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#taiwansemiconductor — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #taiwansemiconductor, aggregated by home.social.

  1. Earnings From Taiwan Semiconductor and ASML Show Soaring Demand, So Why Are AI Stocks Falling? (And Here’s What Investors Should Do Next.)

    Artificial intelligence (AI) stocks have been on fire in recent years, leading the S&P 500 higher in this…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #AIrevolution #AIstory #artificialintelligence #Nvidia #PalantirTechnologies #reportedearnings #TaiwanSemiconductor
    europesays.com/netherlands/321

  2. Time to Buy the Dip in Chip Stocks? Here are the 2 Names I’d Buy First

    Quick Read JPMorgan backs buying chip stocks on the dip, making high-quality, wide-moat semiconductor names attractive entry points…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #EUVlithography #TaiwanSemiconductor #top10AIstocks #virtualmonopoly
    europesays.com/netherlands/303

  3. europesays.com/people/123468/ NVIDIA CEO Jensen Huang on AI Stock Dips: “Everybody Should Be Very Excited to Buy Stock at a Cheaper Price” — These Stocks are on My Radar After a Worrisome Wednesday #AgenticAIEra #JensenHuang #Nvidia #TaiwanSemiconductor #Top10AIStocks #VeraRubin

  4. TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)

    chip semiconductor pcb 3 NEW SIZE ©PickPik Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading…
    #Conflict #Conflicts #War #China #ChinaTaiwanConflicts #HuaweiTechnologies #national-securityconcerns #Taiwan #TaiwanSemiconductor
    europesays.com/3050787/

  5. Bloomberg: Taiwan Semiconductor’s #chip #supply will fall short of #AI-fueled demand for years to come, CEO C.C. Wei said, suggesting production capacity remains a bottleneck in the buildout of #computing #infrastructure. #TaiwanSemiconductor

  6. The AI trade is fueling the market to record highs despite Iran war

    The AI trade has fueled the market to all-time highs, even with continuing uncertainty in the Middle East.…
    #NewsBeep #News #BreakingNews #breakingnews #chipmanufacturers #Iran #iSharesSemiconductorETF #MorganStanley #TaiwanSemiconductor
    newsbeep.com/492439/

  7. Yahoo Finance | Billionaire Philippe Laffont Sold CoreWeave and Bought This Artificial Intelligence (AI) Stock Instead

    Billionaire Philippe Laffont sold Coatue Management's stake in CoreWeave (CRWV), the AI data center company it had backed since 2024 and which became its largest holding, after the stock fell about 50% from its peak following construction delays and concerns over its high leverage and cash flow negative profile despite strong AI-driven demand and a growing revenue backlog.

    Instead, Laffont significantly increased Coatue's position in Applied Materials (AMAT), the world's largest wafer fabrication equipment provider, citing its critical role in supplying chipmakers like Taiwan Semiconductor and Micron as they expand capacity to meet surging demand for AI accelerators and high-bandwidth memory, with Applied expecting over 20% equipment business growth in 2026 and continued momentum into 2027.

    Applied Materials trades at 30 times forward earnings, which Laffont views as attractive given its growth outlook and margin expansion potential, with analysts forecasting 25% earnings-per-share growth in 2027, reinforcing his strategy of shifting from high-risk, pre-profit AI infrastructure plays to more established, essential suppliers in the AI supply chain.

    Read more: finance.yahoo.com/markets/stoc

    #philippelaffont #appliedmaterials #taiwansemiconductor #ai #chipmakers

  8. Yahoo Finance | Billionaire Philippe Laffont Sold CoreWeave and Bought This Artificial Intelligence (AI) Stock Instead

    Billionaire Philippe Laffont sold Coatue Management's stake in CoreWeave (CRWV), the AI data center company it had backed since 2024 and which became its largest holding, after the stock fell about 50% from its peak following construction delays and concerns over its high leverage and cash flow negative profile despite strong AI-driven demand and a growing revenue backlog.

    Instead, Laffont significantly increased Coatue's position in Applied Materials (AMAT), the world's largest wafer fabrication equipment provider, citing its critical role in supplying chipmakers like Taiwan Semiconductor and Micron as they expand capacity to meet surging demand for AI accelerators and high-bandwidth memory, with Applied expecting over 20% equipment business growth in 2026 and continued momentum into 2027.

    Applied Materials trades at 30 times forward earnings, which Laffont views as attractive given its growth outlook and margin expansion potential, with analysts forecasting 25% earnings-per-share growth in 2027, reinforcing his strategy of shifting from high-risk, pre-profit AI infrastructure plays to more established, essential suppliers in the AI supply chain.

    Read more: finance.yahoo.com/markets/stoc

    #philippelaffont #appliedmaterials #taiwansemiconductor #ai #chipmakers

  9. Tim Cook ‘Sleeps With One Eye Open’ After CIA Taiwan Warning, But Do Prediction Markets Agree He Should Be Worried?

    Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and…
    #Conflict #Conflicts #War #AdvancedMicroDevicesInc #AMDprocessor #AppleInc #China #ChinaTaiwanConflicts #predictionmarkets #SiliconValley #Taiwan #TaiwanSemiconductor #timcook
    europesays.com/2808457/

  10. The “Safest” Trillion-Dollar Artificial Intelligence (AI) Stock to Invest $50,000 In Right Now

    Prediction Market powered by At this writing, there are 11 public companies with market capitalizations north of $1…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #NVIDIA #semiconductorstocks #TaiwanSemiconductor #Technology
    newsbeep.com/us/402668/

  11. Here’s Why Taiwan Semiconductor Manufacturing Holds the Keys to AI’s Explosive Growth

    Taiwan Semiconductor Manufacturing (TSM) controls advanced packaging capacity that determines which AI chipmakers can scale production. G…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #advancedmanufacturing #advancedpackaging #AI #AIaccelerators #ArtificialIntelligence #Google #NVIDIA #productiontarget #TaiwanSemiconductor #Technology
    newsbeep.com/us/387131/

  12. China’s AI Plans, Employment Data and Other Key Things to Watch this Week

    Markets enter a critical week following Friday’s tech sector volatility that saw AI-related stocks retreat despite the S&P…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Jobs #Broadcom #Business #China #enterprisesoftware #federalappealscourt #investorconcerns #SupremeCourt #TaiwanSemiconductor #volatility
    newsbeep.com/us/122487/

  13. Analyst: „Ernsthafte“ Apple Intelligence-Leistung kommt erst 2026
    Die Einführung von Apple Intelligence erfolgt schrittweise. Die ersten sechs Funktionen werden Ende dieses Monats erwartet, während die neue Version von Siri voraussichtlich er
    apfeltalk.de/magazin/news/anal
    #News #Services #AppleIntelligence #EdisonLee #IPhone16 #IPhone17Air #iPhoneVerkufe #Jefferies #KITechnologie #Superzyklus #TaiwanSemiconductor

  14. Analyst: „Ernsthafte“ Apple Intelligence-Leistung kommt erst 2026
    Die Einführung von Apple Intelligence erfolgt schrittweise. Die ersten sechs Funktionen werden Ende dieses Monats erwartet, während die neue Version von Siri voraussichtlich er
    apfeltalk.de/magazin/news/anal
    #News #Services #AppleIntelligence #EdisonLee #IPhone16 #IPhone17Air #iPhoneVerkufe #Jefferies #KITechnologie #Superzyklus #TaiwanSemiconductor