Nvidia, AMD Chips To Get Dearer as Taiwan Semi Eyes AI Chip Price Hike
Portfolio Pulse from Anusuya Lahiri
Nvidia, AMD, Qualcomm, Micron, and Arm stocks are trading lower due to TSMC's plans to increase AI chip production prices. Big Tech stocks like Microsoft, Meta, Alphabet, Apple, and Amazon are also down. Semiconductor and Big Tech ETFs are affected as well.
June 04, 2024 | 8:01 pm
News sentiment analysis
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NEGATIVE IMPACT
Apple's stock is trading lower amid broader market concerns over TSMC's AI chip price hike.
Apple's stock is affected by the overall negative sentiment in the tech sector due to TSMC's price hike.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
AMD's stock is trading lower due to TSMC's planned price hike for AI chip production services.
AMD, like Nvidia, depends on TSMC for chip production. Increased costs from TSMC could negatively impact AMD's profitability.
CONFIDENCE 85
IMPORTANCE 85
RELEVANCE 100
NEGATIVE IMPACT
Amazon's stock is trading lower amid broader market concerns over TSMC's AI chip price hike.
Amazon's stock is affected by the overall negative sentiment in the tech sector due to TSMC's price hike.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Arm Holdings' stock is trading lower due to TSMC's planned price hike for AI chip production services.
Arm Holdings is impacted by the broader semiconductor sector's reaction to TSMC's price hike.
CONFIDENCE 70
IMPORTANCE 65
RELEVANCE 60
NEGATIVE IMPACT
Alphabet's stock is trading lower amid broader market concerns over TSMC's AI chip price hike.
Alphabet's stock is affected by the overall negative sentiment in the tech sector due to TSMC's price hike.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Meta Platforms' stock is trading lower amid broader market concerns over TSMC's AI chip price hike.
Meta's stock is affected by the overall negative sentiment in the tech sector due to TSMC's price hike.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Microsoft's stock is trading lower amid broader market concerns over TSMC's AI chip price hike.
Microsoft's stock is affected by the overall negative sentiment in the tech sector due to TSMC's price hike.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Micron's stock is trading lower due to TSMC's planned price hike for AI chip production services.
Micron's stock is affected by the overall negative sentiment in the semiconductor sector due to TSMC's price hike.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 70
NEGATIVE IMPACT
Nvidia's stock is trading lower due to TSMC's planned price hike for AI chip production services.
Nvidia relies heavily on TSMC for AI chip production. A price hike will likely increase Nvidia's costs, impacting its margins and stock price.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
NEGATIVE IMPACT
Qualcomm's stock is trading lower due to TSMC's planned price hike for AI chip production services.
Qualcomm's reliance on TSMC for chip production means increased costs could affect its margins and stock price.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 80
NEGATIVE IMPACT
Invesco QQQ Trust is trading lower amid broader market concerns over TSMC's AI chip price hike.
The ETF is affected by the overall negative sentiment in the tech sector due to TSMC's price hike.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100
NEGATIVE IMPACT
VanEck Semiconductor ETF is trading lower due to TSMC's planned price hike for AI chip production services.
The ETF is affected by the overall negative sentiment in the semiconductor sector due to TSMC's price hike.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
iShares Semiconductor ETF is trading lower due to TSMC's planned price hike for AI chip production services.
The ETF is affected by the overall negative sentiment in the semiconductor sector due to TSMC's price hike.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
TSMC's stock is trading lower despite its plans to increase AI chip production prices.
TSMC's stock is down possibly due to concerns about the impact of higher prices on demand and customer relationships.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
SPDR Select Sector Fund is trading lower amid broader market concerns over TSMC's AI chip price hike.
The ETF is affected by the overall negative sentiment in the tech sector due to TSMC's price hike.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100