{
Taiwan Semiconductor Manufacturing Company Limited

Companies

}
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2025-03-282025-03-282025-03-312025-03-3111133221100
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2025-03-282025-03-282025-03-312025-03-311233221100
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hedge funds rapidly sell off tech stocks amid market volatility

Hedge funds are rapidly selling off global tech stocks, with U.S. tech making up 75% of the net selling, particularly in semiconductors. This shift, driven by macroeconomic pressures and a bearish outlook, has reduced hedge fund exposure to the tech sector to a five-year low of 16.4%. Concerns over AI valuations and trade tariffs have further fueled the selloff, despite reassurances from Goldman Sachs about the sector's strong fundamentals.
Fortune
United States Dollar Russian Ruble NVIDIA Corporation Taiwan Semiconductor Manufacturing Company Limited Tokyo Electron Ltd SK hynix Inc. Advanced Micro Devices, Inc. Tesla, Inc. RUS TWN KOR JPN CHN USA Show more
Finance & Economy, Market Report
13:33 31.03.2025

Morgan Stanley upgrades KLA stock rating and raises target to 870 dollars

Morgan Stanley has upgraded KLA Corporation's stock rating from Equalweight to Overweight, raising the price target to $870 from $748, citing strong growth potential in the wafer fabrication equipment sector. The firm anticipates KLA will achieve revenue growth of 8% in 2025 and 12% in 2026, contrasting with a projected decline in the broader market. Despite recent strong financial results, KLA faces challenges from export controls affecting sales in China, with a forecasted 20% drop.
Investing.com India
ASML Taiwan Semiconductor Manufacturing Company Limited Morgan Stanley Applied Materials, Inc. KLA Corporation Citizens, Inc. Lam Research Corporation USA Show more
Business & Industry, Market Report
10:41 31.03.2025

Taiwan's economy grows in February fueled by AI chip demand

Taiwan's economy experienced growth in February 2025, fueled by strong demand for AI chips, as reported by the National Development Council. The composite index, reflecting economic conditions, rose to 37, indicating moderate strength, with notable improvements in manufacturing and retail sectors attributed to factory expansions and increased semiconductor equipment imports.
Tech in Asia
United States Dollar Taiwan Semiconductor Manufacturing Company Limited TWN
Business & Industry, Market Report
05:45 28.03.2025

TSMC faces challenge from Tencent in race for Asia's largest company

TSMC is at risk of losing its title as Asia's largest company by market value to Tencent by 2025, as investor interest in Tencent's AI initiatives grows. TSMC's shares have dropped 11% this year amid a global chip downturn, while Tencent's stock has risen 30%, reducing the market cap gap to US$109 billion. Additionally, TSMC has experienced a decline in foreign investment, with ownership falling to 72.7%, the lowest since late 2023.
Tech in Asia
United States Dollar Taiwan Semiconductor Manufacturing Company Limited Tencent Holdings Ltd TWN
Finance & Economy, Market Report
08:50 20.03.2025

ubs maintains buy rating for nvidia with price target of 185 dollars

UBS has reiterated a Buy rating for NVIDIA shares with a price target of $185, citing the company's strong financials and market position despite TSMC's reduced expansion plans. NVIDIA's revenue growth remains robust, with first-quarter estimates at $46 billion and EPS forecasts for 2025 and 2026 at $5.27 and $6.22, respectively. Upcoming developments, including the GTC 2025 conference and partnerships with Microsoft, are expected to enhance investor confidence and shape the company's future.
Investing.com Deutsch
United States Dollar NVIDIA Corporation Taiwan Semiconductor Manufacturing Company Limited Microsoft Corporation USA Timothy Arcuri Show more
Business & Industry, Market Report
14:57 17.03.2025

goldman sachs reports strong earnings and announces quarterly dividend payout

The Goldman Sachs Group reported earnings per share of $11.95 for the quarter, exceeding estimates of $8.21, with revenue of $13.87 billion, up 22.5% year-over-year. The company announced a quarterly dividend of $3.00 per share, with a yield of 2.21%. Insider transactions revealed significant stock sales, with insiders selling nearly 20,000 shares in the last 90 days.
MarketBeat
The Goldman Sachs Group, Inc. Taiwan Semiconductor Manufacturing Company Limited USA Kathryn Ruemmler
Finance & Economy, Market Report
11:47 17.03.2025

emerging markets show resilience amid geopolitical tensions and economic uncertainties

Emerging markets are showing resilience amid geopolitical tensions and trade conflicts, with Raiffeisen Capital Management highlighting a positive outlook for Taiwan and cautious optimism for India. Taiwan's strong performance, particularly from key companies, contrasts with Brazil's struggles, while the potential for U.S. tariffs looms over several exporting nations. Risks remain, including the possibility of U.S. recession and inflation impacting emerging equities and bonds.
Financialounge.com
Chinese Yuan Brazilian Real United States Dollar Indian Rupee Taiwan Semiconductor Manufacturing Company Limited TWN IND BRA KOR TUR CHN ZAF VNM USA MEX THA Show more
Finance & Economy, Market Report
11:00 08.02.2025

us tariffs impact markets and global economy amid trade tensions

The imposition of tariffs by the Trump administration on goods from Canada, Mexico, and China is set to disrupt supply chains and increase costs across various sectors, notably technology and automotive. Companies like TSMC and Tesla may face significant challenges, while Alibaba could see its shipping advantages eroded. The tariffs are expected to heighten market volatility, impacting consumer prices and potentially leading to a rise in inflation, with broader implications for the global economy.
IG
Chinese Yuan United States Dollar Canadian Dollar NVIDIA Corporation Glencore plc Taiwan Semiconductor Manufacturing Company Limited QUALCOMM Incorporated Rio Tinto Group Tesla, Inc. Advanced Micro Devices, Inc. CHN USA MEX CAN Donald Trump Elon Musk Chrystia Freeland Show more
Finance & Economy, Market Report
00:14 07.02.2025

huawei targets global smartphone market with in-house chip technology

Huawei is making a global comeback in the smartphone market, expanding sales of its Mate X6, equipped with in-house Kirin chips, to around 60 countries. Despite US sanctions limiting access to advanced technology, the company has improved its chip production and is set to launch its first fully in-house OS, HarmonyOS Next, for future devices.
KrASIA
United States Dollar Euro Qualcomm Inc Huawei Technologies CO. Ltd. Taiwan Semiconductor Manufacturing Company Limited Samsung Electronics Co., Ltd. Google Inc. DEU HKG MYS ARE CHN Sabrina Meng Show more
Technology & Innovation, News Article
01:30 30.01.2025

big banks and inflation data in focus this week

This week, major banks including JPMorgan Chase, Goldman Sachs, and Bank of America are set to report earnings, alongside tech and healthcare firms like Taiwan Semiconductor Manufacturing Company and UnitedHealth Group. Key economic indicators such as the Consumer Price Index and Producer Price Index will be released, providing insights into inflation trends, while several Federal Reserve officials are scheduled to speak ahead of the upcoming monetary policy meeting.
Investopedia
United States Dollar Regions Financial Corporation Schlumberger Ltd Truist Financial Corp U.S. Bancorp Taiwan Semiconductor Manufacturing Company Limited JPMorgan Chase & Co. State Street Corporation BlackRock, Inc. PNC Financial Services Group Inc Fastenal Co Morgan Stanley Wells Fargo & Company Bank of New York Mellon Corp UnitedHealth Group Inc Citigroup Inc. Bank of America Corporation The Goldman Sachs Group, Inc. USA Jeffrey Schmid Neel Kashkari Austan Dean Goolsbee Tom Barkin John Williams Show more
Finance & Economy, Market Report
11:00 12.01.2025
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