Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
TSMC's June revenue surged 67.9% on AI chip demand, lifting first-half sales to $74.99 billion ahead of Q2 earnings on July 16.
Investing.com - Renewed fighting between the United States and Iran rattled markets at the start of the week, sending oil prices sharply higher and weighing on stock futures.
The company that builds the world's most advanced chips is about to tell investors how hot AI demand really is.
The latest performance underscores steady demand for advanced chips.
Taiwan, Nvidia and Apple have been highlighted in this Investment Ideas article.
TSMC, the world's largest contract chipmaker, reported on Monday second-quarter revenue of 1.27 trillion Taiwan dollars ($39.63 billion), beating market expectations and rising 36% from a year earlier on surging interest in artificial intelligence applications. An LSEG SmartEstimate, drawn from 20 analysts, had expected revenue in the April-to-June quarter of 1.264 trillion Taiwan dollars. Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier to companies including Nvidia and Apple.
Taiwan Semiconductor Manufacturing Co (TSMC) will add two advanced chip packaging plants in the Chiayi Science Park, the island's science and technology minister said on Sunday. Located in southern Taiwan, the Chiayi Science Park is being developed as one of TSMC's major advanced chip-packaging hubs. TSMC's first advanced chip packaging plant at the Chiayi Science Park has already entered mass production and its second plant is expected to begin mass production soon, National Science and Technology Council Minister Wu Cheng-wen said at a groundbreaking ceremony.
GF Securities expects strong growth for Taiwan Semiconductor in Q2.
Big banks kick off earnings season this week, which will also bring reports from GE Aerospace, Netflix, and Taiwan Semi. In economic news, we’ll get the consumer and producer price indexes, and retail sales data.
Speaking at the Goldman Sachs Apex Symposium, Citadel founder and CEO Ken Griffin warned that losing access to Taiwanese semiconductor chips would cause the U.S. gross domestic product (GDP) to decline by 8% within six months, triggering a modern “Great...
Space Exploration Technologies is currently the seventh-largest company in the world by market capitalization.
TSMC's language could set the tone over the next few months for investors.
In recent weeks, Meta Platforms announced a plan to launch “Meta Compute” to rent out excess AI capacity, accelerate production of its in-house Iris data-center chip with Broadcom and TSMC from September, and roll out advanced AI models like Muse Spark 1.1 and Muse Image alongside a new chief data officer appointment. These moves signal Meta’s push to turn its vast AI infrastructure and models into an enterprise-facing cloud and tooling business, even as it balances cost efficiency gains...
Investing.com -- South Korean stocks are trading at their cheapest valuations on record despite an 80% rally this year, as corporate earnings, led by AI-driven memory chip demand, have outpaced gains in share prices, according to Bloomberg.
Taiwan Semiconductor Manufacturing will set the tone for AI demand during earnings season.
Taiwan Semiconductor Manufacturing (NYSE:TSM) announced a substantial cash dividend for the fourth quarter, highlighting strong cash generation. The payout focuses attention on the company’s approach to returning cash to shareholders through regular dividends. The decision underscores how TSMC is using its industry position and balance sheet to support ongoing shareholder returns. Taiwan Semiconductor Manufacturing sits at the center of the global chip supply chain, and its dividend policy...
A reported September production date hints at how the company plans to get more out of its massive AI budget.
Shares of social network operator Meta Platforms (NASDAQ:META) jumped 5.2% in the afternoon session after a cluster of AI infrastructure and product news reframed the company's heavy capital spending as a path to lower costs, new revenue, and faster growth rather than a pure expense drag.
Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.
Financial stocks will dominate the upcoming earnings calendar. Also, earnings from semiconductor makers ASML and Taiwan Semiconductor are due.
King Yuan Electronics could invest up to $1.4 billion as chip production expands closer to U.S. customers.
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
The S&P 500 and Nasdaq rose solidly in a mixed stock market week. Delta Air fell despite strong guidance while SK Hynix began U.S. trading.
