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 ...

Everybody loves dividends, as they provide a passive income stream, limit drawdowns in other positions, and provide more than one way to profit from an investment.And when considering dividend-paying stocks, those with a history of boosting their payout are prime considerations, reflecting their commitment to increasingly rewarding shareholders.In addition, consistent dividend hikes reflect the company’s successful nature, opting to share profits with shareholders.For those seeking companies that have consi ...

Subscribers to Chart of the Week received this commentary on Sunday, August 25. Every year, Schaeffer's Senior Market Analyst Matthew Timpane chooses a few stock picks for traders that subscribe to fellow market news platform, MoneyShow. The 2023 year saw Timpane bring in impressive profits, winning MoneyShow’s Top Pros’ Top Picks project for 2023, with his MongoDB (MDB) recommendation gaining roughly 115% on the year. When asked to return for the 2024 trading year, another pair of carefully considered stoc ...

TSMC (TSM) closed the most recent trading day at $169.07, moving -1.29% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.32%. Elsewhere, the Dow gained 0.16%, while the tech-heavy Nasdaq lost 0.85%.Heading into today, shares of the chip company had gained 5.77% over the past month, outpacing the Computer and Technology sector's loss of 1% and the S&P 500's gain of 1.52% in that time.The upcoming earnings release of TSMC will be of great interest to investor ...

The semiconductor industry has witnessed stupendous growth over the past four decades, with chips becoming an integral part of electronic devices like computers and smartphones, to name a few. An increase in acceptance of emerging technologies like the Internet of Things (IoT) and artificial intelligence (AI) is expected to fuel demand for semiconductors. Manufacturing, healthcare, and retail sectors have already integrated digital technologies that require robust semiconductor solutions. Thus, the global s ...

文章核心观点 - 公司正在通过战略性收购和对先进技术的投资来增强其增长潜力 [6][7][9] - 公司正在扩大人工智能和高性能计算领域的产能,以满足不断增长的市场需求 [7][8][13] - 公司的资本支出策略反映了其专注于生产能力建设的方法,以满足AI、HPC和5G应用的需求 [13] - 公司的先进制造技术(如5纳米和3纳米)正在成为其主要收入来源,并有望继续推动公司的增长 [13] - 但公司在推进先进制造技术的过程中面临着利润率压力,需要密切关注 [14][15] 根据相关目录分别进行总结 行业和公司研究 - 公司在先进技术(如AI和HPC)领域保持领先地位,并通过战略性收购进一步巩固了其市场地位 [2][6][7][9] - 公司正在大幅投资以扩大产能,满足AI、HPC和5G应用不断增长的需求 [13] - 公司先进制造技术(如5纳米和3纳米)正在成为其主要收入来源,有望继续推动公司的增长 [13] 财务分析 - 公司在推进先进制造技术(如3纳米)的过程中面临着利润率压力,需要密切关注 [14][15] - 公司的资本支出策略反映了其专注于生产能力建设的方法,但也可能限制短期盈利能力 [15] 投资评级 - 公司的股票价格有望进一步上涨,目标价位为210美元 [2][3][4] - 技术指标显示公司股票存在进一步上涨的潜力 [3][4]