TSM250103C175000
- 30.23
- +1.81+6.37%
Taiwan Semiconductor Newsroom
Top 20 by transaction volume | Bitcoin returns to $98,000, MicroStrategy rises over 13%; NVIDIA closes up 4.45%.
On Friday, the U.S. stock with the highest trading volume was Tesla, which closed up 8.22% with a transaction value of 37.896 billion US dollars; Palantir ranked 9th, closing up 6.25% with a transaction value of 4.908 billion US dollars; Cerence, an Auto AI technology company, ranked 14th, closing up 143.76% with a transaction value of 2.549 billion US dollars.
Taiwan Semiconductor Options Spot-On: On January 3rd, 134.3K Contracts Were Traded, With 1.61 Million Open Interest
On January 3rd ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 134.3K options for the day, of which put options accounted for 36.5% of the total
Evercore ISI Predicts Tech Will Lead the S&P 500 to Another 20% Upside Year in 2025
U.S. stocks movement | Taiwan Semiconductor continues to rise 0.76% before the market, Citigroup expects its AI revenue to see substantial growth in 2025.
On January 3, Gelonghui reported that Taiwan Semiconductor (TSM.US), which rose by 2.07% yesterday, continues to rise 0.76% in Pre-Market Trading today, reaching $203.12. In terms of news, Citigroup Analysts stated in a Research Report that by 2025, with NVIDIA potentially becoming Taiwan Semiconductor's largest or second-largest customer, contributing 20% of revenue, the AI-related income for Taiwan Semiconductor could see substantial growth. In addition to NVIDIA, the development momentum of custom AI chips (ASIC) in the next two to three years may also support Taiwan Semiconductor's Business. Citigroup expects Taiwan Semiconductor's revenue growth rate to reach 20% in 2025.
Express News | It is reported that NVIDIA and Qualcomm are considering transferring part of their 2-nanometer process Orders from Taiwan Semiconductor to Samsung, due to capacity and cost considerations. Samsung will begin test production of 2-nanometer process chips in
What industry development trends were revealed at ASML Holding (ASML.US) investor day?
Despite facing various uncertainties in the chip industry, such as geopolitical and economic fluctuations, the overall market still demonstrates strong resilience.
Breaking news! These five technology companies are expected to go public on the US stock market this year, significantly affecting market Call sentiment.
Five potential Technology company IPOs could drive US stocks to new highs in 2025.
Shares of Chip Stocks Are Trading Higher Amid Continued Momentum From 2024.
Top 10 Tech Stocks per SA Quant Grades as the Nasdaq Rises to Start 2025
After experiencing a bumper harvest in 2024, the USA ETF may encounter setbacks this year.
The USA Exchange Traded Fund (ETF) received a record inflow of $1.1 trillion in 2024, but entering 2025, rapid growth may face more obstacles.
Express News | Citigroup Analyst: NVIDIA will become Taiwan Semiconductor's largest customer this year, contributing 20% of its revenue.
Pre-Market Trading Highlights | Nasdaq Futures rise over 1.2% as Goldman Sachs expects the Federal Reserve to cut rates by 75 basis points this year.
Gelonghui, January 2 | 1. The three major Equity Index futures in the USA all rose, with Nasdaq futures up by 1.27%, S&P 500 Index futures up by 1.07%, and Dow futures up by 0.85%.
U.S. chip stocks rose before the market opens! NVIDIA's new generation of graphics cards leads the way, and a wave of AIPC chip products is expected to be unveiled at the CES exhibition.
① NVIDIA CEO Jensen Huang will deliver the opening speech at CES 2025, where the GeForce RTX 50 series graphics cards may be released; ② At that time, Intel and AMD are also expected to launch AIPC related products; ③ Brokerage opinions suggest that chip manufacturers are actively promoting the iteration of AIPC chips, and the industry as a whole has reached the stage of exploring user experience.
Express News | Institutions: It is expected that by 2025, Taiwan Semiconductor's CoWoS monthly capacity will reach 0.075 million pieces, doubling compared to last year.
Express News | The Vice President of Samsung's packaging Business, Lin Jun-cheng, has left the company.
In 2024, Goldman Sachs traders summarized 18 memorable points.
According to Pasquariello, the head of Goldman Sachs' Hedge Fund Business, in 2024, the stock prices of the seven major Technology giants in the U.S. surged by 48%, creating an additional Market Cap of 6 trillion dollars. Although large Technology stocks continue to act as the "locomotive" of the market, this year's market has also demonstrated good breadth. It is believed that the main driving force of the market will shift towards profit growth in the next phase.
Express News | Citigroup: Taiwan Semiconductor's AI revenue is expected to grow significantly by 2025.
TSMC's 2025 AI Revenue Will Likely Rise Significantly -- Market Talk
Taiwan Semiconductor's CoWoS expansion is reportedly ahead of schedule, with monthly production capacity reaching a new high of 0.075 million wafers.
According to the Taiwan Economic Daily, Taiwan Semiconductor's expansion of advanced packaging CoWoS is expected to progress as scheduled, and there is even a chance to collaborate with partners to be in place ahead of time by mid-2025, rapidly supporting customer demand.
Express News | Taiwan Semiconductor has established a 2nm trial production line, aiming for a monthly capacity exceeding 3,000 wafers.