--- title: "What the Options Market Tells Us About Taiwan Semiconductor" description: "Deep-pocketed investors have adopted a bullish approach towards Taiwan Semiconductor TSM, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveile" type: "news" locale: "en" url: "https://longbridge.com/en/news/246454661.md" published_at: "2025-06-27T15:03:21.000Z" --- # What the Options Market Tells Us About Taiwan Semiconductor > Deep-pocketed investors have adopted a bullish approach towards Taiwan Semiconductor TSM, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. Deep-pocketed investors have adopted a bullish approach towards Taiwan Semiconductor TSM, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. ### Related Stocks - [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Stratechery 创始人深度访谈:预警 2029 年大规模 “芯片荒”,SaaS 模式将终结,广告才是 AI 终极商业闭环 | Ben Thompson 警告,台积电保守扩产或致 2029 年全球芯片短缺,巨头需分担建厂风险。在对巨头点评中,他认为 Meta 执行力最佳;谷歌混乱但有韧性;亚马逊自研芯片策略面临风险。展望未来,他指出在数字世界高度发达后,“现场” 体 | [Link](https://longbridge.com/en/news/276001569.md) | | 反超三星、利润率盖过台积电:SK 海力士是如何问鼎 AI 存储领域 “隐形霸主” 的? | SK 海力士过去 12 个月市值飙升 340%,已从债权人控制的 “僵尸公司” 逆袭为 AI 产业链定价者。其凭借 HBM 先发优势,在 AI 需求爆发的浪潮下,深度绑定英伟达与微软,拿下全球过半 HBM 份额;市占率超越三星,利润率超越台 | [Link](https://longbridge.com/en/news/275576275.md) | | 地热——一场静悄悄的美国能源革命 | 美国正经历地热能革命,从布鲁克林高楼下的浅层系统到比尔·盖茨和谷歌押注的深层钻探,技术突破频现。AI 热潮引发的能源需求成为关键催化剂。能源部预测,增强型地热项目至 2050 年可为 6500 万家庭供电,一场重塑能源版图的变革正在发生。 | [Link](https://longbridge.com/en/news/276529202.md) | | 特朗普新加征关税税率加码至 15% 美政府 “越权” 关税引企业诉讼潮 | 美国最高法院裁定特朗普政府的关税政策 “越权”,特朗普随即宣布自 2026 年 2 月 24 日起对所有国家商品加征 10% 进口关税,并于 21 日将税率提升至 15%。此举引发数百家企业提起诉讼,要求退还因特朗普关税政策支付的额外关税款 | [Link](https://longbridge.com/en/news/276522156.md) | | 无视海外 “AI 恐慌”,中国市场狂炒 AI 赢家 | 同一个 AI,截然相反的命运。美国市场陷入” 恐慌性抛售”,中国投资者疯狂追捧:智谱 AI 一度暴涨 524%,MiniMax 一度飙升 488%。分歧本质是美国投资者焦虑于丰厚利润池面临竞争威胁,而中国关注的仍是市场渗透。 | [Link](https://longbridge.com/en/news/276531940.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.