Apple, Nvidia Secure Future with Taiwan Semi's Advanced Chips as AI Demand Soars
Portfolio Pulse from Anusuya Lahiri
Apple, Nvidia, Qualcomm, and AMD have nearly fully booked TSMC's 3nm chip production until 2026 due to soaring AI demand. TSMC plans to increase 3nm wafer production and expand its geographical presence. TSMC stock is trading higher, and investors can gain exposure via ETFs AGQI and CARZ.
June 13, 2024 | 12:44 pm
News sentiment analysis
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POSITIVE IMPACT
Apple has nearly fully booked TSMC's 3nm chip production until 2026, reflecting strong AI demand.
Apple's booking of TSMC's advanced chips indicates strong future product development and AI integration, likely boosting investor confidence.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Investors can gain exposure to the semiconductor sector via the First Trust Active Global Quality Income ETF (AGQI).
AGQI provides investors with exposure to the semiconductor sector, which is experiencing strong demand and growth, likely benefiting the ETF.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
AMD has nearly fully booked TSMC's 3nm chip production until 2026, driven by AI demand.
AMD's booking of TSMC's advanced chips indicates strong future product development and AI integration, likely boosting investor confidence.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Investors can gain exposure to the semiconductor sector via the First Trust S-Network Electric & Future Vehicle Ecosystem ETF (CARZ).
CARZ provides investors with exposure to the semiconductor sector, which is experiencing strong demand and growth, likely benefiting the ETF.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
Nvidia has nearly fully booked TSMC's 3nm chip production until 2026, reflecting high AI demand.
Nvidia's significant booking of TSMC's advanced chips highlights its leadership in AI technology, likely boosting investor sentiment.
CONFIDENCE 95
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Qualcomm has nearly fully booked TSMC's 3nm chip production until 2026, driven by AI demand.
Qualcomm's booking of advanced chips from TSMC suggests strong future product offerings and AI advancements, likely to positively impact stock.
CONFIDENCE 85
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
TSMC's 3nm chip production is nearly fully booked until 2026 due to AI demand, and the company plans to increase production capacity and expand globally.
TSMC's strong demand for 3nm chips and plans to increase production capacity and expand globally indicate robust future growth, positively impacting stock.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100