What's Going On With Taiwan Semi Stock On Tuesday?
Portfolio Pulse from Anusuya Lahiri
Nvidia and Taiwan Semiconductor Manufacturing Co. are facing production issues with Nvidia's next-gen AI chips, potentially delaying shipments. Despite concerns, Morgan Stanley named Taiwan Semiconductor a 'top pick' after a recent selloff. Taiwan Semiconductor stock has gained 54% in the last 12 months. Investors can gain exposure through iShares Semiconductor ETF and First Trust NASDAQ Technology Dividend Index Fund.
August 06, 2024 | 1:30 pm
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NEUTRAL IMPACT
iShares Semiconductor ETF, which includes Taiwan Semiconductor, may see mixed impacts due to TSM's production issues and positive analyst ratings.
SOXX includes TSM, so it may experience mixed impacts from TSM's production issues and Morgan Stanley's positive rating.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
First Trust NASDAQ Technology Dividend Index Fund, which includes Taiwan Semiconductor, may see mixed impacts due to TSM's production issues and positive analyst ratings.
TDIV includes TSM, so it may experience mixed impacts from TSM's production issues and Morgan Stanley's positive rating.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Taiwan Semiconductor, Nvidia's supplier, is also facing production issues but remains a 'top pick' by Morgan Stanley due to its quality and valuations.
While TSM faces production issues, Morgan Stanley's positive rating and the stock's strong performance over the last year may mitigate negative impacts.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Nvidia is facing production issues with its next-gen AI chips, which could delay shipments and impact its market value.
Production issues with Nvidia's next-gen AI chips could delay shipments, impacting revenue and market sentiment. This is critical given the projected $1 trillion AI data center spending.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100