Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Informatie en analyses over uw favoriete aandeel zoals: Tesla, Apple, Microsoft, Amazon, NVIDIA, Alibaba, META, Alphabet, Tencent, Nike en Disney
Gebruikersavatar
nobody
Forumveteraan
Forumveteraan
Berichten: 11733
Lid geworden op: 09 mar 2022 13:32
Heeft bedankt: 1645 maal
Is bedankt: 2175 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door nobody »

Analysis-Japan takes Taiwan's helping hand on long road to chip revival

TOKYO (Reuters) - Chipmaker TSMC formally opens its first Japanese plant on Saturday, highlighting the Taiwanese firm's critical role in Tokyo's multi-billion dollar efforts to reboot its once-mighty semiconductor manufacturing industry.

That Japan turned to TSMC for help on an industry it once dominated reflects the Taiwan chipmaker's dominant position in the foundry business and Tokyo's heightened concern over China's growing prowess in a wide swathe of technology.

The arrival of TSMC, the world's leading contract chipmaker, in Japan is seen as having sparked investment across a sector vital to economic security even as the government eyes a greater prize with its backing for homegrown foundry venture Rapidus.

"The possibility of having TSMC build a fab in Japan really rallied support from disparate parts of the semiconductor industry," said Damian Thong, head of Japan research at Macquarie Capital Securities.

"They have built a snowball effect around it," he said.

By 2027, Taiwan is projected to control two-thirds of foundry capacity for advanced processes as its lead is eroded by aggressive expansion in the U.S., according to research firm TrendForce, with Japan increasing its global share to 3%.

TSMC, which is also building capacity in the U.S. and Germany, is targeting mass production at the fab later this year and has announced plans for a second plant, bringing total investment in the venture to more than $20 billion.

Partnering with companies including Sony and Toyota, monthly capacity across the two fabs will exceed 100,000 12-inch wafers, strengthening Japan's access to chips, which are essential for the electronics, automotive and defence industries.

TSMC sees Japan as a natural fit with an industrious work culture suited to chipmaking and a government that is easy to deal with and generous with subsidies, Reuters has reported.

Japan has also benefited from Taiwan's willingness to approve the export of foundry and supply chain technology, particularly for advanced node technologies below 16 nanometres, said David Chuang, an analyst at Isaiah Research.

"With the prospect of fabricating more advanced roadmaps in Japan, it's reasonable to expect that foundry customers may be more inclined to commit to long-term development and procurement of capacity," said Chuang.

Japan can leverage its expertise in areas such as photoresists - chemicals that are needed for chipmaking - image sensors and packaging, which is becoming increasingly important to eke out chip performance gains, said Joanne Chiao, an analyst at TrendForce.

Momentum in Japan's chip sector is growing, with Taiwan chip companies arriving in Japan not only to support the TSMC plant but also being attracted by the industry's renewed dynamism, Reuters has reported.

ECONOMIC BOOST

In the chipmaking hub on the southern island of Kyushu where TSMC's plant is located, companies ramping up investment include power chip maker Rohm, wafer maker Sumco and equipment maker Tokyo Electron.

The regional economic boost is forecast to hit 20.1 trillion yen ($134 billion) over a decade, according to the Kyushu Economic Research Center, with activity rippling out from fabs being constructed and run, and from consumption by workers.

A major bottleneck is labour shortages, said Soei Kawamura, a researcher in the business development department at the centre.

"Large companies like TSMC and Sony will be able to secure the necessary personnel, but the economic development of the Kyushu region will change depending on how many people can be recruited in the local semiconductor-related and other industries," he said.

The number of workers in Japan's chip-related businesses has declined by around a fifth over the last roughly two decades.

Leading domestic chip firms need to find 40,000 workers over a decade, according to estimates from the Japan Electronics and Information Technology Industries Association (JEITA).

Tokyo's grander vision is of building a homegrown champion through foundry venture Rapidus, which is headed by industry veterans and targeting mass production of cutting-edge chips on the northern island of Hokkaido from 2027.

A potential rival to TSMC, which has spent decades honing its processes, Rapidus is partnering with IBM and chip research organisation Imec. But its prospects for success are viewed with scepticism by many in the industry.

"I don't doubt TSMC will be dominant, but Japan will seek to prove that they are valid as a number two," said Macquarie's Thong.

($1 = 150.3100 yen)

(Reporting by Sam Nussey and Miho Uranaka; Additional reporting by Fanny Potkin in Singapore; Editing by Muralikumar Anantharaman)

https://finance.yahoo.com/news/analysis ... 08646.html
Tommy052
Verkenner
Verkenner
Berichten: 26
Lid geworden op: 23 feb 2024 11:44
Heeft bedankt: 43 maal
Is bedankt: 23 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door Tommy052 »

Als leverancier van de supergrote spelers zoals Nvidia, Apple, ... lijkt het mij toch vreemd dat dit aandeel zeer goedkoop blijft noteren en zelfs maar met "mondjesmaat" omzet en-winststijgingen boekt in vergelijking tot NVidia bvb...iemand hier een verklaring voor? Is het een kwestie van teveel voorraad bij de fabless bedrijven?
Gebruikersavatar
nobody
Forumveteraan
Forumveteraan
Berichten: 11733
Lid geworden op: 09 mar 2022 13:32
Heeft bedankt: 1645 maal
Is bedankt: 2175 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door nobody »

Beetje speelbal tussen Amerikanen en China :oops:
Gebruikersavatar
nobody
Forumveteraan
Forumveteraan
Berichten: 11733
Lid geworden op: 09 mar 2022 13:32
Heeft bedankt: 1645 maal
Is bedankt: 2175 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door nobody »

Tokyo pledges a further US$4.9b to help TSMC expand Japan production

TOKYO (Feb 24): Japan said it will give TSMC up to ¥732 billion (US$4.86 billion or RM23.24 billion) more in subsidies to help it build a second chip fabrication plant as the Taiwanese company on Saturday marked the opening of its first Japanese factory.

TSMC's decision to build chips in Japan has become a key component of Tokyo's push to revive advanced semiconductor manufacturing and harden its industrial supply chains against disruptions as tensions with neighbouring China grow.

"The chips will be more advanced than the first factory and can be used for AI and autonomous driving, and will ensure we have stable supply of semiconductors in Japan," Minister of Economy, Trade and Industry Ken Saito told reporters after attending a ceremony for the opening of the first factory in Kumamoto on Japan's Kyushu island, hosted by TSMC's founder Morris Chang.

The latest financial commitment, which will add to money given to the world's biggest chipmaker for its first factory, could push taxpayer-funded subsidies for TSMC beyond ¥1 trillion.

TSMC, which is also expanding in the US and Germany, plans to ramp up to mass production in Japan before the end of the year. Total investment in the venture, including a second plant, will exceed more than US$20 billion, according to the Taiwanese company.

When completed, monthly capacity across the two factories will exceed 100,000 12-inch wafers that TSMC will supply to technology firms and carmakers including Sony and Toyota Motor.

Japan is also investing in a homegrown chip venture, Rapidus, which is partnering with IBM and Imec, a European chip research organisation, in a bid to mass produce cutting-edge chips on the northern island of Hokkaido from 2027.

https://theedgemalaysia.com/node/702217
Gebruikersavatar
nobody
Forumveteraan
Forumveteraan
Berichten: 11733
Lid geworden op: 09 mar 2022 13:32
Heeft bedankt: 1645 maal
Is bedankt: 2175 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door nobody »

TSMC surges to record high on AI optimism, global chip rally

(March 4): Taiwan Semiconductor Manufacturing Co (TSMC) rose to its highest-ever level, tracking a global rally in chip stocks fuelled by optimism about artificial intelligence (AI).

The world’s top chip foundry jumped 5.2% to close at NT$725 (RM108.61) in Taipei on Monday, a record since its stock listing in 1994. The surge lifted its market capitalisation to US$597 billion (RM2.82 trillion), one step closer to reclaiming a spot in the world’s 10 most-valuable companies.

TSMC has soared over 22% so far this year, helping the local benchmark Taiex Index also reach a record high.

The main supplier to Apple Inc and Nvidia Corp is considered a key beneficiary of the ongoing AI boom, with its executives expecting a return to solid growth this quarter amid signs of a demand recovery.

Nvidia’s upbeat results last month further cemented investor optimism about the sector.

https://theedgemalaysia.com/node/703353
Gebruikersavatar
nobody
Forumveteraan
Forumveteraan
Berichten: 11733
Lid geworden op: 09 mar 2022 13:32
Heeft bedankt: 1645 maal
Is bedankt: 2175 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door nobody »

TSMC to win more than US$5b in grants for US chip plant

(March 9): Taiwan Semiconductor Manufacturing Co (TSMC) is set to win more than US$5 billion (RM23.42 billion) in federal grants to support a chipmaking project in Arizona, according to people familiar with the matter, in what would mark a major milestone in President Joe Biden’s effort to revitalise American semiconductor manufacturing.

The award is not yet finalised, the people said, asking not to be named to discuss confidential conversations. It is also not yet clear whether TSMC will tap the loans and guarantees also on offer from the 2022 Chips and Science Act.

TSMC and other leading-edge chipmakers are engaged in negotiations with the Commerce Department over a pool of about US$28 billion in grants targeted for advanced factories. TSMC, Intel Corp, Micron Technology Inc and Samsung Electronics Co are all slated to receive multi-billion dollar awards from that pool, the people said, but the topline numbers for each continue to fluctuate.

TSMC said in a statement that it “has been making steady progress in productive ongoing discussions with the US government on incentive funding”. The Commerce Department and White House declined to comment.

In a bid to boost its own award, South Korea’s Samsung has floated additional US investment on top of the US$17 billion they plan spend on a new Texas factory, according to other people familiar with those talks, who also asked not to be identified because the discussions are private. Samsung didn’t respond to a request for comment.

The Chips Act set aside a total of US$39 billion in direct grants — plus financing options valued at US$75 billion — to persuade chipmakers to build on American soil after decades of production in Asia.

Officials are aiming to make announcements for the major advanced chipmakers by the end of this month, and have so far unveiled three awards to firms that produce older-generation semiconductors.

TSMC, the main chipmaker for Apple Inc and Nvidia Corp, is investing US$40 billion to build two fabrication facilities in Arizona — a hotspot for the chip industry and a key political battleground in the 2024 presidential election.

The site in Phoenix has seen several setbacks, beginning with a July announcement that TSMC would delay production at the first factory until 2025 due to a shortage of skilled workers who could install their most advanced equipment. That set off a months-long spat with local labour unions, which ended in December with a formal labour accord.

Earlier this year, the company announced a production delay at its second facility of up to two years, and said that the level of technology there will depend on the amount of support they receive from the US government.

Intel, TSMC’s main American rival, is in talks for more than US$10 billion in federal incentives spanning grants and loans, according to people familiar with the matter. At least US$3.5 billion will come in the form of direct grants, people familiar said earlier.

Micron, meanwhile, has a project in Idaho and has said it will build as many as four facilities in New York. The firm’s award is likely to support the first two of those New York factories, as Commerce Secretary Gina Raimondo prioritises projects that will begin production by the end of the decade. Micron’s other two factories in the state won’t be operational until 2041, the firm said in a recent federal filing.

Intel and Micron declined separate requests for comment.

https://theedgemalaysia.com/node/704039
Gebruikersavatar
nobody
Forumveteraan
Forumveteraan
Berichten: 11733
Lid geworden op: 09 mar 2022 13:32
Heeft bedankt: 1645 maal
Is bedankt: 2175 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door nobody »

Japanese leader visits new chip factory, stressing ties with Taiwan and support for key technology

TOKYO (AP) — Japanese Prime Minister Fumio Kishida visited a new semiconductor plant for which his government has pledged more than 1 trillion yen ($7 billion) of support to secure a steady supply of chips on Saturday.

“I believe this project will have positive ripple effects throughout Japan. It is key for not only the semiconductor industry but also a wide range of businesses such as electric vehicles and electronics,” he said while touring the facility.

The new plant on the southwestern island of Kyushu, majority owned by the Taiwan Semiconductor Manufacturing Co., is the Taiwanese semiconductor giant’s first in Japan.

Kishida also expressed sympathy to Taiwan following an earthquake that left at least 12 people dead.

Japanese companies like Sony, Denso and Toyota are investing in the TSMC subsidiary that opened the plant in February, although the Taiwanese giant retained an 86.5% stake in the Japan Advanced Semiconductor Manufacturing Company. The project underlines Japan’s hopes to regain its presence in the computer chips industry.

Four decades ago, Japan dominated in chips, with Toshiba and NEC controlling half the world’s production. That’s declined to under 10%, amid competition from South Korean, U.S. and European manufacturers, as well as TSMC.

https://apnews.com/article/japan-taiwan ... 6b41a90d12
Gebruikersavatar
nobody
Forumveteraan
Forumveteraan
Berichten: 11733
Lid geworden op: 09 mar 2022 13:32
Heeft bedankt: 1645 maal
Is bedankt: 2175 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door nobody »

TSMC stock is a Buy because of pricing power, 90% market share, and technology: Adviser says

Yahoo Finance

On today's segment of Good Buy or Goodbye, Yahoo Finance's Julie Hyman is joined by Pence Capital Management Chief Investment Officer Dryden Pence, to discuss navigating stock picks within the semiconductor sector.

Pence shares his perspectives on why investors should consider adding Taiwan Semiconductor Manufacturing Co. (TSM) to their portfolios while avoiding Intel (INTC).

Pence identifies Taiwan Semiconductor Manufacturing Co. as a buy, highlighting the company's position in the world of artificial intelligence (AI).

He explains that Taiwan Semi produces "really high-value" chips, making it an "absolute chokepoint" in the industry. Pence goes so far as to dub the company the "most important" player in this space, as he believes "no one is able to accomplish their long-term mission" without relying on Taiwan Semi's capabilities.

This, in turn, grants the company pricing power and the potential for "long-term excess earnings." Additionally, Pence emphasizes Taiwan Semi's technological superiority over its competitors, describing the company as an "essential building block" in the future of AI.

In contrast, Pence recommends that investors steer clear of Intel. He notes that the legacy business has "lost its mojo," and with a lack of meaningful innovation efforts Intel's once-dominant Foundry business, which accounted for 61% of the market, "has fallen dramatically." With competitors now "years ahead" in terms of innovation, "supply chains so tight" and demand surging, Pence explains companies are hesitant to "disrupt something that's working," resulting in a decline in Intel's market share.


Gebruikersavatar
neku
Forumveteraan
Forumveteraan
Berichten: 1938
Lid geworden op: 19 jul 2022 16:47
Locatie: Antwaarpe
Heeft bedankt: 4385 maal
Is bedankt: 865 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door neku »

Mannie schreef: 31 dec 2023 09:40 https://be.hardware.info/nieuws/88143/t ... lijk-maken

Indrukwekkend!! :up:
Nog een aantal jaar en ze kunnen meer transistors op één chip zetten dan de FED dollars op zijn balans :P
The aim of education Is the knowledge, not of facts, but of values
Gebruikersavatar
nobody
Forumveteraan
Forumveteraan
Berichten: 11733
Lid geworden op: 09 mar 2022 13:32
Heeft bedankt: 1645 maal
Is bedankt: 2175 maal

Re: Taiwan Semiconductor Manufacturing Company Limited - TSM - ISIN US8740391003

Bericht door nobody »

TSMC wins US$6.6 bil US subsidy for Arizona chip production

WASHINGTON (April 8): The US Commerce Department said Monday it would award Taiwan Semiconductor Manufacturing Co's (TSMC) US unit a US$6.6 billion subsidy for advanced semiconductor production in Phoenix, Arizona and up to US$5 billion in low-cost government loans.

TSMC agreed to expand its planned investment by US$25 billion to US$65 billion and to add a third Arizona fab by 2030, Commerce said in announcing the preliminary award. The Taiwanese company will produce the world's most advanced 2 nanometer technology at its second Arizona fab expected to begin production in 2028, the department said.

"These are the chips that underpin all artificial intelligence, and they are the chips that are necessary components for the technologies that we need to underpin our economy, but frankly, a 21st century military and national security apparatus," Commerce Secretary Gina Raimondo said in a statement.

TSMC, the world's largest contract chipmaker and a major supplier to Apple and Nvidia, had previously announced plans to invest US$40 billion in Arizona. TSMC expects to begin high-volume production in its first US fab there by the first half of 2025, Commerce said.

The US$65 billion-plus investment by TSMC is the largest foreign direct investment in a completely new project in US history, the department said.

Congress in 2022 approved the Chips and Science Act to boost domestic semiconductor output with US$52.7 billion in research and manufacturing subsidies. Lawmakers also approved US$75 billion in government loan authority.

TSMC Arizona has also committed to support the development of advanced packaging capabilities through partners in the US to allow customers to purchase advanced chips that are made entirely on US soil, the department said, adding 70% of TSMC customers were US companies.

TSMC CEO CC Wei said the company would help US tech firms "unleash their innovations by increasing capacity for leading-edge technology through TSMC Arizona."

Commerce expects the projects will create 6,000 direct manufacturing jobs and 20,000 construction jobs. The department said 14 direct TSMC suppliers plan to construct or expand US plants.

At full capacity, TSMC's three fabs in Arizona will manufacture tens of millions of leading-edge chips in 5G/6G smartphones, autonomous vehicles, and AI data center servers, the department said.

Through its Arizona fabs, TSMC will support key customers like Apple, Nvidia, Advanced Micro Devices and Qualcomm "by addressing their leading-edge capacity demand, mitigating supply chain concerns, and enabling them to compete effectively in the ongoing digital transformation era," the department added.

Commerce last month announced US$8.5 billion in grants and up to US$11 billion in loans for Intel to subsidize leading-edge chip production from the same program.

The department is expected to unveil an award for South Korea's Samsung Electronics as soon as next week, sources said. Commerce declined to comment. Samsung did not respond immediately to a request for comment.

https://theedgemalaysia.com/node/707397
Plaats reactie
Beleg tot 70% goedkoper met de nieuwe tarieven van Saxo Bank (klik voor info)

Beleg bij Trade Republic vanaf €1 in aandelen en ETF's en ontvang 4% rente op uw saldo (klik voor info)

Steun Beursforum.be en doe uw aankopen bij Bol.com via deze link. Gratis verzenden vanaf €20.