TSM241115C175000
- 9.06
- -2.64-22.56%
Taiwan Semiconductor Newsroom
Shares of Semiconductor and Chip Stocks Are Trading Lower. The Sector Has Been Volatile Recently as Investors Assess Economic Data, Potential Fed Policy and the Sector's Year-to-date Performance.
The fruit chain is in disarray, Cirrus Logic's stock has fallen by over 10%, and investors are worried about the demand for iPhone 16.
Gelonghui, September 16th | Apple's stock price fell more than 3.85% at one point, hitting a low of $213.92 since August 9th. Taiwan Semiconductor's ADR fell by about 3%, ending the trend of three consecutive trading days of gains. Cirrus Logic fell by 10.48% at one point, to $119.21, nearing the low of $107.62 on August 5th. Micron Technology fell by 5.81% at one point. Infineon Frankfurt stock price fell 2.2% at one point.
Weekend Reading | 5-year increase of 10 times, Taiwan Semiconductor's water seller
The semiconductor manufacturing industry is a thirsty industry.
The chip industry will once again fall into a predicament.
The latest market update from Future Horizons states that the European semiconductor market is entering a recession and is particularly fragile.
Is the Fed about to take major action? The market is betting on a 50 basis point rate cut, causing a frenzy in the technology and cryptocurrency markets!
This week, enthusiasm in the technology, cryptos, and junk bonds markets has once again heated up, boosting the confidence of fund managers, as they expect policymakers to potentially rare cut interest rates by half a percentage point.
US Stocks Recover, Tech Rebounds Ahead Of Fed Cut
U.S. stocks closed | S&P 500 and Nasdaq both rose for the fifth consecutive week, with nvidia up nearly 16% for the week and broadcom up 22% for the week.
The rebound in US consumer confidence, the near four-year low in one-year inflation expectations, the support of the former "Fed's three hands" for a 50 basis point rate cut, and the significant increase in betting on substantial rate cuts by the "Fed's communication agency" and others, have returned to the "fifty-fifty" level. Small cap stocks rose by more than 2% on Friday, chip index rose by 10% over the week, NVIDIA rose by nearly 16% over the week, and Broadcom rose by 22% over the week. The two-year US Treasury yield returned to a two-year low, the yen rose above 141, the highest in nearly nine months, offshore renminbi rose above 7.10 yuan, and bitcoin rose to $0.06 million. Oil prices stopped the multi-week decline, and gold rose by over 3% for the best month in a month.
What AI Bubble? NVIDIA & 2 Other Chip Stocks With Strong Price Upside
10 Information Technology Stocks Whale Activity In Today's Session
Unfazed by the volatility! The chip index has risen for four consecutive days. Nvidia and Broadcom have rebounded strongly this week. Is the optimistic sentiment quietly returning?
In the face of such intense turbulence, several major chip giants still have bullish forecasts from Wall Street, with a potential increase of around 20%-40%. How should investors view the investment prospects of chip stocks?
"Reply 1996" is currently showing: How far has the AI boom progressed? Referring to the "1996 Moment" in the internet era.
"We are just entering 1996," according to the latest report from bank of america. The bank stated that the artificial intelligence boom is still in a very early stage.
Bank of America's sharp commentary on the AI boom: Just getting started, equivalent to the "early days of the internet in 1996"!
① Bank of America Merrill Lynch said that the AI boom is still in its early stages, much like the development of the internet in the 1990s. ② The bank said that the impact of AI will be felt earlier than previous technology booms.
Huang Renxun, Altman and other American AI experts gathered at the White House to discuss AI infrastructure layout with the Biden team.
Attendees include NVIDIA CEO Huang Renxun, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, Google President Ruth Porat, and Microsoft President Brad Smith. The conference focused on how to integrate the public and private sectors, discussing the energy usage of AI, datacenter capacity, semiconductor manufacturing, and power grid capacity.
US stocks closing | NASDAQ, S&P joined hands for four consecutive positives, US stocks' seven giants all rose, with Meta up nearly 3% and Nvidia up nearly 2%.
In August, the PPI in the United States showed a cooling down of inflation, and the market slightly raised its bets on the Fed's aggressive interest rate cuts. US stocks rose together, with Nvidia up nearly 2%, while NIO Inc and XPeng fell more than 5%. The European Central Bank cut interest rates for the second time this year, but maintained a restrictive policy. European bonds fell, and the euro rebounded from its four-week low. Commodities rose across the board, with US oil briefly rising by 3.7%, gold reaching a new high with a nearly 2% increase, palladium rising by over 4%, and copper experiencing its largest two-month increase.
Taiwan Semiconductor Options Spot-On: On September 12th, 90,622 Contracts Were Traded, With 1.64 Million Open Interest
On September 12th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 90,622 options for the day, of which put options accounted for 45.93% of the total
Nvidia Analyst Praises Huang's Insight That Hyperscale Customers Earn '$5 In Rental Revenue For Every $1 Spent'
U.S. stock market changes | taiwan semiconductor rose more than 1%, Huang Renxun stated that nvidia relies heavily on taiwan semiconductor to produce its most important chips to a large extent.
On September 12th, TSM.US rose more than 1%, reaching $171.33. In terms of news, NVIDIA CEO Jensen Huang stated at the Goldman Sachs Technology Conference on Wednesday local time that NVIDIA relies heavily on Taiwan Semiconductor to produce its most important chips because Taiwan Semiconductor is far ahead in this field. Taiwan Semiconductor's flexibility and capabilities are amazing, they have performed exceptionally well, so we can work with them if necessary or collaborate with others. In addition, JPMorgan stated that Taiwan Semiconductor's strong sales in August indicate that its performance in the third quarter may exceed its guidance. The bank maintains a 'shareholding' rating on the stock.
TSMC Stock Rises. Nvidia's CEO Has High Praise for the Chip Maker. -- Barrons.com
Strength should not be underestimated! In a volatile market, are these AI stocks surprisingly more resistant to decline than nvidia?
After experiencing the 'Black Monday' in early August, many stocks have rebounded strongly and performed extremely well. Some stocks have even shown significantly better resilience and rebound strength than Nvidia.
US stocks outlook: August PPI slightly lower than expected, three major futures indexes slightly lower; downgraded by major banks! Micron Technology pre-market fell more than 3%
Goldman Sachs CEO: There are signs of weakness in the job market, and the Fed may still cut interest rates by 50 basis points. UBS Group CEO: The market's expectation for a rate cut by the Fed is too aggressive, bullish on a soft landing for the US economy. Nvidia soared 8% overnight and saved the US stock market! Multiple call options made 10 times the profit.