Generation Investment Management, chaired by former Vice President Al Gore, recently made big changes in its portfolio, reshuffling its holdings in the semiconductor business as its money managers cit...
Tag: Taiwan Semiconductor Manufacturing
Berkshire Hathaway’s 4Q Equity Buys and Sales to Be Disclosed in Filing Tuesday
What were Warren Buffett and his colleagues at Berkshire Hathaway up to with their $350 billion equity portfolio last quarter? Investors will find out very soon. A regulatory filing expected Tuesday s...
China’s Baidu Plans a ChatGPT Rival. The Internet Giant’s Stock Could Reap the Returns.
Talk about buying the rumor. Baidu China’s leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT ...
ASML Profit Tops Expectations. It Sees a Chip Market Rebound.
ASML Holding, a critical supplier to the global chip-making industry, said Wednesday that it expects to report more than 25% sales growth this year despite uncertainty in the semiconductor industry, a...
Samsung Knocks Longtime Patent Leader IBM Off Its Perch
In a year when the U.S. issued the smallest number of patents since 2018, Korean electronics giant Samsung Electronics nosed past IBM with the most new patents, the first time in 29 years that IBM fai...
Taiwan Semiconductor Braces for Downturn Despite Record Profit
Taiwan Semiconductor Manufacturing has reported a record net profit and beat analysts’ expectations for its fourth quarter but warned of waning demand in 2023. Taiwan Semiconductor (ticker: TSM), the...
Taiwan’s Biggest Silicon Wafer Maker Eyes U.S. Solar Industry Investment
U.S. President Joe Biden spoke at a “First Tool-In” ceremony at the Taiwan Semiconductor … [+] Manufacturing, or TSMC, facility under construction in Arizona in December. The cutting...
TSMC Makes a $40 Billion Bet on U.S.-Made Chips. Don’t Declare Victory Yet.
This past Tuesday, Taiwan Semiconductor Manufacturing announced that it would expand its investments in Arizona to more than $40 billion—from its initial $12 billion commitment. TSMC’s first Arizona f...
Berkshire Bought Taiwan Semi Stock. Here’s What Else It Bought and Sold.
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5 Emerging Market ETFs That Limit China Investments
Chinese President Xi Jinping’s unprecedented third term as head of the ruling Communist Party rattled investors who see his stacking of loyalists as less than friendly to markets. Some China-focused e...
TSMC Reports Record Profit, Gains Exemption From U.S. Chip Curbs on China
Taiwan Semiconductor Manufacturing Co. said that its third-quarter net profit rose 80% to a new record, and that it had been granted a one-year exemption from new U.S. restrictions on China’s chip sec...
The Latest U.S.-China Worry: Another Ramp-Up in the Tech Cold War
Text size Wang Zhao/AFP via Getty Images The already-fractured U.S.-China relationship could worsen as the U.S. rolls out more restrictions aimed at curbing China’s access to technology and investment...
What a Chinese Blockade of Taiwan Would Mean for Global Business
Beijing considers Taiwan, a democratically ruled island near mainland China, as part of its territory. When U.S. House Speaker Nancy Pelosi visited Taiwan this month to support its government, Beijing...
Stock Market Today: Dow Futures Slip as Pelosi Goes to Taiwan, BP Stock Surges
Text size House Speaker Nancy Pelosi is set to arrive in Taiwan Tuesday. Chip Somodevilla/Getty Images Stocks were slipping Tuesday amid rising geopolitical tensions, as House Speaker Nancy Pelosi is ...
Intel Stock Could Be Worth More Dead Than Alive. Why This Analyst Sees 50% Upside.
Text size Intel was once the most valuable chip maker in the U.S. David Paul Morris/Bloomberg While badly wounded, Intel isn’t dead yet. And at least one analyst thinks there could be considerably mor...
Taiwan Semiconductor Stock Will Benefit From Spending Spree
Taiwan Semiconductor Manufacturing is hedging its geographical bets, with large new fabs planned for the U.S. and Japan. Here: a TSMC chip at a 2020 semiconductor conference in China. Str/AFP/Getty Im...
It’s a Bear-Market Rally. Whether it Lasts Depends on the Fed.
Text size This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s. Powell the Volckerizer? Intraday Strategy Edge Eve...
Taiwan Semi Boosts Revenue Forecast After Topping Earnings Estimates
Text size Photograph by Sam Yeh/AFP/Getty Images Strong demand from auto makers and consumer goods giants helped Taiwan Semiconductor Manufacturing raise revenue forecasts for the year and beat second...
JPMorgan, Delta, Morgan Stanley, TSMC, and Other Stocks for Investors to Watch This Week
Text size Second-quarter earnings season is here. More than a dozen S&P 500 firms report this week, including several major banks. JPMorgan Chase and Morgan Stanley go first on Thursday, followed ...
Micron To Add 2,000 Employees, Set Up R&D Corridor In Taiwan — Report
Micron bought the shares it didn’t already own in Taiwan’s Inotera Memories in 2016 for more than $3 … [+] billion. Photographer: Maurice Tsai/Bloomberg © 2010 Bloomberg Finance LP M...
Taiwan Covid Deaths Hit Daily Record 127, GDP Growth Slowing
Shoppers wearing protective masks walk through a market in Taipei on May 23. Photographer: I-Hwa … [+] Cheng/Bloomberg © 2022 Bloomberg Finance LP Taiwan, home to many of the world’s largest tec...
Taiwan Confirmed Covid Cases Nearly Double In Five Days To Daily Record 30,035, Could Top 100,000
Members of the public wait in line at a vaccination facility administering the Moderna Covid-19 … [+] vaccine set up at Taipei Main Station on April 16. Photographer: Lam Yik Fei/Bloomberg © 202...
Qualcomm, Nvidia Are Top Picks Among Semiconductor Stocks, Analyst Says
Text size For investors looking for near-term protection, Credit Suisse analysts said wireless-device specialist Qualcomm was their top pick. Dreamstime Semiconductor stocks have fallen far enough to ...