive gains of 30% in 2024, outpacing the S&P 500's 10% jump by a wide margin. The good news for investors is that the company, popularly known as TSMC, looks capable of sustaining its robust stock market run over the next three years as well.Let's see why that's likely to be the case and why investors would ...

BING-JHEN HONG/iStock Editorial via Getty Images We previously analyzed Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) lackluster performance in H1 2023 (-8.6% growth) stemming from sluggish shipment growth and reduced orders from major clients. The global semiconductor industry downturn further impacted TSMC with end market weakness across PC, smartphone and server markets but with a second-half recovery anticipated, leading to our flattish revenue growth forecasts of -0.13% revenue gr ...

An aerial view shows workers taking down a collapsed building in eastern Taiwan's Hualien county following an earthquake/Taiwan Semiconductor Manufacturing Co evacuated some production lines after a major earthquake hit Taiwan early Wednesday.The island was rocked by a massive earthquake that collapsed buildings and prompted tsunami advisories from Japan and the Philippines.A TSMC spokesperson said safety systems were operating normally."To ensure the safety of personnel, some fabs were evacuated according ...

The chip industry is bottoming out, setting the stage for growth in 2024.Shares of Taiwan Semiconductor Manufacturing (TSM -0.90%) are trading up 34% year to date, and Susquehanna analyst Mehdi Hosseini sees more upside now that the chip industry is in recovery mode. The analyst maintained a positive (buy) rating on the shares, raising the price target from $160 to $180. The new target represents an upside over the next 12 months or so of nearly 28% compared to the current share price.Here's why the analyst ...

（图片来源：brookings.edu） 通用人工智能（AGI）领域又出一系列重磅消息。 3月29日上午，IEEE的头版刊登台积电董事长刘德音联合撰写题为《我们如何实现1万亿个晶体管GPU》的文章。 刘德音在文中预测，半导体技术的突破给AI技术带来重要贡献。在未来10年，GPU集成的晶体管数将达到1万亿。而且，GPU能效性能每2年提高3倍，未来15年（到2040年）内，每瓦GPU性能将提高1000倍。 同时，有消息称，华人团队创立的 AI 龙头Scale AI正在进行新一轮融资，估值高达130亿美元，比2021 年的73亿美元估值提高近 80%。报道指，2023年，Scale AI产生超过 6.75 亿美元的收入，同比增长约 150%。 此外，马斯克还发布了Grok 1.5，不仅支持长文本，而且性能“遥遥领先”。 台积电董事长：未来15年，每瓦GPU性能将提高1000倍 在IEEE文章中，台积电董事长刘德音及台积电首席科学家H.-S Philip Wong讲述了台积电是如何达成1万亿晶体管芯片的目标。 文章指出，从1997年击败国际象棋人类冠军的IBM深蓝超级计算机，到2023年爆火的ChatGPT，再过15 ...

TSMC (TSM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this chip company have returned +5.7%, compared to the Zacks S&P 500 composite's +3.7% change. During this period, the Zacks Semiconductor - Circuit Foundry industry, which TSMC falls in, has gained 6.8%. The key question now is: What could be the stock's future direction?Alth ...