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Taiwan Semiconductor Newsroom
Express News | Institutions: AMD and Nvidia are driving the development of FOPLP, with an estimated production time in 2027-2028.
TSMC's Utilization Rate Could Rise in 2H -- Market Talk
0306 GMT - TSMC continues to be a buy for Deutsche Bank, which sees robust demand for its chips, fueled by AI. The chip maker's utilization rate of production lines could rise in 2H with blended utili
US stock market abnormal movement: Taiwan Semiconductor increased by more than 3%, with a market cap of more than 940 billion US dollars.
On July 3, Guolong News reported that Taiwan Semiconductor (TSM.US) rose 3.64% to $182.1, with a market cap of over $940 billion. Morgan Stanley released research reports stating that Apple may use Taiwan Semiconductor's stacked SoIC-X advanced packaging technology in its upcoming M5 series chips for AI servers. Apple is expected to achieve large-scale production of the M5 chip in the second half of next year, and it is expected that Taiwan Semiconductor will significantly expand its SoIC production capacity next year. In addition, sources revealed that Taiwan Semiconductor plans to raise prices for 3/5 nanometer process technology from January 1, 2025.
Is the market becoming impatient? More and more people are discussing the fact that AI burns so much money but earns so little.
So far, AI technology has produced almost no economic benefits. Faced with the huge gap between burning and earning money with AI, the market's patience for technology stocks is gradually disappearing.
US stocks rose slightly in early trading, with the three major indexes up. Tesla rose by nearly 4%, and the second-generation humanoid robot Optimus will make its debut for the first time. US stocks will close early today and will be closed tomorrow.
The US stock market opened mostly flat on Wednesday, with the S&P 500 index closing above 5,500 points for the first time in the previous trading day. The private sector employment in the US increased by only 150,000 in June according to ADP report, lower than expected and indicating a gradual cooling of labor demand. The US stock market will close early today and the trading volume is expected to be light.
Today's Analyst Rating | Microsoft Price Target Raised to $480 by Raymond James, Itau Unibanco Upgrades Apple to Hold
Jul 3, Wall Street analysts have updated their stock ratings today including $Microsoft(MSFT.US)$ and $Apple(AAPL.US)$.
US Stock Market Outlook | Unexpected Slump! US 'Small Non-Farms' Reach Four-Month Low; Federal Reserve Meeting Minutes to be Released Tonight, US Stock Market will Close Early Due to the Holiday.
"Fed Pronouncements": Powell talks about progress in inflation, bringing rate cuts back into view; did the market become conservative? Strategist: The Fed is expected to cut interest rates three times this year! Growth tech stocks fluctuate before the market, Tesla rises nearly 2%, while Microsoft, Apple, and Nvidia fall slightly.
Pre-market trading highlights: 'Little Non-farm Payroll' data fell short of expectations, Taiwan Semiconductor announced another price increase for 3/5nm process.
On July 3rd, Guolonghui reported: 1. The three major equity index futures in the United States fell slightly, with NASDAQ futures down 0.12%, S&P 500 index futures down 0.08%, and Dow Jones futures down 0.02%. 2. Major European stock indices rose collectively, with the German DAX index up 0.88%, the UK FTSE100 index up 0.45%, the French CAC index up 1.26%, and the European Stoxx 50 index up 1.11%. 3. Due to the US Independence Day holiday, US stocks closed early today at 01:00 on July 4th Beijing time, and will be closed tomorrow. 4. In June, the ADP employment report in the United States recorded 150,000 employed people.
The AI wave has driven the amount of risk investment in the USA to a new high in nearly two years, while the exit activity has continued to be sluggish.
In the second quarter of 2024, the amount of venture capital in the USA reached $55.6 billion, a 47% increase compared to the previous period and also the highest in the past two years. However, the continued slump in exit activities also poses challenges to the sustainability of VC financing and subsequent investments.
Reports indicate that Taiwan Semiconductor (TSM.US) will increase prices for advanced processes next year.
There are reports that Taiwan Semiconductor (TSM.US) is preparing to raise the price of its artificial intelligence products for the "3nm" and "5nm" processes by between 5% and 10%, while non-artificial intelligence products will maintain their original price or a price increase of no more than 5%. Industry insiders say that the price increase is still within a reasonable range. This is mainly because the cost of the "3nm" wafer is about 25% higher than that of the "5nm" wafer, and the above-mentioned price increase does not take into account factors such as the overall number of chips produced and design architecture.
Express News | According to Morgan Stanley, Apple may use Taiwan Semiconductor's stacked SoIC-X advanced packaging technology in its upcoming M5 series chips for AI servers. It is expected that Apple will achieve large-scale production of M5 chips in the second half of
Express News | It is rumored that Taiwan Semiconductor announced an increase in prices for its 3/5 nm process: AI products will increase by 5~10%, and non-AI products will rise by 0~5%.
Express News | Taiwan Semiconductor is expanding its CoWoS production capacity across the board, and has found a site for advanced packaging in Huwei Park, Yunlin County, Taiwan. AI semiconductors are currently the focal point of the global chip market, with giants like
Top 20 turnover | Tesla surged more than 10%, vehicle deliveries in the second quarter exceed expectations; Nvidia fell more than 1% facing antitrust charges in France.
On Tuesday, Tesla, with a transaction volume of USD 46.445 billion, rose 10.2%, ranking first. Nvidia, with a transaction volume of USD 26.659 billion, fell 1.31%, ranking second. Apple, with a transaction volume of USD 12.72 billion, rose 1.62%, ranking third.
US stocks close | S&P and Nasdaq hit new closing highs, Amazon, Apple, and Microsoft hit new highs again, and Tesla surged more than 10%.
Chinese concept stocks index rebounds and breaks away from its 5-month low, with alibaba, nio inc, li auto inc rising about 2%.
Taiwan Semiconductor Options Spot-On: On July 2nd, 130.79K Contracts Were Traded, With 1.57 Million Open Interest
On July 2nd ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 130.79K options for the day, of which put options accounted for 45.05% of the total transactio
Unusual Options Activity: AAL, LVS and Others Attract Market Bets, AAL V/OI Ratio Reaches 250.0
EST Jul 2nd Afternoon Delivery - In the last two hours of trading, 6 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
Taiwan Semi Could Be One of Mizuho's Favorite Semiconductor Longs
Mizuho raised their price target for Taiwan Semi (TSM) to TWD1,170 per share in a note Tuesday, with analysts at the firm saying it could be one of their favorite semiconductor longs.
Report: Apple has increased the A18 chip order size, and iPhone 16 sales are expected to reach 100 million units.
Apple is confident in the sales volume of iPhone 16 in the second half of the year with the addition of the A18 chip.
Express News | Powell: Feels like AI will bring about significant changes.