TSM News and Press, Taiwan Semiconductor Manufacturing Company Ltd. From 06/25/24

2024-06-25 04:47:32 ET Summary Recent announcement of price hikes for N3 and other products will boost revenue growth and margins in FY2025. With Apple contributing a significant portion of TSM's revenue, the anticipated upgrade cycle for iPhones featuring Apple Intelligence is ex...

2024-06-24 21:00:03 ET Summary Ruane, Cunniff, & Goldfarb's 13F portfolio value increased from $6.26B to $6.44B this quarter. Sequoia Fund has a track record of 13.32% annualized return since 1970. Significant stake decreases include Intercontinental Exchange, Alphabet, Ch...

2024-06-24 13:16:36 ET Summary Intel is rapidly transforming into a top U.S. foundry company to manufacture high-end semiconductors, with government funding support. Intel's new business setup and reinvestment effort could support significant sales/income growth into 2029. Wit...

2024-06-24 12:25:35 ET The artificial intelligence (AI) trade took a turn for the worse on Monday as Nvidia (NASDAQ: NVDA) shares dropped as much as 6.5%, dragging the entire AI market with it. Super Micro Computer (NASDAQ: SMCI) fell as much as 8.5%, and Taiwan Semico...

2024-06-24 06:42:58 ET Summary ByteDance collaborating with Broadcom on advanced AI chip to secure stable supply and lower costs amid trade tensions. Shein may scrap London IPO over UK criticism, potential pressure from Chinese government to list in Hong Kong. UPS selling Coyo...

2024-06-24 03:25:24 ET More on Broadcom, ByteDance Broadcom: Focus On Organic Revenue Growth Broadcom Stock: It's Just The Beginning Making The Case For Buying Broadcom TikTok ban appears inevitable without court order Read the full article on Seeki...

2024-06-23 20:41:31 ET Summary EMXC is an emerging markets fund excluding China, and this will avoid the risk of China as China's economy is going through challenging times. Tensions between China and the U.S. will result in ongoing global supply chain readjustment, and many emerg...

2024-06-22 11:43:00 ET The S&P 500 ( SP500 ) on Friday saw small moves, with the expiration of major options not adding to the volatility of the session. ... Read the full article on Seeking Alpha For further details see: Sell-side spotlight: Apple, Taiwan S...

2024-06-22 08:15:00 ET Apple 's (NASDAQ: AAPL) Worldwide Developers Conference (WWDC) last week sparked a new interest in the stock and caused it to notch fresh all-time highs. However, there are a few winners and losers associated with its primary announcement about Apple Intellige...

2024-06-22 05:13:55 ET Summary Short interest in GFS is higher than most, especially in the foundry space, and there appears to be several reasons why. The foundry market is still facing soft demand, except in some areas, but GFS seems to be having a tougher time than other foundr...