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TSMC's CEO dismissed concerns that it’s at a disadvantage to rivals already adopting ultra-expensive equipment to make cutting-edge chips. C.C. Wei said today that the chip giant has bought high-end machines made exclusively by ASML, and that it's focused on figuring out how to run them more efficiently to lower costs.
<body><p>STORY: The world's largest contract chipmaker TSMC says it's confident in its growth over the next few years...</p><p>thanks to robust demand for computing power and advanced semiconductors as it rides a relentless AI boom.</p><p>The Taiwanese firm's CEO spoke at its annual shareholders meeting on Thursday.</p><p>C.C. Wei said customers are still positive on the outlook for AI, although the company continues to monitor the impact of rising component costs.</p><p>Asked whether TSMC could raise prices for customers, Wei said the firm would like to do that as, quote, "we still need to make money."</p><p>Taiwan plays a crucial role in the global AI supply chain for companies including Nvidia and Apple.</p><p>And its position is anchored by TSMC.</p><p>The tech giant said it was working hard to meet all customer demands...</p><p>although added that it will take a "very long time" to fully satisfy American customers' needs with production in the U.S.</p><p>Looking ahead, Wei said he views autonomous vehicles as long-term growth drivers.</p><p>But TSMC faces political risk as China steps up military pressure on democratically and separately governed Taiwan...</p><p>which Beijing views as Chinese territory.</p></body>
Investors will monitor initial jobless claims and the Challenger job-cuts report before turning their attention to Friday's nonfarm payrolls release.
SK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced memory semiconductors needed to run AI data centers, a source familiar with the matter said on Thursday. SK Hynix told some investors this week that it had "tremendously positive" feedback from stockholders to its U.S. listing plan given AI demand and the company's competitive position in the memory-chip market, the person said. The company, a major supplier to Nvidia, expects a U.S. listing to broaden its investor base, as some U.S.-based institutional investors invest in U.S.-listed stocks only due to internal mandates, the person said.
Taiwan Semiconductor Manufacturing isn’t falling behind in next-generation chipmaking, its CEO said.
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair
Taiwan's TSMC, the world's largest contract chipmaker, said on Thursday it is confident in its growth over the next few years, driven by robust demand for computing power and advanced semiconductors, as it rides an AI boom. Chief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, added that its customers continue to express a positive outlook for the AI industry. Taiwan has taken centrestage this week as it hosts the annual Computex conference, where leaders of some of the world's most powerful tech companies are gathering, with executives from the likes of Nvidia to Intel praising the island's central role in the global supply chain.
Cathie Wood’s recent moves signal increased conviction in Nvidia as the dominant AI infrastructure leader.
The artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months
Major tech companies like Taiwan Semi and Samsung dominate these single-country ETFs.
Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax Global Environmental Markets Fund”. A copy of the letter is available to download here. The Fund stood resilient in the quarter by outperforming its primary benchmark, the MSCI ACWI index. The stock […]
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]
Shares of Taiwanese chip and photonics companies powered the Taiex past the 46000 milestone as AI enthusiasm got another jolt from a tech event in Taipei this week. Demand for AI-related chip and optoelectronic stocks was buoyed by remarks from Nvidia CEO Jensen Huang highlighting optical connectivity as a vital bottleneck for next-gen AI infrastructure.
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best most active stocks to buy according to hedge funds. Bernstein SocGen Group increased its price target for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $430 from $351 on May 18, while upholding an Outperform rating on the company stock. The firm anticipates the company’s earnings […]
The latest trading day saw TSMC (TSM) settling at $446.69, representing a +2.54% change from its previous close.
Advanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements. Speaki
Shares of Texas Instruments (NASDAQ:TXN) are up 4% at midday Tuesday, trading near $304, while NVIDIA (NASDAQ:NVDA) stock is down 1% near $222. The intraday divergence is small, but the year-to-date gap is wide. Texas Instruments stock is up 76% year to date, while NVIDIA stock has climbed 19%. That spread, with the analog veteran ... Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift
SIMO launches SM2524XT PCIe Gen5 DRAMless SSD controller for AI PCs, touting up to 14 GB/s reads, low latency and better efficiency.
When investors think about AI winners, the usual names come to mind: Nvidia (NVDA), TSMC, or memory makers like Micron (MU). Semiconductor equipment giant Applied Materials (AMAT) rarely gets the same attention, despite supplying the tools needed to manufacture nearly every critical component of an AI chip.
For most of the last decade, Intel (NASDAQ:INTC) was the stock you didn’t want to own. NVIDIA crushed it on AI accelerators, TSMC ate its foundry lunch, and AMD chipped away at its server franchise. I’ve been tracking this turnaround story since CEO Lip-Bu Tan took the helm, and what I’m seeing now is a ... Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies
In 2019, while researching a book on the U.S.-China competition, I visited Huawei’s sprawling new R&D campus in Dongguan, a city about an hour’s drive from the company’s Shenzhen headquarters. A Huawei executive explained the design to me with a straight face: “We’re doing well in Europe.” In a Wall Street Journal interview that November, founder Ren Zhengfei invited President Trump to come visit and brushed off U.S. sanctions with characteristic bravado.
NVIDIA, HubSpot, Fluence Energy, CoreWeave and Taiwan have been highlighted in this Investment Ideas article.
Last week, BYD unveiled what it called China’s first 4nm intelligent driving chip, the Xuanji A3.
The chairman of South Korea's SK Group said on Tuesday its memory chip unit SK Hynix aims to double wafer capacity over the next five years. Chey Tae-won was speaking at the Computex conference in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.
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Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 6.3% in the afternoon session after over 150 million shares traded hands (well above average) as CEO Jensen Huang's keynote at Computex in Taipei delivered two major announcements.
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