TSM250117C197500
- 11.49
- +2.69+30.57%
Taiwan Semiconductor Newsroom
Express News | The USA plans to further control the entry of advanced chips into China, the Ministry of Foreign Affairs responds.
Has NVIDIA drastically cut the Order for Taiwan Semiconductor's advanced packaging CoWos? What exactly happened?
According to reports, due to the discontinuation of the Hopper chip and the limited demand for the GB200A and GB300A chips, the corresponding CoWoS-S production capacity has been released, and NVIDIA has significantly reduced its CoWoS-S Orders for 2025. Nomura expects that NVIDIA's CoWoS-S Orders will decrease by 0.05 million pieces per month, which could impact Taiwan Semiconductor's revenue by 1%-2%.
Unusual Options Activity: FSLR, PDD and Others Attract Market Bets, FSLR V/OI Ratio Reaches 103.4
EST Jan 15th Afternoon 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
"Concerns about technological monopolies" are increasing, and weighted ETFs like S&P are becoming popular.
In the second half of last year, Invesco's S&P 500 Equal Weight ETF attracted approximately $14.4 billion, bringing its total inflow for the year to $17 billion, far surpassing the record inflow set in 2023. Analysts believe that investors are currently most concerned about concentrated risks, fearing that the market is too top-heavy. It is expected that this year, apart from the largest technology companies, other companies will achieve double-digit growth in earnings.
Express News | The 4-nanometer chips produced by Taiwan Semiconductor's Arizona factory are reportedly entering the quality verification phase. (Nikkei News)
Morgan Stanley assesses the CoWoS in 2025: demand remains strong, and the GB300A will take over the CoWoS-S capacity released by MI325 and TPU.
Morgan Stanley addresses investors' questions regarding the 2025 CoWoS booking updates for NVIDIA.
Ming-Chi Kuo: NVIDIA's update of the Blackwell architecture product line will lead to a significant decrease in demand for CoWoS-S.
NVIDIA's reduction of CoWoS-S is mainly due to changes in the product roadmap, rather than a decline in demand.
TSMC's Fourth-Quarter Net Profit Likely Jumped 55% -- Earnings Preview
"The anchor of asset pricing" is a significant force, will the Wall Street financial giants leading the Earnings Reports season become the saviors of the U.S. stock market?
The earnings report season for U.S. stocks has begun, with Wall Street financial giants taking the lead! The market's focus has shifted from U.S. Treasury yields to performance data.
Express News | Morgan Stanley: NVIDIA takes over the released Taiwan Semiconductor CoWoS-S capacity and requests it to be converted to CoWoS-L.
Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
Express News | Apple is conducting final verification of chips produced at Taiwan Semiconductor's factory in the USA.
Will the new regulations imposed by the USA terminate the AI market?
The soon-to-be-inaugurated Trump administration may take a different approach to AI regulation, so the sell-off of chip stocks may be a temporary phenomenon.
Biden is taking significant actions! He has signed an executive order to accelerate the development of AI infrastructure.
① The President of the USA, Biden, signed an executive order to advance AI infrastructure development, focusing on the Energy demands of Datacenters; ② The order requires the USA Department of Defense and the Department of Energy to lease federal land for the private sector to build AI Datacenters and clean Energy facilities; ③ The policy aims to accelerate the construction of the next generation of AI infrastructure in the USA, enhancing economic competitiveness, National Security, and the use of clean Energy.
Unusual Options Activity: PAA, CFLT and Others Attract Market Bets, PAA V/OI Ratio Reaches 163.9
EST Jan 14th Closing Delivery - In the last three 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
Taiwan Semiconductor Options Spot-On: On January 14th, 181.61K Contracts Were Traded, With 1.68 Million Open Interest
On January 14th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 181.61K options for the day, of which put options accounted for 45.61% of the total
Unusual Options Activity: BAC, GAP and Others Attract Market Bets, BAC V/OI Ratio Reaches 121.9
EST Jan 14th Afternoon 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
Tech Sector Struggles to Start 2025, but These 10 Stocks Shine With Buy Ratings
Top Analyst predicts: In 2027, the "AI bubble" may burst, potentially triggering a stock market crash.
FX168 Financial News (North America) reports that the frenzy in the Global stock market driven by the Technology Sector may last for several years, but it could ultimately face the fate of a market bubble burst.
Apple Getting Close to Verifying Chips Made by Taiwan Semi's Arizona Plant Report