It's been a super year for investors in Taiwan Semiconductor Manufacturing (TSM 5.39%). At the time of writing, the stock is up 43% this year and increased by 11.4% in the week ending Friday, according to data provided by S&P Global Market Intelligence.This week's move comes amid more positive news that encouraged investors to believe the semiconductor industry is set for an upswing in 2024, driven by demand for high-performance computing for artificial intelligence (AI) applications.Taiwan Semiconductor's ...

TSMC (TSM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this chip company have returned +16.4% over the past month versus the Zacks S&P 500 composite's +3.6% change. The Zacks Semiconductor - Circuit Foundry industry, to which TSMC belongs, has gained 19.5% over this period. Now the key question is: Where could the stock be headed in the near term?Although media rep ...

The most recent trading session ended with TSMC (TSM) standing at $128.67, reflecting a +1.01% shift from the previouse trading day's closing. The stock's performance was ahead of the S&P 500's daily gain of 0.52%. Meanwhile, the Dow experienced a rise of 0.12%, and the technology-dominated Nasdaq saw an increase of 0.9%.The the stock of chip company has risen by 12.77% in the past month, leading the Computer and Technology sector's gain of 1.9% and the S&P 500's gain of 3.85%.The investment community will ...

Semiconductor firms such as Taiwan Semiconductor Manufacturing Company are at risk of water shortages as processing technology advances, S&P Global Ratings said in a report.Semiconductor chips are found in everyday consumer devices from smartphones to TVs. TSMC is the world's largest contract chipmaker and manufactures the most advanced processors for companies like Nvidia and Apple.The chip making industry is a thirsty one, as factories consume vast amounts of water every day to cool machinery and ensure w ...

芯东西2月28日消息，据Tom’s Hardware报道，根据英特尔演示文稿，英特尔此前从未公布的Intel 10A（1nm）制程节点将于2027年年底投产，而Intel 14节点将于2026年投产。 后缀“A”代表埃米（Angstrom），10埃米等于1纳米（1nm），也就是说Intel 10A将是英特尔的第一个1nm级节点 上周芯东西曾详细报道英特尔最新公布的制程节点路线图（重磅！微软Arm联手英特尔造芯，OpenAI CEO大谈AI计算需求，Intel 14A制程首公布），当时英特尔并未直接注明Intel 14A节点的具体生产时间，更是从未提到过Intel 10A。 Intel 14A将是英特尔首次采用High-NA EUV光刻机的工艺。对比来看，台积电此前路线图显示，其1.4nm级A14工艺预计在2027到2028年间推出，采用High-NA EUV的1nm级A10工艺开发预计将在2030年左右完成。 如果英特尔代工业务能按期推进计划，将在关键的1nm节点重夺技术领导权，领先于台积电。 英特尔公司执行副总裁兼全球首席运营官Keyvan Esfarjani举行了一场很有见地的会议，展示了未来几年的路线图 ...

IT之家 2 月 27 日消息，近日在接受 Tom's Hardware 采访时，英特尔代工负责人斯图尔特・潘（Stu Pann）表示将会进军 Arm 芯片，并不断追赶台积电的代工市场份额。 代工愿景 英特尔希望在 2030 年成为全球第二代代工厂，并希望能成为一家有弹性的代工厂，能够缓解地缘政治、战争冲突等各种问题导致的供应链中断问题。 英特尔会重新平衡其半导体业务，计划产业链的 50% 布局放在美洲 / 欧洲、50% 放在亚洲。 加强和 Arm 合作 Arm 首席执行官雷内・哈斯（Rene Hass）通过远程连接的方式出席 IFS 活动，表示世界似乎正在摆脱独占硬件的想法，转而希望为微软或 Faraday  这样的大公司打造最高效的芯片，为人工智能数据中心提供动力。 IT之家此前报道，Neoverse V 系列处理器定位性能优化平台，最新的 V3 是本系列中首个支持 Neoverse CSS 方案的处理器设计。 Neoverse V3 单芯片最大 64 核，双计算芯片设计下共可提供 128 个内核，其支持 HBM3 和 CXL 3.0 以及 2 组 Die-to-Die 互连，常规性能相较之前 V2 ...

A general view shows the new semiconductor plant by Japan Advanced Semiconductor Manufacturing Company (JASM), a subsidiary of Taiwan's chip giant TSMC (Taiwan Semiconductor Manufacturing Company), in Kikuyo of the Kikuchi district, Kumamoto prefecture on February 14, 2024. (Photo by Philip FONG / AFP) (Photo by PHILIP FONG/AFP via Getty Images)Taiwan Semiconductor Manufacturing Company opened its first chip plant in Japan on Saturday as it diversifies supply chains away from Taiwan amid intensifying U.S.-C ...

In the latest market close, TSMC (TSM) reached $129.53, with a +0.36% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.04%. Elsewhere, the Dow gained 0.16%, while the tech-heavy Nasdaq lost 0.28%.Heading into today, shares of the chip company had gained 10.73% over the past month, outpacing the Computer and Technology sector's gain of 4.78% and the S&P 500's gain of 5.01% in that time.Market participants will be closely following the financial results of TSMC in its up ...

智通财经APP获悉，英特尔(INTC.US)在周三举行的晶圆代工活动Intel Foundry Direct Connect大会强调了与微软(MSFT.US)的新合作关系以及与人工智能有关的进展。但分析师表示，尽管取得了这些进展，英特尔仍远远落后于该领域的最大企业台积电(TSM.US)。 以布拉德·林(Brad Lin)为首的美银分析师在一份投资者说明中写道：“随着英特尔积极发展代工业务，未来出现更多的客户或供应商合作关系可能不足为奇，但我们认为执行力、规模和良品率仍是代工竞争的关键。” 在此次会议上，英特尔还宣布将在2027年推出14A，并坚称其在四年内推出五个节点的路线图已步入正轨。尽管英特尔建立了新的合作伙伴关系[包括与Arm(ARM.US)在系统芯片方面的合作]，并具备了新的先进系统组装和测试能力，但目前仍有很多工作要做。 美银分析师补充说：“我们预计，得益于其技术领先地位、更好的成本结构和最佳的商业模式，台积电将继续领先于英特尔。”美银仍维持对台积电的“买入”评级。 除了微软的声明，英特尔还提到博通(AVGO.US)和联发科是其代工业务的客户。 在CEO帕特·基辛格(Pat Gelsinger)试图 ...

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 +9.8%, compared to the Zacks S&P 500 composite's +3% change. During this period, the Zacks Semiconductor - Circuit Foundry industry, which TSMC falls in, has gained 9.8%. The key question now is: What could be the stock's future direction?Althou ...