TSM News and Press, Taiwan Semiconductor Manufacturing Company Ltd.

2024-06-29 10:00:00 ET Summary NVDA's recent beat and raise performance has further buoyed multiple generative AI stocks, TSM included, with the latter running away from its 50/ 100/ 200 day averages. This is further aided by the foundry's projected price hikes from 2025 onwards, ...

2024-06-28 11:25:21 ET More on iShares MSCI ACWI ETF: ACWI: Go With U.S. Funds Instead The best of breed global stocks for 3Q2024 - BofA Stocks with the largest market cap in the U.S. from the 1950s to today - MSIM Seeking Alpha’s Quant Rating on iShar...

2024-06-28 06:32:00 ET Summary The global semiconductor industry is experiencing a transformation driven by government initiatives like the CHIPS Act in the United States. The CHIPS Act is a substantial government initiative aimed at revitalizing the semiconductor industry in the ...

2024-06-28 05:02:00 ET If you've paid even the slightest bit of attention to the tech world lately, you probably came across the topic of artificial intelligence (AI). It's harder to escape than a catchy pop song in the summer. With AI mania has come an influx of investors wanting to ca...

2024-06-27 20:30:00 ET July is just around the corner, and you know what that means: Big tech earnings season! Next month, all of the big U.S. technology companies (and several Canadian ones) will be reporting their earnings for the second quarter, the quarter ended June 30. In thes...

2024-06-27 12:46:43 ET Summary Micron announced fiscal Q3 earnings on June 26, but guidance was in-line with consensus, questioning the rationale for explosive share growth in the past three months. My analysis shows HBM market to grow from 4% to 15% of global advanced semiconduct...

2024-06-27 08:30:00 ET Summary How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market. Late money arriving and likely heading to Apple. NVIDIA stock outlook: High volatility expected, potential for further growth,...

2024-06-27 07:00:00 ET Summary A U.S. GARP portfolio was created in mid-2023. Our personal stock portfolio from 2015 has outperformed the market by 1.5% annually. The GARP portfolio focused on growth at a reasonable price, avoiding excessive valuations, and excluded the Magnif...

2024-06-27 04:20:00 ET There aren't many high-powered artificial intelligence (AI) stocks that pay out a meaningful and growing dividend, and Taiwan Semiconductor Manufacturing (NYSE: TSM) is one of them. After retaking the chip manufacturing process lead about a decade ago, Taiwan ...

2024-06-26 23:16:15 ET Summary Lone Pine Capital's 13F portfolio value increased to $12.67B with 26 holdings, top positions include Meta Platforms, Taiwan Semi, and Microsoft. New stakes in Vistra Corp, Spotify Technology, AppLovin Corp, McKesson Corp, and Constellation Energy wer...