Taiwan Semiconductor is critical in AI proliferation.Taiwan Semiconductor (TSM -4.20%) may be the most important company in the world. It's a contract chip manufacturer, and the incredible technology from Nvidia, AMD, or Apple wouldn't be possible without its chip foundries. With the stock down around 10% from its all-time highs, is it time to capitalize on this discounted price and buy Taiwan Semi shares?TSMC has best-in-class technologyTaiwan Semiconductor has long been the leader in chip production. Beca ...

文章核心观点 - 半导体行业近期波动为投资者提供了进入行业龙头台积电的良机 [1] - 台积电作为人工智能时代的"镐头商人",未来发展前景广阔 [1][2] - 尽管部分分析师预测人工智能芯片需求将有所下滑,但台积电最新财报显示需求依然强劲 [2][3] 台积电的发展策略 - 台积电正在全球范围内扩张产能,包括在美国、德国和日本建设新工厂,以满足人工智能等领域的需求 [4] - 台积电正在通过多元化发展,减少对人工智能单一领域的依赖 [4] - 台积电计划在2025年适度提高芯片价格,以提升公司利润率 [5] 潜在风险 - 半导体行业整体波动和估值过高可能影响台积电股价 [7] - 人工智能热潮可能会逐渐降温,导致相关投资收益不达预期 [7] - 地缘政治风险,尤其是来自中国市场的风险仍然存在 [7] - 经济衰退可能对台积电业绩造成不利影响 [7]

Shares of TSMC (TSM) have gained 3.3% over the past four weeks to close the last trading session at $160.49, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $204.71 indicates a potential upside of 27.6%.The mean estimate comprises seven short-term price targets with a standard deviation of $28.26. While the lowest estimate of $170 indicates a 5.9% increase from the current price ...

A broader sell-off in the chip sector weighed on TSMC.Shares of Taiwan Semiconductor Manufacturing (TSM -5.81%) were falling today as bearish momentum in the broader semiconductor sector seemed to weigh on the stock. There was also a news item out of Japan that brought up a familiar bogeyman for TSMC.As of 12:18 p.m. ET, the stock was trading 5.8%, while the Nasdaq Composite had lost 2.3%, indicating a broader pullback in the market. Chip stocks are still volatileChip stocks like Taiwan Semi tend to go wher ...

文章核心观点 - 印第安纳州政府正积极推动半导体产业的发展,并将在本周率领经济代表团访问台湾,以加强双方在半导体研发、生产和应用等领域的合作[1][2][3][4][5] - 印第安纳州政府已在台北设立经济发展公司(IEDC)办事处,以进一步推动高科技、高增长行业的投资[3] - 印第安纳州在半导体产业取得了显著进展,吸引了7家新的半导体公司落户,并获得了联邦政府的微电子技术中心认定[4] 行业概况 - 印第安纳州半导体产业正处于快速发展阶段,与台湾在该领域的合作也不断深化[6] - 2023年印第安纳州与台湾之间的贸易额达16.1亿美元,主要涉及计算机和电子产品、化学品、电气设备及零部件、机械和运输设备等领域[6] 公司动态 - 台湾半导体公司联发科(MediaTek)已宣布与普渡大学合作在印第安纳州设立新的半导体设计中心[5] - 印第安纳州正积极与台湾半导体行业的主要企业和组织进行交流,包括联发科、台北电脑公会、美国在台商会和台湾电机电子制造业同业公会等[5]

Can the world's leading semiconductor foundry help make investors richer in the long run?Buying and holding solid companies for a long, long time is a tried-and-tested method of making money in the stock market, as this strategy allows investors to not only capitalize on secular growth trends but also benefit from the power of compounding.For instance, an investment of $10,000 made in shares of Nvidia 10 years ago is now worth more than $2.7 million. The market has rewarded Nvidia stock handsomely over the ...

At the foundation of the artificial intelligence pipeline are the high-performance chips TSMC manufactures.No other company is as synonymous with semiconductors as the appropriately named Taiwan Semiconductor Manufacturing Company (TSM -0.03%), the world's leading semiconductor foundry. TSMC is the pioneer of the foundry model, manufacturing the chips that other companies design on their behalf.Providing the infrastructure to produce a large fraction of the world's semiconductors has long put TSMC in a lucr ...

In the past, the company's shares have soared and dived on various pieces of news. This wasn't one of those times.In nearly every stock's life, sooner or later it has a day where the market just can't decide whether it's a buy or sell. That happened to mighty chipmaker Taiwan Semiconductor Manufacturing (TSM -0.03%) (TSMC) on Thursday. Not coincidentally, this was the trading session just after the current hot company in the chip sphere published its latest market-shaking news item. On the day, TSMC traded ...

文章核心观点 - Nvidia是半导体行业的领导者,在人工智能芯片市场占据近80%的份额 [1][2] - 但Nvidia的增长可能会放缓,因为其他科技公司正在加大自研芯片的投入,如特斯拉、亚马逊等 [3][4] - 相比之下,台积电作为芯片代工巨头,可能会从人工智能芯片市场的快速增长中获益 [6][7] 行业概况 - 半导体芯片广泛应用于人工智能等领域,推动了行业的快速发展 [1] - 人工智能芯片市场预计将以31.2%的年复合增长率,在2024-2033年间达到3410亿美元的规模 [6] 公司分析 - Nvidia是人工智能芯片市场的领导者,其GPU产品广受欢迎 [2] - 但Nvidia面临来自科技巨头自研芯片的竞争压力,如特斯拉、亚马逊等 [3][4] - 台积电作为全球最大的芯片代工厂,可能从人工智能芯片市场的增长中获益 [6][7]

Investors might want to bet on TSMC (TSM) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings ...