Taiwan Semiconductor Manufacturing Co Ltd
Latest Taiwan Semiconductor Manufacturing Co Ltd News and Updates
Semiconductor Startups Are Earning Big Bucks From Investors Amid Shortage
Overview: The thin line between frontier and emerging markets
Going to frontier markets offers more of an opportunity to discover the most overlooked companies.
How Being Apple’s Only Foundry Partner Works in TXN’s Favor
For fiscal 3Q16, Texas Instruments (TXN) expects to report earnings per share in the range of $0.81–$0.91. This EPS range is higher than the $0.73 reported in fiscal 2Q16 and is in line with the analyst estimate of $0.86.
What’s All the Fuss about Apple’s iPhone 8?
Since 2017 marks the tenth anniversary of the iPhone, analysts and customers are expecting significant technology improvements in the iPhone 8.
Where NVIDIA’s Margins Stand next to Those of Intel and AMD
NVIDIA’s profit margins NVIDIA (NVDA) has been increasing its revenue while controlling its expenses, resulting in improved profitability and a high free cash flow of up to 20% of its total revenues. Gross margin NVIDIA’s non-GAAP (generally accepted accounting principles) gross margin fell 90 basis points from 59.7% in fiscal 1Q18 to 58.6% in fiscal 2Q18 […]
What Are Analysts Saying about iPhone 7 Demand?
Many analysts aren’t very optimistic about the iPhone 7 demand. Apple is facing technology stagnation in the smartphone market, which has led to longer upgrade cycles.
SMH Sees $87.7 Million in Fund Inflows in Trailing 12 Months
In the trailing one month, net fund inflows for the VanEck Vectors Semiconductor ETF (SMH) were $184.6 million. In the trailing 12-month (or TTM) period, net fund inflows were $87.7 million.
What Can Investors Expect from Qualcomm’s 1Q16 Earnings?
According to the Qualcomm’s fiscal 1Q16 guidance, non-GAAP EPS is expected to be in the range of $0.80–$0.90, lower than the fiscal 4Q15 EPS of $0.91.
Intel’s New CEO’s Plan to Tackle Various Challenges
Now that the company has appointed its CFO and interim CEO, Bob Swan, as its new CEO, investors want to know about his plans.
Analyzing China’s Leading Economic Index
China’s Leading Economic Index currently indicates that the country’s economy is facing a downturn. Its LEI remained unchanged at 98.71 points in July 2015.
Why AMD entered into a partnership with Synopsys
In September 2014, AMD (AMD) and Synopsys (SNPS) entered into a multi-year agreement. The partnership will give AMD access to a range of Synopsys’ intellectual property.
NVIDIA Unlikely to Compete with AMD on 7-nm Node
Advanced Micro Devices (AMD) is working on ray tracing technology and plans to introduce this technology in its future GPUs (graphics processing unit) in order to compete with NVIDIA’s (NVDA) RTX GPUs.
These Are Texas Instruments’ Future Growth Drivers
Texas Instruments (TXN) reported strong fiscal Q2 2018 revenue, and forecast slower-than-usual revenue growth for the third quarter as it increases its exposure to the more stable industrial and automotive markets.
Micron Technology Agrees to Acquire Inotera Memories
On December 14, 2015, Micron Technology announced that it will buy the remaining shares of foundry partner Inotera Memories in a share swap transaction.
Could TSMC’s Guidance Mark the Start of a Semiconductor Slowdown?
TSMC (TSM), the world’s largest foundry, earns revenue by manufacturing chips for other chipmakers on its manufacturing nodes.
How Will Investment in Advanced Nodes Help TSMC?
TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.
Why Intel Has Lowered Its Fiscal 2016 Guidance
Intel has lowered its fiscal 2016 gross margin guidance from 63% to 62% due to lower platform volumes.
NVIDIA Launches Mid-Range Turing GPUs to Boost Gaming Revenue
While NVIDIA is tapping the mid-range market, AMD is eyeing the high-end market.
AMD Stock amid Future Earnings Growth, Market Share Gains
Advanced Micro Devices (AMD) has caught everyone’s attention with its 89% rally since May 1. It’s trading near its 52-week high of $20.92.
EWT Rises 1.78%, Taiwan’s Unemployment Rate Holds Steady at 3.75%
On June 22, the National Statistics Office of the Republic of China reported unemployment figures for the economy of Taiwan.
Semiconductor Earnings Watch: TER and LRCX
This week, semiconductor equipment suppliers Teradyne Inc. (TER) and Lam Research (LRCX) will report their quarterly earnings.
The Rumors on NVIDIA’s Upcoming Gaming Graphics Unit
NVIDIA launched its last gaming GPU architecture, Pascal, in June 2016.
Advanced Nodes Increase TSMC’s Capital Expenditure
In the first three quarters of 2018, TSMC spent $6.7 billion in capital expenditure and is expected to spend $3.3 billion in the fourth quarter as it ramps up 7-nm production.
TSMC’s First-Quarter Earnings Suggest Growth in Coming Quarters
As TSMC has broad exposure to most end markets, its earnings are used to determine the health of the overall semiconductor industry.
China’s MNI Business Sentiment Expanded in April, Caution Prevails
China’s MNI Business Sentiment Indicator expanded to 50.5 in April due to stimulus measures from Chinese authorities to boost economic growth.
Apple’s Older iPhone Models in Patent Battles
A few iPhone models face the risk of an import ban under Apple’s ongoing patent infringement lawsuit with Qualcomm and South Korea.
TSMC’s First-Quarter Profit Margins Fall to Seven-Year Low
TSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.
How the KabyLake Processor Fits into Intel’s Strategy
Intel’s (INTC) new PC processor, KabyLake, marks the slowdown in Moore’s law, which was devised by Intel Co-Founder Gordon Moore.
China’s New Yuan Loans, Aggregate Financing Dropped in February
China’s aggregate financing also fell sharply from 3417.3 billion yuan ($525 billion) in January to 780.2 billion yuan ($120 billion) in February.
1Q18 Earnings Season: Good News for Semiconductor Investors?
The earnings season started with better-than-expected earnings for semiconductor equipment manufacturer Lam Research (LRCX).
AMD Aims to Gain Double-Digit Server CPU Market Share
Advanced Micro Devices (AMD) aims to gain mid-single-digit server CPU (central processing unit) market share from Intel (INTC) by the end of 2018.
TSMC Warns of Weak Demand in the First Half of 2019
TSMC is the sole manufacturer of Apple’s (AAPL) A-series processors, which are used in iPhones.
AMAT Feels the Impact of the Shift from Mobile Era to AI Era
The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.
Key for Investors: 5 Issues Are Choking Real Growth in China
We think that 2016 will be challenging for the Chinese economy. With policy support and improved credit conditions, economic activity stabilized in 1Q16.
Indonesian Rupiah Traded Lower, Interest Rates Didn’t Change
The rupiah was trading in a negative trajectory compared to the US dollar on November 17. Bank Indonesia decided to keep the interest rates unchanged.
Texas Instruments’ Q1 2019 Revenue Hit by Semiconductor Weakness
Texas Instruments (TXN) is the world’s largest manufacturer and supplier of analog chips that convert real-world signals like touch and sound into digital signals.
Would Intel Consider Outsourcing Its CPU Manufacturing to TSMC?
In 2018, AMD decided to divide the production of its 7nm products between TSMC and GlobalFoundries.
TCWAX Fell Due to Weak Global Demand
For the month ending on November 30, 2015, TCWAX fell by 2.8% due to weakness in global demand and lower commodity prices.
TSMC’s Process Node Strength Reflects in Its Q4 Revenue
A smaller node improves transistor density, thereby improving performance and power efficiency.
NVIDIA and AMD to See Higher GPU Prices Because of US Tariffs
According to Jon Peddie Research, NVIDIA’s new RTX 2080 AIB would cost gamers $800 in September, $880 in the fourth quarter, and $1,000 in the first quarter of 2019.
Applied Materials’s position in the semiconductor space
AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.
This Company Could Partner Again with Qualcomm in 2019
While Qualcomm (QCOM) is struggling to make its mark in the server and PC processor markets, its chipsets continue to see strong demand in the smartphone market.
Why AMAT’s Weak Guidance Alarmed Semiconductor Investors
Applied Materials’ (AMAT) performance is an indicator of the overall semiconductor industry’s outlook.
AMD’s and NVIDIA’s Q1 Earnings May Bottom Out on GPU Weakness
The advent of esports and AI (artificial intelligence) in the last three years has brought discrete GPUs (graphics processing units) to the limelight.
TSMC Lowers 2018 Revenue Guidance on Crypto Weakness
TSMC (TSM) generally reports double-digit sequential revenue growth in the third quarter.
Impact of Apple’s New iPhones on TSMC’s Fiscal H2 2018 Revenue
Apple’s (AAPL) sole foundry, TSMC’s (TSM) production, was affected for four days due to a computer virus outbreak.
TCWAX: 2015’s Worst Performer, but Lowest YTD Negative Return
The Templeton China World Fund – Class A (TCWAX) is the third-largest fund under this review, with an asset size of $297.2 million as of January 2016.
Indonesian Rupiah Fell Due to the Jakarta Attack and Rate Cut
The Indonesian rupiah fell against the US dollar on January 14, 2016, after a terrorist bomb exploded in the capital city of Jakarta.
TSMC’s Capital Spending Focus Is High-Performance Computing
TSMC (TSM) reported its worst dip in profit in seven years as weak smartphone demand and high semiconductor inventory impacted its factory utilization rate.
China’s New Yuan Loans and Aggregate Financing Rise in November
The rise in new yuan loans doesn’t directly impact the overall performance of mutual funds. But with the rise in credit flow in the economy, mutual funds with large exposures to financials benefit.
What TXN’s Q1 Revenue Says about the Semiconductor Industry
Texas Instruments’ (TXN) revenue had been falling on a YoY (year-over-year) basis after ten quarters of growth, and the rate of decline is increasing with every quarter.
Intel’s CPU Shortages to Positively Impact AMD
Although AMD’s products have delivered better price-to-performance metrics, Intel still offers some of the highest-performing CPUs.
What Happened to Intel’s Foundry Business?
In 1986, Intel (INTC) adopted an integration model in which it invested in x86 chip designs and manufacturing nodes to attain technology leadership in the microprocessor market.
Reduced Memory Spending to Hit Earnings of AMAT, KLAC, and LRCX
The semiconductor industry is going through a downturn, but many companies expect growth to resume in the second half of 2019.
Texas Instruments Diversification Strategy Starts to Pay Off
Texas Instruments (TXN) has been reducing its exposure in the declining smartphone market and increasing its exposure in the growing automotive and industrial markets to reduce its seasonality.
AMD Stock Crossed $29 before Its Q1 Earnings
For Advanced Micro Devices, 2019 is an important year. The company is taking the manufacturing process lead with TSMC’s 7nm process node.
Apple’s Weak iPhone Sales Could Show in TSMC’s Q4 2018 Earnings
The Q4 2018 semiconductor earnings season will begin with the release of TSMC’s (TSM) fourth-quarter 2018 earnings on January 17.
How TSMC Plans to Improve Its Profit Margin in 2019
Another factor pulling down TSMC’s gross margin is the lower utilization rate of the 28-nm node due to faster-than-expected migration to the 7-nm node.
What Led to Canadian Pacific Railway’s Volume Rise in Week 30?
CP hauled slightly more than 30,000 railcars in the 30th week compared with over 29,000 railcars in the 30th week last year.
AMD Remains Free Cash Flow Negative
In full-year 2018, AMD earned operating cash of $34 million, but it was not sufficient to meet its capital requirements.
What Q4 Semiconductor Earnings May Have in Store for Investors
2019 started on a good note for the semiconductor industry.
What TSMC’s Reduced Capital Spending Means for Applied Materials
Being the world’s largest foundry, TSMC is a key customer of foundry equipment suppliers Applied Materials (AMAT) and ASML (ASML).
What Are the Portfolio Compositions of FHKCX and JCOAX?
The Fidelity China Region Fund Class C (FHKCX) and the John Hancock Greater China Opportunities Fund Class A (JCOAX) benchmark their performance to the MSCI Golden Dragon Index.
Valued-Added Platforms’ Role in NVIDIA’s Gross Margin
NVIDIA’s (NVDA) gross margin has improved over the years because of its rich product mix.
Micron’s Opportunity in Increasing Memory Content per Smartphone
Micron’s CEO, Sanjay Mehrotra, explained there is growing demand for high-quality smartphone cameras that can take high-resolution images and videos.
What’s AMD’s Technology Strategy for High Performance Market?
AMD’s chief technology officer recently discussed the company’s technology strategy to enter the high-performance computing market.
TSMC’s 2019 Guidance: Semiconductor Demand Should Recover
TSMC’s (TSM) revenue hit the bottom in the first quarter of 2019 due to weak economic demand, smartphone seasonality, and high inventory levels in the semiconductor industry.
Pros and Cons of Apple’s and TSMC’s Interdependence
TSMC started volume production on its new 7-nm (nanometer) node in H2 2018 but it suffered from a computer virus outbreak at the start of August 2018.
TSMC Banks on Mobile and High-Performance Computing for Growth
TSMC (TSM) is the world’s largest foundry and manufactures chips for all major end markets.
Texas Instruments’ Q4 Revenues Highlight Semiconductor Slowdown
The fourth-quarter 2018 semiconductor earnings season began with TSMC’s (TSM) earnings showing signs of a slowdown in the semiconductor industry.
Delay in 10-nm Launch Urges Intel to Release Kaby Lake
In its fiscal 2Q15 earnings release, Intel (INTC) shared that the expected introduction of its third 14-nm product, Kaby Lake, will be in 2H16.
Top Semiconductor Stocks for the Fourth Quarter of 2020
AMD Shares Fell on Weaker Guidance for Fiscal 1Q16
Weaker guidance for fiscal 1Q16 saw AMD shares fall by more than 7% to $1.81 in the after-hours trading session on January 19, 2016. The stock is trading at the lower end of its 52-week range of $1.61–$3.37.
Did China End Its 4-Month Decline in Foreign Reserves in March?
China’s State Administration of Foreign Exchange, or SAFE, released foreign reserve data for March on April 7, 2016. China’s foreign reserves rose $10.3 billion to $3.2 trillion in March.
What Factors Are Affecting TSMC’s Gross Margin?
TSMC’s gross margin expanded significantly in the second quarter of 2016 as it became the sole manufacturer of Apple’s (AAPL) A-series processors.
Finding the Stable Source of Applied Materials’ Revenue Stream
Among Applied Materials’ four business segments, Services is the only segment where the operating margin showed growth.
Will Apple’s iPhone 8 Bear Fruit for TSMC in 2017?
Many analysts believe that Intel (INTC) is looking to approach Apple to give it the contract to manufacture Apple’s ARM-based A-series processors.
What Drove TSMC’s Margins to a Record High?
In fiscal 2Q16, TSMC’s gross margin rose to a record high of 51.5%, beating its own guidance of 51% and the 48.5% it reported in fiscal 2Q15.
Buying TSM Stock Today? 3 Key Updates for Investors
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) stock rose 2.32% on Thursday and closed the day at $52.10.
Why AMAT Stock Rose 5% despite Weak Q2 Results
Applied Materials (NASDAQ:AMAT) stock gained around 5% in after-hours trading on Thursday following its second-quarter results.
What Drove AMD Stock to a New High of $49?
Yesterday was a historic day for Advanced Micro Devices (AMD). The stock rallied over 7% to $49.25. There were many elements behind yesterday’s rally.
Could AMD Stock Rally Again after Hitting New Highs?
Advanced Micro Devices (AMD) stock touched a new high of $45.62 on Monday. At this price, the stock also reached its 19-year high.
Highlights of CalPERS holdings in 4Q14
CalPERS noted that it has recovered approximately $900 million to date from settlements related to investment losses sustained during the financial crisis.
Lisa Su Addresses Analysts’ Concerns around AMD
Advanced Micro Devices (AMD) is among the most-hyped stocks, and its earnings prove that all the hype is worth it. Just ask CEO Lisa Su.
Earnings: XLNX and TXN Stocks in Focus This Week
Major chip companies Texas Instruments (TXN) and Xilinx (XLNX) released their earnings last week and saw their stocks fall.
Smartphone Investors Seem Happy with TSMC’s Earnings
Yesterday, TSMC reported better-than-expected Q3 earnings and guidance on the back of high-end smartphone and computing chip demand.
NVIDIA to Fight AMD’s ‘NVIDIA Killer’ with Ampere
Yesterday, AMD launched its low-end Navi-based Radeon RX 5500 GPU. Industry rumors indicate that NVIDIA’s Ampere GPUs could arrive by mid-2020.
AMD Stock Falls 3.6% on Ryzen 3950X Delay
AMD has delayed the September launch of Ryzen 3950X to November. There are rumors that the delay might be either due to constraints or clocking issues.
AMD Falls on Fears of a 7 nm Supply Shortage
Today, Advanced Micro Devices (AMD) stock fell 1.8% after a rumor spread that its future 7-nanometer products could face supply constraints.
Can Intel Compete with NVIDIA in the AI Space?
For the last few years, Intel (INTC) has been shifting its focus away from PC to data-centric businesses. It’s looking to tap future technologies such as AI.
Why Is Intel Outsourcing Its 14-NM Chip Production?
Intel (INTC) has recently acknowledged that it has fallen short of providing 10-nm (nanometer) PC CPUs (central processing unit) due to a delay in production and rising CPU demand.
AMD Tech Advantage Over Intel Is Here to Stay
Advanced Micro Devices (AMD) stock has risen 210% since January 2018 and is still growing, making it a disruptor in the tech space.
How AMD’s New EPYC Rome Chips Could Affect Intel
Advanced Micro Devices (AMD) stock gained 4.01% after market hours as the chipmaker launched its much-awaited EPYC Rome server processor.
TSMC’s Earnings Give Semiconductor Investors Hope
TSMC’s second-quarter earnings beat analyst estimates and suggest that the worst could be over.
Asia-Pacific Update: Most Indexes Fall—with a Few Exceptions
Australia’s S&P ASX 200 was the best-performing index in the Asia-Pacific region on July 3. The index gained 0.59% on the day to end near its 12-year high at 6,685.5.
Indian Indexes Are in Green as Other Asian Indexes Are Cautious
Indian indexes were the best-performing ones in Asia today. The S&P BSE Sensex gained 0.4% to close at 39,592 while the NSE Nifty 50 gained 0.43% to close at 11,848. Out of the 30 stocks in Sensex, 19 gained, and the remaining lost. With 1.64% gains, HDFC Bank (HDB) was one of the top gainers.
Indian and Indonesian Indexes Stay Steady, but Taiwan Index Falls
Just like some of the other Asian indexes, Indian indexes closed almost flat today. The S&P BSE Sensex lost four basis points, while the NSE Nifty 50 gained seven basis points.
Taiwan and Thailand Indexes Rise as Other Asian Indexes Fall
After rising yesterday, both the key Indian indexes fell today.
Intel Lost Its Process Technology Lead to AMD and TSMC
Intel’s three-year delay in the 10nm process node allowed TSMC (TSM) to catch up and pass it in the process node.
AMD Stock Rises on Q1 Earnings Beat and 7 nm Product Update
Advanced Micro Devices (AMD) stock soared as high as 8% in the after-hours trading session on April 30.