São Paulo - Delayed Quote • BRL Taiwan Semiconductor Manufacturing Company Limited (TSMC34.SA) Follow Compare 158.57 +1.93 +(1.23%) At close: January 10 at 6:10:00 PM GMT-3 All News Press Releases SEC Filings All SEC Filings Corporate Changes & Voting Matters Periodic Financial Reports Proxy Statements Tender Offer/Acquisition Reports Offering Registrations 2 AI Semiconductor Stocks to Consider Buying in 2025 Both Nvidia and Broadcom have talked about customers deploying AI chip clusters of 1 million or more in the near future, which is a huge jump from what recent AI models have been trained on. Today, most chipmakers, such as Nvidia and Broadcom, just design chips while leaving the manufacturing to a third party. At the same time, building foundries (chip manufacturing facilities) is a capital-intensive business (in other words, they cost a lot of money to build), and the foundries need to run near full capacity to be profitable. Interested in Artificial Intelligence (AI) Stocks in 2025? You Might Consider Buying This Top-Performing ETF. This top-performing ETF's largest three stock holdings are Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom. ASML vs. TSMC: What's the Better AI Buy in 2025? The run-up in artificial intelligence (AI) stocks has attracted numerous investors into the sector. Amid that focus, investors may often forget the two stocks most responsible for manufacturing the hardware that makes AI possible: ASML (NASDAQ: ASML) and Taiwan Semiconductor (TSMC) (NYSE: TSM). Of the two companies, ASML appears to have the edge on which is the more foundational technology. What To Expect in the Markets This Week Coming Up: Earnings From Big Banks, Fresh Inflation Figures, Housing Market Data, and More 2 AI Chip Stocks That Could Soar in 2025 Despite sizable gains for top chip stocks in 2024, here are two that still trade at reasonable valuations that could support attractive returns in 2025, and potentially for years to come. This is as much a need for AI-optimized data centers as your phone or PC. As demand for AI grows, it is driving strong growth for Micron Technology's (NASDAQ: MU) advanced memory and solid-state storage (SSD) products used for high-performance computing. 80 Billion Reasons Why These 2 Top Artificial Intelligence (AI) Stocks Could Crush the Market Again in 2025 The artificial intelligence (AI) trend has given big boosts to the share prices of Nvidia (NASDAQ: NVDA) and Taiwan Semiconductor Manufacturing (NYSE: TSM) over the past year. The massive demand for powerful chips capable of handling AI workloads in data centers has played a central role in driving those share price gains, with major cloud service companies and governments deploying large quantities of the AI-specific semiconductors designed by Nvidia and manufactured by Taiwan Semi. Market research firm Gartner estimates that global public cloud spending grew by 19.2% in 2024, and forecasts that it will grow at a faster pace of 21.5% in 2025. Big banks earnings, Kohl's CEO, December CPI: What to Watch After the closing bell on Wall Street, Market Domination Overtime Co-Hosts Julie Hyman and Josh Lipton examine what's on deck for investors next week. Big banks kick off earnings season with JPMorgan Chase & Co. (JPM), Wells Fargo (WFC), Citi (C), Goldman Sachs (GS), Bank of America (BAC), and Morgan Stanley (MS) set to report quarterly results throughout the week. KB Homes (KBH), UnitedHealthcare Group (UNH), and Taiwan Semiconductor Manufacturing Company (TSM) will also release earnings reports. Kohl's (KSS) announced that CEO Tom Kingsbury will be stepping down from the role effective January 15, 2025. Former Michaels Companies CEO Ashley Buchanan has been named his replacement. The market will get fresh economic data with the Producer Price Index (PPI) coming out on Tuesday, January 14, while new Consumer Price Index (CPI) data will be released on Wednesday, January 15. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. This post was written by Naomi Buchanan. TSMC (TSM) Gains As Market Dips: What You Should Know The latest trading day saw TSMC (TSM) settling at $208.37, representing a +0.6% change from its previous close. TSMC begins producing 4-nanometer chips in Arizona, Raimondo says WASHINGTON (Reuters) -Taiwan Semiconductor Manufacturing Co has begun producing advanced four-nanometer chips for U.S. customers in Arizona, Commerce Secretary Gina Raimondo told Reuters, a milestone in the Biden administration's semiconductor efforts. In November, Commerce finalized a $6.6 billion grant to TSMC's U.S. unit for semiconductor production in Phoenix, Arizona. "For the first time ever in our country's history, we are making leading edge four-nanometer chips on American soil, American workers -- on par in yield and quality with Taiwan," Raimondo told Reuters in an interview saying it had begun in recent weeks. BofA Maintains ‘Buy’ Rating on Taiwan Semiconductor Manufacturing Company Limited (TSM): AI Demand and Valuation Drive Growth Outlook We recently compiled a list of the 13 AI News and Ratings on Wall Street’s Radar. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against the other AI stocks on Wall Street’s radar. In his latest memo named “On Bubble Watch,” Howard Marks, co-founder and […] Nvidia, chip stocks drag tech lower as new Biden export rules, jobs report weigh The Biden administration's proposal would put more pressure on companies like Nvidia to crack down on where resellers ultimately send their chips. TSMC Beats Projections with Record-Breaking 34% Sales Growth TSMC Expands Globally as AI Demand Fuels $87.8 Billion Sales Milestone Stocks to watch next week: Goldman Sachs, Antofagasta, TSMC, Vistry and Ocado Earnings preview of key companies reporting next week and what to look out for. TSMC Sales Beat Estimates in Boost for AI’s Outlook in 2025 (Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025. Most Read from BloombergA Blueprint for Better Bike LanesWhat Robotaxis Brought San FranciscoAmbitious High-Speed Rail Plans Advance in the Baltic RegionNYC Condo Owners May Bear Costs of Landmark Green Building LawNew York, San Francisco Ranked Worst for US Traffic in City CentersThe go-to chipmaker for Nvidia Co TSMC Stock Falls. What Its Rising Sales Say About Demand for AI Chips. Taiwan Semiconductor Manufacturing said its revenue for 2024 rose 34% amid a boom in demand for artificial-intelligence chips. TSMC posts record annual revenue as AI demand drives sales Taiwan Semiconductor Manufacturing Company (TSM) reports that its revenue for the month of December beat estimates and has risen by over 57% year-over-year, while also announcing its highest revenue print since first going public 30 years ago. Seana Smith and Brad Smith monitor TSMC's stock moves in Friday's pre-market trading period and where it may fit into the broader AI landscape expected to broaden in 2025. TSMC is scheduled to report its fourth quarter earnings next week, on Thursday, January 16. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan. 5 Things to Know Before the Stock Market Opens News of the day for Jan. 10, 2025 TSMC Posts Q4 Revenue Beating Estimates on AI Boom Taiwan Semiconductor Manufacturing Co. posted fourth-quarter revenue that beat Wall Street estimates as the company keeps gaining from the artificial intelligence (AI) boom. Trending tickers: TSMC, Walgreens, Tata Consultancy, Ubisoft and Sainsbury's The latest investor updates on stocks that are trending on Friday. TSMC Achieves Record Revenue in 2024, Driven by AI Demand TSMC reports a 33.9% increase in annual revenue, surpassing forecasts amid strong AI chip demand. Performance Overview Trailing total returns as of 1/13/2025, which may include dividends or other distributions. Benchmark is TSEC CAPITALIZATION WEIGHTED ST Return TSMC34.SA TSEC CAPITALIZATION WEIGHTED ST YTD +2.63% -2.67% 1-Year +160.11% +28.88% 3-Year +82.05% +22.83%