Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
Taiwan Semiconductor Just Surged 10%. Here's Why It's Still a Buy Right Now.
AI-related chip demand has far outpaced expectations.
TSMC's US Plant and White House's Military AI Plan
Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's US plant yields surpassing that of similar factories in Taiwan and what that means for US chip ambitions. Plus, the Biden administration is planning for a concrete strategy on the US military's use of AI in warfare, and Alphabet's autonomous driving unit Waymo raises $5.6 billion in its largest ever funding round.
TSMC's Arizona Plant and US Chip Ambitions
TSMC has achieved early production yields at its first plant in Arizona that surpass similar factories back home, a significant breakthrough for a US expansion project initially dogged by delays and worker strife. Anja Manuel, executive director of the Aspen Strategy Group and former diplomat, joins Caroline Hyde and Ed Ludlow to discuss what that means for the US's chip manufacturing ambitions on "Bloomberg Technology.
If You'd Invested $10,000 in Taiwan Semiconductor Manufacturing Stock 10 Years Ago, Here's How Much You'd Have Today (Spoiler: Wow!)
Spoiler: The value of your investment would go from five figures to six figures.
TSMC chips reportedly ended up at Huawei. It raises concerns about 'shadow networks' bypassing US sanctions.
TSMC halted shipments to a client after its chips were found in Huawei products, per reports. TSMC and other chipmakers are barred from doing business with Huawei without US government approval.
What's Going on With Taiwan Semiconductor Stock?
The company understands its most significant risk is geopolitical and is taking steps to reduce the magnitude.
Taiwan Semiconductor Had Great News for Nvidia Stock Investors
Nvidia outsources manufacturing to Taiwan Semiconductor Manufacturing Company, so the latter's comments carry great weight among investors.
Taiwan Semiconductor: Hitting Another Home Run And Not Stopping
Taiwan Semiconductor Manufacturing Company Limited's AI train isn't slowing down, even as its foundry peers falter. TSMC's technological edge, capacity advantages, and “insane” AI demand are expected to sustain growth. Geopolitical risks and AI overinvestment are critical risks but likely overstated.
This AI Giant Just Broke Through the $1 Trillion Market Cap Barrier: Here's What Comes Next
The dominant manufacturer is extending its lead over rivals.
3 Reasons to Buy TSM Stock Besides 54% Q3 Net Profits Surge
Following a blowout Q3 performance and positive outlook, let's look at what makes TSMC a compelling stock to buy.
US lawmaker demands answers on TSMC chip in Huawei device
The Republican chairman of the U.S. House of Representatives Committee on China demanded answers on Wednesday from the Commerce Department and TSMC after a chip made by the Taiwanese company was found in a device made by China's Huawei.
TSMC halts chip supply to customer after finding it in Huawei product, source says
Taiwan Semiconductor Manufacturing Co has suspended shipments to a customer after it discovered that one of its chips supplied to the client ended up in a Huawei product, according to a Taiwan official familiar with the situation.
