What's Going On With Taiwan Semiconductor Stock On Friday?
Portfolio Pulse from Anusuya Lahiri
Taiwan Semiconductor Manufacturing Co (TSMC) is advancing its 2nm technology development despite challenges. The company plans to commercialize 2nm technology by 2025 and is expanding its US operations, including a $65 billion investment in Arizona. TSMC's stock is up over 107% in the last year, but down 0.21% premarket.
October 04, 2024 | 11:54 am
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POSITIVE IMPACT
Apple employs TSMC's InFO chip packaging technology for its iPhone and Macbook processors, indicating a strong partnership.
Apple's use of TSMC's advanced packaging technology for its core products highlights a critical supplier relationship, likely supporting Apple's product innovation and performance.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
AMD is a critical client of TSMC's Arizona plant, benefiting from TSMC's advanced semiconductor manufacturing capabilities.
AMD's position as a key client of TSMC's Arizona plant suggests a strong partnership, likely enhancing AMD's product capabilities and market competitiveness.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Amkor Technology expands collaboration with TSMC, investing $2 billion in a chip packaging and testing facility in Arizona.
Amkor's investment in Arizona and collaboration with TSMC on advanced packaging technologies positions it well to capitalize on the growing demand for semiconductor solutions.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 70
POSITIVE IMPACT
Nvidia is a critical client of TSMC's Arizona plant, leveraging TSMC's CoWoS technology for its high-performance graphics processors.
Nvidia's reliance on TSMC's advanced packaging technology for its graphics processors indicates a strong partnership, likely benefiting Nvidia's product performance and market position.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 70
POSITIVE IMPACT
Columbia Semiconductor and Technology ETF offers investors exposure to the semiconductor sector.
The SEMI ETF offers a diversified investment opportunity in the semiconductor sector, benefiting from industry growth and technological advancements.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Investors can gain exposure to the semiconductor industry through the EA Series Trust Strive US Semiconductor ETF.
The SHOC ETF provides investors with a diversified exposure to the semiconductor industry, which is experiencing significant growth and innovation.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
TSMC is advancing its 2nm technology and expanding US operations with a $65 billion investment in Arizona. Despite challenges, the company remains a leader in semiconductor technology.
TSMC's advancements in 2nm technology and significant investment in US operations highlight its leadership in the semiconductor industry. The stock's recent performance and strategic moves suggest positive investor sentiment.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100