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Taiwan Semiconductor Manufacturing: a key chip manufacturer
Basic Information:
- Company:Taiwan Semiconductor Manufacturing $TSM-0.2%
- Market capitalization: $795 billion
- Major Customers: Nvidia and other leading chip companies
Financials:
- Net profit for the past year: $27 billion
- Sales for the past year: $71 billion
- High margins: Enable expansion of...
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🚀 Arm Holdings is heading for a revolution with AI chips! 🧠
According to information from Nikkei Asia we have a revolutionary new product on the horizon from the company Arm Holdingswhich is going to launch AI chips in the year 2025! 🌟 This British company, part of the SoftBankis heading into the world of artificial intelligence and plans to launch its first products in 2025....
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Great news! Definitely good to follow this company. Now it's about not being too late in 2025. Or it like probably never will be, but that's how AI is already being addressed a lot and I believe it will be somewhere else again in a year. Anyway Arm is on my watchlist. 😊
The Biden administration is trying to give the chip industry a boost, not only with grants to factories, but also by turning semiconductor research into an attractive and interesting field for Americans. The law The Chips and Science Act of the 2022 allocates $11 billionto USA maintain its leadership in research and development. The goal is to create new electronic components...
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🚀 This week will be very exciting in the markets!
The whole week will be accompanied by an unpleasant situation on the Middle Eastnamely the attack Iran on Israel and the possibility of further conflict. The White House wants to calm the situation to avoid escalation. This conflict could significantly affect the price of oil.
However, let us look at the key events that will bring...
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🚀 News in the chip world! 🚀
On Monday , theU.S. governmentannounced that it will contribute $1.5 billion to GlobalFoundries $GFS under the Chip Act, boosting domestic manufacturing. Intel $INTC also finds itself in the game with possible subsidies in excess of $10 billion! 💰
GLOBALFOUNDRIES
GFSOpen $48.29
Day range $48.22 - $49.78
52 week range $45.52 - $68.57
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I'm quite curious how they'll manage to pull off that TSM lead. I've been reading some analysis on the new machines from ASML and it looks like they're more expensive to produce than the ones TSM is currently using and they can't manage to produce everything they have planned for 2030. Even if Intel delivers what they've been promising for a few years now, it's quite possible they'll make less profit on it than TSM. Factoring in the cost of human labor in Taiwan, they're not going to have an easy time getting to their original margins.
I've sold Intel and Micron and only hold TSM with ASML in semis anymore.
We have an interesting week ahead of us full of opportunities and important numbers. 📊🌐
🗓️ Monday: We honor Martin Luther King Jr. therefore the US markets will remain closed. So we will have time to prepare for what is to come in the days ahead. 💡📚
🏦 Tuesday: Morgan Stanley $MS+0.3% and Goldman Sachs $GS+0.0% will reveal their earnings before the markets open. China's National...
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Have a great Sunday evening, investors. I've been eyeing $TSM-0.2% stock for a long time and I really like it, just still not 100% sure about the price. The stock still looks a bit expensive to me. I'd be buying as high as $80. What's your take on this company and what price would you like to buy at?
TSMC
TSMOpen $172.00
Day range $170.36 - $173.64
52 week range $84.02 - $176.06
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hello friend, fellow investor! I've had my eye on $TSM as well, and it's a fantastic company. While the current price might seem a tad high, TSM's strong fundamentals and growth potential make it a worthwhile long-term investment. I'd consider it in the mid-$80s, but timing the market can be tricky. What matters most is the company's performance over time.
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The markets are showing us a strong sell-off to end the week with big losses in the major stock indices, with the US 500 index down nearly 3% and the Nasdaq 100 down 3.6% in just the last two days! These declines could reveal some nice buying opportunities again next week.
What stock titles are you currently eyeing and planning to buy? Inspiration for your weekend analysis. :-)...
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What do you think of yesterday's drop in $TSM-0.2% stock? Are you buying? There may have been better buying this year, but 5% down is not a bad thing. I saw that even Cathie Wood and Ark Invest immediately bought 28,909 shares of Taiwan Semiconductor.
TSMC
TSMCapital Structure
Market Cap
734.5B
Enterpr. Val.
21.9T
Valuation
P/E
33.2
P/S
10.1
Hey all the success of $NVDA+1.8% $TSM-0.2% and many others is based on $ASML-2.4%... when do you think their performance will level out?
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ASML is indispensable for all chipmakers, unfortunately it is not so visible on the stock. If it will level out I don't know, I guess they need to start talking about AI 😂
What do you think? Is it realistic? I'm thinking a lot about buying $TSM-0.2%, but I'm afraid if it's too late...
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As others write - we don't know what will happen tomorrow, in a year, in 5 years. But the numbers are beautiful and the potential is huge. There is a risk/reward to consider here.
Also, as one of the companies that rode the AI hype,$TSM-0.2% has now beautifully filled the gap that the price created during the euphoria with $NVDA+1.8%.
Stocks love to fill these price gaps and I'm just curious to see how this particular Nvidia one plays out.
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Are you using these jumps to sell and collect profits? I bought $TSM-0.2% at $80 and now I'm up a few percent on it. I was wondering if I should sell or leave it for now, after all it's nice to take advantage of such sudden increases.
A nice +5% on $TSM-0.2% today, and that's basically nothing happened. I just read that Japanese Prime Minister Fumio Kishida plans to meet with top executives of global semiconductor companies to boost multilateral cooperation.
TSMC
TSMCapital Structure
Market Cap
734.5B
Enterpr. Val.
21.9T
Valuation
P/E
33.2
P/S
10.1
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Personally I see good future for $TSM-0.2% . It's a great company, already got about 50% profit on the shares I own. I am however a little worried about the situation with China invading Taiwan as they declared doing so before 2030. This could have a big negatice impact on the company. Taking this into consideration I am still holding some shares and if we have a little ''sale'' on shares, I will consider buying more!