Taiwan Semiconductor (TSM.US) Latest News & Headlines | Longbridge

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TSMC's July Surge Raises the Bar for Nvidia's Foundry
GuruFocus·48 minutes ago
- Taiwan Semiconductor Manufacturing reported July revenue of NT$467.58 billion, marking a 44.7% year-over-year increase amid strong AI-driven demand. - First-seven-month revenue surged 37% to NT$2.872 trillion, with management projecting a sequential third-quarter revenue jump to a midpoint of $45.2 billion. - High stock valuations mean investors expect advanced-node production and AI accelerators to remain robust, leaving little room for demand softness.
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Prediction: TSMC Stock Will Soar After Aug. 26 Thanks to Nvidia’s Historic Quarter
Motley Fool·1 day ago, 03:06 AM
- Taiwan Semiconductor Manufacturing is positioned for a potential stock price surge following Nvidia's upcoming quarterly report on Aug. 26. - Nvidia accounts for over 20% of TSMC's revenue and is projected to achieve a record fiscal Q2 revenue of $91 billion, alongside strong order books for Blackwell and Vera Rubin chips. - These factors, combined with potential 10% price hikes by TSMC in 2027, are expected to accelerate TSMC's revenue and support a long-term earnings growth rate of 35% over the next five years.
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Xiaomi unveils Xring O3 as it expands in-house chip push
TechNode·1 day ago, 01:13 AM
- Xiaomi unveiled its second in-house smartphone processor, the Xring O3, to reduce reliance on external suppliers. - TSMC is expected to manufacture the chip using a 3-nanometer process. - Xiaomi also reported that devices powered by its first Xring O1 processor exceeded 1 million cumulative shipments, while contracting TSMC for additional AI and autonomous-driving chips.
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Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Down 2.1% - Time to Sell?
Market Beat·1 day ago, 04:20 PM
- Taiwan Semiconductor Manufacturing Company experienced a 2.1% share price drop amid a sector-wide de-risking move across chip stocks. - The company reported strong financial performance with $39.89 billion in quarterly revenue and robust demand driven by artificial intelligence and advanced manufacturing contracts like Xiaomi's 3-nanometer process. - Major institutional investors and corporate insiders adjusted their holdings while Wall Street analysts maintain a consensus "Buy" rating with an average target price of $524.25.
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Xiaomi Takes Another Page From Apple
GuruFocus·2 days ago, 02:12 PM
- Xiaomi is accelerating its vertical integration by partnering with Taiwan Semiconductor Manufacturing to produce its new Xring O3 smartphone processor on an advanced 3-nanometer process. - The company has invested over RMB 20 billion, or roughly $3 billion, in chip development and plans to deploy the 6nm Xring O100 and 3nm D100 processors for AI and autonomous driving next year. - This partnership reinforces demand for TSMC's advanced nodes while presenting Xiaomi with the challenge of leveraging proprietary silicon to improve margins and product differentiation amidst rising component costs.
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George Soros Quietly Raised His Taiwan Semi Stake by 1,000%. Here’s Why You Should Be Buying Too.
Barchart Option·2 days ago, 01:22 PM
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Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Moved Down by 3.11% on Aug 24: Facts Behind the Movement
TradingKey·2 days ago, 09:18 AM
- Taiwan Semiconductor Manufacturing Co Ltd stock declined by 3.11% on Aug 24 amid profit-taking, valuation adjustments, and broader macroeconomic headwinds across the technology sector. - The pullback was driven by institutional investors rebalancing portfolios, concerns over surging capital expenditures scaling up to $60 billion to $64 billion for advanced nodes, and lingering geopolitical risks. - Technical indicators showed a MACD value of -0.892, an RSI of 43.978, and a Williams %R of 99.304, while the company reported an annual revenue of $122.22B and a net profit of $55.12B.
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8 Billionaire Money Managers Dumped Micron in the Second Quarter, With Several Favoring This Foundational AI Stock Instead
Motley Fool·2 days ago, 04:11 AM
- During the second quarter of 2026, 8 billionaire money managers reduced their holdings in Micron Technology following the stock's significant gains and historical trends in the memory sector. - Meanwhile, several prominent billionaire investors favored Taiwan Semiconductor Manufacturing, increasing their stakes or making it a top holding. - This shift was driven by TSMC's foundational role in AI data center chip manufacturing, exceptional pricing power, and strong projected earnings growth through 2027.
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Lipen Yuan Purchases 1,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock
Market Beat·Aug 20 at 08:07 AM
- Taiwan Semiconductor Manufacturing Vice President Lipen Yuan purchased 1,000 shares of the firm's stock for $74,500.00, increasing their position by 20.00% to a total of 6,000 shares. - The company maintains strong market performance with a market capitalization of $2.14 trillion, a price-to-earnings ratio of 29.77, and recent quarterly revenue reaching $39.89 billion. - Several financial institutions and analysts adjusted their target prices and ratings for the stock, with a consensus rating of Buy and a consensus target price of $524.25.
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Report Says TSMC Ready to Mass Produce 1.6nm A16 Chips in Q4, but Is It Ahead of Intel and Samsung?
TradingKey·Aug 20 at 03:56 AM
- TSMC has completed the development of its 1.6nm-class A16 process node and targets mass production in the fourth quarter of 2026. - The A16 node integrates backside power delivery technology to deliver significant performance gains and power reductions for AI and high-performance computing chips. - TSMC maintains a strategic timing advantage in the sub-2nm process competition over competitors Samsung and Intel.
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TSMC Trades 30.87% Above GF Value as Chip Capacity Tightens
GuruFocus·Aug 19 at 05:06 PM
- Taiwan Semiconductor Manufacturing traded at $413.625, sitting 30.87% above its GF Value estimate of $316.06 amid surging AI demand and tight manufacturing capacity. - Samsung increased pricing by 10% to 15% for certain advanced chip orders as industry capacity tightened, while TSMC reported a July revenue surge of 44.7% year over year to NT$ 467.58 billion. - Strong demand requires TSMC to convert capacity scarcity into higher pricing and sustained growth while navigating competition and premium valuations.
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David Tepper Sold His Entire Sandisk Stake the Quarter the Stock Peaked
Motley Fool·Aug 19 at 01:16 AM
- David Tepper’s Appaloosa completely liquidated its 281,250-share stake in Sandisk and trimmed its Micron holdings by 41% during the second quarter. - Despite the sales, the fund increased its overall memory asset value to $1.13 billion and heavily bought AI-related stocks like Amazon and Taiwan Semiconductor, raising its total portfolio to $7.7 billion. - Reports indicated the fund may have repurchased memory shares after the quarter ended, reflecting profit-taking and tactical trading amid market volatility.
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2 Stocks to Buy That Stanley Druckenmiller Added While Exiting 5 Chip and Photonics Stocks
Motley Fool·Aug 19 at 12:41 AM
- Stanley Druckenmiller's Duquesne Family Office exited 5 chip and photonics stocks while significantly increasing its holdings in Amazon and Alphabet during the second quarter. - The firm expanded its Amazon stake by over 1,000% to about $129 million and established a new $120 million position in Alphabet. - While trimming certain semiconductor names, the fund maintained and added to other chip investments like Taiwan Semiconductor Manufacturing, shifting its focus toward major AI infrastructure spenders.
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Soros Capital makes most dramatic bet on Taiwan Semiconductor in Q2
MSN·Aug 18 at 02:18 PM
- Soros Capital significantly increased its holdings in Taiwan Semiconductor Manufacturing Company by over 1000% to 78,430 shares in the second quarter. - Second quarter 13F filings revealed a divided stance among hedge funds regarding Taiwan Semiconductor Manufacturing Company, with nearly equal numbers of funds increasing and decreasing their stakes. - This major investment by Soros Capital represents the most dramatic bet on the chipmaker during the period.
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Nvidia's Next AI Infrastructure Bet Is Scaling Fast
GuruFocus·Aug 17 at 03:36 PM
- Nvidia has commenced mass production of its Spectrum-X co-packaged optics switches to address AI infrastructure networking bottlenecks. - GF Securities projects Nvidia's switch shipments to scale from 15,000 units in 2026 to 100,000 units in 2027, supported by TSMC capacity expansions. - This technological shift aims to reduce power consumption, enhance bandwidth, and extend Nvidia's market footprint into custom AI infrastructure.
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