TSM241018P177500
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Taiwan Semiconductor Newsroom
AI demand remains strong! Taiwan Semiconductor's Q3 performance exceeded expectations across the board, with net income increasing by 54% year-on-year.
taiwan semiconductor's advanced process revenue accounted for a higher proportion in the third quarter compared to the previous quarter, accounting for 69% of total wafer revenue, up from 67% in the previous quarter, with 3-nanometer and 5-nanometer processes contributing a total of 52% of revenue in the third quarter.
Hits record high! Taiwan semiconductor soared more than 13% to surpass the $210 mark, what is the outlook for global semiconductors?
Data shows that global semiconductor sales in August increased by 20.6% year-on-year, and the release of new devices in the fourth quarter is expected to make the semiconductor demand very strong in the peak season.
Express News | Taiwan Semiconductor, Samsung, and IBM will showcase the latest CFET technology achievements at the IEDM International Conference in December.
taiwan semiconductor conference call: Full-year revenue is expected to grow by 30%, the demand for AI is real, and capital expenditures are likely to increase next year.
Taiwan Semiconductor indicated that capital expenditures in 2025 are likely to be higher than this year, while capital expenditures in 2024 will be slightly higher than $30 billion, previously estimated to be $30 billion to $32 billion. Regarding the rumors of acquiring Intel, Taiwan Semiconductor responded that they have no intention to acquire Intel fabs.
Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
US stocks early market | The three major indexes rose together, with the Dow breaking through a historical high in midday trading; Chip stocks rose together, with Taiwan Semiconductor soaring more than 10% after its performance, and Nvidia rising nearly 4
As of the time of publication, the three major indices had divergent trends, with the Dow Jones up 0.22%, the S&P 500 up 0.24%, and the Nasdaq up 0.37%.
Express News | taiwan semiconductor's increase expanded to 11%. The market cap increased by 100 billion US dollars in a single day.
US stocks are on the move | Q3 performance and Q4 guidance both exceeded market expectations, taiwan semiconductor (TSM.US) surged more than 10%.
On Thursday, Taiwan Semiconductor (TSM.US) surged over 10% at the opening, with the stock price reaching $200, hitting a historical high. As of the time of publication, it is up 10.59%, trading at $207.33.
U.S. stocks surged, taiwan semiconductor rose more than 10% after performance, leading the rebound of the semiconductor sector.
Great Expectations October 17th | Q3 results and Q4 guidance both exceed expectations, taiwan semiconductor surged over 10%, reaching a new high, driving the US semiconductor sector to rebound. Among them, ase technology, micron technology, broadcom, and Arm all rose more than 3%, nvidia and AMD both rose more than 2%.
Benzinga Market Summary: ECB Cuts Rates, Chip Stocks Gain After Strong Guidance From TSM, Sept. Retail Sales Beat Estimates
Nasdaq opened 0.94% higher, taiwan semiconductor rose more than 9% after performance, hitting a new high again.
October 17th, Grunt ｜ The three major stock indexes in the USA opened higher collectively, with the Nasdaq up 0.94%, the S&P 500 index up 0.58%, and the Dow up 0.17%. US September retail sales rate recorded 0.4%, expected 0.3%, previous value 0.1%. In the week leading up to October 12th in the USA, initial jobless claims numbered 0.241 million people, with an expected 0.26 million people; the revised previous value from 0.258 million people to 0.26 million people. Taiwan Semiconductor rose more than 9.7%, with its stock price hitting a historic high, Q3 performance and Q4 guidance both exceeding expectations, and net profit after tax increasing by 54.2% year-on-year. Intel rose more than 2.2%, responding to security-related doubts by saying it started.
Express News | The three major US stock indexes collectively opened higher, with the Dow up 0.25%, the Nasdaq up 0.93%, and the s&p 500 index up 0.61%. Taiwan Semiconductor rose nearly 9%, with the stock price surpassing $200, reaching a historical high. The company's Q
Nasdaq futures rose more than 1% before the market opened, taiwan semiconductor stunning performance boosting the technology sector | Tonight's Highlights
1. Taiwan Semiconductor's pre-market surge of nearly 9%, poised to reach a new historical high; 2. Nvidia rose over 3%, Broadcom, AMD rose by about 2.9%; 3. Intel responds to security concerns: will maintain communication with relevant departments; 4. Northwestern University in the usa sues Moderna for infringement of its LNP patent technology.
US stock market outlook: Retail sales in September exceeded expectations, with the three major futures indices edging up slightly; strong performance! taiwan semiconductor surged more than 9% in pre-market trading, expected to open above $200 to achieve a
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Asml Holding (ASML.US) collapsed AI? Taiwan Semiconductor (TSM.US) is coming to the scene!
Taiwan Semiconductor (TSM.US) released the third quarter financial report of 2024 pre-market trading on the afternoon of October 17, 2024 Beijing time (as of September 2024).
U.S. Stock Market Outlook: All three equity index futures rise together, September retail data will be released tonight
On October 17th (Thursday) pre-market trading, the three major US equity index futures all rose together.
Does AI cloud burn a lot of money? JP Morgan: By 2025, it will be equivalent to the expenditure of the Apollo space program! Fortunately, the application side is also very optimistic.
Daiwa Securities indicates that by 2025, capital expenditures in the AI cloud field are expected to exceed $250 billion. Despite the vast scale, generative AI has gradually shown effects in practical applications, helping companies optimize production processes, enhance customer service efficiency, and achieve cost savings in multiple areas.
The capacity is still in short supply! Taiwan Semiconductor opposes the "AI bubble theory", stating that the demand is just "beginning".
1. Taiwan Semiconductor released its third-quarter performance today, with all data exceeding market expectations; 2. Weizhe Jia pointed out that ai is a real presence, and it is expected that the fourth-quarter business will still be supported by cutting-edge technology; 3. Currently, taiwan semiconductor's advanced process and advanced packaging capacity are in short supply, and future capital expenditure is expected to increase.
Express News | Taiwan Semiconductor indicated that the Arizona factory in the USA is expected to begin mass production in early 2025, consistent with the previous plan.
AI Boom Is Real -- and Really Profitable -- Says Chip Maker TSMC -- WSJ