TSM250117P215000
- 15.29
- +4.89+47.02%
Taiwan Semiconductor Newsroom
A preview in one image | The AI wave continues! Taiwan Semiconductor's EPS for Q4 is expected to surge by 65%. Can it help push the stock price to new heights?
On Thursday (January 16) at Beijing time, Taiwan Semiconductor will announce the latest Q4 performance. According to market consensus, Taiwan Semiconductor's quarterly report revenue is expected to reach 854.666 billion New Taiwan dollars, an increase of 36.63% year-on-year; EPS is 73.03 New Taiwan dollars, an increase of 65.04% year-on-year.
Express News | Citigroup stated that the latest restrictions on AI chips have a minimal impact on Taiwan Semiconductor.
Market report: Taiwan Semiconductor (TSM.US) ranks first in the wafer foundry market share, while SMIC (00981.HK) is third.
Market institution Counterpoint Research released a report stating that in terms of revenue, Samsung maintained its leading position in the Global Semiconductors market in the third quarter of last year. However, its market share decreased from 13% in the previous quarter to 12.4% during the period, primarily influenced by lower than expected inventory valuations. SK Hynix and Qualcomm (QCOM.US) ranked second and third respectively, followed by Intel (INTC.US), Micron (MU.US), Broadcom (AVGO.US), and NVIDIA (NVDA.US). Company │ Market share in the third quarter of 2024 Samsung │
Breaking Down The Myths Of AI
Earnings Reports Preview | The AI boom continues, Taiwan Semiconductor (TSM.US) Q4 Net income is expected to surge by 58%.
Taiwan Semiconductor (TSM.US) will announce its fourth-quarter results this Thursday.
Express News | U.S. stocks after hours: Tesla rises over 2.5%, NVIDIA and Taiwan Semiconductor rise over 1%.
Breaking news about Trump! Bloomberg exclusively reveals Trump's team's new tariff proposal.
According to exclusive reports from Bloomberg, members of the economic team of USA President-elect Trump, who is set to take office, are discussing a gradual monthly increase in tariffs to enhance negotiating leverage while helping to avoid soaring inflation. One of the ideas being considered is to develop a progressive tariff schedule that would raise tariffs by about 2% to 5% each month. This plan would also require reliance on the executive powers granted by the International Emergency Economic Powers Act.
Top 20 by transaction amount | ITCI rose over 34%, Johnson & Johnson plans to acquire the company; Semiconductor stocks fell, Micron dropped over 4%, Taiwan Semiconductor dropped over 3%.
On Monday, the trading volume of the US stock market ranked first, NVIDIA closed down 1.97%, with a transaction volume of 26.797 billion dollars; second place Tesla closed up 2.17%, with a transaction volume of 26.066 billion dollars; fifth place Meta Platforms closed down 1.22%, with a transaction volume of 6.476 billion dollars.
[US Stock Market Closing Review] The crucial CPI data is about to be released, and US stocks are showing mixed results with Technology stocks under pressure.
On Monday (January 13), U.S. stocks showed mixed performance. The Dow Jones Industrial Average rose by 358 points, an increase of 0.86%, benefiting from strong performance in the Energy and other non-Technology sectors; the Nasdaq fell by 0.38% due to a pullback in Technology stocks, with Large Cap stocks like NVIDIA and Apple under pressure. The yield on the 10-year U.S. Treasury rose to 4.79%, reaching a 14-month high, as the market is highly attentive to the upcoming December CPI report, which may influence expectations for Federal Reserve policy.
Taiwan Semiconductor Options Spot-On: On January 13th, 140.36K Contracts Were Traded, With 1.71 Million Open Interest
On January 13th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 140.36K options for the day, of which put options accounted for 39.07% of the total
"No one survives"! Popular Technology stocks fell across the board, with MSTR down over 7%, Palantir down nearly 6%, and NVIDIA down almost 5%.
Last Friday, the chip stocks that led the decline in the US stock market continued to fall, with Micron Technology dropping over 6% at one point; AppLovin, which had the highest increase in the Nasdaq last year, fell over 3% intraday; Algo "meme stocks" collectively experienced double-digit declines, with D-Wave Quantum falling over 30% intraday. Following last Friday's employment report that dampened rate cut expectations, the US stock market faced additional Bearish news: the Biden administration announced AI-related export controls; NVIDIA's new generation Datacenter chip was reported to have received order cancellations from customers due to malfunction.
Shares of Technology Companies Are Trading Lower Amid the White House's Decision to Restrict AI Chip Exports.
Express News | The three major US stock indices opened lower, with the Dow down 0.17%, the Nasdaq down 1.35%, and the S&P 500 Index down 0.89%. Chip stocks broadly declined, with NVIDIA falling over 4%, Taiwan Semiconductor and Micron Technology down nearly 4%, and ASML
Express News | The USA issued export control measures on AI, and China's Ministry of Commerce stated: firmly opposed and will take necessary measures to safeguard its legitimate rights and interests.
TSM Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?
US stock outlook | Wall Street begins to discuss the possibility of interest rate hikes! The three major index futures collectively weakened; Intra-Cellular surged nearly 35% in pre-market trading! It will be acquired by Johnson & Johnson for billions.
Tesla fell 3% before the market opened, as the largest Retirement Fund in Europe liquidated its shares; the yield on the 10-year US Treasury is aiming for 5%! The Global bond market is in turmoil.
Before the end of Biden's term, efforts are being made to finalize the chip bill agreement, and HP Inc (HPQ.US) received $53 million in direct financing.
As part of the USA CHIPS Act, HP Inc (HPQ.US) has won up to 53 million USD in direct funding to support next-generation technologies and the domestic manufacturing of the "lab-to-fab" ecosystem.
Express News | The USA has introduced new regulations for AI Chip control, with both NVIDIA and Oracle clearly opposing it.
Nvidia Says New Chip Rule 'Will Derail AI Progress for Industries'
Express News | US tightens its grip on AI chip flows across the globe