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: Pixabay/CC0 Public Domain TSMC will build a second foundry in Japan, the semiconductor giant and its local partners announced Tuesday, weeks before its first in the country officially opens. Taiwan Semiconductor Manufacturing Company—which counts Apple and Nvidia as clients—controls more than half the world's output of ...

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 +16.2% over the past month versus the Zacks S&P 500 composite's +4.6% change. The Zacks Semiconductor - Circuit Foundry industry, to which TSMC belongs, has gained 14% over this period. Now the key question is: Where could the stock be headed in the near term?Although media repor ...

PonyWang Investment thesis We have covered the stock before, and as we expected, the inventory correction cycle is over, demand for smartphones and PCs is better than before, mass production of 3nm chips has started successfully, and financial results were in line with our expectations of $41.2 bn (+4% YoY) and reached $41 bn (+3% YoY). Since our last report, ADR prices have risen more than 15% and our BUY recommendation was correct. We expect demand for 3nm chips to grow strongly in 2024, and in addition t ...

Given the recent excellent results and commentary from Taiwan Semiconductor Manufacturing (TSM 0.60%), I thought I'd outline a few charts that help confirm the semiconductor industry. By extension, it's clear the electronics industry is firmly set for recovery in 2024. However, this isn't just about the semiconductor industry; chips are used in everything from computers to smartphones, automobiles, industrial equipment, and more. Good news from the semiconductor usually means good news for the economy down ...

Shares in Taiwan Semiconductor Manufacturing (TSM 3.14%) were up almost 4% by midday Wednesday. The move follows the company's excellent fourth-quarter earnings released last Tuesday. As is often the case, the company's positive outlook led to Wall Street analyst upgrades.Management's outlook called for full-year 2024 revenue to increase by a low to mid-20% range in U.S. dollar terms as the industry experiences a cyclical bounce driven by artificial intelligence (AI) demand.Industry bodies and peers confirm ...

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 ...