Taiwan Semiconductor (NYSE: TSM ) has benefited from the huge surge in semiconductor demand due to the exponential growth of the Artificial Intelligence industry. Even though the company's financial performance stagnated in 2023, TSM's has continuously surpassed expectations in 2024. EverWith over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessi ...

Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn moreAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no ...

TSMC has high power usage, and Taiwan's tight electricity supply will test its chip production.Taiwan's sluggish electricity growth challenges the semiconductor industry's expansion.TSMC aims for net zero emissions by 2050, but renewable energy growth faces hurdles. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics in a perso ...

An undergraduate student who is enthusiastic about Equity Research. I consider myself a long-term investor. I identify great growth businesses trading at a reasonable price or companies trading at a significant discount relative to their fair value. I gain inspiration from legendary investors like Warren Buffett and Peter Lynch for Value Investing.Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSM, AMD, AVGO either through stock ownership, options, or other derivatives. I wrote ...

Major Chinese stocks listed in the U.S. showed mixed results in recent trading, with the Nasdaq Golden Dragon China Index (HXC) closing down 2.37%. Notable gainers included Taiwan Semiconductor Manufacturing Company (TSM), which rose 2.09%, and Futu Holdings (FUTU, Financial), which saw an impressive increase of 8.81%. Other companies like Beike Holdings (BEKE) and New Oriental Education & Technology Group (EDU) also recorded smaller gains of 4.68% and 0.92%, respectively. On the downside, major firms like ...

Global Semiconductor Market Performance - The global semiconductor market is expected to remain flat in 2024 compared to 2023 due to geopolitical risks and tightening monetary policies in Europe and the U.S. [1] - The semiconductor market is nearing the end of inventory adjustments, with demand in automotive, high-performance computing (HPC), and the Artificial Intelligence of Things (AIoT) sectors likely to support a return to growth, potentially leading to double-digit increases [1][2] - Integrated Circuits (ICs) dominate the global semiconductor market with over 80% market share [3] Capex of Global Semiconductor Companies - There is a high concentration of capital expenditure (CapEx) among global semiconductor firms, with semiconductor equipment taking the largest share of CapEx [3] Competitive Landscape of DRAM Suppliers - Two South Korean suppliers, Samsung and SK Hynix, dominate the DRAM market with a combined 72% market share [3] - Fierce competition is expected as the DRAM market enters the 1? process in 2024, with HPC applications driving High Bandwidth Memory (HBM) development [3] 3D NAND and Wafer Foundries - The 3D NAND market is advancing into the 200-layer era, with two Korean companies leading the NAND flash market with a 52% share [3] - Major wafer foundries have commenced mass production of the 3nm process, with competition expected to shift to the 2nm era in 2024-2025 [3] Revenue Ranking of Global Semiconductor Companies - TSMC remains the world's largest semiconductor company in 2023, while Nvidia experienced significant revenue growth of 87% [3] Development of Third-Generation Semiconductor Industry - The third-generation semiconductor industry is gaining attention for its high voltage resistance, temperature tolerance, and energy efficiency, which are crucial for achieving net-zero emissions [2] - Companies in Europe, the U.S., and Japan lead the third-generation semiconductor market, with emerging competition from China, South Korea, and Taiwan [2] Product Strategies of Leading Companies - European companies focus on automotive and industrial niches, while U.S. companies prioritize military applications and expand into civilian uses [4] - Major Taiwanese companies are expanding capacity in the third-generation semiconductor sector, focusing mainly on wafer foundry [4]

Following Hurricane Helene's impact on two high-purity quartz mines in North Carolina, global semiconductor manufacturers are keeping a close eye on their quartz supplies, a critical material for the chip industry. Key players such as Taiwan Semiconductor Manufacturing Company (TSM, Financial) and Germany's Infineon Technologies have stated that they are monitoring the situation but do not expect significant operational impacts. South Korea's Samsung Electronics and SK Hynix also foresee minimal disruption. ...

TSMC outperformed the indexes over the past five years.Taiwan Semiconductor (TSM -4.74%) has been a brilliant investment over the past five years. Its total return is around 350%, easily outperforming the NASDAQ 100 and the S&P 500, which rose 170% and 110%, respectively. Although TSMC has been a market-crushing stock over the past five years, I'm convinced it will do it again in the next five. This makes the stock a strong buy now, and I have three reasons why it's an attractive purchase.1. Strong revenue ...

This company has the wind at its back and dominates a huge market.There have officially been eight non-state-owned companies to have reached a market cap of $1 trillion. These include the "Magnificent Seven" technology companies and, most recently, Berkshire Hathaway, which just passed the threshold earlier this month. Of these companies, only Tesla and Berkshire Hathaway are below the $1 trillion threshold today.A lot of wealth has been built betting on internet stocks, and, at least in recent years, the g ...

The foundry giant is set to spend big in the coming years, and there's one company that could stand to win big.Taiwan Semiconductor Manufacturing (TSM -4.74%), popularly known as TSMC, is the world's largest semiconductor foundry that manufactures chips for fabless semiconductor companies. Its customers include popular names such as Nvidia, Apple, Advanced Micro Devices, Broadcom, Qualcomm, and others.TSMC controls 62% of the global foundry market, enjoying a significant lead over second-place Samsung, whic ...