Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

IT之家 3 月 13 日消息，根据 MoneyDJ 报道，台积电近期追加新一轮的生产设备订单，并要求 2024 年第 4 季度交付，表明台积电要进一步提振 CoWoS 封装月产能。 台积电此前就已几乎扩充 CoWoS 封装产能，计划到 2024 年年底月产能达到 3.5 万片晶圆，而在追加生产设备订单之后，年底月产能有望达到 4 万片晶圆。 报告称台积电全力冲刺 CoWoS 产能，目标 2024 年翻倍成长，2025 年也将持续扩增。 台积电 2023 年一开始先将部分 InFO 产线从龙潭移至南科，挪出空间扩产，随后台中 AP5 也从原本规划扩充 CoWoS 中的 WoS，后也拍板要一并扩充 CoW，另外规划中的铜锣 、嘉义厂也评估再增加产能。 根据此前消息，台积电自 2023 年 4 月重启下单采购 CoWoS 生产设备，然后分别在去年 6 月、10 月追加采购订单。而本月再次追加订单，将在第四季交货。 SoIC 部分，继 AMD 之后，苹果也规划导入该制程，计划采取 SoIC 搭配 Hybrid molding (热塑碳纤板复合成型技术)，目前正小量试产中。 为满足客户需求，台积电也不断上调产能规划 ...

即时点评 需求拉动下的人工智能芯片代工 台积电(TSM.N) 2024-03-07 星期四 重要数据 2024.03.07 事件： 指标 数据 戴尔财报显示AI服务器需求增长的势头仍在继续，订单增长近40%， 道琼斯指数 0.2% 积压订单几乎翻倍，需求主要为英伟达的H100/H800/H200，AMD的 标普500指数 0.51% 纳斯达克指数 0.58% MI300X。截至报告期期末，人工智能服务器的积压订单为29亿美元。 收盘价($) 141.57  N3开始量产： 总市值($亿) 7342 台积电管理层在业绩会上表示，N3成功进入量产，并在2023年下半 PE(TTM) 26.8 PE(2024E) 22.7 年实现强劲增长，占2023年晶圆总收入的6%，N3E已于2023年第四 换手率 0.43% 季度投入量产。N2技术开发进展顺利，有望在2025年实现量产。 数据来源：Wind、国元证券经纪(香港)整理  英特尔与微软合作： 英特尔管理层在晶圆代工活动IntelFoundryDirectConnect大会强调了 与微软的新合作关系以及与人工智能有关的进展。 相关报告  High-NAEUV光 ...

Taiwan Semiconductor Manufacturing (TSM -5.02%) recently received another price target hike from Bernstein Research. The investment firm maintained an "outperform" rating and set a new price target of $150 from $125 previously. With TSMC's stock price at $139.44, that new target represents a 7.6% jump over the next 12 to 18 months.TSMC is back in growth mode in 2024One reason for the upgrade comes from the belief that Intel outsourcing some of its production to TSMC, as it is better known, is helping the la ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The rise of artificial intelligence has significantly increased the demand for semiconductor chips and their necessary components. Taiwan Semiconductor Manufacturing (NYSE: TSM) is a significant supplier, most notably for Apple (NASDAQ: AAPL).The US government provides Taiwan Semiconductor Manufacturing with over $5 billion in federal grants to enhance its production capacity and relocate operations from Taiwan to the United States. This funding will facilitate the establishment of a chipmaking facility in ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Shares of Taiwan Semiconductor (TSM -0.60%) were moving higher today after the company reported February revenue that showed growth was accelerating year over year from January to February.The news seemed to be the latest confirmation that TSMC is seeing strong demand for AI-related chips even at a time when Apple, its biggest customer, is reporting sales headwinds in China.As of 11:38 a.m. ET, the stock was up 1.1% after gaining as much as 6.1% earlier in the session. Taiwan Semi is returning to growthTaiw ...

The world’s largest semiconductor foundry, Taiwan Semiconductor Manufacturing Company (TSMC for short) has a client portfolio of two halves. Cornerstone client Apple Inc (NASDAQ:AAPL, ETR:APC), though it remains the world’s second most valuable company, has experienced a rough patch of late, with iPhone sales plummeting in the important Chinese market. This presents a problem for TSMC, which generates a significant portion of its revenues by manufacturing the chips that go into Apple iPhones. But TSMC has f ...

Artificial intelligence (AI) has been at the forefront of technological innovation in recent years, revolutionizing various industries and transforming the way we live and work. As it continues to gain momentum, investors are increasingly turning their attention to stocks that are poised to capitalize on this disruptive technology. Among them, one stock stands out as a front-runner in the AI revolution, offering the potential for significant returns that could leave investors astounded.The rise of AI stocks ...