Taiwan Semiconductor Manufacturing Co Ltd

Semiconductor startups are raking in venture capital at super speed. What companies should you know about?

Going to frontier markets offers more of an opportunity to discover the most overlooked companies.

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.

Since 2017 marks the tenth anniversary of the iPhone, analysts and customers are expecting significant technology improvements in the iPhone 8.

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 […]

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.

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.

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.

Now that the company has appointed its CFO and interim CEO, Bob Swan, as its new CEO, investors want to know about his plans.

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.

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.

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.

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.

On December 14, 2015, Micron Technology announced that it will buy the remaining shares of foundry partner Inotera Memories in a share swap transaction.

TSMC (TSM), the world’s largest foundry, earns revenue by manufacturing chips for other chipmakers on its manufacturing nodes.

TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.

Intel has lowered its fiscal 2016 gross margin guidance from 63% to 62% due to lower platform volumes.

While NVIDIA is tapping the mid-range market, AMD is eyeing the high-end market.

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.

On June 22, the National Statistics Office of the Republic of China reported unemployment figures for the economy of Taiwan.

This week, semiconductor equipment suppliers Teradyne Inc. (TER) and Lam Research (LRCX) will report their quarterly earnings.

NVIDIA launched its last gaming GPU architecture, Pascal, in June 2016.

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.

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 Indicator expanded to 50.5 in April due to stimulus measures from Chinese authorities to boost economic growth.

A few iPhone models face the risk of an import ban under Apple’s ongoing patent infringement lawsuit with Qualcomm and South Korea.

TSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.

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 aggregate financing also fell sharply from 3417.3 billion yuan ($525 billion) in January to 780.2 billion yuan ($120 billion) in February.

The earnings season started with better-than-expected earnings for semiconductor equipment manufacturer Lam Research (LRCX).

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 is the sole manufacturer of Apple’s (AAPL) A-series processors, which are used in iPhones.

The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.

We think that 2016 will be challenging for the Chinese economy. With policy support and improved credit conditions, economic activity stabilized in 1Q16.

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 (TXN) is the world’s largest manufacturer and supplier of analog chips that convert real-world signals like touch and sound into digital signals.

In 2018, AMD decided to divide the production of its 7nm products between TSMC and GlobalFoundries.

For the month ending on November 30, 2015, TCWAX fell by 2.8% due to weakness in global demand and lower commodity prices.

A smaller node improves transistor density, thereby improving performance and power efficiency.

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.

AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.

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.

Applied Materials’ (AMAT) performance is an indicator of the overall semiconductor industry’s outlook.

The advent of esports and AI (artificial intelligence) in the last three years has brought discrete GPUs (graphics processing units) to the limelight.

TSMC (TSM) generally reports double-digit sequential revenue growth in the third quarter.

Apple’s (AAPL) sole foundry, TSMC’s (TSM) production, was affected for four days due to a computer virus outbreak.

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.

The Indonesian rupiah fell against the US dollar on January 14, 2016, after a terrorist bomb exploded in the capital city of Jakarta.

TSMC (TSM) reported its worst dip in profit in seven years as weak smartphone demand and high semiconductor inventory impacted its factory utilization rate.

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.

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.

Although AMD’s products have delivered better price-to-performance metrics, Intel still offers some of the highest-performing CPUs.

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.

The semiconductor industry is going through a downturn, but many companies expect growth to resume in the second half of 2019.

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.

For Advanced Micro Devices, 2019 is an important year. The company is taking the manufacturing process lead with TSMC’s 7nm process node.

The Q4 2018 semiconductor earnings season will begin with the release of TSMC’s (TSM) fourth-quarter 2018 earnings on January 17.

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.

CP hauled slightly more than 30,000 railcars in the 30th week compared with over 29,000 railcars in the 30th week last year.

In full-year 2018, AMD earned operating cash of $34 million, but it was not sufficient to meet its capital requirements.

2019 started on a good note for the semiconductor industry.

Being the world’s largest foundry, TSMC is a key customer of foundry equipment suppliers Applied Materials (AMAT) and ASML (ASML).

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.

NVIDIA’s (NVDA) gross margin has improved over the years because of its rich product mix.

Micron’s CEO, Sanjay Mehrotra, explained there is growing demand for high-quality smartphone cameras that can take high-resolution images and videos.

AMD’s chief technology officer recently discussed the company’s technology strategy to enter the high-performance computing market.

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 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 (TSM) is the world’s largest foundry and manufactures chips for all major end markets.

The fourth-quarter 2018 semiconductor earnings season began with TSMC’s (TSM) earnings showing signs of a slowdown in the semiconductor industry.

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.

Semiconductor companies are a sector of the market that isn't going anywhere. Here are the top semiconductor stocks to invest in now.

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.

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.

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.

Among Applied Materials’ four business segments, Services is the only segment where the operating margin showed growth.

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.

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.

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) stock rose 2.32% on Thursday and closed the day at $52.10.

Applied Materials (NASDAQ:AMAT) stock gained around 5% in after-hours trading on Thursday following its second-quarter results.

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.

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.

CalPERS noted that it has recovered approximately $900 million to date from settlements related to investment losses sustained during the financial crisis.

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.

Major chip companies Texas Instruments (TXN) and Xilinx (XLNX) released their earnings last week and saw their stocks fall.

Yesterday, TSMC reported better-than-expected Q3 earnings and guidance on the back of high-end smartphone and computing chip demand.

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 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.

Today, Advanced Micro Devices (AMD) stock fell 1.8% after a rumor spread that its future 7-nanometer products could face supply constraints.

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.

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.

Advanced Micro Devices (AMD) stock has risen 210% since January 2018 and is still growing, making it a disruptor in the tech space.

Advanced Micro Devices (AMD) stock gained 4.01% after market hours as the chipmaker launched its much-awaited EPYC Rome server processor.

TSMC’s second-quarter earnings beat analyst estimates and suggest that the worst could be over.

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 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.

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.

After rising yesterday, both the key Indian indexes fell today.

Intel’s three-year delay in the 10nm process node allowed TSMC (TSM) to catch up and pass it in the process node.

Advanced Micro Devices (AMD) stock soared as high as 8% in the after-hours trading session on April 30.