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Taiwan Semiconductor Newsroom
Trending Stocks as Wall Street Bounces Back With Strong Week
Deep analysis by Morgan Stanley: 172% annual compound growth rate, who can seize the CPO opportunity?
According to a forecast by Morgan Stanley, as the NVIDIA Rubin server rack system begins mass production in 2026, the CPO market size is expected to expand at a compound annual growth rate of 172% from 2023 to 2030, reaching $9.3 billion by 2030. FOCI has secured the sole FAU supplier status for the first phase, while AllRing may supply key optical coupling devices in 2026. ASE has received a visit from NVIDIA's CEO at its Taichung factory, potentially becoming a core collaborative partner for the Rubin CPO system-level packaging.
Transaction Amount TOP 20 | Rumored to be an acquisition target! Intel's stock price surged over 9%.
On Friday, the stock market's top trading volume was NVIDIA, rising 3.06%, with a transaction of 40.922 billion dollars; the second was NVIDIA, rising 3.12%, with a transaction of 27.646 billion dollars; the third was Apple, rising 0.75%, with a transaction of 15.784 billion dollars.
Taiwan Semiconductor Options Spot-On: On January 17th, 297.52K Contracts Were Traded, With 1.94 Million Open Interest
On January 17th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 297.52K options for the day, of which put options accounted for 36.32% of the total
10 Information Technology Stocks With Whale Alerts In Today's Session
Unusual Options Activity: MSTR, UBER and Others Attract Market Bets, MSTR V/OI Ratio Reaches 210.3
EST Jan 17th Morning Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.
Market Chatter: Taiwan Semiconductor Says Delays at US Plant May Slow Arrival of New Chip Technology
AI Powers TSMC's Q4 Earnings Beat: ETFs to Tap
**** had a phone call with the elected president of the USA, Trump.
**** congratulated Trump on being re-elected as President of the USA, pointing out that both sides highly value each other's interactions and hope that the China-US relationship has a good start in the new term of the USA President, wishing to promote greater progress in the China-US relationship from this new starting point.
SA Charts: Americas Continue to Lead Semiconductor Sales in November
U.S. Stock Preview | All three major futures indices rally! UBS Group: S&P 500 is expected to rise to 6,600 points this year; Bitcoin has returned above $100,000! Concept stocks related to Cryptos are up across the board in pre-market trading, with MSTR r
JD.com shares rose over 5% in pre-market trading, with the new version of the APP launching a "gift" feature; Nukkleus shares increased over 74% in pre-market trading, following a rise of over 21% yesterday.
Today's Analyst Rating | NVIDIA Price Target Raised to $175 by Barclays, Taiwan Semiconductor Price Target Raised to $255 by Barclays
Jan 17, Wall Street analysts have updated their stock ratings today including $NVIDIA(NVDA.US)$ and $Taiwan Semiconductor(TSM.US)$.
Jensen Huang: There have not yet been discussions with the Trump administration about the new AI export rules.
Gelonghui, January 17 | NVIDIA CEO Jensen Huang: Has not yet discussed new USA AI export rules with the incoming Trump administration. Had a lavish lunch today with the CEO of Taiwan Semiconductor.
Express News | NVIDIA (NVDA.O) CEO Jensen Huang: Had a lavish lunch today with Taiwan Semiconductor (TSM.N) CEO.
Daily Options Tracking | Taiwan Semiconductor Options trading is hot! Call ratio rises to 67%; CNI Xiangmi Lake Fintech Index company SOFI's implied volatility increases to 83%, and a single out-of-the-money call option earns up to 300%.
NVIDIA fell nearly 2% on the previous trading day, with the Options Chain Volume slightly increasing to 3 million contracts, with Put options accounting for 41%; on the Options Chain, the market bulls are firmly betting, with the highest volume being the call options expiring today with a strike price of $140, reaching 0.145 million contracts, and the open interest is 0.135 million contracts.
TSMC Surged 4% After Posting Record Q4 Earnings
What are the major events worth paying attention to in the Futures market next week? What are the points of interest in each Sector?
Key data and events next week: China's one-year and five-year loan market Quote interest rates, Trump taking the oath of office as the new President of the USA, USA Martin Luther King Jr. Day, and several Exchanges adjusting trading hours........
How to view the Taiwan Semiconductor Earnings Reports? Goldman Sachs: The company is more bullish than investors! JPMorgan: The PE is only 25 times, and there are more bullish factors ahead.
Goldman Sachs believes that Taiwan Semiconductor's statements at the earnings conference are more optimistic than those of investors. Considering geopolitical risks, AI demand, and other uncertainties, Goldman Sachs adopts a slightly conservative estimate for Taiwan Semiconductor's profitability and CoWoS shipment volume in 2025. JPMorgan remains Bullish, believing that the growth prospects for Taiwan Semiconductor will remain very strong at least until 2026, and its market share in Datacenter AI accelerators may continue to approach 100%.
Express News | Goldman Sachs: Reiterates 'Buy' rating on Taiwan Semiconductor, Target Price raised to $259.
Express News | Goldman Sachs: Upgraded Taiwan Semiconductor's Target Price to $259, with long-term growth prospects further strengthened by AI advantages.