Taiwan Semiconductor's 2-Nm Breakthrough Puts Taiwan a Decade Ahead of China's Semiconductor Industry: Report
Portfolio Pulse from Anusuya Lahiri
Taiwan Semiconductor Manufacturing Co (TSM) is reportedly a decade ahead of China's semiconductor industry, with plans to commercialize 2-nm chips by 2025. TSM remains a critical supplier to Nvidia and Apple, with strong demand from AI and smartphone sectors. Analysts have a positive outlook on TSM stock, with a 12-month price target of $234.0.
October 01, 2024 | 11:43 am
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NEGATIVE IMPACT
Alibaba is impacted by China's semiconductor lag, as it relies on domestic AI chip development.
Alibaba's reliance on domestic AI chip development is challenged by China's lag in semiconductor technology compared to TSM. This may impact Alibaba's competitiveness in AI, potentially affecting its stock negatively.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 30
POSITIVE IMPACT
Apple relies on Taiwan Semiconductor for advanced chips, benefiting from TSM's technological lead.
Apple's partnership with TSM for advanced chips supports its product innovation. TSM's lead in semiconductor technology ensures Apple remains competitive, potentially boosting its stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 40
POSITIVE IMPACT
Microsoft's investment in AI benefits from TSM's advancements, ensuring access to cutting-edge chips.
Microsoft's AI ambitions are supported by TSM's advanced chip technology, ensuring access to cutting-edge components. This positions Microsoft well in the AI market, potentially boosting its stock.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 30
POSITIVE IMPACT
Nvidia benefits from Taiwan Semiconductor's advancements as a critical supplier, with strong demand from AI and smartphone sectors.
Nvidia's reliance on TSM for advanced chips supports its growth in AI and smartphone markets. TSM's technological lead ensures Nvidia's competitive edge, likely boosting its stock.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
Taiwan Semiconductor Manufacturing Co is a decade ahead of China's semiconductor industry, with plans to commercialize 2-nm chips by 2025. Analysts have a positive outlook on TSM stock, with a 12-month price target of $234.0.
TSM's technological lead and plans for 2-nm chips position it strongly against Chinese competitors. Analysts' positive ratings and price targets suggest potential stock price appreciation. TSM's role as a supplier to major tech companies like Nvidia and Apple further supports its growth prospects.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100