Taiwan Semiconductor Manufacturing Co Ltd
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Top Semiconductor Stocks for the Fourth Quarter of 2020
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.
Who Will Shine at CES 2020: AMD, Intel, or Nvidia?
It’s that time of year. The technology arena will heat up as the Consumer Electronics Show, popularly known as CES 2020, begins next week in Las Vegas.
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.
Lisa Su Marks a Productive Five Years as AMD’s CEO
Today, Lisa Su completed five years as the CEO of AMD. In these five years, she’s brought it back from near bankruptcy and made it into a worthy competitor.
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.
Semiconductor Earnings Watch: TER and LRCX
This week, semiconductor equipment suppliers Teradyne Inc. (TER) and Lam Research (LRCX) will report their quarterly earnings.
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.
Chip Stocks Rise on TSMC Earnings Beat for Q3
Today, the world’s largest foundry, Taiwan Manufacturing Semiconductor Company or TSMC, released its third-quarter earnings, rallying chip stocks.
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 Rumored to Launch Midrange RX 5500 GPUs Today
AMD stock broke its ten-day decline and bounced back on October 3 after rumors of an AMD-powered Microsoft laptop came true.
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 Takes the Zen Family Tradition Forward
Advanced Micro Devices (AMD) stock has risen significantly since 2017, when the company first introduced its high-performance Zen architecture.
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.
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 and Samsung’s Rivalry Fuels Rumors
Taiwan Semiconductor Manufacturing (TSM), the world’s largest contract chipmaker, competes with Samsung Foundry (SSNLF) and Global Foundries.
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.
Macroeconomic Analysis 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.
Why AMD Stock Fell 2.5% ahead of Q1 Earnings
Today, Advanced Micro Devices (AMD) is set to report its first-quarter earnings after the market closes. The stock fell 2.6% ahead of its earnings as most chip companies that reported earnings either met or missed estimates.
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.
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.
Intel Stock Falls More than 9% on Guidance Miss
Intel’s first-quarter revenue met investors’ expectations as declines in its data-centric business were offset by growth in its PC-centric business.
Intel’s 5G Modem Exit, CPU Supply Shortage, and 10 nm Progress
Investors and analysts awaited Intel’s first-quarter results as they sought clarification on its sudden exit from the 5G smartphone modem space.
How Will Investment in Advanced Nodes Help TSMC?
TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.
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.
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.
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.
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.
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.
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.
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.
AMD: Why Are Wall Street Analysts Bullish?
Among the 34 analysts covering Intel, 13 recommended a “buy,” 15 recommended a “hold,” and six recommended a “sell.”
What Do 7nm Chips Mean to AMD Investors?
Advanced Micro Devices is set to launch its second-generation Rome EPYC server CPUs on TSMC’s 7nm node in the second half of 2019.
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.
Should Intel Worry about AMD’s Progress in the CPU Market?
Intel (INTC) has been leading the CPU market, one of the semiconductor industry’s most profitable segments, for several years.
TSMC’s Earnings to Bottom Out in Q1 before Returning to Growth
TSMC’s first half is usually weaker than its second half, which includes the holiday season.
How Important Are Apple’s Orders for Intel?
A report by FastCompany stated that Apple (AAPL) has “lost confidence” in Intel’s (INTC) ability to deliver 5G modem chips on time.
How Intel Is Gearing Up to Compete with AMD in the CPU Market
On April 2, Intel (INTC), the largest maker of computer processors, launched 90 different versions of the Xeon processor including the Xeon Platinum 9200.
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.
AMD and NVIDIA Launch New GPUs in 2019 to Boost Growth in Gaming
Advanced Micro Devices (AMD) and NVIDIA (NVDA) started 2019 with the launch of their new gaming GPUs (graphics processing unit).
Survey: AMD’s EPYC Server CPUs Are Popular
Overall, 2019 is important for Advanced Micro Devices (AMD). The company is set to overtake Intel (INTC) in process node technology.
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 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.
AMD’s Data Center Business Is Set to Take Market Share from Intel
AMD is currently working on bringing its second-generation EPYC server CPU, built on TSMC’s 7 nm node, to the market in mid-2019.
What Drove AMD’s Computing Revenue to Its Four-Year High?
AMD’s client CPU shipments rose 50% YoY in the fourth quarter, whereas Intel’s desktop platform shipments fell 8% YoY in the quarter.
AMD’s 2019 Growth Revolves around Market Share Gain
Advanced Micro Devices (AMD) is a small player in the CPU (central processing unit) and GPU (graphics processing unit) markets.
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.
KLAC Stock Rises Over 3% on Fiscal Q2 2019 Revenue Beat
The semiconductor market is seeing demand weakness, especially in China. SME (semiconductor manufacturing equipment) suppliers are also seeing demand weakness.
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.
TSMC’s Process Node Strength Reflects in Its Q4 Revenue
A smaller node improves transistor density, thereby improving performance and power efficiency.
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.
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.
Intel’s 2018 and 2019 Revenues at a Glance
Intel (INTC) reported strong revenue growth in the PC and data center spaces in the first three quarters of 2018.
TSMC’s Q1 Guidance Anticipates Its Steepest Revenue Fall in Years
On January 17, TSMC provided weaker-than-expected guidance for the first quarter of 2019, signaling the start of a semiconductor slowdown.
Intel May Announce Next CEO before Q4 2018 Earnings
There are rumors that Intel might announce its next CEO before its earnings.
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.
What Q4 Semiconductor Earnings May Have in Store for Investors
2019 started on a good note for the semiconductor industry.
AMD’s Efficiency Ratios Could Improve Further in 2019
A company’s ROE shows the profit a company can generate from shareholder capital.
AMD Announces 7 nm Ryzen CPU Range at CES 2019
At CES 2019, AMD’s CEO, Lisa Su, gave a preview of one chip from the company’s third-generation Ryzen desktop CPU range.
AMD Stock Rose 8% on Ryzen 3000 Series Announcement
Advanced Micro Devices (AMD) started 2019 with the announcement of its new Ryzen 3000 H and U Series CPUs for gaming laptops and ultrathin notebooks at CES 2019.
What Could 2019 Hold for Intel Investors?
AMD is set to launch its next-generation Ryzen CPUs (central processing units) and EPYC server CPUs on TSMC’s (TSM) 7nm (nanometer) node in 2019.
AMD Likely to Steal the Show at CES 2019
Previously in this series, we saw that NVIDIA, Intel (INTC), and Advanced Micro Devices (AMD) are set to make several announcements at CES (the Consumer Electronics Show) 2019 from January 8 to 11.
Samsung’s Partnership with IBM Can Help It Compete with TSMC
We’ve looked at IBM’s side of the equation. Now let’s see how Samsung will benefit from this deal.
What Factors Could Influence Intel’s Capex in 2019?
Intel (INTC) is spending big on stock buybacks in 2018 driven by large cash flows coming from high PC and data center revenue.
Intel Sees Strong Competition from AMD in the Data Center Market
Like it did in the PC market, Intel could shift its focus to high-performance workloads to maintain its high average selling price.
AMD Focuses on the Enterprise Market with Its EPYC Server CPUs
Advanced Micro Devices (AMD) is looking to boost its EESC (Enterprise, Embedded, and Semi-Custom) business by growing its share of the high-margin data center market.
What Customers Should Expect from AMD’s Next-Generation Navi GPU
In a corporate blog, AMD chief technology officer Mark Papermaster stated that the company would be launching more products on TSMC’s 7nm node, including its next-generation Navi GPU.
Qualcomm Invests in Taiwan to Settle Antitrust Violation
In October 2017, the TFTC (Taiwan Fair Trade Commission) fined Qualcomm (QCOM) $774 million for antitrust violations.
Problems Hit NVIDIA’s Turing-Based RTX 2080 Ti GPU
NVIDIA stock reached its 52-week high on October 1 as it launched its much-awaited next-generation Turing-based GeForce RTX 2080 Ti and 2080 GPUs.
What Would Excite Qualcomm Investors in Q4 2018?
Qualcomm (QCOM) is set to release its earnings results for the fourth quarter of fiscal 2018 on November 7.
Chipmakers Focus Capital Spending on Advanced Manufacturing
Intel (INTC) is facing a CPU supply shortage, which came with an unexpected surge in PC and server CPU demand.
Is Semiconductor Industry Heading toward a Cyclical Downturn?
For the fourth quarter, Texas Instruments (TXN) guided its biggest sequential revenue decline since 2012.
What Could Apple Achieve by Ditching Intel Chips in Macs?
There’s growing speculation that Apple (AAPL) will abandon Intel (INTC) processors in its future Mac devices.
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.
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 Lowers 2018 Revenue Guidance on Crypto Weakness
TSMC (TSM) generally reports double-digit sequential revenue growth in the third quarter.
TSMC’s Revenue Grows in Third Quarter despite Several Headwinds
In the third quarter, TSMC’s revenue rose 8.2% sequentially and 2% YoY to $8.5 billion.
What AMD’s Technology Lead over Intel Means to Investors
If AMD offers competitive products, Intel could lose its power to charge a premium price for its products, which could reduce its ASP (average selling price) and margins.
AMD’s Flexible Manufacturing Strategy Reflects in Gross Margin
Advanced Micro Devices (AMD) seems to be repeating its 2006 growth in the CPU (central processing unit) market.
When Will Intel Launch Its 10-Nanometer Products?
Intel has already delayed the launch of its 10 nm products from the 2016 holiday season to the 2019 holiday season.
How Advanced Manufacturing Nodes Impact Intel’s Gross Margin
Intel is ramping up production on the 10nm node that would weigh on its fiscal Q4 2018 gross margin.
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.
Intel’s Shortage Could Help AMD Gain Market Share
Intel (INTC) is a leader in the PC CPU (central processing unit) market, with an ~80% market share.
What Rumors Say about Intel’s Supply Shortage
Intel (INTC) is looking to address the CPU (central processing unit) supply shortage by adding capacity and prioritizing high-margin Xeon server CPUs over PC CPUs.
How Intel Could Address Its Supply Shortage
JPMorgan Chase expects global PC shipments to fall 5%–7% in Q4 2018.
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.
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.
Rumors: Intel Could Outsource Some of Its CPU Production to TSMC
Intel (INTC) is facing supply constraints for its 14nm (nanometer) chips as the company transitions to the 10nm node.
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.
A Look at Initial Reviews of Nvidia’s New GeForce RTX GPUs
Nvidia (NVDA) was once again in the news in August with the launch of its next-generation Turing GPU architecture.