TSM241101C202500
- 1.47
- -3.08-67.69%
Taiwan Semiconductor Newsroom
Up to 0.03 million US dollars! Taiwan Semiconductor reports another price increase, with a significant breakthrough in yield rates at its US factories.
Reveal the "dominance" of advanced processes again.
U.S. stock market anomaly | taiwan semiconductor (TSM.US) fell more than 3%. The founder warned that "semiconductors free trade is dead" and the company faces challenges.
On Monday, taiwan semiconductor (TSM.US) quickly weakened at the opening, as of press time, dropped more than 3%, to $197.32.
US Stocks Likely To Open In Green As Investors Eye 'Magnificent 7' Earnings This Week: Oil Prices Tumble, Expert Highlights Best 'Sell In May' Period Since 2009
6-K: Report of foreign private issuer (related to financial reporting)
With the AI boom, the position of the HBM industry is skyrocketing.
While the AI boom has led to the prosperity of GPUs, it has also kept the heat of HBM, which plays a key role, high, becoming the emerging outbreak vent and technology giants' strategic high ground in the current AI race.
Attention! The technology giants of the US stock market are about to release their financial reports, with heavyweight data such as PCE and non-farm payrolls expected to make a significant impact.
①On the eve of the US election on November 5, the US stock market will experience a "high-energy continuous" week; ②First, 5 of the "seven giants" will release major financial reports this week, followed by heavyweight economic data—US PCE index and non-farm employment report will be released.
taiwan semiconductor (TSM.US) founder: chip free trade is dead, company faces severe challenges
Founder of taiwan semiconductor (TSM.US) Zhang Zhongmou stated during a company event that taiwan semiconductor is facing the most severe challenge, as the USA is controlling the flow of advanced chips to china, believing that free trade, especially in the most advanced chips, is dead, which will impact the company's growth. However, the company has the strongest team and believes it will succeed. Chairman Wei Zhejia stated that the company is confident in enhancing its technological leadership position, emphasizing that the progress of the new chip plant in Arizona, USA is going well.
Futu Express | Fierce Competition! The USA presidential election enters the sprint phase, with a record-high early voting rate; NYSE's heavyweight official announcement! Intends to extend US stock trading hours.
The 14th session of the 12th National People's Congress Standing Committee will be held in Beijing from November 4th to 8th; the apple AI feature Apple Intelligence officially launched this week; How difficult is shorting US stocks? Tesla's short positions, which made money this year, were wiped out in just one day.
BofA's Hartnett: The election will strengthen Wall Street's four core trades, but inflation and economic downturn will reverse everything.
Bank of America analyst Hartnett pointed out that the four core trading strategies on Wall Street now are, bearish on bonds, bullish on gold and technology stocks. Tightening immigration policies may trigger inflation, leading to further increase in gold prices. The market is worried that Fed rate cuts may lead to inflation and overheating of the economy, with bond yields unexpectedly rising after the rate cut, causing US stocks to become more concentrated. Now is not a good time to buy bonds and stocks.
Express News | Taiwan Semiconductor President Wei Zhejia: The company has full confidence to continue to expand its leading position in technology. The new chip manufacturing plant in Arizona is making "good progress".
Taiwan Semiconductor's Arizona factory is reportedly achieving higher chip yields than similar factories in Taiwan.
Insiders revealed that Rick Cassidy, President of the usa branch of Taiwan Semiconductor, stated at an event on October 23 local time that the chip yield of the first factory in Arizona of Taiwan Semiconductor was about 4 percentage points higher than similar factories in Taiwan.
Taiwan Semiconductor Options Spot-On: On October 25th, 181.79K Contracts Were Traded, With 1.64 Million Open Interest
On October 25th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 181.79K options for the day, of which put options accounted for 34.31% of the total
Express News | The U.S. stock market closed with mixed results, with the Dow falling by 0.61%, the Nasdaq rising by 0.56%, and the S&P 500 index dropping by 0.03%. Wenyuan Zhixing officially listed on the Nasdaq, closing nearly 7% higher on its first day of trading. Tai
US stocks unusual movement | Taiwan Semiconductor (TSM.US) rumored to plan price increase again, stock price rises over 3%.
On Friday, the stock price of Taiwan Semiconductor (TSM.US) fluctuated higher, rising by 3.09% to $204.055 at the time of publication.
US stocks early trading | The three major indexes all rose, with the Nasdaq hitting a new all-time high intraday; technology stocks, Chinese concept stocks, and cryptos all rising across the board, with Tesla and Nvidia up more than 2%.
On the evening of the 25th Beijing time, the US stock market continued to rise in early trading on Friday, with technology stocks leading the gains. Tesla continued yesterday's upward trend. The yield on the 10-year Treasury bond slightly declined. The market continues to focus on US stock earnings reports, economic data, the presidential election, and the Fed's interest rate path. US durable goods orders in September fell by 0.8% month-on-month but were better than expected.
US stock market outlook | The three major futures indexes rose slightly, with Chinese concept stocks generally rising; as tesla soared, "Wood Sister" took the opportunity to sell $22 million worth of shares.
Taiwan Semiconductor rose more than 1% pre-market, and prices for sub-5nm next year may increase again; Spirit Airlines surged nearly 13% pre-market, planning to sell planes and lay off employees to reduce costs; Apple's smart phone market share in China returned to the top 5! The iPhone 16 is expected to kick off a new upgrade cycle.
sk hynix's financial report 'slaps in the face'! Daiwa admits to underestimating short-term prospects, yet still maintains a 'shareholding' rating.
morgan stanley analyst raised the target price of sk hynix by 8% to 0.13 million Korean won, still maintaining a "shareholding" rating.
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
tesla took the lead in handing in a dazzling financial report! apple, microsoft, and others will take the stage one after another next week. Can the seven giants of the US stock market continue their brilliance?
Financial reports are the recent focus of the market. Next week, financial reports from technology giants such as apple, microsoft, google, amazon, and Meta will be released. So far, more than 27% of the S&P 500 index component companies have reported third-quarter performance, with 76% of companies exceeding expectations.
US stocks are too concentrated! Below the 50% red line, asset management institutions can only sell technology stocks.
This year, the U.S. stock market is unprecedentedly concentrated, with nvidia, apple, and other technology stocks contributing to about half of the index's increase. Funds such as Fidelity and Pimco were forced to sell technology stocks in order to comply with regulatory requirements to keep the investment proportion of heavy-weighted stocks in the portfolio below 50%.