Latest news with #TSMC
Yahoo
an hour ago
- Business
- Yahoo
Goldman Sachs Adds TSM to Conviction Buy List—Here's Why
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the . On June 25, Goldman Sachs raised its price target for Taiwan Semiconductor Manufacturing Co to NT$1,210 from NT$1,145, maintaining its 'Buy' rating, and placing it on its Conviction Buy list. The firm's price target raise reflects easing concerns related to large AI-chip order cuts and expanding demand for the company's advanced CoWoS packaging beyond artificial-intelligence workloads. The firm increased its earnings forecasts by 2%-6% for 2025-27 after boosting projected wafer revenue from 3-nanometre and 5-nanometre production, anticipating TSMC's dollar revenue to grow an estimated 29% next year and 17% in 2026. A close up of a computer server rack powering the backbone of a wireless infrastructure. The firm believes that due to an improved supply-chain coordination between TSMC and server builders, it is rather unlikely that there are any further reductions in AI processor orders. It also highlighted that more smartphone, server, and networking customers are now adopting CoWoS – a chip-on-wafer packaging technique. The CoWoS allows multiple chips to be combined inside a single module, helping diversify demand. While we acknowledge the potential of TSM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks in the Spotlight and . Disclosure: None. Sign in to access your portfolio
Malaysian Reserve
5 hours ago
- Business
- Malaysian Reserve
TSMC affiliate VIS may expedite production at US$8b Singapore fab
TAIWAN Semiconductor Manufacturing Co.'s smaller affiliate Vanguard International Semiconductor Corp. may accelerate the chip production schedule at its new $7.8 billion joint venture in Singapore on greater customer demand for hedging against geopolitical risks. VIS may be able to push production at the new plant, which makes mature chips, to as soon as late 2026 versus the originally announced schedule of the first half of 2027, VIS Chairman Fang Leuh told reporters at a company event on Saturday in Taoyuan, Taiwan. VIS broke ground for the facility in the fourth quarter of 2024. 'Over the past few months many customers have shown greater interest in our new 300-millimeter Singapore plant due to geopolitical uncertainties,' said Fang. VIS's new plant is a joint venture with Dutch firm NXP Semiconductors NV. While the Taiwanese company does not make the most cutting-edge AI chips, it is a key supplier in making chips for automotive and industrial use. Both TSMC and VIS are adding capacity outside of their home turf partly due to growing concerns from global chip users over China's persistent threats to unite with self-governing, democratic Taiwan, by force if necessary. But overseas expansion has not always been smooth. TSMC recently said it is pushing back the construction of its second fab in Japan due to worsening traffic conditions in the area. An NXP executive said last December that the two companies are working on a phase-two expansion of the facility though the plan still needs formal approval. Fang said that VIS is currently focusing on getting the first plant ready and it is not currently considering a second phase yet. The trade war and tariffs have created additional challenges, Fang added, but he still expects VIS to see business grow mildly in US dollar terms year-over-year in the second half. –BLOOMBERG
Yahoo
a day ago
- Business
- Yahoo
Got $5,000? These 3 Artificial Intelligence Stocks Are Absurdly Cheap Right Now.
The stocks listed here have all benefited from opportunities related to artificial intelligence. There is still much more room for these businesses to rise in value due to growth in the tech sector. Moreover, these stocks all trade at low earnings multiples and look incredibly cheap now. 10 stocks we like better than Taiwan Semiconductor Manufacturing › If you have $5,000 to invest in the market, one way to make the most of that money is to invest in stocks that have a lot of room for long-term growth, such as those involved in artificial intelligence (AI). Another way you can expand the potential of your investment is to focus on stocks that are also trading at cheap valuations, since they may be undervalued and possess even greater potential to generate significant returns. Three stocks that check off both boxes are Taiwan Semiconductor Manufacturing (NYSE: TSM), Alibaba Group Holding (NYSE: BABA), and Dell Technologies (NYSE: DELL). With their modest valuations and plenty of exposure to AI, these can be excellent stocks to buy with $5,000 today. A big player in the chipmaking world is Taiwan Semiconductor Manufacturing, or TSMC. The company is responsible for making the vast majority of the advanced chips in the world, supplying 90% of them. These include AI chips. And this leadership position makes it a crucial company for AI's present and future growth. Through the first three months of this year, sales totaled $25.5 billion, up 35% year over year. It generates high profit margins of around 40% as low-cost production in Taiwan gives it an advantage over chipmakers in North America. And the expertise it has developed over the years and economies of scale make its operations highly efficient. TSMC is an integral player in the AI world, and it would be hard to replace its production. As AI spreads, the company is likely to experience a significant uptick in demand. The stock currently trades at less than 23 times its future earnings (based on analyst estimates), which is an absurdly cheap valuation given that's roughly about the same multiple of the average S&P 500 stock. But TSMC is not an average stock, and it arguably deserves much more of a premium given its huge growth potential due to AI. Given the possible upside, this can be a great place to invest $5,000. China-based Alibaba Group is another tech company in the same part of the world that can make for a compelling AI investment. It has a broad business in China that encompasses cloud computing, e-commerce, digital media, and entertainment. Revenue for the first three months of 2025 rose by 7% to $32.6 billion. That growth rate may look unimpressive, but certain segments are growing much faster than others. Its cloud computing business, for example, rose by 18%. And its international digital commerce expanded by 22%. The company says AI has accelerated its growth, and for a seventh straight quarter, revenue related to the technology grew by triple digits. It was reported earlier this year that Alibaba had partnered with Apple to help the iPhone maker develop AI features. The stock is even cheaper than TSMC's shares, at a forward price-to-earnings (P/E) multiple of less than 12. Although it's up more than 30% this year, there is still plenty of room for the stock to move even higher. Alibaba has a diverse business, and with AI injecting more growth into its operations, this can be an underrated stock to invest $5,000 into right now. Rounding out this list of underrated AI stocks is Dell Technologies. The company is known for making personal computers, but its business has been experiencing a lot of growth due to high demand for its AI-optimized servers. In its most recent quarter, ended May 2, revenue totaled $23.4 billion, up by a modest 5% year over year. But in its servers and networking business, the increase was much higher at 16% and totaled $6.3 billion. For the current year, the company is projecting AI system sales of about $15 billion. One area to watch is on the consumer side, however. That business experienced an 19% drop in revenue during the quarter but that may present an attractive growth opportunity since AI-powered PCs are in their early innings and may be in hot demand later on. Unfortunately, due to a challenging economy, consumers aren't eager to upgrade to an expensive computer, even if it has cutting-edge technologies. But that could change. Dell can benefit from AI-powered growth in multiple segments of its business, which makes it a compelling place to invest $5,000 and just sit and wait. The stock trades at a forward P/E of less than 13, making this another absurdly cheap growth stock to add to your portfolio for the long haul. Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Taiwan Semiconductor Manufacturing wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $687,731!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $945,846!* Now, it's worth noting Stock Advisor's total average return is 818% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Got $5,000? These 3 Artificial Intelligence Stocks Are Absurdly Cheap Right Now. was originally published by The Motley Fool
Yahoo
a day ago
- Business
- Yahoo
Got $5,000? These 3 Artificial Intelligence Stocks Are Absurdly Cheap Right Now.
The stocks listed here have all benefited from opportunities related to artificial intelligence. There is still much more room for these businesses to rise in value due to growth in the tech sector. Moreover, these stocks all trade at low earnings multiples and look incredibly cheap now. 10 stocks we like better than Taiwan Semiconductor Manufacturing › If you have $5,000 to invest in the market, one way to make the most of that money is to invest in stocks that have a lot of room for long-term growth, such as those involved in artificial intelligence (AI). Another way you can expand the potential of your investment is to focus on stocks that are also trading at cheap valuations, since they may be undervalued and possess even greater potential to generate significant returns. Three stocks that check off both boxes are Taiwan Semiconductor Manufacturing (NYSE: TSM), Alibaba Group Holding (NYSE: BABA), and Dell Technologies (NYSE: DELL). With their modest valuations and plenty of exposure to AI, these can be excellent stocks to buy with $5,000 today. A big player in the chipmaking world is Taiwan Semiconductor Manufacturing, or TSMC. The company is responsible for making the vast majority of the advanced chips in the world, supplying 90% of them. These include AI chips. And this leadership position makes it a crucial company for AI's present and future growth. Through the first three months of this year, sales totaled $25.5 billion, up 35% year over year. It generates high profit margins of around 40% as low-cost production in Taiwan gives it an advantage over chipmakers in North America. And the expertise it has developed over the years and economies of scale make its operations highly efficient. TSMC is an integral player in the AI world, and it would be hard to replace its production. As AI spreads, the company is likely to experience a significant uptick in demand. The stock currently trades at less than 23 times its future earnings (based on analyst estimates), which is an absurdly cheap valuation given that's roughly about the same multiple of the average S&P 500 stock. But TSMC is not an average stock, and it arguably deserves much more of a premium given its huge growth potential due to AI. Given the possible upside, this can be a great place to invest $5,000. China-based Alibaba Group is another tech company in the same part of the world that can make for a compelling AI investment. It has a broad business in China that encompasses cloud computing, e-commerce, digital media, and entertainment. Revenue for the first three months of 2025 rose by 7% to $32.6 billion. That growth rate may look unimpressive, but certain segments are growing much faster than others. Its cloud computing business, for example, rose by 18%. And its international digital commerce expanded by 22%. The company says AI has accelerated its growth, and for a seventh straight quarter, revenue related to the technology grew by triple digits. It was reported earlier this year that Alibaba had partnered with Apple to help the iPhone maker develop AI features. The stock is even cheaper than TSMC's shares, at a forward price-to-earnings (P/E) multiple of less than 12. Although it's up more than 30% this year, there is still plenty of room for the stock to move even higher. Alibaba has a diverse business, and with AI injecting more growth into its operations, this can be an underrated stock to invest $5,000 into right now. Rounding out this list of underrated AI stocks is Dell Technologies. The company is known for making personal computers, but its business has been experiencing a lot of growth due to high demand for its AI-optimized servers. In its most recent quarter, ended May 2, revenue totaled $23.4 billion, up by a modest 5% year over year. But in its servers and networking business, the increase was much higher at 16% and totaled $6.3 billion. For the current year, the company is projecting AI system sales of about $15 billion. One area to watch is on the consumer side, however. That business experienced an 19% drop in revenue during the quarter but that may present an attractive growth opportunity since AI-powered PCs are in their early innings and may be in hot demand later on. Unfortunately, due to a challenging economy, consumers aren't eager to upgrade to an expensive computer, even if it has cutting-edge technologies. But that could change. Dell can benefit from AI-powered growth in multiple segments of its business, which makes it a compelling place to invest $5,000 and just sit and wait. The stock trades at a forward P/E of less than 13, making this another absurdly cheap growth stock to add to your portfolio for the long haul. Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Taiwan Semiconductor Manufacturing wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $687,731!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $945,846!* Now, it's worth noting Stock Advisor's total average return is 818% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Got $5,000? These 3 Artificial Intelligence Stocks Are Absurdly Cheap Right Now. was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Tatler Asia
a day ago
- Tatler Asia
Everything to know about the Google Pixel 10 series ahead of its August 2025 launch
Improved cameras with software-driven enhancements While a large chunk of the Google Pixel 10's shooting capabilities reside in the phone's software, there will be a few changes to camera hardware. The Pixel 10 will have an 11MP zoom lens which is a first for the standard model. The main shooter will have a 50MP Samsung GN8 sensor and the ultra-wide camera will use a 13MP Sony IMX712 sensor. By combining the images from ultra-wide and telephoto lenses, the Pixel 10 will have improved macro photography shooting capability. Beyond hardware improvements, the Google Pixel 10 will offer advanced computational photography with enhanced low-light performance, macro and zoom capabilities. AI-powered image processing will utilise more sophisticated image processing algorithms for automatic photo enhancement with the correct levels of exposure, colors and contrast. The Pixel 10 will also take advantage of post-processing features such as Autoframe, Zoom Enhance, Reimagine and Add Me. The Google Pixel 10 series phones will mostly retain the screen sizes of the standard and larger-sized Pixel phones of the previous generation. For the standard model, the new Pixel phone will have a 6.3-inch FHD+ display with a 120Hz refresh rate. Google is introducing a higher full-screen peak brightness for the new phones. The Pixel 10 phones will have an HDR brightness of 2000 and 2250 nits for the standard and Pro/XL models. The screens of the new phones will also be designed to reduce eyestrain for more sensitive users. Next-gen processing power with Tensor G5 Above Google Pixel phones are set to reimagine Android with Gemini AI (Photo: Google) Under the hood, the Google Pixel 10 series will debut the all-new Tensor G5 chip, built on a 3-nanometre process by TSMC, the same chipmaker behind Apple and MediaTek's latest processors. This marks a shift away from Samsung, which previously manufactured Google's Tensor chips. The G5 is expected to deliver faster performance, better thermal efficiency and significantly improved AI processing. This opens the door for more advanced applications in gaming, video editing and generative AI features such as voice-enabled photo editing and AI-assisted video creation. AI integration and new Android 16 design Above Introducing: Material 3 Expressive All Google Pixel 10 models will come equipped with 12GB of RAM and 128GB or 256GB of storage. Battery life sees a boost too, with a 5,000mAh capacity, 29W wired fast charging, and Qi2-compatible 15W wireless charging. Google is also integrating Gemini Nano, its on-device AI model, to handle contextual tasks such as real-time suggestions, smart replies and in-app assistance. These will run seamlessly with the upcoming Android 16, which debuts a new visual update called Material 3 Expressive—a more fluid and dynamic design language featuring personalised themes and animations. Despite only subtle design changes, the Pixel 10 series reaffirms Google's strength: the deep integration of software and hardware. With advanced AI capabilities, a next-gen processor and smarter imaging, the Pixel 10 is set to push the Android experience forward—again.
