The U.S. government has tried to keep Chinese companies from obtaining certain advanced technologies, but concerns have been growing that some products may have been routed to Huawei.
TSMC's advanced node technologies and strong Q3 2024 financial performance position it as a key player in the AI revolution, similar to Nvidia. TSMC's upcoming 2nm chips and strategic global expansion, including new fabs in the U.S., Japan, and Europe, bolster its competitive edge. TSMC's valuation metrics indicate it is undervalued compared to peers like Nvidia and AMD, offering significant growth potential in the AI semiconductor space.
"There's no one else that can do what TSMC can do," says Kevin Green. When it comes to competition in the chip manufacturing space, TSMC (TSM) reigns supreme.
Events that transpired this weekend gave investors pause.
Taiwan Semiconductor stock fell Monday following news reports that the company violated trade restrictions with China. TSM stock recently broke out.
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?
This stock could be a winner in the long run thanks to the central role it is playing in the increasing adoption of fast-growing technologies such as artificial intelligence.
Taiwan Semiconductor Manufacturing Company suspended shipments to China-based chip designer Sophgo after a chip it made was found on a Huawei AI processor, according to two people familiar with the matter.
AI-related chip demand has far outpaced expectations.
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 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.
Spoiler: The value of your investment would go from five figures to six figures.