Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
OpenAI reportedly close to developing AI training chip with TSMC to bypass Nvidia
ChatGPT developer OpenAI is close to producing a new microchip with Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) to circumvent Nvidia Corp (NASDAQ:NVDA, ETR:NVD). Last October the AI company, in which Microsoft Corp (NASDAQ:MSFT) is a major investor, was revealed to be working with Broadcom and TSMC to build its first in-house chip to train its AI models.
TSMC shares down 1.8% after earthquake leaves its mark on earnings
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) shares dropped 1.8% after the company warned that first-quarter revenue would be at the lower end of its forecast due to a $161 million hit from a January earthquake in Taiwan. The world's largest contract chipmaker, which supplies Apple and Nvidia, said the quake led to wafer losses but did not cause structural damage to its factories.
TSMC sees Q1 revenue near lower end of guidance on January earthquake impact
TSMC , the world's biggest contract chipmaker, said on Monday its first-quarter revenue would be closer to the lower end of its guidance, as it expects a $161 million impact from an earthquake that rocked the island in January.
If I Could Only Buy 1 Semiconductor Stock, This Would Be It
The last few days have been quite challenging for the semiconductor industry. The news of Chinese start-up DeepSeek releasing its open-source AI model DeepSeek-R1 -- which it says cost less than $6 million to create -- has triggered concerns about drastic declines in AI spending.
2 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
Few companies have as strong a growth trajectory as Taiwan Semiconductor Manufacturing (TSM 0.56%). TSMC, as it's also known, is the world's largest contract chip manufacturer, which means that it acts as a fabrication company for those who do not have the capabilities to produce chips themselves.
Meet the Monster Stock That Continues to Crush the Market
There is no shortage of artificial intelligence (AI) stocks that have trounced the market over the past few years. Even after a recent tech stock decline, brought on by rising competition from a cheaper AI model created by China-based DeepSeek, many AI stocks are still easily outpacing the market.
3 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
Chip stocks got hit hard on Monday in response to the launch of the Chinese artificial intelligence (AI) chatbot DeepSeek. Several major AI stocks saw double-digit, one-day losses.
TSMC: DeepSeek Opportunity
Taiwan Semiconductor Manufacturing Company Limited slumped despite strong quarterly results due to news of a Chinese AI company producing a more efficient AI model, which should boost AI chip demand. AI chip demand remains insatiable, with tech giants like Meta Platforms and Microsoft planning massive capital expenditures on AI infrastructure. TSM stock is undervalued, trading at only 19x forward earnings, with higher growth prospects than other stocks hyped due to AI.
Trade Tracker: Rob Sechan buys more Taiwan Semi
Rob Sechan, CEO of NewEdge Wealth, joins CNBC's "Halftime Report" to explain why he's buying more Taiwan Semi here.
Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
1 Jaw-Dropping Projection That Makes This Chip Stock a Screaming Buy
While taking everything a management team says at face value can be an investing error, checking its historical predictions against actual results is a good way to start trusting what management says. Of course, this isn't possible with new management teams, but those that have been in place for some time are easier to trust.
