TSMC is the only non-Us trillion-dollar company that is sustainable
TSMC Arizona turned a profit in the first quarter of NT$16.9 billion (US$520 million), putting losses firmly in the rear-view mirror as production and new fab construction continue to ramp up, media r..................
TSMC will host its annual shareholder’s meeting on Thursday, June 4, where it is expected to update 2nd-half 2026 outlook, global construction projects, capex, potential price hikes, 3nm chip producti...............
$IBM(IBM.US)'s stock price has risen 38% in the last 11 trading days, mainly due to significant positive news in the quantum computing field, coupled with funding support from the Trump administration...
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The US has no timetable for levying Section 232 tariffs on Taiwan semiconductors, media report, citing Vice Premier Li-chiun Cheng. She said Taiwan hopes any related tariffs “will not come soon.” Taiw...........................
US chip design giant Marvell raising its outlook on strong AI demand will benefit supplier TSMC, media report, noting Marvell forecast current quarter revenue at US$2.7 billion +/- 5%, above consensus.........
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: EU Plans Chips Act Relaunch, Seeks €120 Billion By 2035 To Rebuild Semiconductor Industry - $NVIDIA(NVDA.US) $AMD(AMD.US) $ASML(ASML.US) $Taiwan Semiconductor(TSM.US) $Intel(INTC.US)......
...$Taiwan Semiconductor(TSM.US)
Recent news around TSMC makes me more confident in holding it.
The market is reacting to reports of a possible 15% price hike for advanced 3nm, pushing the stock near $422....