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Top related persons:
Brad Lin - 5 Lin - 4 It's - 2 — CNBC's Michael Bloom - 2 Wells - 1 Tyler - 1 Jim Cramer's - 1 Ruplu Bhattacharya - 1
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Taiwan U.S China Wells Fargo Taiwan Semiconductor's U.S 2024E
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Taiwan Semiconductor - 8 Bank of America - 5 Nvidia - 4 Apple - 3 Systems - 3 Taiwan Semiconductor Manufacturing - 2 Taiwan Semiconductor's - 2 Marvell Technology - 2

Search resuls for: "Taiwan Semiconductor's"


10 mentions found


☆ Cramer's Lightning Round: Wells Fargo is a buy
  + stars: | 2024-08-01 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
Stock Chart Icon Stock chart icon Wells Fargo's year-to-date stock performance. Stock Chart Icon Stock chart icon Taiwan Semiconductor's year-to-date stock performance. Stock Chart Icon Stock chart icon Tyler Technologies' year-to-date stock performance. Stock Chart Icon Stock chart icon Cemex's year-to-date stock performance. Stock Chart Icon Stock chart icon Lumen Technologies' year-to-date stock performance.
Persons: Wells, Tyler, It's, Jim Cramer's Organizations: Taiwan Semiconductor, Tyler Technologies, Lumen Technologies Locations: Wells Fargo, Taiwan
☆ Bank of America gets more bullish on this chip stock that will power Apple's AI transformation
  + stars: | 2024-06-12 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
The investment case for Taiwan Semiconductor Manufacturing just got stronger after Apple's push into artificial intelligence, according to Bank of America. Analyst Brad Lin hiked his price objective on Taiwan Semiconductor, saying the buy-rated chipmaker is an "indispensable and reliable partner" to Apple. TSM 1D mountain Taiwan Semiconductor Manufacturing Co. The U.S.-listed shares of Taiwan Semiconductor have already outperformed this year, advancing roughly 60%. Lin noted that Apple is Taiwan Semiconductor's biggest customer, accounting for roughly one-quarter of the chipmaker's revenue.
Persons: Brad Lin, Lin Organizations: Taiwan Semiconductor Manufacturing, Bank of America, Taiwan Semiconductor, Apple, Apple Intelligence, Taiwan Semiconductor Manufacturing Co, Taiwan Semiconductor's Locations: U.S, Taiwan
☆ More tech stocks are set to benefit from Nvidia's gain, according to analysts. Here's a lineup
  + stars: | 2024-05-23 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Bhattacharya said Super Micro is well-positioned with smaller cloud service providers that are expanding globally amid strong demand. SMCI YTD mountain Super Micro, year to date Taiwan Semiconductor also stands to gain from Nvidia's report, according to Bank of America analyst Brad Lin. Nvidia's strong forward guidance is a particularly good sign, Bank of America argued. Citigroup analyst Laura Chen told clients to expect "strong momentum to continue" at Taiwan Semiconductor following Nvidia's latest financial results. For the former, he listed Astera Labs , Credo Technology , Marvell Technology , Macom Technology Solutions and Monolithic Power Systems as likely winners given their high exposure.
Persons: Ruplu Bhattacharya, Bhattacharya, Supermicro, It's, FactSet, Brad Lin, Lin, Laura Chen, Dell, Asiya Merchant, Merchant, Tore Svanberg, Svanberg Organizations: Nvidia, Computer, Bank of America, Taiwan Semiconductor, Citigroup, Taiwan Semiconductor's, Citi, Dell, DELL, Technology, Marvell Technology, Macom Technology Solutions, Systems, Semiconductors, ON Semiconductor, Ambarella, Texas, Devices, Power Systems Locations: Taiwan, Taiwan Semiconductor's U.S
☆ Cramer's Lighting Round: 'Ring the register' on Celestica
  + stars: | 2024-02-20 | by ( Julie Coleman | ) www.cnbc.com   time to read: 1 min
Stock Chart Icon Stock chart icon MPLX's year-to-date stock performance. Stock Chart Icon Stock chart icon Taiwan Semiconductor's year-to-date stock performance. Taiwan Semiconductor : "We're going to let these stocks come in a little here...We cannot be so eager to buy first dip." Stock Chart Icon Stock chart icon Celestica's year-to-date stock performance. Celestica : "You're going to ring the register, you're literally going to sell one third of it.
Organizations: Taiwan Semiconductor Locations: Taiwan
☆ Cramer's Lightning Round: Taiwan Semiconductor is a 'great company'
  + stars: | 2024-02-07 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
Stock Chart Icon Stock chart icon Digital World Acquisition's year-to-date stock performance. Stock Chart Icon Stock chart icon Taiwan Semiconductor's year-to-date stock performance. Stock Chart Icon Stock chart icon Celestica's year-to-date stock performance. Stock Chart Icon Stock chart icon PDD Holdings' year-to-date stock performance. Stock Chart Icon Stock chart icon Comfort Systems USA's year-to-date stock performance.
Organizations: Taiwan Semiconductor, PDD Holdings, Systems, Comfort Systems Locations: Taiwan
☆ The chip stock is getting a ton of love from Wall Street, and it's not Nvidia
  + stars: | 2023-10-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
A major chipmaker is getting a lot of love on Wall Street — and no, it's not Nvidia . Taiwan Semiconductor Manufacturing Company posted third-quarter results Thursday that topped analysts' expectations. While the company reported its largest profit decline since 2019, it signaled a looming end to a difficult inventory correction. The Taiwan-based semiconductor company plays an integral role in the attention-grabbing artificial intelligence chipmaking industry, supplying products to Apple , Nvidia and Advanced Micro Devices . However, now may mark an opportune time for long-term investors to get into a company poised to experience mid- to high-teens growth in 2024.
Persons: Goldman Sachs, Bruce Lu, Lu, Brad Lin, Gokul Hariharan, Hariharan, — CNBC's Michael Bloom Organizations: Nvidia, Taiwan Semiconductor Manufacturing Company, Taiwan Semiconductor, Apple, Bank of America, JPMorgan Locations: 2024E, Taiwan, China, U.S
☆ Cramer's Lightning Round: Sell Phathom Pharmaceuticals
  + stars: | 2023-10-12 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
Stock Chart Icon Stock chart icon ChargePoint's year-to-date stock performance. Stock Chart Icon Stock chart icon Phathom Pharmaceuticals' year-to-date stock performance. Stock Chart Icon Stock chart icon Luminar Technologies' year-to-date stock performance. Stock Chart Icon Stock chart icon Taiwan Semiconductor's year-to-date stock performance. Stock Chart Icon Stock chart icon RTX's year-to-date stock performance.
Persons: that's, we're, Navitas, We're Organizations: Phathom Pharmaceuticals, Technologies, Luminar Technologies, Taiwan Semiconductor, Navitas Semiconductor Locations: Taiwan, China
☆ Bank of America sees more than 30% upside ahead for this derivative play post-Nvidia earnings
  + stars: | 2023-08-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Another blowout quarter from artificial intelligence giant Nvidia should bode well for shares of this derivative play, according to Bank of America. Analyst Brad Lin lifted his price target on U.S.-listed shares of Taiwan Semiconductor Manufacturing to $125, representing 35% upside from Thursday's close. He cited "sustainable and strong" demand for AI products, which should meaningfully benefit the leading AI chipmaker and maker of edge nodes and advanced packaging. So far this year, shares of Taiwan Semiconductor have jumped about 23%, while Nvidia shares have more than doubled. Lin views Taiwan Semiconductor's valuation as attractive at nearly 14 times price-to-earnings and near the lower end of its historical range.
Persons: bode, Brad Lin, Lin, — CNBC's Michael Bloom Organizations: Bank of America, Taiwan Semiconductor Manufacturing, Taiwan Semiconductor, Nvidia, AMD, Marvell, Broadcom Locations: Taiwan
☆ These are the next stocks to get an A.I. boost like Nvidia, according to Wall Street
  + stars: | 2023-05-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
But while the chipmaker remains the undisputed leader in the AI arms race, it's far from the only company benefiting from the frenzy overtaking Wall Street. NVDA 1D mountain Nvidia shares pop While Nvidia's results seem to reiterate its clear chip dominance, other names are gaining buzz on Wall Street and could see big gains as AI booms. Advanced Micro Devices Similar to Nvidia, Wall Street forecasts opportunities for Advanced Micro Devices in the near future. Needham also believes Taiwan Semiconductor's capabilities offer a "shortcut" for companies big and small looking to get into the competitive AI chip market. Its new delivery systems to help reduce power delivery network losses should also benefit shares in the long run.
Persons: Dan Loeb's, Raymond James, Brad Lin, Lin, Needham, Vivek Arya, CNBC's Michael Bloom Organizations: Nvidia, Wall, Devices, AMD, Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing, Bank of America, Systems, Marvell Technology, Broadcom, Apple Locations: Taiwan
☆ Buffett's Berkshire discloses big Taiwan Semi stake
  + stars: | 2022-11-14 | by ( ) www.reuters.com   time to read: 1 min
Nov 14 (Reuters) - Berkshire Hathaway Inc (BRKa.N) said it bought more than $4.1 billion of stock in Taiwan Semiconductor Manufacturing Co (2330.TW), a rare significant foray into the technology sector by billionaire Warren Buffett's conglomerate. In a Monday regulatory filing describing its U.S.-listed equity investments as of Sept. 30, Berkshire said it owned about 60.1 million of Taiwan Semiconductor's American depositary shares. Berkshire also disclosed new, smaller stakes in building materials company Louisiana-Pacific Corp (LPX.N) and the financial services company Jefferies Financial Group Inc (JEF.N). Reporting by Jonathan Stempel in New York; Editing by Leslie AdlerOur Standards: The Thomson Reuters Trust Principles.
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