TSM May 2024 85.000 put
- Yahoo Finance Video
Why investors need to take Taiwan chipmaker risk 'seriously'
Semiconductors are at the heart of the AI revolution, and with chipmakers leading the charge, it raises questions about the implications for nations reliant on international chip manufacturers. Christopher Miller, assistant professor of international History at Tufts University, joins Market Domination Overtime to discuss the landscape of chip manufacturing. Miller notes that the leading chipmakers in the US heavily depend on the semiconductor giants in Taiwan, stating, "it does present a risk that I think investors have to take seriously." With the surge in chip manufacturing investments occurring in the US, Miller believes that "it won't be complete self-sufficiency, but it does mean a lot more resilience, especially in case of a political crisis in East Asia." When it comes to China, Miller suggests that "China is probably going to be close to self-sufficient" in creating chips near the end of the decade. However, he points out that China faces challenges in manufacturing high-end chips, as "right now it's all in Taiwan." For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Angel Smith
- Benzinga
Taiwan Semi Leads While China's SMIC Climbs to Third in Global Chip Market
Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is the world’s leading foundry by revenue in the first quarter. China’s State-backed SMIC, or Semiconductor Manufacturing International Co, held a market share of 6% in the first quarter, up from 5% last year. This growth places SMIC behind only TSMC and South Korea’s Samsung Foundry, which held 62% and 13% of the market share, respectively, CNBC cites Counterpoint. Also Read: ASML and Taiwan Semi Prep for Potential China-Taiwan Conflict with Remo
- Benzinga
Taiwan Semi Supplier Applied Materials Under Scrutiny, Gets Subpoenas For Potential Violation Of Export Restrictions to China
The U.S.-China geopolitical tensions gained traction, with Applied Materials Inc (NASDAQ:AMAT) receiving another subpoena from the U.S. Department of Commerce in May seeking more information on China shipments. The Taiwan Semiconductor Manufacturing Co (NYSE:TSM) supplier received an SEC subpoena and two from the U.S. Attorney’s Office for the District of Massachusetts, Reuters reports. In November 2023, the Commerce Department sent a subpoena seeking information relating to specific China custo
