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Taiwan Semiconductor Newsroom
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
U.S. stocks closed | The "Santa Claus Rally" has arrived! The three major indices rose about 1%, with the Nasdaq returning to above 0.02 million points; Tesla surged over 7%, and Apple reached a new record Market Cap of 3.9 trillion.
European and American stock and bond markets closed early, with U.S. stocks collectively closing at their daily highs. NVIDIA and other large Technology stocks led the rally, Apple reached a new high again, Broadcom rose over 3%, Goldman Sachs and Morgan Stanley increased by more than 2%, the Chinese concept Index once rose over 1%, Baosheng Media Group surged by 310%, NIO and YUM CHINA rose more than 3%.
Taiwan Semiconductor Options Spot-On: On December 24th, 86,130 Contracts Were Traded, With 1.6 Million Open Interest
On December 24th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 86,130 options for the day, of which put options accounted for 32.34% of the total
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.
Taiwan Semiconductor becomes the darling of the AI era, with its stock price reaching a historic high during trading.
① Taiwan Semiconductor's stock price reached a record high during Tuesday's trading, with a cumulative increase of over 82% this year; ② Analysts point out that due to the enhanced demand in the Global market for investments in Taiwan Semiconductor, its key role among Semiconductors and AI suppliers continues; ③ Taiwan Semiconductor expects a 36% growth in sales for the quarter ending in December, with a gross margin of 58.3%, the highest quarterly level since 2022.
The "new wealth password" in the chip Industry: hybrid bonding! Apple and NVIDIA both cannot do without it.
Apple and NVIDIA are iterating their chips, and semiconductor giant BE Semiconductor has entered the "money-making mode." An Analyst has stated that BE Semiconductor's semiconductor equipment may be strongly driven by chip products from technology giants such as Apple and NVIDIA.
CCTV interprets a more proactive fiscal policy: next year's fiscal funding will be allocated earlier, faster, and in greater amounts.
Next year, a more proactive fiscal policy will be implemented. What measures will the Ministry of Finance take? Where will the fiscal funds be focused? What impact will this have on our lives?
O3 proves that AI has not slowed down, Taiwan Semiconductor becomes the "best choice," and stock prices move toward a historical new high.
The analysis suggests that the O3 model proves that AI has not slowed down, and without having to pick winners or technologies, Taiwan Semiconductor is the best way to participate in the AI theme, and the valuation is reasonable.
[Breaking News in Asia] Japan suddenly issues a warning! The Trump 2.0 era is about to begin, Taiwan Semiconductor sets a new record.
On Tuesday (December 24), the Asia stock market gently rose amid low trading volumes during the holiday, following increases in the stock prices of some of the largest Global Technology companies, which drove the rise of the USA benchmark stock index.
TSMC Shares Touch Record High, Eying Best Year Since 1999 On AI
Express News | The stock price of Taiwan Semiconductor once touched a historical high of 1,095 TWD.
Futu Daily News | The Federal Reserve FOMC voting committee has a new lineup in the new year! The policy stance is expected to further polarize between dovish and hawkish factions; with the Christmas holiday approaching, Hong Kong stocks open half a day t
The NASDAQ 100 Index has been rebalanced, with the weights of Tesla, Meta, and Broadcom decreasing; competition in wearable devices is intensifying! Meta plans to add a display to its smart glasses; the "Santa Claus rally" is late this year, Analysts say there will still be opportunities after the holidays.
U.S. stocks closed higher | The three major Indexes collectively rose, with the Nasdaq increasing by nearly 1%; chip stocks surged, with Broadcom and Taiwan Semiconductor rising over 5%, and NVIDIA increasing nearly 4%.
① The Nasdaq China Golden Dragon Index rose by 0.91%; ② The PHLX Semiconductor Index rose by over 3%; ③ MicroStrategy purchased 5,262 Bitcoins; ④ The suspect in the UnitedHealth executive's murder case pleaded not guilty.
Taiwan Semiconductor Options Spot-On: On December 23rd, 207.02K Contracts Were Traded, With 1.73 Million Open Interest
On December 23rd ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 207.02K options for the day, of which put options accounted for 32.51% of the total
Shares of Semiconductor Companies Are Trading Higher After the United States Said It Is Opening an Investigation Into China's Policies for the Semiconductor Industry. China's Commerce Ministry Says the U.S. Investigation Will Disrupt the Chip Industry...
10 Information Technology Stocks Whale Activity In Today's Session
Express News | Ming-Chi Kuo: Apple's M5 series chips will use Taiwan Semiconductor's N3P process, which entered the prototype stage several months ago.
Express News | The U.S. stock market's Semiconductors Sector rose, with Broadcom and AMD gaining over 3%.
BE Semiconductor Likely to See Catalysts From Apple, Nvidia, Others: Analyst
Hardware VS Software! A fierce battle for positions is unfolding in the AI sector of the US stock market. Who will dominate in 2025?
Regarding the upcoming year 2025, how to choose AI Hardware and AI Software has become the focus of investors' attention.