In the global semiconductor industry, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is positioning itself for a potential surge in stock price, partly powered by strategic business moves. The company aims to capitalize on the gains impacting the general semiconductor sector in recent months as the industry becomes increasingly crucial in the artificial intelligence (AI) scene.While TSMC may be considered late to the party, trailing entities like Nvidia (NASDAQ: NVDA), its potential is underscored b ...

Semiconductor companies are known to be early cyclical businesses, and since there's no chip company bigger than third-party foundry Taiwan Semiconductor Manufacturing (TSM 0.97%), it makes sense to follow its financials and end-market commentary closely. That's why the $586 billion market cap company's latest earning report meant so much to the market.Moreover, I think that report spells great news for two companies that might not be immediately apparent to investors -- machine vision company Cognex (CGNX ...

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 +9.6%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Semiconductor - Circuit Foundry industry, which TSMC falls in, has gained 9.6%. The key question now is: What could be the stock's future direction?Alth ...

2021年10月宣布的台积电熊本工厂开业仪式将于2024年2月24日举行。到今年年底，该工厂将生产28/22至16/12纳米的逻辑半导体，月产能为5.5万片12英寸硅片。总建设成本为86亿美元，其中日本将支付4760亿日元，约一半作为补贴。 还有媒体称，台积电正在计划在日本建设第二家工厂，生产6纳米尖端半导体。第二家工厂将于今年 4 月开始建设，预计 2025 年竣工，2026 年底开始生产。另据报道，日本将提供7500亿至9000亿日元的补贴。这意味着台积电熊本工厂将获得总计超过1.3万亿日元的补贴。 反对巨额补贴 对此，笔者一贯反对向台积电熊本工厂发放以税金为来源的巨额补贴，原因有两个。 第一，台积电的熊本工厂不会优先为日本制造半导体。第二，日本的市场份额增加的希望不大。 这是因为，美国大约有 500 家专门从事设计的无晶圆厂半导体制造商，中国台湾有数百家，中国大陆有 2,800 家，但日本只有大约 10 家。在这种情况下，由于日本很少有无晶圆厂公司将生产外包给专门从事前端制造的台积电熊本工厂，该工厂很可能主要为海外市场生产半导体。不应该给予这样的工厂巨额补贴。 其次，即使台积电熊本工厂建成，日本政府声称 ...

Taiwan Semiconductor Manufacturing (TSM 1.03%), also known as TSMC, is the world's largest, most advanced contract chipmaker. It manufactures the smallest, densest, and most power-efficient chips for "fabless" chipmakers like Apple, Nvidia (NVDA 4.17%), and Advanced Micro Devices, and it's widely considered a bellwether of the semiconductor sector.But last year, Nvidia actually became the world's first trillion-dollar chipmaker instead of TSMC. That was a bit surprising, since TSMC still generates more annu ...

Shares in Taiwan Semiconductor Manufacturing (TSM 9.79%) rose 11.7% in the week to the close of trading on Thursday, according to data provided by S&P Global Market Intelligence. The overwhelming bulk of the move came after an excellent set of earnings delivered before the opening of trading on Thursday.Taiwan Semiconductor sets the toneInvestors closely follow the semiconductor sector because it tends to be "early cyclical." When manufacturers and other chip customers are preparing to ramp up production in ...

智通财经APP获悉，近日，台积电(TSM.US)召开FY23Q4业绩会。台积电表示，3nm下半年强劲增长，N3E于四季度进入量产，这得益于手机和HPC客户需求强劲，预计2024年3nm收入将增至三倍、占比提升至中位数10+%；2nm有望2025年量产，为HPC应用开发的晶背电源轨2nm方案将于2025H2可用并于2026年量产。 展望2024年，台积电认为全球半导体市场规模(不包括存储)同比增长超过10%；晶圆代工行业同比增长约20%；台积电营收预计逐季增长，2024年全年预计同比增长20%-25%，超过晶圆代工行业。 对于7nm的下降，台积电称主要是因为智能手机的下滑，在 10 年内，智能手机的需求从大约 14 亿部急剧下降到现在的大约 11 亿部。在这个时间范围内，7nm 的利用率受到了影响，随后一个主要客户推迟了产品推出。但公司有信心通过另一种方式回填 6/7nm 的产能，公司会在该工艺平台上开发特殊工艺，通过其他消费电子、射频、连接器等其他应用的需求来填补，产能利用率将在未来几年恢复到健康水平。 对于CoWoS产能扩张计划的进度，台积电介绍，公司正在努力将产能提高一倍以上，但目前受到供应商产能的限制。 ...

智通财经APP获悉，周四，台积电(TSM.US)股价走高，截至发稿，该股涨超8%，报111.46美元。该公司今日发布2023年第四季度业绩，季度营收为6255.29亿新台币，同比基本持平，环比增长14.4％，超出分析师预期的6163.56亿新台币；季度净利润为2387.12亿新台币超预期，同比下滑19.3%，环比增长13.1％；季度每股收益为9.21新台币，去年同期为11.41新台币；季度毛利率为53%。第四季度，公司3纳米的出货量占晶圆总收入的15%，5纳米占35%，7纳米占17%。 ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Q4 2023 Earnings Call Transcript January 18, 2024 1:00 AM ET Company Participants Jeff Su - Director, Investor Relations Wendell Huang - Vice President and Chief Financial Officer C. C. Wei - Vice Chairman and Chief Executive Officer Mark Liu - Chairman Conference Call Participants Charlie Chan - Morgan Stanley Bruce Lu - Goldman Sachs Gokul Hariharan - JP Morgan Randy Abrams - UBS Laura Chen - Citi Brad Lin - Bank of America Krish Sankar - TD Co ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: AI-generated image Taiwan's TSMC will formally open its new chipmaking foundry on Japan's Kyushu island on February 24, its chairman said Thursday, which is part of their plan to expand its global manufacturing footprint. Taiwan Semiconductor Manufacturing Company—whose clients include Apple and Nvidia—controls more th ...