TSMC (TSM) Hits High: It’s Place in the Semiconductor Landscape

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  • Опубліковано 30 вер 2024
  • TSMC (TSM) hit a new all-time high today. Barclays raised TSMC’s price target to $170 from $150 and keeps its overweight rating on the stock. George Tsilis discusses what lies ahead for TSMC. He talks about TSMC’s place in the semiconductor landscape, as well as potential headwinds for the company. Tune in to find out more about the stock market today.
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КОМЕНТАРІ • 16

  • @willberry6434
    @willberry6434 3 місяці тому +6

    Most important company in the world

  • @weho_brian
    @weho_brian 3 місяці тому +15

    TSMC is really in the Mag7, not Tesla

    • @thinkbetter49ers
      @thinkbetter49ers 3 місяці тому +1

      I just brought 30 shares of the Mag 7 I hope it takes off

    • @mlai2546
      @mlai2546 3 місяці тому

      ​@thinkbetter49ers there is Tesla and Meta holding it back

    • @thinkbetter49ers
      @thinkbetter49ers 3 місяці тому

      @mlai2546 can your explain a little more? I'm new to this buying stock thing. I'm still learning and studying as much as I can.

    • @mlai2546
      @mlai2546 3 місяці тому

      @@thinkbetter49ers I mean both Tesla and Meta aren't doing well. Apple is falling behind and not innovating. These are all part of Mag7.

    • @thinkbetter49ers
      @thinkbetter49ers 3 місяці тому

      @mlai2546 oh okay... it might pick back up

  • @Ev24J
    @Ev24J 3 місяці тому +2

    Chips is the new American oil

  • @nikguitarocphone2505
    @nikguitarocphone2505 3 місяці тому

    INTEL ? when will turn back to run, now is underground 😂😂😂😂

  • @cdya3695
    @cdya3695 3 місяці тому +6

    Taiwan's suppliers have AI server one-stop manufacturers,
    besides TSMC, Nvidia, AMD, MediaTek,
    Taiwan's critical suppliers have GPU substrate, IC CoWos package ASE+SPIL, PCB, PCBA, liquid cooler, server chassis..and so on.
    So, Taiwan is the center of AI said by Nvidia CEO JENSEN HUANG.
    These suppliers mentioned above are the number 1 or 2 in the World's ranking.
    Of course !
    The worldwide top six EMS or final system integrated, assembly / test / packing all are coming from Taiwan,
    like Foxconn, Quanta, Pegatron, SuperMicro, Compal, Wistron, Advantech, Inventec , they are all T1 worldwide class companies.

  • @B_knows_A_R_D-xh5lo
    @B_knows_A_R_D-xh5lo 3 місяці тому +2

    keep shares

  • @willberry6434
    @willberry6434 3 місяці тому +2

    Tsm margins are very good. 55% gross 40% operating

  • @Prettyflaco72
    @Prettyflaco72 3 місяці тому

    Is this a good time to buy? Or am I already too late?

  • @trancemutator5393
    @trancemutator5393 3 місяці тому

    I’m calling bullshit on any conflict with China. Especially, when you look at how much the U.S. economy is tied to the Chinese economy.