$Taiwan Semiconductor (TSM.US)$As a long-time investor focused on the semiconductor sector, I’ve always viewed TSMC (TSM) as an anchor stock in the U.S. tech market. However, with the U.S. rolling out a new wave of tariffs on Chinese semiconductor products and equipment in 2025, TSMC’s globally integrated manufacturing and customer structure is now facing new challenges. In this article, I’d like to explore how changes in ...
苝积
OPDigital Cat
:
Every time before and after NVIDIA's Earnings Reports, the reaction of Taiwan Semiconductor's stock price catches special attention. As NVIDIA's main foundry partner, Taiwan Semiconductor plays a nearly 'effortless' role in the wave of AI Chips. As long as NVIDIA's GPU shipment data and order guidance remain strong, it directly translates to Taiwan Semiconductor's advanced manufacturing capacity being fully loaded. Particularly at the 3nm and 5nm nodes, NVIDIA's demand for high-performance computing heavily relies on Taiwan Semiconductor's technology. More crucially, this partnership is not temporary but a deeply integrated structural opportunity. Therefore, as long as NVIDIA continues to expand its Global Strategy, even in the Datacenter or edge AI fields, there is hope for Taiwan Semiconductor to gain more stable long-term profit support. In other words, if NVIDIA is strong, then Taiwan Semiconductor is stable.
blueSky91
:
too much profit taking at 160.. everyone wants to get out.. i know i am.. it will be a few days before it breaks out of that level, perhaps in early may
Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data. Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data.
U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data. U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data.
U.S. Crypto Concept Stocks U.S. Crypto Concept Stocks
Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data. Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data.
Taiwan Semiconductor Stock Discussion
😏
No comment yet