Goldman Sachs analyst maintains Buy rating on Taiwan Semiconductor, with $254 price target. Expect solid revenue growth, less competition, and potential acceleration of US expansion plans.
Summary TSMC plans to construct two new wafer fabs in Kaohsiung next year, aiming to boost its 2-nanometer production capacity amid surging global demand. The expansion, part of a five-fab program, is ...
Quite why this news is so important comes down to ongoing discussions since the Switch 2's T239 processor was first leaked. Renowned - and highly reliable - leaker kopite7kimi revealed way back in ...
Summary TSMC will begin mass production at its Arizona semiconductor fab in 2025, marking a pivotal U.S. chip manufacturing milestone. The advanced facility aims to stabilize global supply chains ...
We came across a long thesis on Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) on ValueInvestorsClub by xxxOTK87. In ...
Semiconductor chip stocks, including Nvidia, AMD, Broadcom, TSM, STM, MRVL, MU, ARM, and SMCI surged ahead of CES, boosted by ...
While smartphone and PC markets show signs of AI-driven recovery, the global automotive sector's weak outlook for 2025 is ...