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#taiwansemiconductor — Public Fediverse posts

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

  1. ASML vs. Taiwan Semiconductor: Which Semiconductor Monopoly Is the Safer Investment?

    In the chip world, there’s really only one monopoly: ASML Holding (NASDAQ: ASML). ASML makes a machine that…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #it #TaiwanSemiconductor #TaiwanSemiconductorManufacturing
    europesays.com/netherlands/434

  2. TSMC vs. ASML: Which Semiconductor Giant Is the Better Stock Buy?

    Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML) are two vital companies for the world economy, even…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #TSMC
    europesays.com/netherlands/414

  3. Taiwan Semiconductor vs. ASML: Which Semiconductor Titan Is the Better Buy Today?

    The semiconductor industry is incredibly important to today’s artificial intelligence (AI) market. Without chips, none of the successes…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #semiconductorindustry #TaiwanSemiconductor
    europesays.com/netherlands/392

  4. Taiwan Semiconductor vs. ASML: Which Semiconductor Titan Is the Better Buy Today?

    The semiconductor industry is incredibly important to today’s artificial intelligence (AI) market. Without chips, none of the successes…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #semiconductorindustry #TaiwanSemiconductor
    europesays.com/netherlands/391

  5. Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

  6. Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

  7. Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

  8. Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

  9. Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

  10. Zacks Investment Ideas feature highlights: Taiwan Semiconductor and ASML

    For Immediate Release Chicago, IL – July 22, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor…
    #Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #StrongBuy #TaiwanSemiconductor #ZacksRank
    europesays.com/netherlands/331

  11. 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

  12. TSMC Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

    (Bloomberg) — Taiwan Semiconductor Manufacturing Co.’s global chip supply will fall short of AI-fueled demand for years to…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Business #Bloomberg #TaiwanSemiconductor
    newsbeep.com/us/683814/

  13. 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

  14. 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

  15. 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/

  16. 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

  17. 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

  18. 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