TSM250117C95000
- 110.40
- +0.85+0.78%
Taiwan Semiconductor Newsroom
NVIDIA updates its roadmap! Is Taiwan Semiconductor caught in the crossfire?
Guo Mingqi stated that although the expansion speed of CoWoS-S is slowing down, the capacity of CoWoS-R is increasing. He also mentioned that for Taiwan Semiconductor, the transition from B200 to B300 involves the same FEoL process. Changes in BEoL can be managed through ECO.
The ADR premium is ridiculously high! Taiwan Semiconductor (TSM.US) arbitrage strategy has failed, and no signs of premium narrowing can be seen.
The price of Taiwan Semiconductor's US ADR has reached the highest premium compared to the Taiwan stock market since 2009; the market expects this chip manufacturer’s quarterly profits to grow by 55%.
Taiwan Semiconductor (TSMC.US) will soon disclose its Q4 Earnings Reports. Goldman Sachs expects its revenue and gross margin to continue to grow.
Taiwan Semiconductor's fourth quarter Earnings Reports will be released on January 16.
Unusual Options Activity: NXPI, TSM and Others Attract Market Bets, NXPI V/OI Ratio Reaches 145.5
EST Jan 15th 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
TSMC Earnings Are Coming. AI Chip Demand and U.S. Export Curbs Are in Focus. -- Barrons.com
Taiwan Semiconductor Options Spot-On: On January 15th, 356.34K Contracts Were Traded, With 1.75 Million Open Interest
On January 15th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 356.34K options for the day, of which put options accounted for 37.23% of the total
The USA has further restricted export licensing requirements for chip manufacturers.
New measures aimed at the Global Semiconductors industry further restrict chip manufacturers Taiwan Semiconductor (TSM.US) and Samsung, as well as top chip Encapsulation suppliers, from providing advanced manufacturing services to unverified chip developers.
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
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%.
Express News | The USA plans to further control the entry of advanced chips into China, the Ministry of Foreign Affairs responds.
"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.