tsmc

Акции TSMC продолжают рост и второй день подряд обновляют исторический максимум. Бумаги прибавили около 5% после новостей о возможном смягчении правил для фондов на Тайване и сильной отчетности. Рынок получил сразу два сигнала — больше капитала может прийти в акции, а бизнес компании показывает устойчивый рост.
Ситуация выглядит системной. Речь идет не о разовом скачке, а о сочетании фундаментальных факторов и изменений в регулировании.
Тайвань готов открыть доступ к акциям TSMC
Главный внешний фактор — предложение изменить правила для местных фондов. Регулятор рассматривает увеличение лимита вложений в одну компанию с 10% до 25% портфеля.
Для TSMC это критично. Компания занимает значительную долю в индексе Тайваньской биржи, и любые изменения лимитов автоматически увеличивают потенциальный объем покупок.
Фонды могут увеличить позиции в TSMC
Если правило будет принято, фонды получат возможность нарастить долю TSMC почти в 2,5 раза. Это создает ожидание дополнительного спроса со стороны институциональных инвесторов.
Рынок быстро заложил этот сценарий в цену. Даже сам факт обсуждения изменений уже влияет на поведение участников.
Прибыль компании растет быстрее ожиданий
Второй фактор — сильная отчетность. Чистая прибыль TSMC в первом квартале выросла на 58% и достигла 572,48 млрд тайваньских долларов.
Это уже четвертый квартал подряд с рекордными значениями. Для инвесторов это подтверждение того, что компания сохраняет темпы роста даже на фоне глобальной неопределенности.
Спрос на чипы остается высоким
TSMC продолжает выигрывать от спроса на высокопроизводительные чипы. Основные клиенты — Apple и Nvidia — формируют устойчивый поток заказов.
Особенно заметна роль сегмента искусственного интеллекта. Производство чипов для ИИ остается одним из самых быстрорастущих направлений в индустрии.
Компания расширяет технологическую линейку
Помимо финансовых результатов, TSMC активно развивает технологии. Компания представила новые планы по процессам 2 нм и ниже, а также обновления для будущих поколений чипов.
Развитие идет сразу по нескольким направлениям. Это и повышение плотности транзисторов, и снижение энергопотребления, и работа с новыми архитектурами.
Партнерства усиливают позиции на рынке
TSMC расширяет сотрудничество с Siemens в области проектирования чипов. В центре внимания — автоматизация и использование искусственного интеллекта в разработке.
Это позволяет ускорять создание новых продуктов. Для клиентов это означает более быстрый переход к следующему поколению технологий.
Новые техпроцессы формируют долгосрочный рост
Компания также представила планы по следующим поколениям технологий, включая A13 и улучшенные версии 2-нм процессов. Производство таких решений запланировано на конец десятилетия. Это важный сигнал для рынка. TSMC показывает, что уже сейчас закладывает основу для будущего роста.
Рынок оценивает TSMC как ключевого игрока в ИИ
Рост акций отражает более широкий тренд. TSMC рассматривается как основа инфраструктуры для искусственного интеллекта. Без ее мощностей невозможно масштабирование вычислений. Это делает компанию одним из ключевых бенефициаров технологического цикла.
Что дальше?
Дальнейшая динамика акций будет зависеть от двух факторов. Первый — окончательное решение по правилам для фондов на Тайване. Второй — сохранение высокого спроса на чипы со стороны крупнейших клиентов. Пока оба фактора остаются в пользу роста. Это объясняет, почему акции продолжают обновлять максимумы.
#TSMC #AI #Write2Earn
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Taiwan Semiconductor Manufacturing Company (#TSMC ) is reportedly exploring the possibility of taking over operations at Intel’s semiconductor plants in the United States. Sources indicate that this concept originated from a member of former President Donald Trump’s team, aligning with his administration’s vision of revitalizing domestic manufacturing and ensuring American dominance in advanced technologies. While discussions have been initiated between TSMC and Trump’s team, Intel’s stance on this potential arrangement remains uncertain.

𝐄𝐚𝐫𝐥𝐲-𝐒𝐭𝐚𝐠𝐞 𝐃𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐑𝐨𝐚𝐝𝐛𝐥𝐨𝐜𝐤𝐬🌟

Insiders reveal that talks are still in their preliminary phase, with no immediate developments expected. The specifics of a potential collaboration are yet to be determined, but one possibility under consideration is TSMC leveraging Intel’s US-based production facilities. This move is being explored as Intel grapples with financial setbacks, workforce reductions, and scaled-back expansion plans. Reports suggest that if a deal materializes, major US chip designers and the government could acquire equity stakes, ensuring Intel remains partially under American control rather than fully managed by a foreign entity. Despite TSMC’s significant role in the semiconductor industry—supplying leading companies like Apple and Nvidia—political resistance remains a major challenge. The Biden administration had previously explored a partnership between Intel and GlobalFoundries, though that plan fell apart due to financial constraints.

𝐈𝐧𝐭𝐞𝐥’𝐬 𝐒𝐭𝐫𝐮𝐠𝐠𝐥𝐞𝐬 𝐚𝐧𝐝 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐦𝐩𝐚𝐜𝐭 🔥

Intel’s stock declined following reports of the discussions, closing at $23.60 after a 2.2% drop, adding to an earlier 5.3% loss. Over the past five years, the company has experienced significant market setbacks despite its strong presence in the PC and server processor industries. Under former CEO Pat Gelsinger, Intel secured substantial government funding, including $7.9 billion for manufacturing projects and a $3 billion contract to supply chips to the US military. However, these initiatives have not translated into widespread industry adoption, especially at its new Ohio facility, further intensifying its financial struggles. Gelsinger’s departure in December reflected the board’s dissatisfaction with Intel’s turnaround strategy, prompting discussions on alternative contingency plans in Washington.

🚨🚀𝐏𝐨𝐥𝐢𝐭𝐢𝐜𝐚𝐥 𝐈𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐅𝐮𝐭𝐮𝐫𝐞 𝐏𝐫𝐨𝐬𝐩𝐞𝐜𝐭𝐬

While Biden’s administration has been hesitant to actively broker a deal, Trump’s team appears more willing to explore options. Although Trump has previously criticized Taiwan for allegedly taking advantage of US semiconductor technology, he might reconsider his stance given TSMC’s increasing engagement with American stakeholders. Whether TSMC ultimately takes over Intel’s operations or a different strategic partnership emerges, this development underscores the critical role of semiconductor manufacturing in global economic and political dynamics. The coming months will determine if this potential deal gains traction or faces regulatory and political roadblocks.
#CZBroccoliMeme #XRPBullishOrBearish? #PPIShockwave

Washington has stepped up its control over Taiwan Semiconductor Manufacturing Co. (TSMC), revoking its authorization to freely import key equipment into its Nanjing, China plant. The removal of its Verified End-User (VEU) status adds uncertainty to the factory’s operations and aligns with the broader U.S. strategy of restricting China’s access to advanced semiconductor technologies.

Waiver to expire by end of 2025
TSMC confirmed that the U.S. government has notified the company that its VEU authorization for the Nanjing plant will be revoked effective December 31, 2025. The company said it is still evaluating the situation and in talks with U.S. authorities, but stressed its commitment to keeping the plant running without disruption.
Without VEU status, TSMC’s suppliers will need to apply for licenses for every individual shipment of U.S.-controlled semiconductor equipment to Nanjing, rather than relying on automatic approval. While U.S. regulators insist they will grant the necessary authorizations, firms worry about how quickly the growing backlog of license requests can be processed.

Limited impact on production, but investors rattled
Taiwan’s Ministry of Economic Affairs warned that the loss of the waiver could create uncertainty around production in Nanjing. However, since the facility accounts for only about 3% of TSMC’s total manufacturing capacity, the ministry expects only a limited impact on the company’s global competitiveness.
Investors, however, reacted nervously – TSMC’s American Depositary Receipts (ADRs) traded in New York fell as much as 2.3% on Tuesday.

Suppliers under pressure
TSMC’s biggest suppliers include Applied Materials, ASML, Tokyo Electron, and KLA. Their shares also dropped following the announcement – with some falling more sharply than the broader market. These companies were already operating under U.S. export restrictions to China, and the removal of TSMC’s waiver could bring further complications to their cooperation.

Samsung and SK Hynix already lost waivers
Just last week, Samsung and SK Hynix also lost their VEU status. The Bureau of Industry and Security (BIS) explained the move as an effort to “close loopholes in export controls” that it said placed U.S. companies at a disadvantage. Officials noted this change would add about 1,000 new license reviews annually.
While TSMC’s VEU status was never formally listed in the Federal Register, the practical effect is the same – suppliers to its Chinese plants will soon need individual U.S. approvals for restricted equipment shipments.

Part of Washington’s broader strategy
In recent years, the U.S. has rolled out sweeping export restrictions to prevent China from acquiring advanced chipmaking tools that could be used for cutting-edge semiconductors and artificial intelligence.
Although the Biden administration initially allowed TSMC, Samsung, and SK Hynix to continue equipment shipments to their Chinese facilities under strict security and transparency conditions, the gradual removal of waivers shows Washington is shifting toward a harder line.

#TSMC , #usa , #china , #Geopolitics , #Technology

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The U.S. strategic outlook is shifting, and it’s not just about politics—it’s about the very "brains" of our digital economy. JD Vance recently highlighted a critical vulnerability: If mainland China reclaims Taiwan, the global economy could face a catastrophic disruption.
​Here is the breakdown of why TSMC is the world’s most important company and why the U.S. is feeling the heat. 🧵👇
​
🔹 Missiles & Chips: The Strategic Interdependency
​The U.S. strategy in Taiwan isn’t just about defense; it’s about securing the high-tech supply chain.
​Military: Patriot missiles turn Taiwan into a frontline outpost, binding its security directly to U.S. defense spending.
​Economy: TSMC produces the chips for your smartphones, AI, EVs, and defense systems. Without Taiwan, the U.S. loses its economic leverage.
​🔹 The Growing U.S. Chip Crisis 📉
​The numbers tell a story of shrinking domestic power:
​Production Drop: U.S. domestic chip manufacturing has plummeted from 37% → 12%.
​Taiwan’s Dominance: Taiwan controls 22% of global capacity, including almost all cutting-edge 3nm and 5nm chips.
​The Trap: Even U.S. firms that dominate sales manufacture 88% of their products overseas, mostly via TSMC.
​🔹 Can the U.S. Reclaim Control? 🏗️
​The CHIPS Act and forced TSMC relocations to the U.S. are hitting major "bottlenecks":
​❌ Labor: Severe lack of skilled semiconductor engineers in the U.S.
​❌ Time: Fabs take 3+ years to build.
​❌ Cost: Production in the U.S. is 30–50% more expensive than in Taiwan.
​Meanwhile, Taiwan’s economy is a "hostage" to this industry—TSMC accounts for 20% of its GDP and 40% of its exports.
​💡 The Key Insight for Investors
​Vance’s statements expose a fragile hegemony. The U.S. is over-leveraged, using Taiwan to mask its own industrial shortfalls. With China’s domestic production set to reach 24% of global output soon, the tech-dominance map is being redrawn.
​The bottom line: If the "chip net" breaks, the industrial collapse will be felt in every market—including crypto. 📉
​What’s your take? Is the U.S. doing enough to secure its tech future, or is it too late? 👇
​#Write2Earn #MacroOutLook #TSMC #jdvance #Web3Trends