L'intérêt à découvert pour Taiwan Semiconductor donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Taiwan Semiconductor. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Taiwan Semiconductor (NYSE:TSM) Stock, Rapport sur les intérêts à découvert

TAIWAN SEMICONDUCTOR-SP ADR

Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with mid-60s market share in 2024. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public in Taiwan in 1994 and as an ADR in the US in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD, and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs. TSMC employs more than 83,000 people.

Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor Manufacturing Co Ltd

Tesmec SpA

Thrivent Small-Mid Cap Equity ETF

Leverage Shares 2X Long TSM Daily ETF

Tsumura & Co

GraniteShares 2x Long TSM Daily ETF

TAIWAN SEMICNDCTR MFG by Taiwan Semiconductor Manufacturing Co. Ltd.

Direxion Daily TSM Bull 2X Shares

Tidal Trust II YieldMax TSM Option Income Strategy ETF

Direxion Daily TSM Bear 1X Shares

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$180.00</td>
<td>$59.2K</td>
<td>293.7K</td>
<td>224.8K</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>08/01/25</td>
<td>$535.00</td>
<td>$46.5K</td>
<td>271</td>
<td>16.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$60.00</td>
<td>$54.1K</td>
<td>2.6K</td>
<td>10.0K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$175.00</td>
<td>$35.0K</td>
<td>9.4K</td>
<td>7.6K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/08/25</td>
<td>$235.00</td>
<td>$31.0K</td>
<td>4.8K</td>
<td>5.0K</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$155.00</td>
<td>$39.0K</td>
<td>1.3K</td>
<td>4.7K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$220.00</td>
<td>$2.2 million</td>
<td>7.1K</td>
<td>4.5K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$370.00</td>
<td>$76.4K</td>
<td>3.3K</td>
<td>2.9K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$152.50</td>
<td>$112.1K</td>
<td>12.1K</td>
<td>1.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/18/26</td>
<td>$40.00</td>
<td>$40.5K</td>
<td>32.0K</td>
<td>1.1K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with bullish sentiment. It expires in 1 day(s) on August 1, 2025. Parties traded 478 contract(s) at a $180.00 strike. The total cost received by the writing party (or parties) was $59.2K, with a price of $124.0 per contract. There were 293769 open contracts at this strike prior to today, and today 224873 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a put option trade that happens to be neutral, expiring in 1 day(s) on August 1, 2025. This event was a transfer of 100 contract(s) at a $535.00 strike. The total cost received by the writing party (or parties) was $46.5K, with a price of $465.0 per contract. There were 271 open contracts at this strike prior to today, and today 16215 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a put option trade that happens to be bearish, expiring in 1 day(s) on August 1, 2025. This event was a transfer of 497 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $54.1K, with a price of $109.0 per contract. There were 2661 open contracts at this strike prior to today, and today 10053 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option trade with bearish sentiment. It expires in 1 day(s) on August 1, 2025. Parties traded 100 contract(s) at a $175.00 strike. The total cost received by the writing party (or parties) was $35.0K, with a price of $350.0 per contract. There were 9434 open contracts at this strike prior to today, and today 7634 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option sweep with bearish sentiment. It expires in 8 day(s) on August 8, 2025. Parties traded 1000 contract(s) at a $235.00 strike. This particular call needed to be split into 23 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $31.0 per contract. There were 4889 open contracts at this strike prior to today, and today 5024 contract(s) were bought and sold. 
• Regarding PANW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), we observe a put option sweep with bearish sentiment. It expires in 169 day(s) on January 16, 2026. Parties traded 58 contract(s) at a $155.00 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $39.0K, with a price of $670.0 per contract. There were 1392 open contracts at this strike prior to today, and today 4729 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a call option trade with bullish sentiment. It expires in 50 day(s) on September 19, 2025. Parties traded 800 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $2.2 million, with a price of $2750.0 per contract. There were 7192 open contracts at this strike prior to today, and today 4537 contract(s) were bought and sold. 
• Regarding APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we observe a call option sweep with bullish sentiment. It expires in 1 day(s) on August 1, 2025. Parties traded 40 contract(s) at a $370.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $76.4K, with a price of $1910.0 per contract. There were 3393 open contracts at this strike prior to today, and today 2988 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be bearish, expiring in 1 day(s) on August 1, 2025. This event was a transfer of 190 contract(s) at a $152.50 strike. The total cost received by the writing party (or parties) was $112.1K, with a price of $590.0 per contract. There were 12164 open contracts at this strike prior to today, and today 1384 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option sweep with bearish sentiment. It expires in 505 day(s) on December 18, 2026. Parties traded 500 contract(s) at a $40.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $40.5K, with a price of $81.0 per contract. There were 32013 open contracts at this strike prior to today, and today 1182 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

INTC

MSFT

NVDA

PANW

PLTR

SMCI

10 Information Technology Stocks Whale Activity In Today's Session

Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">traded</a> higher Wednesday as the AI boom drives major tech companies to accelerate chip upgrades to meet surging global demand and strengthen their competitive positions.
The semiconductor firm, which provides chip design and services across data centers, enterprise networks, consumer tech, telecom infrastructure, and automotive, is benefiting from the renewed momentum.
Rebellions, a South Korea-based AI semiconductor company, <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/n46686169/rebellions-announces-collaboration-with-marvell-to-deliver-custom-ai-infrastructure-for-sovereign-" rel="noreferrer noopener">has partnered with</a> Marvell to develop high-performance, energy-efficient AI systems designed explicitly for sovereign-backed and regionally focused AI initiatives across Asia-Pacific and the Middle East.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46492462/marvell-reshuffles-leadership-as-it-looks-to-reignite-momentum-rebuild-investor-confidence" rel="noreferrer noopener">Marvell Reshuffles Leadership As It Looks To Reignite Momentum, Rebuild Investor Confidence (CORRECTED)</a>
Through this collaboration, Rebellions will design custom AI accelerators using Marvell's advanced silicon platform, which includes cutting-edge packaging, high-speed SerDes, and die-to-die interconnect technology.
The partnership aims to deliver tightly integrated, rack-scale AI inference systems that meet the growing demand for scalable, efficient, and sovereign-controlled AI infrastructure—marking a strategic shift from traditional GPU-based architectures to specialized ASIC-driven solutions tailored for national competitiveness.
Marvell stock has plunged over 25% year-to-date, lagging behind the NASDAQ Composite Index's 10% gains, as concerns about the Trump administration's tariff policy and macroeconomic uncertainties weigh on the stock.
<h2 class="wp-block-heading">Recent AI Policy Shifts</h2>
<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46700433/broadcom-stock-is-trending-whats-going-on" rel="noreferrer noopener">Recent developments have</a> reshaped the semiconductor industry's interconnected landscape, influencing valuations.
The U.S. recently paused tech export restrictions to China to avoid disrupting trade talks and to support President Donald Trump's efforts to meet with Chinese President Xi Jinping, according to the Financial Times.
This policy shift aligns with Nvidia's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) move to resume H20 AI chip sales to China, effectively reversing an earlier Trump-era ban. The change could benefit U.S. chipmakers as trade negotiations resume in Stockholm.
The White House fueled industry optimism by launching "Winning the AI Race: America's AI Action Plan," detailing over 90 federal initiatives to strengthen AI leadership, innovation, and infrastructure.
The administration plans to fast-track data centers and chip plant permits, boost workforce training, streamline regulations, and ensure fairness in AI-related contracts.
Meanwhile, Nvidia reportedly ordered 300,000 H20 AI chips from contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), signaling a shift in its production strategy.
Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) also gained ground by capitalizing on AI demand, raising the price of its MI350 chip to $25,000.
Price Action: MRVL stock was trading higher by 7.34% at $82.00 as of last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/07/46717146/united-microelectronics-chief-cautions-currency-trade-policy-could-dampen-gains" target="_blank" rel="noreferrer noopener">United Microelectronics Chief Cautions Currency, Trade Policy Could Dampen Gains</a></li>
</ul>
Photo by JHVEPhoto via Shutterstock

News

Tech

MRVL

Marvell Stock Rebounds On AI Momentum, New Global Chip Partnership

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$180.00</td>
<td>$181.0K</td>
<td>188.8K</td>
<td>292.2K</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$180.00</td>
<td>$129.3K</td>
<td>11</td>
<td>8.0K</td>
</tr>
<tr>
<td>TER</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$105.00</td>
<td>$1.6 million</td>
<td>9.9K</td>
<td>6.0K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$245.00</td>
<td>$43.0K</td>
<td>5.1K</td>
<td>3.1K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$400.00</td>
<td>$46.2K</td>
<td>1.0K</td>
<td>2.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$61.00</td>
<td>$44.3K</td>
<td>2.3K</td>
<td>1.9K</td>
</tr>
<tr>
<td>FSLR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/22/25</td>
<td>$170.00</td>
<td>$44.8K</td>
<td>65</td>
<td>1.2K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$250.00</td>
<td>$27.5K</td>
<td>9.5K</td>
<td>1.1K</td>
</tr>
<tr>
<td>LRCX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$100.00</td>
<td>$34.0K</td>
<td>1.1K</td>
<td>1.0K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$210.00</td>
<td>$27.3K</td>
<td>15.6K</td>
<td>948</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on August 1, 2025. This event was a transfer of 1000 contract(s) at a $180.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $181.0K, with a price of $181.0 per contract. There were 188883 open contracts at this strike prior to today, and today 292224 contract(s) were bought and sold. 
• Regarding PANW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), we observe a call option sweep with bullish sentiment. It expires in 9 day(s) on August 8, 2025. Parties traded 202 contract(s) at a $180.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $129.3K, with a price of $640.0 per contract. There were 11 open contracts at this strike prior to today, and today 8085 contract(s) were bought and sold. 
• Regarding TER (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), we observe a call option trade with bullish sentiment. It expires in 16 day(s) on August 15, 2025. Parties traded 2500 contract(s) at a $105.00 strike. The total cost received by the writing party (or parties) was $1.6 million, with a price of $649.0 per contract. There were 9987 open contracts at this strike prior to today, and today 6045 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on August 1, 2025. This event was a transfer of 200 contract(s) at a $245.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $43.0K, with a price of $214.0 per contract. There were 5196 open contracts at this strike prior to today, and today 3165 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 9 day(s) on August 8, 2025. This event was a transfer of 32 contract(s) at a $400.00 strike. The total cost received by the writing party (or parties) was $46.2K, with a price of $1445.0 per contract. There were 1066 open contracts at this strike prior to today, and today 2847 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option sweep that happens to be bullish, expiring in 9 day(s) on August 8, 2025. This event was a transfer of 100 contract(s) at a $61.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $44.3K, with a price of $443.0 per contract. There were 2358 open contracts at this strike prior to today, and today 1979 contract(s) were bought and sold. 
• For FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we notice a put option trade that happens to be bullish, expiring in 23 day(s) on August 22, 2025. This event was a transfer of 76 contract(s) at a $170.00 strike. The total cost received by the writing party (or parties) was $44.8K, with a price of $590.0 per contract. There were 65 open contracts at this strike prior to today, and today 1203 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option sweep that happens to be bearish, expiring in 170 day(s) on January 16, 2026. This event was a transfer of 44 contract(s) at a $250.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $625.0 per contract. There were 9556 open contracts at this strike prior to today, and today 1108 contract(s) were bought and sold. 
• For LRCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on August 1, 2025. This event was a transfer of 131 contract(s) at a $100.00 strike. This particular call needed to be split into 34 different trades to become filled. The total cost received by the writing party (or parties) was $34.0K, with a price of $260.0 per contract. There were 1127 open contracts at this strike prior to today, and today 1091 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 51 day(s) on September 19, 2025. This event was a transfer of 30 contract(s) at a $210.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $27.3K, with a price of $910.0 per contract. There were 15681 open contracts at this strike prior to today, and today 948 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

FSLR

LRCX

MSTR

10 Information Technology Stocks With Whale Alerts In Today's Session

Deep-pocketed investors have adopted a bearish approach towards Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in TSM usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 58 extraordinary options activities for Taiwan Semiconductor. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 43% leaning bullish and 44% bearish. Among these notable options, 22 are puts, totaling $2,078,263, and 36 are calls, amounting to $2,240,476.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $115.0 to $310.0 for Taiwan Semiconductor during the past quarter. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Taiwan Semiconductor options trades today is 2134.26 with a total volume of 15,252.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Taiwan Semiconductor's big money trades within a strike price range of $115.0 to $310.0 over the last 30 days.
<h3>Taiwan Semiconductor Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753894864_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$45.45</td>
<td>$44.25</td>
<td>$44.5</td>
<td>$260.00</td>
<td>$667.5K</td>
<td>15</td>
<td align="right">150</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$39.5</td>
<td>$39.0</td>
<td>$39.2</td>
<td>$250.00</td>
<td>$588.0K</td>
<td>677</td>
<td align="right">150</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$37.4</td>
<td>$36.9</td>
<td>$37.04</td>
<td>$210.00</td>
<td>$370.4K</td>
<td>3.3K</td>
<td align="right">100</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$66.6</td>
<td>$65.4</td>
<td>$65.6</td>
<td>$180.00</td>
<td>$131.2K</td>
<td>923</td>
<td align="right">20</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$24.35</td>
<td>$24.25</td>
<td>$24.25</td>
<td>$220.00</td>
<td>$99.4K</td>
<td>4.8K</td>
<td align="right">111</td>
</tr>
</tbody>
</table>

<h3>About Taiwan Semiconductor</h3>
Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with mid-60s market share in 2024. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public in Taiwan in 1994 and as an ADR in the US in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD, and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs. TSMC employs more than 83,000 people.
In light of the recent options history for Taiwan Semiconductor, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Taiwan Semiconductor Standing Right Now?</h3>
<ul>
<li>With a volume of 3,449,317, the price of TSM is up 0.67% at $242.95. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 78 days.</li>
</ul>
<h3>Expert Opinions on Taiwan Semiconductor</h3>
A total of 3 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $268.33.
Unusual Options Activity Detected: Smart Money on the Move
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&#x2A; An analyst from Susquehanna has decided to maintain their Positive rating on Taiwan Semiconductor, which currently sits at a price target of $265. 
&#x2A; An analyst from Needham has revised its rating downward to Buy, adjusting the price target to $270. 
&#x2A; Consistent in their evaluation, an analyst from Needham keeps a Buy rating on Taiwan Semiconductor with a target price of $270. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Taiwan Semiconductor options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Markets

This Is What Whales Are Betting On Taiwan Semiconductor

South Korean AI chip startup <a href="https://www.benzinga.com/news/25/04/44775918/furiosaai-turns-down-metas-800m-bid-to-go-rogue-with-rngd-as-ai-chip-war-between-nvidia-google-and-meta-heats-up">FuriosaAI</a> turned down a reported $800 million acquisition offer from <a href="https://www.benzinga.com/news/topics/25/07/46508749/zuck-reached-out-and-we-chatted-meta-lures-seattle-ai-founder-with-100m-plus-offer-to-join-its-superintelligence-dream-team">Meta</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) in order to remain independent and build its own <a href="https://www.benzinga.com/markets/tech/25/07/46335969/openai-finalizes-6-5-billion-deal-to-acquire-jony-ives-ai-hardware-startup-heres-what-we-know-about-their-first-device">AI hardware</a> mission‑driven business,<a href="https://techcrunch.com/2025/07/21/instead-of-selling-to-meta-ai-chip-startup-furiosaai-signed-a-huge-customer/"> TechCrunch</a> reports.
FuriosaAI then secured a major partnership to supply its purpose‑built RNGD, pronounced "Renegade," chip to LG AI Research's recently launched EXAONE 4.0 large language model platform, targeting enterprise deployments across electronics, finance, telecommunications, and biotechnology sectors, TechCrunch says.
<h2 class="wp-block-heading">Why FuriosaAI Said No To Meta's $800M Acquisition</h2>
FuriosaAI declined Meta's acquisition bid in March due to disagreements over post‑acquisition organizational restructuring and strategic direction, rather than price concerns, according to TechCrunch.
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FuriosaAI CEO June Paik, a former Samsung and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) engineer, told TechCrunch that the company wanted to continue its mission of sustainable AI innovation on its own path, resisting a buyout that conflicted with its vision and operational autonomy.
TechCrunch says that rejecting a significant acquisition offer signals FuriosaAI's belief that independence and long‑term control are more valuable than a quick large check from Big Tech.
<h2 class="wp-block-heading">FuriosaAI's RNGD Chip Delivers Efficient AI Power for Next‑Gen Large Language Models</h2>
Founded in 2017, FuriosaAI remains a compact operation with around 15 core staff across Seoul and Santa Clara, California, yet manages global impact through key partnerships and a cutting‑edge hardware design approach, TechCrunch says.
RNGD is FuriosaAI's second‑generation data center accelerator, built on Taiwan Semiconductor Manufacturing Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) 5-nanometer process and engineered specifically for large language model and multimodal inference workloads, according to the company<a href="https://furiosa.ai/"> website</a>.
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At its core is the tensor contraction processor architecture, which FuriosaAI says treats tensor contraction as a first‑class operation instead of relying on fixed‑size matrix multiplication primitives, unlocking higher efficiency and flexibility in deep learning computations.
Supported by the Furiosa SDK and a full software stack for compression, runtime, and deployment, RNGD enables enterprises to deploy state‑of‑the‑art models with high throughput, low latency, and reduced total cost of ownership.
<h2 class="wp-block-heading">FuriosaAI Strengthens Team for 3rd‑Gen AI Chips</h2>
According to South Korean outlet <a href="https://m.thebell.co.kr/m/newsview.asp?svccode=00&amp;newskey=202507151025214000101511">The Bell</a>, FuriosaAI has recently made strategic hires to bolster its hardware and software leadership ahead of its next-generation AI chip rollout. On July 15, CEO Paik appointed former Korea Advanced Institute of Science and Technology Associate Professor Ji Hun Kang as chief research officer.
According to The Bell, Kang will oversee next‑gen compiler and software architecture design, bringing deep expertise in parallel computing, compiler design, and system verification.
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At the same time, The Bell says that Yeong Jin Cho, a former Samsung executive who led the solid-state drive controller development for 16 years, has joined as vice president of the hardware department. Cho will lead the development of FuriosaAI's third‑generation AI chip, which is currently targeted for mass production by 2027.
<h2 class="wp-block-heading">Small Team, Big Ambitions: FuriosaAI Goes Global</h2>
With LG's EXAONE model now using RNGD servers, FuriosaAI anticipates demand not only from South Korean enterprises but also international customers. According to TechCrunch, the startup is raising about $48 million in funding this month to support scaling and international sales.
With top-tier talent in software and hardware, TechCrunch says FuriosaAI is doubling down on its independent mission to challenge graphics processing unit leaders like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), accelerate enterprise AI adoption globally, and ensure its RNGD architecture leads in energy efficiency and performance.&nbsp;
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Image: Shutterstock

From Meta's $800 Million Offer To LG Deal: How FuriosaAI Became South Korea's AI Chip Disruptor

Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">filed applications with</a> the U.S. government to resume shipments of its H20 AI chips to China and expects to receive the necessary licenses soon.
Citing Nvidia&#8217;s move, Reuters reported on Wednesday that White House National Economic Adviser Kevin Hassett indicated the decision by President Donald Trump and his team to allow the chips to be exported was aimed at preventing China from gaining a technological edge in the race to develop advanced semiconductors.
The H20 chips represent the most powerful AI hardware Nvidia can legally offer in China, Reuters cited Hassett&#8217;s statement to the Fox News Channel.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45845825/ai-momentum-powers-nvidia-arm-and-chip-supply-chain-in-bofa-recap" rel="noreferrer noopener">AI Momentum Powers Nvidia, Arm And Chip Supply Chain In BofA Recap</a>
However, these chips come with reduced computing capabilities compared to international versions, due to export restrictions first implemented during Trump&#8217;s presidency and later reinforced by former President Joe Biden.
Hassett suggested that the administration weighed the risk of China accelerating its domestic chip innovation if U.S. companies were barred from selling to the Chinese market.
By permitting the shipments, the administration aimed to preserve America&#8217;s lead in the global AI chip competition, Reuters noted.
The Financial Times also reported that the U.S. temporarily lifted <a href="https://www.benzinga.com/markets/tech/25/07/46700433/broadcom-stock-is-trending-whats-going-on">certain technology export restrictions</a> on China to maintain momentum in trade negotiations and support President Trump&#8217;s efforts to secure a meeting with Chinese President Xi Jinping.
Meanwhile, Nvidia reportedly adjusted its production strategy by placing a fresh order for 300,000 H20 AI chips with its primary manufacturing partner, Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), last week, a significant ramp-up in output for the H20 GPU.
Nvidia stock surged 31% year-to-date, gaining over 61% in the last three months as Big Tech giants aggressively upgrade their chip capabilities to meet the global demand for artificial intelligence and consolidate their positions.
On May 28, Nvidia posted strong <a href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong" target="_blank" rel="noreferrer noopener">first-quarter results</a>, reporting revenue of $44.1 billion, up 69% year-over-year and ahead of the $43.2 billion Street estimate. Earnings reached 81 cents per share, though excluding a $4.5 billion charge tied to excess H20 chip inventory and China-related purchase obligations, adjusted EPS would have been 96 cents, topping varied analyst expectations.
Nvidia&#8217;s Data Center segment led the way with $39.1 billion in revenue, up 73% year-over-year. Gaming and AI PC revenue surged 42% to $3.8 billion, partly fueled by plans to power the upcoming Nintendo (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NTDOY#OTC">NTDOY</a>) Switch 2.
The company acknowledged the April 9 export ban on H20 AI chips to China had a significant impact, with $4.6 billion in H20 sales booked before the licensing rules changed. Looking ahead, Nvidia expects a second-quarter revenue of $45.0 billion, plus or minus 2%, factoring in an $8.0 billion hit from China&#8217;s export controls.
CEO Jensen Huang emphasized surging global demand for Nvidia&#8217;s AI platforms, calling its Blackwell NVL72 supercomputer a game-changer amid rising adoption of AI infrastructure worldwide.
NVDA Price Action: NVDA stock is trading higher by 0.48% to $176.35 premarket at last check Wednesday.
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Image via Shutterstock

Government

Regulations

Media

NTDOY

Why Did USA Allow Nvidia Shipping H20 AI Chips To China

Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">stock is</a> trending along with its peers, Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), as major tech companies rapidly upgrade their chip capabilities to meet soaring global demand for artificial intelligence and strengthen their market positions.
Broadcom leads the Application-Specific Integrated Circuit (ASIC) market by designing and manufacturing custom silicon chips tailored for high-performance computing, networking, and storage.
The company prioritizes speed and efficiency, delivering advanced solutions that power data centers and specialized computing infrastructure.
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Several significant developments have recently reshaped the semiconductor industry&#8217;s tightly connected ecosystem, thereby having a bearing on Broadcom&#8217;s valuation.
The U.S. temporarily paused <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46687494/on-semiconductor-jumps-after-nvidia-deal-is-this-the-next-big-ai-power-play" rel="noreferrer noopener">tech export restrictions</a> to China to avoid disrupting trade talks and support President Donald Trump&#8217;s push for a meeting with Chinese President Xi Jinping, Financial Times reported Monday.
This policy shift, coinciding with Nvidia&#8217;s decision to resume H20 AI chip sales to China, reverses a Trump-era ban imposed in April over national security concerns and could benefit semiconductor companies as U.S.-China negotiations resume in Stockholm.
Adding to the momentum, the White House launched &#8220;Winning the AI Race: America&#8217;s AI Action Plan&#8221; last week, which outlines over 90 federal actions to advance U.S. innovation, infrastructure, and AI leadership.
Semiconductor stocks rebounded Wednesday after prior losses linked to delays in the $500 billion Stargate project. The administration plans to fast-track data centers and chip plants permits, expand workforce training, streamline regulations, and require AI contracts to promote fairness and objectivity in large language models.
Reportedly, Nvidia <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46687078/booming-taiwan-chip-industry-faces-critical-worker-shortage" rel="noreferrer noopener">placed an order</a> for an additional 300,000 H20 AI chips from key contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) last week, marking a notable shift in its production plans for the H20 GPU.
AMD is <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46665280/what-is-going-on-with-amd-stock-on-monday" rel="noreferrer noopener">gaining momentum as</a> it rides the rising global AI demand wave and strengthens its chip portfolio. AMD raised the price of its MI350 AI chip by $10,000 to $25,000, signaling growing confidence in its competitiveness and market traction.
Shares of AMD climbed Monday following the news, while HSBC boosted its outlook, stating that the MI350 can now rival Nvidia&#8217;s Blackwell B200. The firm raised its 2026 AI chip sales forecast for AMD from $9.6 billion to $15.1 billion, highlighting strong growth potential in the evolving AI chip market.
In February, BofA Securities&#8217; Vivek Arya <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43474406/nvidia-still-a-top-pick-as-microsoft-meta-stick-with-gpus-despite-deepseek-challenge-analyst" rel="noreferrer noopener">expressed optimism about</a> Broadcom&#8217;s growth, highlighting strong AI compute and networking demand as key drivers. While he expects Nvidia to maintain its dominant 80%+ share of the GPU market, Arya sees room for Broadcom to expand by capturing 10%–15% of the overall accelerator market through ASIC adoption.
However, EU judges are <a target="_blank" href="https://www.benzinga.com/m-a/25/07/46634755/broadcoms-61-billion-vmware-deal-faces-eu-court-challenge-could-regulatory-blowback-hit-growth" rel="noreferrer noopener">reviewing a legal challenge</a> from CISPE aimed at annulling the European Commission&#8217;s approval of Broadcom&#8217;s $61 billion VMware deal. CISPE alleges the Commission ignored competitive risks and failed to impose safeguards, enabling Broadcom&#8217;s aggressive licensing practices.
Since closing the deal, Broadcom has raised VMware prices and introduced restrictive terms, sparking backlash from smaller European cloud providers. The legal pressure threatens Broadcom&#8217;s reputation in Europe, even as it touts VMware-driven revenue gains and AI growth momentum.
Price Action:&nbsp;AVGO stock is up 1.48% at $298.56 at last check Tuesday.
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Photo by Sundry Photography via Shutterstock

AVGO

Broadcom Stock Is Trending - What's Going On

Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) has outperformed the market over the past 5 years by 10.93% on an annualized basis producing an average annual return of 25.04%. Currently, Taiwan Semiconductor has a market capitalization of $1.25 trillion. 
Buying $1000 In TSM: If an investor had bought $1000 of TSM stock 5 years ago, it would be worth $3,058.56 today based on a price of $241.29 for TSM at the time of writing.
<h3>Taiwan Semiconductor's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753805712_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

$1000 Invested In Taiwan Semiconductor 5 Years Ago Would Be Worth This Much Today

Taiwan&#8217;s semiconductor industry is confronting a significant talent deficit, with a reported shortage of 34,000 workers as of May, according to a joint assessment by 104 Job Bank and the Industrial Technology Research Institute (ITRI).
This growing labor gap poses a mounting challenge to the island nation, which remains at the epicenter of the global semiconductor supply chain, particularly through the dominant presence of Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
TSM is the world&#8217;s largest dedicated independent semiconductor foundry and plays a vital role in Taiwan&#8217;s economy by contributing a substantial share of the country&#8217;s GDP and exports. 
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46666398/taiwan-semiconductor-stock-slips-as-samsung-scores-16-5-billion-tesla-chip-deal" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor Stock Slips As Samsung Scores $16.5 Billion Tesla Chip Deal</a>
Through its leadership in advanced chip manufacturing, TSM positions Taiwan at the heart of the global semiconductor supply chain.
The 2025 Semiconductor Industry Talent Report links the labor gap to rapid industry expansion driven by increased investments in cutting-edge manufacturing technologies, the Taipei Times <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2025/07/29/2003841070" rel="noreferrer noopener">reported</a> on Tuesday.
Employers struggle to fill roles in three key areas: production, quality control, and environmental safety; research and development; and operations, technical support, and maintenance.
Job listings in production and quality-related fields rose from 5,600 in October 2023 to nearly 10,000 in May. Openings in R&amp;D climbed from 6,000 to 9,316, while roles in operations and technical maintenance jumped 67%, from 4,300 to 7,240.
This rise reflects growing demand for skilled personnel to support the scale-up of advanced manufacturing and packaging lines. Recruiting for maintenance and support roles remains particularly challenging due to the hands-on nature of the work and the need for shift-based schedules.
Last year, Taiwan maintained a dominant position in the global chip industry, holding 68.8% of the foundry market and nearly 50% of the IC packaging and testing market, said Jeff Lin, general director at ITRI&#8217;s Industry, Science and Technology International Strategy Center. The country also produces up to 83% of the world&#8217;s AI chips and is a key manufacturing base for chips smaller than 7 nanometers.
Despite the industry&#8217;s impressive tripling of output value since 2010, concerns are mounting regarding a potential long-term talent shortfall exacerbated by Taiwan&#8217;s declining birthrate, which has fallen by approximately 20% over the same period. This demographic trend presents a structural headwind to sustained growth.
Adding another layer of complexity, geopolitical dynamics are influencing Taiwan&#8217;s semiconductor investment landscape. Following the Trump administration&#8217;s <a href="https://www.benzinga.com/markets/tech/25/07/46283410/taiwan-semiconductor-shifts-focus-100-billion-usa-expansion">tariffs on imported chips</a>, TSM has recalibrated its expansion strategy, opting to delay a second plant in Japan while accelerating its footprint in the United States. In a significant announcement in March, TSM Chairman C.C. Wei committed an additional $100 billion to U.S. chipmaking, building upon a prior $65 billion pledge made in April 2024.
In a forward-looking move, Taiwan last week unveiled its <a href="https://www.benzinga.com/markets/tech/25/07/46567367/how-taiwan-is-betting-big-on-ai-to-power-its-economy">Ten Major AI Infrastructure Projects</a> to inject over 15 trillion New Taiwan dollars (about $510 billion) into its economy by 2040. The country aims to cement its global leadership in AI by building on its strengths in ICT and semiconductors.
The initiative focuses on three strategic technologies, silicon photonics, quantum tech, and AI robotics, and includes efforts like forming the AI Robotics Industry Grand Alliance with Foxconn&#8217;s support, building a quantum supply chain, and expanding AI infrastructure nationwide.
To speed up this transformation, the government plans to invest over 100 billion New Taiwan dollars ($3.08 billion) in AI-focused venture capital, targeting 500,000 new jobs and three world-class research labs.
The market has largely reacted positively to these developments. TSM&#8217;s stock has surged 23% year-to-date and gained 48% in the last three months, largely propelled by the fervent demand for AI-related technologies. 
This buoyancy is further evidenced by a recent significant order from Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). The AI chip giant <a href="https://www.benzinga.com/markets/tech/25/07/46678919/nvidia-orders-another-300000-h20-chips-from-tsmc-as-soaring-china-demand-reverses-us-export-setback-report">placed an order</a> for an additional 300,000 H20 AI chips from TSMC last week, marking a notable shift in its production plans for the H20 GPU. 
This change comes after the Trump administration eased export restrictions on the H20 chip, which were initially imposed in April over national security concerns. 
Nvidia had previously halted H20 production and cautioned customers about limited inventory, with CEO Jensen Huang noting that resuming production would necessitate strong demand and a minimum of nine months to re-establish the supply chain.
As Taiwan navigates these intricate challenges and opportunities, the interplay of labor supply, geopolitical pressures, and strategic investments will undoubtedly shape the financial trajectory of its globally critical semiconductor industry.
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</ul>
Image via Shutterstock

Asia

Booming Taiwan Chip Industry Faces Critical Worker Shortage

On CNBC's &#8220;<a href="https://www.benzinga.com/topic/halftime-report-final-trades">Halftime Report Final Trades</a>,&#8221; Jim Lebenthal, partner at Cerity Partners, named Wynn Resorts, Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NASDAQ">WYNN</a>) for successively higher highs this year. The stock is 1% away from its 52-week high and is then expected to break out from there, he added.
Lending support to his choice, Barclays analyst Brandt Montour, on July 18, maintained Wynn Resorts with an Overweight rating and raised the price target from $101 to $127.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Stephen Weiss, Chief Investment Officer and Managing Partner of Short Hills Capital Partners, named Taiwan Semiconductor Manufacturing Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a href="https://www.benzinga.com/quote/TSM/analyst-ratings">as his final trade</a>.
Supporting his view, Taiwan Semiconductor Manufacturing, on July 17, delivered second-quarter results that blew past analyst expectations, driven by insatiable global demand for its advanced processor technologies essential for artificial intelligence applications.
Joseph M. Terranova, Senior Managing Director for Virtus Investment Partners, picked Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) as his final trade.
On July 25, Phillips 66 reported better-than-expected second-quarter financial results. Phillips 66 posted adjusted earnings of $2.38 per share, beating market estimates of $1.69 per share. The company&#8217;s quarterly sales came in at $33.52 billion versus expectations of $32.53 billion.
Price Action:
<ul class="wp-block-list">
<li>Taiwan Semiconductor shares fell 1.2% to close at $242.75 on Monday.</li>
<li>Wynn Resorts shares gained 1.7% to close at $111.27 during the session.</li>
<li>Phillips 66 shares gained 2.2% to close at $127.69.</li>
</ul>
Check This Out:<a href="https://www.benzinga.com/trading-ideas/dividends/25/07/46656981/wall-streets-most-accurate-analysts-give-their-take-on-3-utilities-delivering-high-dividend-yields"> </a>
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/dividends/25/07/46656981/wall-streets-most-accurate-analysts-give-their-take-on-3-utilities-delivering-high-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Utilities Delivering High-Dividend Yields</a></li>
</ul>
Image: Shutterstock

Long Ideas

WYNN

Wynn Resorts, Taiwan Semiconductor And An Energy Stock On CNBC's 'Final Trades'

Former House Speaker Nancy Pelosi criticized President Donald Trump&#8216;s decision to deny Taiwan President Lai Ching-te permission to visit New York, calling it a dangerous signal that America &#8220;can be bullied by Beijing into silence on Taiwan.&#8221;
What Happened: &#8220;Donald Trump&#8217;s decision to deny permission for President Lai to visit New York sends a dangerous signal: that the United States can be bullied by Beijing into silence on Taiwan,&#8221; Pelosi stated, citing a Financial Times report. &#8220;This is a victory&#8221; for Chinese President Xi Jinping.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Donald Trump's decision to deny permission for President Lai to visit New York sends a dangerous signal: that the United States can be bullied by Beijing into silence on Taiwan. This is a victory for Xi — and let us hope it is not indicative of a dangerous change in U.S. policy. <a href="https://t.co/NeUxtDBz0o">pic.twitter.com/NeUxtDBz0o</a>
&mdash; Nancy Pelosi (@SpeakerPelosi) <a href="https://twitter.com/SpeakerPelosi/status/1949978882360139948?ref_src=twsrc%5Etfw">July 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The Trump administration blocked Lai&#8217;s planned August transit through New York en route to Paraguay, Guatemala and Belize after China raised objections with Washington, according <a href="https://www.ft.com/content/21575bec-5cdd-47ee-9db2-3031c4ea7ca7">to</a> three sources cited by the Financial Times. Lai&#8217;s office said on Monday he had no travel plans due to typhoon recovery and ongoing U.S. tariff discussions.
The decision deepens concerns among Taiwan supporters that Trump is softening his China stance while pursuing a summit with Jinping. The Financial Times reported the Commerce Department was told to freeze planned export controls against China during ongoing trade talks.
See Also: <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46678323/trumps-trade-deals-have-a-hidden-cost-says-economist-peter-schiff-less-demand-for-treasuries-higher-prices-for-consumers">Trump&#8217;s Trade Deals Have A Hidden Cost, Says Economist Peter Schiff: Less Demand For Treasuries, Higher Prices For Consumers</a>
Why It Matters: Market implications are significant given Taiwan&#8217;s semiconductor dominance. Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) produces advanced chips for major U.S. tech companies, while recent reports show NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) ordered 300,000 additional H20 AI chips from TSM due to strong Chinese <a href="https://www.benzinga.com/markets/tech/25/07/46678919/nvidia-orders-another-300000-h20-chips-from-tsmc-as-soaring-china-demand-reverses-us-export-setback-report">demand after export restrictions eased</a>.
TSM shares previously fell over 2% in July 2024 when Trump, as a presidential candidate, said Taiwan should &#8220;pay us for defense,&#8221; demonstrating <a href="https://www.benzinga.com/news/24/07/39807774/trump-says-taiwan-should-pay-us-for-defense-ex-presidents-remark-triggers-fall-in-tsmc-shares">market sensitivity to U.S.-Taiwan policy shifts.</a>
China expert Bonnie Glaser from the German Marshall Fund said Trump &#8220;wants to avoid irritating Beijing while U.S.-China negotiations are ongoing.&#8221; She warned the decision weakens deterrence and emboldens Xi to seek additional Taiwan concessions, according to the FT report.
Treasury Secretary Scott Bessent and Chinese Vice-Premier He Lifeng began a third round of trade negotiations in Stockholm on Monday. The administration has also delayed tough China actions after Beijing slowed rare earth exports, leveraging its <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46677080/trump-xi-meeting-on-horizon-as-us-china-hold-marathon-5-hour-trade-talks-in-stockholm">industry dominance against Washington</a>.
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo: Asatur Yesayants/Shutterstock

Politics

Nancy Pelosi Slams Trump For Blocking Taiwan Leader's NYC Visit—Says US Looks 'Bullied By Beijing,' Calls It A Win For Xi Jinping Amid Trade Talks

Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has reportedly ordered 300,000 additional H20 AI chips from Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) due to unexpectedly strong demand in China.
What Happened: Nvidia placed the new order with TSMC last week, signaling a significant reversal in its production plans for the H20 GPU, reported Reuters, citing two sources.
The move follows the Donald Trump administration's decision to <a href="https://www.benzinga.com/markets/tech/25/07/46407517/nvidia-resumes-h20-shipments-to-china-as-jensen-huang-meets-trump-beijing-officials-fully-compliant-rtx-pro-aims-to-bridge-ai-cold-war">ease restrictions on H20 exports</a> to China, which were initially imposed in April amid national security concerns.
Nvidia initially halted production of the chip and told customers it had limited inventory.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/07/46651922/samsung-inks-decade-long-16-5-billion-chip-manufacturing-pact-with-mystery-tech-giant-as-it-fights-to-regain-ground-from-tsmc" target="_blank" rel="noreferrer noopener">Elon Musk Confirms Tesla As the Mystery Big-Tech That Signed $16.5 Billion Chip Contract With Samsung: ‘I Will The Line Personally' To Boost Progress</a>
Jensen Huang had said any production restart would require strong demand and at least nine months to reactivate the supply chain.
The new orders will supplement Nvidia's existing stockpile of 600,000–700,000 H20 chips, the report added, citing the unnamed sources.
Why It's Important: The H20 is a customized AI chip designed to <a href="https://www.benzinga.com/markets/tech/25/07/46436493/nvidias-china-revenue-is-far-from-gone-but-it-outmaneuvered-us-for-rare-earth-in-exchange-for-ai-chips-says-craig-shapiro">comply with U.S. export controls</a> and serve Nvidia's Chinese clients without violating trade regulations.
Although less powerful than the company's flagship H100 or Blackwell chips, the H20 has been <a href="https://www.benzinga.com/markets/asia/25/05/45692725/alibaba-and-baidu-turn-to-chinese-ai-chips-as-us-sanctions-squeeze-nvidia-supply">widely adopted by major</a> Chinese tech firms, including Tencent Holdings ADR (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and ByteDance.
While some U.S. lawmakers have criticized the resumption of chip exports, Nvidia argues that continued engagement with China helps prevent developers from switching to <a href="https://www.benzinga.com/markets/tech/25/06/45855054/nvidias-jensen-huang-once-called-huawei-chinas-most-formidable-tech-company-but-ceo-ren-zhengfei-says-its-chips-still-lag-behind-us-rivals">domestic alternatives</a> like Huawei Technologies.
The U.S. Department of Commerce has yet to issue final export licenses for the H20, but Nvidia has reportedly been assured they are forthcoming. In the meantime, the company has requested updated order forecasts from Chinese customers, the report said.
Meanwhile, last week, it was reported that over $1 billion worth of Nvidia's advanced AI processors were reportedly <a href="https://www.benzinga.com/markets/tech/25/07/46600247/nvidia-ai-chips-worth-1-billion-flood-chinas-black-market-after-trumps-export-curbs-its-like-a-seafood-market">smuggled into China</a>, bypassing U.S. government export restrictions.
Price Action: On Monday, Nvidia shares rose 1.87% during regular trading and inched up another 0.23% after hours, closing at $177.15, according to <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0717">Benzinga Pro</a>.
Benzinga's Edge Stock Rankings indicate that NVDA continues to exhibit strong momentum across short, medium and long-term timeframes. However, despite its solid performance, the stock&#8217;s value score remains comparatively low. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance insights are available here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29012237/Screenshot-2025-07-29-at-10.51.10%E2%80%AFAM.png" alt="" class="wp-image-1004424" /></a></figure>
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<li><a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46651859/trumps-new-eu-trade-deal-labeled-bad-news-by-economists-as-dow-futures-spike-over-150-points" target="_blank" rel="noreferrer noopener">Trump's New EU Trade Deal Labeled ‘Bad News' By Economists As Dow Futures Spike Over 150 Points</a></li>
</ul>
Photo: Hepha1st0s On Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

BABA

TCEHY

Nvidia Orders Another 300,000 H20 Chips From TSMC As Soaring China Demand Reverses US Export Setback: Report

Samsung Electronics Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) shares declined 2.54% on Tuesday morning on the South Korean exchange following Tesla Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) confirmation of a <a href="https://www.benzinga.com/markets/tech/25/07/46651922/samsung-inks-decade-long-16-5-billion-chip-manufacturing-pact-with-mystery-tech-giant-as-it-fights-to-regain-ground-from-tsmc">$16.5 billion chip manufacturing partnership</a>. Shares dropped from 70,800 won to 69,000 won before recovering to 70,400 won ($50.62).
Tesla CEO Elon Musk confirmed on Monday that his company will manufacture next-generation AI6 chips at Samsung&#8217;s Texas facility through December 2033.
Tech analyst Ming-Chi Kuo called the deal a &#8220;valuable opportunity&#8221; for Tesla to gain foundry experience, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) &#8220;would never allow.&#8221; Samsung holds 8% of the global foundry market versus TSMC&#8217;s 67%.
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo by Sybillla via Shutterstock

Equities

SSNLF

TSLA

Samsung Electronics Shares Fall 2.54% Following Tesla's $16.5 Billion AI Chip Manufacturing Agreement

Elon Musk-led Tesla Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) <a href="https://www.benzinga.com/markets/tech/25/07/46651922/samsung-inks-decade-long-16-5-billion-chip-manufacturing-pact-with-mystery-tech-giant-as-it-fights-to-regain-ground-from-tsmc">multibillion-dollar chip partnership</a> with Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) has sparked strong commentary from some of tech's most vocal investors and analysts — and they see big implications for AI, autonomy and the future of manufacturing.
What Happened: On Monday, Tesla confirmed a $16.5 billion multiyear deal with Samsung Electronics to manufacture its next-generation AI6 chip in Texas. Musk said the chips will be built at Samsung's new U.S. facility, calling the strategic importance of the partnership "hard to overstate."
Following the announcement, billionaire investor Chamath Palihapitiya took to X, formerly Twitter, saying, "Tesla is a physical AI company + software AI company&#8230; the only company, today, that is tying both branches of AI together at scale."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Tesla is a physical AI company + software AI company. It is the only company, today, that is tying both branches of AI together at scale. It will not be the only one in the end, but it is the only one now. See below: "Samsung Electronics will manufacture…
&mdash; Chamath Palihapitiya (@chamath) <a href="https://twitter.com/chamath/status/1949774208134762855?ref_src=twsrc%5Etfw">July 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also:&nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/07/46651859/trumps-new-eu-trade-deal-labeled-bad-news-by-economists-as-dow-futures-spike-over-1" target="_blank" rel="noreferrer noopener">Trump's New EU Trade Deal Labeled ‘Bad News' By Economists As Dow Futures Spike Over 150 Points</a>
Tech analyst Ming-Chi Kuo called the deal a "valuable opportunity" for Tesla to gain real-world foundry experience — something Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) would have never allowed.
"It enables Tesla to enhance its chip design capabilities … which will give them more leverage in future negotiations," he stated.
Kuo also added that while Samsung's 2nm yield (40–45%) trails TSMC and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), the partnership's upside outweighs the risk.
"If production falls short of expectations, the worst-case scenario for Tesla would be to shift the order back to TSMC and absorb the resulting delays to AI6," he said.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">For Elon Musk and Tesla, this represents a valuable opportunity to gain real-world foundry experience at an exceptionally low cost — something TSMC would never allow. It enables Tesla to enhance its chip design capabilities, particularly in manufacturability, while also gaining… <a href="https://t.co/jxpdXVxs9A">https://t.co/jxpdXVxs9A</a>
&mdash; 郭明錤 (Ming-Chi Kuo) (@mingchikuo) <a href="https://twitter.com/mingchikuo/status/1949904234058830150?ref_src=twsrc%5Etfw">July 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Gene Munster, managing partner at Deepwater Asset Management, said, AI6 will "unlock a far more advanced autonomous capability for Robotaxi, FSD, and Optimus," he wrote, adding that current chips may not meet Tesla's ultimate AI goals.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The Samsung deal is a reminder that reaching physical AI escape velocity will take time (2027) and that the company is best positioned to win. <a href="https://twitter.com/search?q=%24TSLA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$TSLA</a><a href="https://t.co/VyQ1vEaPxY">https://t.co/VyQ1vEaPxY</a>
&mdash; Gene Munster (@munster_gene) <a href="https://twitter.com/munster_gene/status/1949949544919158818?ref_src=twsrc%5Etfw">July 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It's Important: Samsung currently manufactures Tesla's AI4 chips, which are used in the company's Full Self-Driving driver assistance system.
According to Musk, TSMC will handle production of the upcoming AI5 chip, starting in Taiwan and later shifting to Arizona.
While best known as the world's leading memory chip producer, Samsung also operates a foundry business, fabricating custom-designed logic chips for clients.
Its Texas facility plays a key role in Chairman Jay Y Lee's efforts to diversify beyond memory and grow in the contract chip manufacturing space, <a href="https://edition.cnn.com/2025/07/28/business/tesla-samsung-chip-deal">reported</a> CNN.
Despite these ambitions, Samsung holds only 8% of the global foundry market, compared to TSMC's dominant 67%, according to data from market research firm TrendForce.
Price Action: On Monday, Tesla shares rose 3.02% in regular trading and edged up an additional 0.18% after hours, closing at $326.19, according to <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0717">Benzinga Pro</a>.
Benzinga's Edge Stock Rankings show that TSLA continues to face short-term downward momentum while maintaining strong upward trends over the medium and long term. The stock also scores high on quality metrics, though its valuation remains comparatively weak. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">More detailed performance insights are available here</a>.
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Photo Courtesy: Tada Images On Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Tesla's Samsung Deal A 'Valuable Opportunity' To Gain Real-World Experience That TSMC Wouldn't Have Allowed — Experts React To $16.5 Billion Agreement

Analyst Ratings

CNBC Halftime Report Final Trades: Wynn Resorts, Taiwan Semiconductor Manufacturing, Phillips 66

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) stock is trading lower on Monday after Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk confirmed signing a $16.5 billion <a href="https://www.benzinga.com/markets/tech/25/07/46651922/samsung-inks-decade-long-16-5-billion-chip-manufacturing-pact-with-mystery-tech-giant-as-it-fights-to-regain-ground-from-tsmc" target="_blank" rel="noreferrer noopener">chip manufacturing deal</a> with the Taiwanese contract chipmaker rival Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>).
Musk <a target="_blank" href="https://x.com/elonmusk/status/1949673345567592869" rel="noreferrer noopener">tweeted</a> that Samsung will build the EV giant&#8217;s next-generation AI6 chip at its massive new Texas fab, underscoring the project&#8217;s critical strategic value.
Samsung already manufactures the current AI4 chip, Musk tweeted.
He also tweeted that Taiwan Semiconductor will produce the AI5 chip — now finalized — intially in Taiwan before shifting to Arizona.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46567367/how-taiwan-is-betting-big-on-ai-to-power-its-economy" target="_blank" rel="noreferrer noopener">How Taiwan Is Betting Big On AI To Power Its Economy</a>
Taiwan Semiconductor stock surged 23% year-to-date, gaining over 48% in the last three months as the industry grappled with changing regulatory dynamics.
The White House launched <a href="https://www.benzinga.com/markets/tech/25/07/46585563/semiconductor-stocks-gain-as-trumps-ai-action-plan-fuels-hopes-of-major-chip-demand-surge" target="_blank" rel="noreferrer noopener">&#8220;Winning the AI Race: America&#8217;s AI Action Plan&#8221;</a> on Wednesday, fulfilling President Donald Trump&#8217;s January executive order to boost U.S. leadership in artificial intelligence. The plan outlines over 90 federal actions focused on accelerating innovation, expanding AI infrastructure and strengthening global AI leadership.
The administration will also streamline regulations, modernize permitting for data centers and chip plants and invest in workforce training for AI-driven industries.
The semiconductor sector rebounded, recovering losses from Tuesday&#8217;s drop tied to delays in the $500 billion. Stargate project. <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46541517/elon-musk-says-they-simply-dont-have-the-funding-doubts-stargate-ai" rel="noreferrer noopener">The semiconductor industry</a> took a hit after reports revealed major setbacks in the $500 billion Stargate AI project. Disputes between OpenAI&#8217;s Sam Altman and SoftBank&#8217;s Masayoshi Son stalled progress, triggering doubts and dragging chipmaker shares lower.
TSM Price Action: Taiwan Semiconductor stock is down 1.44% at $242.07 at publication on Monday.
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Photo: Shutterstock

Global

Taiwan Semiconductor Stock Slips As Samsung Scores $16.5 Billion Tesla Chip Deal

U.S. stocks settled higher on Friday, with the S&amp;P 500 notching its 14th record close of the year as optimism over corporate earnings and progress on global trade talks provided support for risk assets.
All three major indices closed the week higher, with the 30-stock Dow gaining around 1.3% and the tech-heavy Nasdaq adding 1%. The broad market S&amp;P 500 climbed around 1.5% last week.
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about which analyst&#8217;s opinion to trust.
Benzinga&#8217;s Analyst Ratings API is a collection of the highest-quality stock ratings curated by the Benzinga news desk via direct partnerships with major sell-side banks. Benzinga displays overnight ratings changes on a daily basis three hours prior to the U.S. equity market opening. Data specialists at investment dashboard provider Toggle.ai recently uncovered that the analyst insights Benzinga Pro subscribers and Benzinga readers regularly receive can successfully be used as trading indicators to outperform the stock market.
Top Analyst Picks: Fortunately, any Benzinga reader can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. One of the ways traders can sort through Benzinga&#8217;s extensive database of analyst ratings is by analyst accuracy. Here&#8217;s a look at the most recent stock picks from each of the five most accurate Wall Street analysts, according to Benzinga <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock</a> Ratings.
Analyst: Yi Fu Lee
<ul class="wp-block-list">
<li>Analyst Firm: Cantor Fitzgerald</li>
<li>Ratings Accuracy: 88%</li>
<li>Latest Rating: Maintained an Overweight rating on Coursera, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COUR#NYSE">COUR</a>) and increased the price target from $10 to $13 on July 25. This analyst sees around 5% upside in the stock.</li>
<li>Recent News: On July 24, Coursera posted better-than-expected second-quarter financial results and after the company raised its FY25 sales guidance above estimates.</li>
</ul>
Analyst: Jay McCanless
<ul class="wp-block-list">
<li>Analyst Firm: Wedbush</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Maintained a Neutral rating on D.R. Horton, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) and raised the price target from $155 to $170 on July 23. This analyst sees around 16% upside in the stock.</li>
<li>Recent News: On July 22, D.R. Horton reported better-than-expected quarterly financial results..</li>
</ul>
Analyst: Andres Sheppard
<ul class="wp-block-list">
<li>Analyst Firm: Cantor Fitzgerald</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Reiterated an Overweight rating on Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) with a price target of $355 on July 24. This analyst sees around 10% upside in the stock.</li>
<li>Recent News: Elon Musk-led Tesla has confirmed signing a massive $16.5 billion chip manufacturing deal with Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), marking a major win for the South Korean giant&#8217;s foundry business as it fights for dominance in the booming AI chip market against rivals like Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).</li>
</ul>
Analyst: William Stein
<ul class="wp-block-list">
<li>Analyst Firm: Truist Securities</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Buy rating on Amphenol Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>) and boosted the price target from $102 to $126 on July 24. This analyst sees around 20% upside in the stock.</li>
<li>Recent News: On July 23, APH reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates.</li>
</ul>
Analyst: Lloyd Walmsley
<ul class="wp-block-list">
<li>Analyst Firm: UBS</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Neutral rating on Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and increased the price target from $192 to $202 on July 24. This analyst sees around 4% upside in the stock.</li>
<li>Recent News: On July 23, Alphabet reported better-than-expected quarterly financial results..</li>
</ul>
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46653283/sp-500-notches-5th-consecutive-record-close-following-strong-earnings-investor-sentiment-edges-lower-but-fear-index-remains-in-greed-zone">S&amp;P 500 Notches 5th Consecutive Record Close Following Strong Earnings: Investor Sentiment Edges Lower, But Fear Index Remains In &#8216;Greed&#8217; Zone</a></li>
</ul>
Photo via Shutterstock

Price Target

Pre-Market Outlook

COUR

GOOGL

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts

On Sunday, Commerce Secretary Howard Lutnick said the U.S. will announce the results of its semiconductor import probe in two weeks.
What Happened: Speaking after Donald Trump met with European Commission President Ursula von der Leyen, Lutnick said the national security investigation into chip imports is nearing completion, <a href="https://www.cnbc.com/2025/07/27/trump-lutnick-semiconductors-chip-imports.html">reported</a> CNBC.
&nbsp;It's one of the "key reasons" the EU sought to negotiate a broader trade agreement that would "resolve all things at one time," he told reporters.
The Trump administration is conducting the probe under Section 232 of the Trade Expansion Act of 1962, the same statute previously used to impose tariffs on steel, aluminum and autos.
The review follows concerns that the U.S.'s reliance on foreign-made chips, particularly from Taiwan, poses a national security risk.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/06/45738435/elizabeth-warren-says-trump-approved-the-largest-meat-company-in-world-to-be-listed-on-nyse-ignoring-corruption-and-bribery-history-demands-answers" target="_blank" rel="noreferrer noopener">Elizabeth Warren Says Trump ‘Approved&#8217; The Largest Meat Company In World To Be Listed On NYSE Ignoring Corruption And Bribery History, Demands Answers</a>
Why It's Important: The upcoming ruling could pave the way for sweeping new tariffs on global chipmakers unless they expand U.S.-based production. Trump said firms from Taiwan and other places are already planning domestic investments to dodge penalties, the report added.
The probe builds on a wider trade crackdown that has reshaped global supply chains and could have significant implications for companies like Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), as well as U.S. tech giants like Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) dependent on <a href="https://www.benzinga.com/markets/equities/25/07/46622906/scott-bessent-warns-tsmcs-40-billion-arizona-fab-may-only-meet-7-of-us-chip-demand-blames-building-inspectors-red-tape-for-delays">overseas semiconductor supply</a>.
TSMC maintains strong upward momentum across short, medium, and long-term periods, according to Benzinga's Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">More detailed performance data can be found here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28004044/Screenshot-2025-07-28-at-7.17.05%E2%80%AFAM-1.png" alt="" class="wp-image-1002589" /></a></figure>
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Photo Courtesy: Joshua Sukoff on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Howard Lutnick Says Chip Import Probe Results Due In 2 Weeks As Trump Threatens New Tariffs To Force US Manufacturing Boom

Editor&#8217;s Note: This story has been updated to include the latest developments
Elon Musk-led Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) has confirmed signing a massive $16.5 billion chip manufacturing deal with Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), marking a major win for the South Korean giant's foundry business as it <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/03/37481465/tsmc-samsung-lead-recovery-in-asias-emerging-markets-with-ai-and-chip-sector-growth">fights for dominance</a> in the booming AI chip market against rivals like Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
What Happened: On Monday, the South Korean tech giant disclosed in a regulatory filing that it had secured a multibillion-dollar chip production contract with an unnamed global client.
The deal, which officially began on July 26, 2024, runs through Dec. 31, 2033. While Samsung initially declined to name the counterparty, Musk later confirmed via X, formerly Twitter, that Tesla is the customer.
Musk revealed that the chips would be built at Samsung's new Texas fab and would power Tesla's next-generation AI6 chip, stating, "The strategic importance of this is hard to overstate."
He added that TSMC will handle AI5 chips, with production beginning in Taiwan and later moving to Arizona.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Samsung's giant new Texas fab will be dedicated to making Tesla's next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1949673345567592869?ref_src=twsrc%5Etfw">July 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
In a follow-up post, he said, "Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency," adding, "I will walk the line personally to accelerate the pace of progress."
See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/06/45738435/elizabeth-warren-says-trump-approved-the-largest-meat-company-in-world-to-be-listed-on-nyse-ignoring-corruption-and-bribery-history-demands-answers" target="_blank" rel="noreferrer noopener">Elizabeth Warren Says Trump ‘Approved&#8217; The Largest Meat Company In World To Be Listed On NYSE Ignoring Corruption And Bribery History, Demands Answers</a>
Why It's Important: The deal offers a potential turnaround for Samsung's foundry arm, which has faced delays at its new Texas plant and struggles with advanced 2-nanometer yields.
It also comes as South Korea races to secure U.S. trade agreements to avoid steep tariffs on chips and other exports. Samsung shares were up 2.43% at the time of writing.
Benzinga&#8217;s Edge Stock Rankings show that Tesla maintains strong positive momentum over the medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">More detailed performance metrics can be found here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-3/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img loading="lazy" decoding="async" width="412" height="101" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28000437/Screenshot-2025-07-28-at-13.04.21.png" alt="" class="wp-image-1002554" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28000437/Screenshot-2025-07-28-at-13.04.21.png 412w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28000437/Screenshot-2025-07-28-at-13.04.21-300x74.png 300w" sizes="(max-width: 412px) 100vw, 412px" /></a></figure>
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Photo Courtesy: Sybillla on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

QCOM

Elon Musk Confirms Tesla As the Mystery Big-Tech That Signed $16.5 Billion Chip Contract With Samsung: 'I Will Walk The Line Personally' To Boost Progress (UPDATED)

On Saturday, Japan's top trade official said the country's new <a href="https://www.benzinga.com/markets/economic-data/25/07/46562556/trump-says-550-billion-trade-deal-with-japan-reached-that-will-create-thousands-of-jobs-there-has-never-been-anything-like-it">$550 billion investmen</a>t package with the U.S. could help finance Taiwanese chipmakers like Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) as they build semiconductor plants in America.
What Happened: Japan's chief trade negotiator Ryosei Akazawa told public broadcaster NHK that Tokyo's sweeping U.S.-bound investment initiative could extend to foreign firms as long as their work supports Japan's supply chain goals, reported Reuters.
"For example, if a Taiwanese chipmaker builds a plant in the U.S. and uses Japanese components or tailors its products to meet Japanese needs, that's fine too," Akazawa said, without mentioning any specific firms.
He also addressed a White House statement saying the U.S. would retain 90% of returns, explaining this referred only to the equity portion and would not significantly reduce Japan's overall benefit.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/06/45738435/elizabeth-warren-says-trump-approved-the-largest-meat-company-in-world-to-be-listed-on-nyse-ignoring-corruption-and-bribery-history-demands-answers" target="_blank" rel="noreferrer noopener">Elizabeth Warren Says Trump ‘Approved' The Largest Meat Company In World To Be Listed On NYSE Ignoring Corruption And Bribery History, Demands Answers</a>
Why It's Important: TSMC, the leading contract chipmaker globally and a crucial supplier for Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), has already pledged <a href="https://www.benzinga.com/markets/25/03/44486436/tsmcs-165-billion-bet-on-us-chip-manufacturing-raises-alarms-in-taiwan-amid-china-threat-experts-warn-taipei-must-plan-beyond-its-silicon-shield">$165 billion in U.S. investments</a>—$100 billion of which was announced alongside President Donald Trump.
The U.S. heavily depends on TSMC for advanced semiconductor production, which has sparked economic security concerns given Taiwan&#8217;s close geographic location to China, the report said.
TSMC has also been accelerating its growth in Arizona. The company aims to start operations at a second facility by 2027 and anticipates that up to <a href="https://www.benzinga.com/markets/tech/25/07/46499511/taiwan-semiconductor-cfo-warns-of-margin-pressure-prudent-42-billion-capex-plan">30% of its advanced</a> 2nm chip production could ultimately be based in its Arizona plants.
However, last week, Treasury Secretary Scott Bessent cautioned that TSMC's large Arizona chip plant might only meet <a href="https://www.benzinga.com/markets/equities/25/07/46622906/scott-bessent-warns-tsmcs-40-billion-arizona-fab-may-only-meet-7-of-us-chip-demand-blames-building-inspectors-red-tape-for-delays">7% of U.S. semiconductor demand</a>, pointing to regulatory challenges as a major barrier to expanding domestic production.
Meanwhile, economist Justin Wolfers has argued that Trump&#8217;s trade deal with Japan effectively acts as a <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46622277/trumps-trade-deal-with-japan-a-tax-on-americans-economist-says-not-remotely-optimistic-us-auto-companies-will-gain-as-toyota-and-honda-stocks-rally">tax hike on American consumers</a>. He also expressed doubt that the deal would significantly benefit U.S. automakers, citing Japanese consumers' preference for smaller cars.
Price Action: TSMC shares have risen 21.84% so far this year and 53.49% over the past 12 months, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga's Edge Stock Rankings indicate that TSMC continues to show strong upward momentum across short, medium, and long-term timeframes. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">Additional performance data is available here</a>.
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Photo Courtesy: Richtostock on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Trump's $550 Billion Japan Trade Deal Could Benefit Taiwanese Chip Giants Like TSMC's US Expansion—If It Aligns With Tokyo's Interests

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