Taiwan Semiconductor Option Alert: Jan 16 $150 Calls at the Ask: 100 vs 2450 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Jan 16 $150 Calls at the Ask: 100 @ $53.25 vs 2450 OI; Earnings 7/17 Before Open [est] Ref=$193.96

Taiwan Semiconductor Option Alert: Jan 16 $155 Calls Sweep (59) near the Bid: 500 vs 1537 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Jan 16 $155 Calls Sweep (59) near the Bid: 500 @ $48.151 vs 1537 OI; Earnings 7/17 Before Open [est] Ref=$192.59

Taiwan Semiconductor Option Alert: Jan 16 $175 Calls Sweep (4) near the Ask: 300 vs 5141 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Jan 16 $175 Calls Sweep (4) near the Ask: 300 @ $34.1 vs 5141 OI; Earnings 7/17 Before Open [est] Ref=$191.93

Taiwan Semiconductor Option Alert: Jan 16 $190 Puts at the Bid: 414 vs 4287 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Jan 16 $190 Puts at the Bid: 414 @ $19.9 vs 4287 OI; Earnings 7/17 Before Open [est] Ref=$192.0

Taiwan Semiconductor Option Alert: Jan 16 $190 Puts at the Bid: 441 vs 4287 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Jan 16 $190 Puts at the Bid: 441 @ $19.9 vs 4287 OI; Earnings 7/17 Before Open [est] Ref=$192.2

Taiwan Semiconductor Option Alert: Jan 16 $155 Puts at the Bid: 1000 vs 3785 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Jan 16 $155 Puts at the Bid: 1000 @ $7.7 vs 3785 OI; Earnings 7/17 Before Open [est] Ref=$192.22

Taiwan Semiconductor Option Alert: Aug 15 $180 Puts at the Bid: 1300 vs 4276 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Aug 15 $180 Puts at the Bid: 1300 @ $7.91 vs 4276 OI; Earnings 7/17 Before Open [est] Ref=$191.88

Taiwan Semiconductor Option Alert: Aug 15 $195 Calls Sweep (4) near the Ask: 750 vs 1642 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Aug 15 $195 Calls Sweep (4) near the Ask: 750 @ $12.795 vs 1642 OI; Earnings 7/17 Before Open [est] Ref=$191.39

Taiwan Semiconductor Option Alert: Aug 15 $195 Calls Sweep (6) near the Ask: 750 vs 1642 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Aug 15 $195 Calls Sweep (6) near the Ask: 750 @ $12.899 vs 1642 OI; Earnings 7/17 Before Open [est] Ref=$191.565

Taiwan Semiconductor Option Alert: Aug 15 $180 Calls at the Bid: 5000 vs 37662 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Aug 15 $180 Calls at the Bid: 5000 @ $21.2 vs 37662 OI; Earnings 7/17 Before Open [est] Ref=$191.74

Taiwan Semiconductor Option Alert: Dec 19 $230 Puts at the Bid: 700 vs 1221 OI; Earnings 7/17 Before Open [est] 

Taiwan Semiconductor Option Alert: Dec 19 $230 Puts at the Bid: 700 @ $44.65 vs 1221 OI; Earnings 7/17 Before Open [est] Ref=$190.85

Taiwan Semiconductor Option Alert: Jan 16 $150 Calls Sweep (54) near the Ask: 260 vs 2748 OI

Taiwan Semiconductor Option Alert: Jan 16 $150 Calls Sweep (54) near the Ask: 260 @ $52.9 vs 2748 OI; Ref=$193.175

Taiwan Semiconductor Option Alert: Aug 15 $180 Calls at the Ask: 4000 vs 41524 OI

Taiwan Semiconductor Option Alert: Aug 15 $180 Calls at the Ask: 4000 @ $23.55 vs 41524 OI; Ref=$194.56

Taiwan Semiconductor Option Alert: Oct 17 $150 Calls at the Bid: 110 vs 369 OI

Taiwan Semiconductor Option Alert: Oct 17 $150 Calls at the Bid: 110 @ $48.4 vs 369 OI; Ref=$192.51

Taiwan Semiconductor Option Alert: Aug 15 $180 Calls at the Bid: 4000 vs 45353 OI

Taiwan Semiconductor Option Alert: Aug 15 $180 Calls at the Bid: 4000 @ $24.2 vs 45353 OI; Ref=$195.065

Taiwan Semiconductor Option Alert: Jul 18 $185 Calls at the Ask: 1475 vs 7737 OI

Taiwan Semiconductor Option Alert: Jul 18 $185 Calls at the Ask: 1475 @ $18.04 vs 7737 OI; Ref=$194.245

Taiwan Semiconductor Option Alert: Jul 18 $185 Calls Sweep (12) near the Bid: 531 vs 7737 OI

Taiwan Semiconductor Option Alert: Jul 18 $185 Calls Sweep (12) near the Bid: 531 @ $17.896 vs 7737 OI; Ref=$194.22

Taiwan Semiconductor (NYSE:TSM) Stock

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 73,000 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

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)&nbsp;CEO&nbsp;C.C. Wei&nbsp;blamed traffic jams for delays in <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">expanding its base</a> in southwest Japan, hampering the progress of its Tokyo signature chipmaking project.
Wei also reiterated their commitment to invest another $100 billion to ramp up manufacturing in Arizona over the next half-decade.
However, he also highlighted to President&nbsp;Donald Trump the difficulties in completing the monumental construction in five years due to the skilled labor crisis, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-06-03/tsmc-blames-japan-delay-on-traffic-after-warm-talks-with-trump?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Tuesday.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/45716922/taiwan-semiconductor-eyes-uae-gigafab-seeks-crucial-us-green-light" rel="noreferrer noopener">Taiwan Semiconductor Eyes UAE Gigafab, Seeks Crucial US Green Light</a>
Taiwan Semiconductor&#8217;s plan to build a second factory in Japan&#8217;s Kumamoto Prefecture remains vulnerable to the sudden inrush of workers from the contract chipmaker&#8217;s first plant, which is taking a toll on the rural infrastructure.
Interestingly, the chipmaker&#8217;s prioritization of the U.S. expansion reduced the urgency of production in Japan.
<a target="_blank" href="https://www.benzinga.com/25/04/44597633/taiwan-semiconductors-stock-slides-18-amid-concerns-over-us-expansion-and-intel-rivalry" rel="noreferrer noopener">Prior reports indicated</a> President Trump&#8217;s tariff warning coaxed Taiwan Semiconductor to ramp up investment in the U.S. without incremental subsidies.
Japan&#8217;s connection to ancestral land has made it difficult to promptly improve infrastructure despite the availability of government subsidies to attract foreign factories.
Concerns also remain over the longer-term outlook for AI demand. Taiwan Semiconductor&#8217;s conviction over demand for chips critical to developing artificial intelligence helped reassure investors against the Trump administration&#8217;s tariff policies.
However, the company remains cautious about the outlook for the 2025 global economy and semiconductor industry.
Reportedly, Taiwan, Japan, and the U.S. are establishing <a target="_blank" href="https://www.benzinga.com/25/05/45224491/taiwan-semiconductor-at-the-heart-of-new-us-japan-taiwan-chip-alliance-former-japanese-minister-says" rel="noreferrer noopener">closer trilateral cooperation</a> in&nbsp;the semiconductor industry, forming a &#8220;semiconductor iron triangle.&#8221;
The Taiwanese contract chipmaker&#8217;s Arizona factory uses Japan-made manufacturing devices and materials.
Japanese Minister of Economy, Trade and Industry Yasutoshi Nishimura expects collaboration in advanced chips to help the countries develop 5G, self-driving vehicles, and generative artificial intelligence.
He also proposed closer Taipei-Tokyo exchanges in the energy sector.
Price Action: TSM stock is up 0.52% to $195.86 at last check on Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/05/45640414/taiwan-semiconductor-to-build-chip-design-center-in-germany-report" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor To Build Chip Design Center In Germany: Report</a></li>
</ul>
Photo by Jack Hong via Shutterstock

Government

News

Tech

Media

Taiwan Semiconductor's Japan Chip Factory Faces Delays, While US Expansion Takes Priority

In the latest quarter, 4 analysts provided ratings for Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), showcasing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Insights from analysts' 12-month price targets are revealed, presenting an average target of $232.5, a high estimate of $250.00, and a low estimate of $215.00. This current average has decreased by 3.12% from the previous average price target of $240.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1748955639_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Taiwan Semiconductor. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Simon Coles</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$240.00</td>
<td>$215.00</td>
</tr>
<tr>
<td>Simon Coles</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$215.00</td>
<td>$255.00</td>
</tr>
<tr>
<td>Mehdi Hosseini</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Positive</td>
<td>$250.00</td>
<td>$265.00</td>
</tr>
<tr>
<td>Charles Shi</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$225.00</td>
<td>$225.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Taiwan Semiconductor. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Taiwan Semiconductor compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Taiwan Semiconductor's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Taiwan Semiconductor's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/TSM/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Taiwan Semiconductor analyst ratings.</a>
<h2>Discovering Taiwan Semiconductor: A Closer Look</h2>
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 73,000 people.
<h3>Taiwan Semiconductor's Financial Performance</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Positive Revenue Trend: Examining Taiwan Semiconductor's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 41.61% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Taiwan Semiconductor's net margin excels beyond industry benchmarks, reaching 42.98%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Taiwan Semiconductor's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 8.19%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Taiwan Semiconductor's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 5.22%, the company showcases efficient use of assets and strong financial health.
Debt Management: With a below-average debt-to-equity ratio of 0.22, Taiwan Semiconductor adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

4 Analysts Have This To Say About Taiwan Semiconductor

Barclays analyst Simon Coles maintains Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) with a Overweight and raises the price target from $215 to $240.

Price Target

Barclays Maintains Overweight on Taiwan Semiconductor, Raises Price Target to $240

Taiwan Semiconductor Manufacturing Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) CEO C.C. Wei revealed during Tuesday&#8217;s shareholder meeting that he informed President Donald Trump that establishing a proposed $100 billion U.S. manufacturing venture will &#8220;take time,&#8221; beyond the anticipated timeline.
What Happened: Wei disclosed that TSMC has maintained ongoing dialogue with the U.S. Commerce Department regarding Trump&#8217;s semiconductor tariffs since their implementation, <a href="https://breakingthenews.net/Article/TSMC-to-Trump:-dollar100B-project-hardly-in-five-years/64218465">reported</a> Baha Breaking News. 
The CEO expressed concerns that higher duties would elevate TSMC&#8217;s U.S. production costs, though he emphasized that tariff policies remain &#8220;ultimately a matter between governments, not between a government and a company.&#8221;
Despite tariff headwinds, Wei assured investors that artificial intelligence chip demand continues to <a href="https://www.benzinga.com/markets/tech/25/06/45739051/tsmc-ceo-admits-trump-tariffs-have-some-impact-on-chipmaker-but-demand-consistently-outpacing-supply-thanks-to-ai">substantially outpace supply capabilities</a>.
See Also: <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">Elizabeth Warren Says Trump &#8216;Approved&#8217; The Largest Meat Company In World To Be Listed On NYSE Ignoring Corruption And Bribery History, Demands Answers</a>
Why It Matters: The CEO explained that while tariffs don&#8217;t directly impact TSMC as an exporter, they create indirect pressure through <a href="https://www.benzinga.com/markets/tech/25/06/45739051/tsmc-ceo-admits-trump-tariffs-have-some-impact-on-chipmaker-but-demand-consistently-outpacing-supply-thanks-to-ai">higher import costs for customers.</a> &#8220;Tariffs can lead to slightly higher prices and when prices go up, demand may go down,&#8221; Wei noted.
TSMC&#8217;s cautious stance on U.S. expansion comes as the chipmaker weighs the <a href="https://www.benzinga.com/25/03/44084767/taiwan-semiconductor-weighs-100-billion-us-investment-as-chip-war-heats-up">massive $100 billion investment</a> over four years to build advanced manufacturing facilities stateside. The company has already committed over $65 billion to Arizona fabrication plants for advanced chip production.
Price Action: TSMC closed at $194.84 on June 2, up 0.79%. After hours, it rose 0.24% to $195.30. Year to date, the stock is down 3.34%.
Benzinga's Edge Stock Rankings show TSMC is enjoying a strong price trend across short, medium, and long-term horizons. For a deeper dive into the metrics, <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">click here</a>.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="890" height="636" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03030508/image-16.png" alt="" class="wp-image-936133" style="width:538px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03030508/image-16.png 890w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03030508/image-16-300x214.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03030508/image-16-768x549.png 768w" sizes="(max-width: 890px) 100vw, 890px" /></a></figure>
Read Next: 
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<li><a href="https://www.benzinga.com/news/esg/25/06/45739698/bill-gates-commits-majority-of-200-billion-foundation-budget-to-africa-over-next-20-years-amid-trumps-massive-usaid-cuts">Bill Gates Commits Majority Of $200 Billion Foundation Budget To Africa Over Next 20 Years Amid Trump&#8217;s Massive USAID Cuts</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Jack Hong / Shutterstock.com

TSMC CEO Tells Trump $100 Billion US Chip Expansion Will 'Take Time' Amid Tariff Pressures, Surging AI Demand

On Tuesday, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) CEO CC Wei said that while <a href="https://www.benzinga.com/markets/25/04/44881525/tsmc-confident-amid-trump-tariff-turmoil-ceo-cc-wei-says-no-change-in-customer-behavior-despite-nvidia-h20-chip-curbs">U.S. tariffs are creating</a> some headwinds, robust demand for AI chips continues to exceed the company's supply capabilities.
What Happened: Speaking at TSMC's annual shareholder meeting in Hsinchu, Taiwan, Wei acknowledged that the tariffs imposed under President Donald Trump's trade policies are having an indirect impact, reported Reuters.
"Tariffs do have some impact on TSMC, but not directly. That's because tariffs are imposed on importers, not exporters," he said, adding that TSMC is an exporter.
"However, tariffs can lead to slightly higher prices and when prices go up, demand may go down."
See Also:&nbsp;<a href="https://benzinga.com/markets/equities/25/04/44862552/ford-recalls-nearly-150000-vehicles-over-brake-and-powertrain-issues-nhtsa" target="_blank" rel="noreferrer noopener">Ford Recalls Nearly 150,000 Vehicles Over Brake And Powertrain Issues: NHTSA</a>
Despite this, Wei highlighted that demand for AI-related chips remains exceptionally strong. "If demand drops, TSMC&#8217;s business could be affected. But I can assure you that AI demand has always been very strong and it&#8217;s consistently outpacing supply," he stated.
Wei also denied reports that TSMC plans to build chip factories in the UAE and reaffirmed compliance with U.S. and Taiwanese regulations regarding export controls, particularly after halting shipments to China's Sophgo.
Why It's Important: Last month, Taiwan's Minister of Economic Affairs, JW Kuo, stated that the U.S. tariffs are <a href="https://www.benzinga.com/government/regulations/25/05/45508534/taiwan-minister-shrugs-off-us-tariffs-says-taiwan-semiconductor-will-thrive-while-samsung-takes-the-hit">not a concern for Taiwanese manufacturers</a>. He underscored America&#8217;s reliance on Taiwan to strengthen its microchip manufacturing capabilities.
Kuo also predicted that Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) is likely to be the most affected by the tariffs, citing the company's limited capacity in advanced semiconductor production.
In April, Trump warned that tariffs of up to <a href="https://www.benzinga.com/markets/equities/25/04/44704930/trump-says-he-warned-tsmc-of-100-tariff-if-it-doesnt-manufacture-in-us-these-chip-companies-are-loaded">100% could be imposed</a> on TSMC if the chipmaker failed to establish manufacturing facilities in the U.S.
Price Action: TSMC shares rose 0.79% on Monday and gained an additional 0.24% in after-hours trading, closing at $195.30. Despite the recent gains, the stock is still down 3.34% year-to-date, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga&#8217;s Edge Stock Rankings indicate that TSMC exhibits a positive price trend over the short, medium and long term. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">You can find more in-depth metrics 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/2025/06/03013318/Screenshot-2025-06-03-at-10.57.18%E2%80%AFAM.png" alt="" class="wp-image-936001" /></a></figure>
Photo Courtesy: Shutterstock/Jack Hong
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Markets

SSNLF

TSMC CEO Admits Trump Tariffs Have 'Some Impact' On Chipmaker But Demand 'Consistently Outpacing' Supply Thanks To AI

Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) has outperformed the market over the past 10 years by 12.88% on an annualized basis producing an average annual return of 23.82%. Currently, Taiwan Semiconductor has a market capitalization of $1.00 trillion. 
Buying $1000 In TSM: If an investor had bought $1000 of TSM stock 10 years ago, it would be worth $8,537.86 today based on a price of $193.38 for TSM at the time of writing.
<h3>Taiwan Semiconductor's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748876457_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

If You Invested $1000 In This Stock 10 Years Ago, You Would Have This Much Today

Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)&nbsp;is weighing an <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">advanced gigafab in</a> the United Arab Emirates.
The contract chipmaker is exploring a complex of six factories (similar to its Arizona fab), subject to regulatory approval from the Trump administration, given the Gulf nation&#8217;s ties to China and Iran&#8217;s influence in the region.
Taiwan Semiconductor held meetings with&nbsp;Steve Witkoff, the U.S. special representative to the Middle East, and MGX officials, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-30/tsmc-is-said-to-evaluate-building-advanced-chip-plant-in-the-uae?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Friday, citing unnamed sources familiar with the matter.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/asia/25/05/45466444/to-serve-exploding-ai-chip-demand-taiwan-semiconductor-plans-9-advanced-factories" rel="noreferrer noopener">To Serve Exploding AI Chip Demand, Taiwan Semiconductor Plans 9 Advanced Factories</a>
Taiwan Semiconductor accounts for the majority share of advanced chips designed by the likes of&nbsp;Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;and&nbsp;Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) components that serve as the brains of electronic devices and are essential for training artificial-intelligence models.
Taiwan Semiconductor executives visited the UAE in 2024, aspiring for potential geographical diversification amid support from the Biden administration subject to stringent conditions. However, the talks failed to fructify.
After Trump assumed charge, the UAE sought a Taiwan Semiconductor fab and vied for easier access to Nvidia chips for AI data centers.
In March, the UAE announced a <a target="_blank" href="https://www.benzinga.com/25/05/45291509/nvidia-broadcom-amd-surge-as-trump-reshapes-ai-chip-export-rules-to-ease-market-pressure" rel="noreferrer noopener">$1.4 trillion commitment</a> to invest in the U.S.
Wedbush&nbsp;analyst Daniel Ives hailed Saudi Arabia as a <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45424189/nvidia-amazon-tesla-palantir-among-top-beneficiaries-of-1-trillion-saudi-arabia-ai-push-analyst-says" rel="noreferrer noopener">significant area of</a> penetration for the AI revolution after President Trump&#8217;s key trip to the Middle East. Ives noted that the market opportunity in Saudi Arabia could add another $1 trillion to the broader global AI market in the coming years, posing tailwind for Nvidia, Palantir Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>),&nbsp;Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>),&nbsp;Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
Price Action: TSM shares&nbsp;are trading lower by 0.94% to $191.50 premarket at&nbsp;last check Monday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/media/25/05/45653729/taiwan-semiconductor-and-intel-weigh-benefits-of-asmls-pricey-chipmaking-equipment" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor And Intel Weigh Benefits Of ASML&#8217;s Pricey Chipmaking Equipment</a></li>
</ul>
Image by Jack Hong via Shutterstock

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Taiwan Semiconductor Eyes UAE Gigafab, Seeks Crucial US Green Light

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iShares PHLX SOX Semiconductor Sector Index Fund

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Shares of chip stocks are trading lower amid reports indicating the Trump administration is planning wider China tech restrictions.

<a href="https://www.bloomberg.com/news/articles/2025-05-30/tsmc-is-said-to-evaluate-building-advanced-chip-plant-in-the-uae" title="https://www.bloomberg.com/news/articles/2025-05-30/tsmc-is-said-to-evaluate-building-advanced-chip-plant-in-the-uae">https://www.bloomberg.com/news/articles/2025-05-30/tsmc-is-said-to-evaluate-building-advanced-chip-plant-in-the-uae</a>

Global

'TSMC Is Said To Weigh Building Advanced Chip Plant In The UAE' - Bloomberg News

Taiwan Semiconductor's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) short percent of float has fallen 6.45% since its last report. The company recently reported that it has 30.09 million shares sold short, which is 0.58% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.95 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Taiwan Semiconductor Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748523639_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Taiwan Semiconductor has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Taiwan Semiconductor's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Taiwan Semiconductor's peer group average for short interest as a percentage of float is 5.79%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About Taiwan Semiconductor?

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and peer chipmakers are still evaluating ASML Holding&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) advanced high numerical aperture (NA) machines for their <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">advanced technology nodes</a>.
ASML&#8217;s almost doubled-priced $400 million machines have yet to outweigh the speed and benefits of the most expensive piece of equipment in a chip fabrication plant, Reuters reported on Tuesday.
Kevin Zhang of Taiwan Semiconductor had disapproved of the ASML machines for its&nbsp;A16 node, citing its price.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44851295/asml-cfo-incorporates-tariff-impact-in-outlook-reveals-strong-demand-for-advanced-euv-and-high-na-systems" rel="noreferrer noopener">ASML CFO Incorporates Tariff Impact In Outlook, Reveals Strong Demand For Advanced EUV And High NA Systems</a>
Meanwhile, it weighed employing its Low-NA EUV machines for its&nbsp;A16 node by harvesting the scaling benefit.
Intel&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) looks to leverage the High-NA EUV machine in its future manufacturing process, 14A, to revive&nbsp;its contract chip business and better compete with Taiwan Semiconductor. However, Intel said its customers could still employ older and more proven technologies.
ASML attributed a <a target="_blank" href="https://www.benzinga.com/news/global/25/05/45570606/asml-bets-big-on-high-powered-chip-tools-as-taiwan-semiconductor-intel-micron-line-up" rel="noreferrer noopener">decade-long investment</a> in developing a high numerical aperture behind its most advanced and expensive&nbsp;chipmaking machine.
The chip equipment maker manufactured its high NA machines in Connecticut, California, Germany, and the Netherlands.
It then assembled them in a lab in Veldhoven, Netherlands, for testing and approval before disassembling them again for shipment.
ASML has ramped up production to serve&nbsp;Taiwan Semiconductor,&nbsp;Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), and Intel.&nbsp;
It also targets Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>),&nbsp;SK Hynix, and&nbsp;Rapidus.
Price Actions: ASML stock traded lower by 0.71% to $751.44 at the last check Wednesday. TSM is down 0.18%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" target="_blank" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a></li>
</ul>
Photo by Skorzewiak via Shutterstock

Taiwan Semiconductor And Intel Weigh Benefits Of ASML's Pricey Chipmaking Equipment

Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">plans to build</a> a new chip-design center in Munich, Germany, to develop high-performance and energy-efficient chips for the automotive, industrial, and artificial intelligence sectors.
The hub, expected to open in the third quarter of 2025, was selected for its proximity to European clients, the Wall Street Journal <a target="_blank" href="https://www.wsj.com/tech/tsmc-to-set-up-chip-design-hub-in-germany-20e42744?mod=tech_lead_pos2" rel="noreferrer noopener">reported</a> on Tuesday, citing a company spokesperson.
Taiwan Semiconductor stock is down 2% year-to-date as it grapples with the Trump administration&#8217;s tariff policies, prompting it to ramp up investment in the U.S. without incremental subsidies.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/asia/25/05/45466444/to-serve-exploding-ai-chip-demand-taiwan-semiconductor-plans-9-advanced-factories" rel="noreferrer noopener">To Serve Exploding AI Chip Demand, Taiwan Semiconductor Plans 9 Advanced Factories</a>
The center will add to Taiwan Semiconductor's global network of <a href="https://www.benzinga.com/markets/asia/25/05/45466444/to-serve-exploding-ai-chip-demand-taiwan-semiconductor-plans-9-advanced-factories">nine design centers spanning</a> Taiwan, mainland China, Japan, Canada and the U.S.
Taiwan Semiconductor is <a href="https://www.benzinga.com/government/24/05/38824316/taiwan-semi-set-to-build-11b-chip-plant-in-germany-aiming-for-2027-production-start" target="_blank" rel="noreferrer noopener">building a 10 billion euro ($11.33 billion)</a> microchip factory in the German city of Dresden as part of a joint venture with&nbsp;Infineon Technologies, Robert Bosch, and&nbsp;NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) called European Semiconductor Manufacturing Co. (ESMC).
The Dresden facility will initially focus on 22-nanometre node chips, primarily for automotive microcontroller units, with potential future expansions to produce more advanced semiconductor technologies.
Demand for chips in electric vehicles and industrial equipment has recently waned. The industry has been contending with an inventory glut as car makers and industrial equipment manufacturers stockpiled chips.
Taiwan Semiconductor reported <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">first-quarter net sales</a> of $25.53 billion (839.25 billion New Taiwanese Dollars), up 41.6% year-over-year, topping the analyst consensus estimate of $23.92 billion. Net sales declined&nbsp;3.4% quarter-over-quarter.&nbsp;Net income and earnings per share were $361.56 billion New Taiwanese Dollars and 13.94 New Taiwanese Dollars per share (or $2.12), topping the&nbsp;analyst consensus of $1.82. &nbsp;Taiwan Semiconductor&#8217;s AI technology moat helped it expand its quarterly gross margins by 572 bps to 58.8%.
Taiwan Semiconductor&nbsp;guided second-quarter&nbsp;2025 revenue of $28.4 billion to $29.2 billion versus the $26.79&nbsp;billion analyst estimate. It expects a gross margin of 57%-59%.
Commenting on tariffs on April 17, 2025, CFO Wendell Huang remarked, &#8220;While we have not seen any changes in our customers&#8217; behavior so far, uncertainties and risks from the potential impact from tariff policies exist. We will continue to closely monitor the potential impact on the end market demand, and manage our business prudently.&#8221;
Price Action: TSM shares&nbsp;were trading lower by 0.77% to $196.15 premarket at&nbsp;last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com//node/44932342">Taiwan Semiconductor&#8217;s Arizona Factory Faces $441 Million Loss Amid Supply Chain, Labor Cost Challenges</a></li>
</ul>
Image by Jack Hong via Shutterstock

Asia

Eurozone

Movers

Taiwan Semiconductor To Build Chip Design Center In Germany: Report

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Shares of semiconductor companies are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July. Additionally, the sector may be up in anticipation of NVIDIA's upcoming Q1 report.

<a href="https://www.reuters.com/world/asia-pacific/tsmc-still-evaluating-asmls-high-na-intel-eyes-future-use-2025-05-27/">https://www.reuters.com/world/asia-pacific/tsmc-still-evaluating-asmls-high-na-intel-eyes-future-use-2025-05-27/</a>

General

'TSMC still evaluating ASML's 'High-NA' as Intel eyes future use'- Reuters

JP Morgan analyst Samik Chatterjee maintained an <a target="_blank" href="https://www.benzinga.com/quote/QCOM/analyst-ratings" rel="noreferrer noopener">Overweight rating on</a> Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) on Monday.
Chatterjee noted that Qualcomm is evaluating the potential acquisition of Alphawave. The current deadline for providing an update on its intent to make an acquisition offer is May 27.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45515826/taiwan-semiconductor-qualcomm-mediatek-team-up-to-power-next-gen-mobile-and-ai-chips" rel="noreferrer noopener">Taiwan Semiconductor, Qualcomm, MediaTek Team Up To Power Next-Gen Mobile And AI Chips</a>
While the potential acquisition will have a negligible impact on financials, the analyst noted that the possible acquisition of Alphawave has higher strategic importance for Qualcomm, which has recently more explicitly outlined its intent to pursue the data center market as another pillar of growth and diversification.
Industry reports highlight the data center CPU TAM to be positioned to expand at a 10% CAGR, the AI inference market to expand more than a 20% CAGR, and a potential acquisition of Alphawave and its capabilities regarding data center connectivity IP would complement its earlier acquisition of Nuvia and its capabilities in relation to designing data center CPUs as well as AI inference chips based on custom ARM cores, Chatterjee said.
The broader capabilities beyond Compute, extending into Connectivity, will also allow Qualcomm to leverage a similar playbook that it has adopted about its successful entry and scaling in end-markets like Autos and IoT where the breadth of the capabilities has been a key differentiation relative to more focused semiconductor companies, allowing Qualcomm to gain share despite being a relatively new and in some cases a late entrant looking to leverage an emerging insertion point in a mature industry, as per the analyst.
Chatterjee noted that recently, Qualcomm announced the engagement with HUMAIN in Saudi Arabia to support custom CPUs compatible with Nvidia&#8217;s GPUs and AI infrastructure through AI inferencing chips.
The analyst said Alphawave is vertically integrated, with capabilities spanning from Design IP to chips. Some of the company&#8217;s named customers are Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), and Rebellions, as well as an unnamed North American hyperscaler.
Chatterjee said the breadth of capabilities that Alphawave can add to Qualcomm&#8217;s portfolio will position the company to benefit from tailwinds related to strong growth in Custom silicon and ASIC adoption within AI infrastructure and growth in content related to connectivity products within AI data centers.
At its Capital markets day, Alphawave outlined expectations for the High-Performance IP TAM to expand at a 21% CAGR from 2024 through 2027, Custom Silicon to expand at 23%, Connectivity Products at 31%, and Chiplets at 65% over the same period. Led by the above growth drivers, Custom Silicon is expected to be 70%+ of the total TAM by 2027, which is estimated in aggregate to be close to $39 billion by 2027, he said.
The analyst added that Alphawave&#8217;s immediate contribution to Qualcomm&#8217;s financial performance is unlikely material, but the company expects synergies from its entry into the broader data center TAM.
Given Alphawave&#8217;s relatively small size and Qualcomm&#8217;s strong balance sheet, Chatterjee expects the acquisition to be modestly accretive even when assuming a significant premium to Alphawave&#8217;s valuation in the public markets before Qualcomm disclosed interest.
Price Action: QCOM stock is up 2.48% at $148.96 at last check Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/tech/25/05/45235394/nvidia-broadcom-lead-fund-manager-buys-even-as-semiconductor-sector-cools-analysts" target="_blank" rel="noreferrer noopener">Nvidia, Broadcom Lead Fund Manager Buys Even As Semiconductor Sector Cools: Analysts</a></li>
</ul>
Photo: Shutterstock

Reiteration

Qualcomm Eyes Alphawave To Power AI And Data Center Growth, Analyst Sees Strategic Fit

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) will launch a significantly cheaper artificial intelligence chip for China&#8217;s market, priced between $6,500 and $8,000, as the company adapts to ongoing U.S. export restrictions that have decimated its Chinese market share.
What Happened: The new graphics processing unit, based on Nvidia&#8217;s latest Blackwell architecture, represents a dramatic price reduction from the company&#8217;s recently banned H20 model, which sold for $10,000 to $12,000. Mass production could begin as early as June, Reuters reported, citing sources.
The lower pricing reflects weaker specifications and simplified manufacturing requirements. The chip will utilize Nvidia&#8217;s RTX Pro 6000D server-class processor with conventional GDDR7 memory rather than advanced high bandwidth memory. 
Notably, it will not require Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) advanced Chip-on-Wafer-on-Substrate packaging technology.
&#8220;Until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China&#8217;s $50 billion data center market,&#8221; an Nvidia spokesperson stated, according to the report.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45605168/unprecedented-demand-for-nvidias-gb200-drives-accelerated-production-taiwan-engineers-are-working-incredibly-hard-says-expert">Unprecedented Demand For Nvidia&#8217;s GB200 Drives Accelerated Production: &#8216;Taiwan Engineers Are Working Incredibly Hard,&#8217; Says Expert</a>
Why It Matters: China remains critical for Nvidia, accounting for 13% of sales in the past financial year. However, the company&#8217;s Chinese market share has plummeted from 95% before 2022 to 50% currently, CEO Jensen Huang revealed last week. The H20 ban in April forced Nvidia to <a href="https://www.benzinga.com/25/05/45513246/nvidia-ceo-jensen-huang-says-chinese-ai-researchers-are-world-class-and-us-companies-are-hiring-a-whole-bunch-of-them">write off $5.5 billion in inventory</a> and abandon approximately $15 billion in sales.
Nvidia <a href="https://www.benzinga.com/government/regulations/25/04/45113788/huaweis-new-ai-cluster-takes-on-nvidia-but-at-a-higher-cost-following-sanctions">faces intensifying competition</a> from Huawei Technologies&#8216; Ascend 910B chip. Semiconductor expert Nori Chiou from White Oak Capital Partners expects domestic Chinese technologies to match downgraded chip performance within one to two years, though Nvidia maintains advantages through its CUDA programming platform integration, the report noted.
Price Action: Nvidia stock closed at $131.29 on Friday, down 1.16% for the day. In after-hours trading, the stock dipped slightly to $131.17, marking a further decline of 0.09%. The stock has declined 5.08% year-to-date but remains 15.27% higher compared to the same time last year.
According to Benzinga Edge Stock Rankings, Nvidia maintains strong price momentum across short-, medium-, and long-term timeframes. While its momentum score remains solid, the stock ranks poorly on value metrics. More <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">detailed metrics are available here</a>. 
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="904" height="658" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26062232/image-330.png" alt="" class="wp-image-927433" style="width:574px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26062232/image-330.png 904w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26062232/image-330-300x218.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26062232/image-330-768x559.png 768w" sizes="(max-width: 904px) 100vw, 904px" /></a></figure>
Image Via Shutterstock
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

After Jensen Huang Criticized US Export Curbs, Nvidia Set To Launch Cheaper Blackwell AI Chip For China Amid Market Share Slide: Report

Nearly two decades ago, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) founder Morris Chang explained why Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) wouldn&#8217;t stand a chance in the foundry business—and history is proving him right.
What Happened: During a 2007 conversation at the Computer History Museum, Chang addressed whether Intel or Samsung could compete with TSMC by using excess production capacity to enter the foundry market.
His response was blunt: "It's a completely different corporate culture."
He elaborated, recalling a conversation with a CEO who evaluated fab managers based on yield and cycle time metrics. "I said, we evaluate our plant managers by the satisfaction of our customers," he told Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang, who was moderating the conversation.
See Also: <a href="https://www.benzinga.com/tech/25/03/44298588/lip-bu-tan-got-high-praise-from-tsmc-founder-morris-chang-for-saving-cadence-from-pretty-big-trouble-will-the-magic-work-at-the-new-intel">Lip-Bu Tan Got High Praise From TSMC Founder Morris Chang For Saving Cadence From &#8216;Pretty Big Trouble&#8217; — Will The Magic Work At The &#8216;New&#8217; Intel</a>
That difference, he said, meant rivals couldn't succeed even if they tried. "I decided right there that this guy is not going to be an effective competitor with me."
"I give you the same comment when you bring up Samsung and Intel. I have a great deal of respect for them in what they are doing, but I do not think that they will effectively compete with me in the foundry business even if they have excess capacity," Chang stated.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
After Chang's statement, Huang said that from a customer's perspective, the distinction between a semiconductor company of &#8220;force&#8221; and one of &#8220;agility and force&#8221; is critical.
"Agility is something that's tough to teach large corporations," he said, praising TSMC's culture of service and flexibility.
Chang added that TSMC's ability to manage nearly 50 customers within the same fab was a competitive advantage no other chipmaker had mastered. "We just learned it over 20 years—that's one of our trade secrets."
Why It&#8217;s Important: Today, TSMC is the dominant global foundry player with clients like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
Despite renewed pushes by Intel and Samsung into the contract manufacturing space, <a href="https://www.benzinga.com/news/24/08/40576490/taiwan-semiconductor-leads-foundry-market-samsung-and-intel-ramp-up-advanced-process-efforts-report">TSMC's lead remains formidable</a>, validating Chang's early insights.
According to a March 2025 Counterpoint research, TSMC dominates the global foundry market, steadily increasing its share from 58% in the second quarter of 2023 to 67% in the fourth quarter of 2024.
Samsung Foundry—TSMC's closest competitor—is losing market share, dropping from 12% to 11% during the same period.
<figure class="wp-block-image size-large is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/21203333/Screenshot-2025-05-22-at-6.03.24%E2%80%AFAM-1024x586.png" alt="" class="wp-image-923635" style="width:919px;height:auto" /><figcaption class="wp-element-caption">Source: Counterpoint</figcaption></figure>
Meanwhile, Intel&#8217;s foundry business has faced major hurdles, including $13 billion in annual losses last year, job cuts, a suspended dividend and a <a href="https://www.benzinga.com/news/legal/25/03/44157128/intel-beats-investor-lawsuit-after-32-billion-stock-plunge-judge-rules-foundry-losses-werent-misleading">shareholder lawsuit</a> over alleged concealment of internal issues.
The abrupt departure of CEO Pat Gelsinger also <a href="https://www.benzinga.com/news/25/02/43708460/bill-gates-has-a-soft-spot-for-intel-but-says-the-chip-giant-has-lost-its-way-questions-whether-the">added to the turmoil</a>.
Despite these setbacks, Intel remains determined to become the world's No. 2 foundry by 2030, aiming to surpass Samsung while competing with TSMC.
Last month, at the Intel Direct Connect event, new CEO Lip-Bu Tan reaffirmed the company&#8217;s commitment to <a href="https://www.benzinga.com/content/44656300/intels-big-bet-on-18a-will-lip-bu-tans-vision-pay-off">its foundry ambitions</a>.
Price Action: Intel shares have risen 2.32% year to date, while TSMC shares have declined by 4.87%. However, over the past five years, Intel stock has dropped 66.77%, whereas TSMC has surged 285.06%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Rankings give Intel (INTC) a 19.77% growth rating. Want to see how it compares to TSMC and Samsung? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here for the full breakdown</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/2025/05/21203434/Screenshot-2025-05-22-at-6.04.07%E2%80%AFAM.png" alt="" class="wp-image-923637" /></a></figure>
Photo Courtesy: jamesonwu1972 On Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45335671/morris-chang-once-talked-about-how-intel-turned-down-his-vision-for-tsmc-fast-forward-to-today-and-the-taiwanese-chipmaker-has-outgrown-intel-in-market-value-by-hundreds-of-billions">Morris Chang Once Talked About How Intel Turned Down His Vision For TSMC — Fast Forward To Today And The Taiwanese Chipmaker Has Outgrown Intel In Market Value By Hundreds Of Billions</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

AAPL

Morris Chang Saw Writing On The Wall 20 Years Ago For The Likes Of Intel And Samsung And Why They Would Never Be Able To Beat TSMC In Foundry Business

In the current session, the stock is trading at $195.96, after a 2.19% spike. Over the past month, Taiwan Semiconductor Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) stock increased by 19.50%, and in the past year, by 22.62%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2025/1747951224_0.png" alt="Past Year Chart" />

<h3>How Does Taiwan Semiconductor P/E Compare to Other Companies?</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 153.45 in the Semiconductors &amp; Semiconductor Equipment industry, Taiwan Semiconductor Inc. has a lower P/E ratio of 23.19. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1747951224_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Taiwan Semiconductor

ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) attributed a decade-long investment in developing a high numerical aperture behind its most advanced and expensive <a href="https://www.benzinga.com/topic/chip-stocks" target="_blank" rel="noreferrer noopener">chipmaking machine that</a> commanded a price of over $400 million. 
The chip equipment maker manufactured its high NA machines in Connecticut, California, Germany and the Netherlands, then assembled them in the Veldhoven, Netherlands, lab for testing and approval before disassembling them again for shipment, CNBC <a href="https://www.cnbc.com/2025/05/22/exclusive-look-at-high-na-asmls-new-400-million-chipmaking-colossus.html" target="_blank" rel="noreferrer noopener">reported</a> on Thursday.
Intel Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Oregon chip fabrication plant became ASML&#8217;s first high NA machine customer in 2024. ASML has shipped only five of them. 
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44851295/asml-cfo-incorporates-tariff-impact-in-outlook-reveals-strong-demand-for-advanced-euv-and-high-na-systems" target="_blank" rel="noreferrer noopener">ASML CFO Incorporates Tariff Impact In Outlook, Reveals Strong Demand For Advanced EUV And High NA Systems</a>
ASML has ramped up production to serve Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (SSNLF) and Intel. 
ASML told CNBC that High NA would also serve its EUV customers, such as Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), SK Hynix and Rapidus.
CEO Christophe Fouquet replied to CNBC that the company purposely kept the prices of its machines in check to drive the chipmaking costs down, as per Moore&#8217;s law, leading to more opportunities.
ASML is building its first U.S. training center in Arizona.
It plans to ship at least five more systems in 2025 and ramp up production capacity of 20 machines in a few years.
ASML stock lost nearly 7% year-to-date as it grappled with U.S. semiconductor sanctions and tariff policies on China and other countries.
CNBC&#8217;s &#8220;Mad Money Lightning Round,&#8221;&nbsp;Jim Cramer recommended buying&nbsp;Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) over ASML, citing ASML&#8217;s <a target="_blank" href="https://www.benzinga.com/markets/25/05/45466164/jim-cramer-prefers-autozone-over-rival-buy-the-one-thats-not-going-to-stock-split" rel="noreferrer noopener">weaker quarterly results</a>.
ASML Price Action: ASML stock is up 0.84% at $743.39 at publication on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" target="_blank" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a></li>
</ul>
Photo: Skorzewiak via Shutterstock

ASML Bets Big On High-Powered Chip Tools As Taiwan Semiconductor, Intel, Micron Line Up

China has threatened legal action against any individual or organization assisting with or implementing U.S. semiconductor restrictions, escalating tensions in the ongoing tech rivalry between the world&#8217;s two largest economies.
What Happened: China&#8217;s commerce ministry said there could be &#8220;corresponding legal liabilities&#8221; for those involved in U.S. measures it characterized as &#8220;discriminatory restrictive measures&#8221; against Chinese firms, Reuters reported. 
The warning comes after the U.S. published guidance last week cautioning companies against using Ascend AI chips from Huawei Technologies.
The dispute highlights growing friction as both nations compete for dominance in advanced technology. Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang recently criticized U.S. chip export controls as &#8220;exactly wrong for America,&#8221; revealing his company wrote off $5.5 billion in inventory and lost <a href="https://www.benzinga.com/25/05/45513246/nvidia-ceo-jensen-huang-says-chinese-ai-researchers-are-world-class-and-us-companies-are-hiring-a-whole-bunch-of-them">approximately $15 billion in sales</a> due to these restrictions.
&#8220;China&#8217;s doing fantastic, 50% of the world&#8217;s AI researchers are Chinese and you&#8217;re not going to hold them back,&#8221; Huang said at Computex 2025, arguing American companies should be allowed to compete in China to &#8220;offset the trade deficit.&#8221;
See Also: <a href="https://www.benzinga.com/general/space/25/05/45532125/l3harris-stock-moves-higher-after-being-named-in-golden-dome-missile-defense-system">L3Harris Stock Moves Higher After Being Named In &#8216;Golden Dome&#8217; Missile Defense System</a>
Why It Matters: The technology standoff has intensified since April, when China imposed retaliatory tariffs up to 125% on U.S.-made chips, while <a href="https://www.benzinga.com/25/04/44770461/intel-on-slump-as-china-hits-us-made-chips-with-tariffs-amd-and-taiwan-semiconductor-rise-on-exemption-boost">exempting Taiwan-manufactured semiconductor</a>s. This policy benefits companies like Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) that outsource to Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), while potentially harming U.S.-based fabricators like Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) co-founder Bill Gates recently noted that export bans have <a href="https://www.benzinga.com/news/25/05/45342962/bill-gates-slams-trumps-tariffs-we-told-china-to-make-their-own-chips-and-theyre-making-great-progress-warns-its-a-bad-time-to-inte">only accelerated China&#8217;s self-reliance efforts</a>. &#8220;We made clear to them that they needed to make their own chips, and they&#8217;re making great progress on doing that,&#8221; Gates told CNN.
China&#8217;s ministry urged the U.S. to &#8220;abide by international economic and trade rules&#8221; and respect other countries&#8217; technological development rights.
Image Via Shutterstock
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<li><a href="https://www.benzinga.com/25/05/45529030/elon-musk-confirms-tesla-robotaxi-launch-is-on-track-for-next-month-these-things-happen-slowly-but-then-all-at-once">Elon Musk Expects Tesla Robotaxi Launch For June: &#8216;These Things Happen Slowly, Then All At Once&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Economics

China Warns Of Legal Retaliation Against US Chip Sanctions, Threatens Lawsuits For Aiding 'Discriminatory' Tech Crackdown

The Future Of Bitcoin Mining According To The Industry's Leading Players

Press Releases

Amkor and TSMC to Expand Partnership and Collaborate on Advanced Packaging in Arizona

Critical Minerals Become Central in Global Geopolitics

Chinese Firms Acquire NVIDIA's Blackwell AI Chips Despite U.S. Export Controls

China's Strategic Control of Rare Earth Metals Escalates Tech Trade Tensions

TSMC Files Annual Report on Form 20-F for 2024

NYSE Content Advisory: Pre-Market update + Taiwan Semiconductor exceeds earnings expectations

/C O R R E C T I O N -- New York Stock Exchange/

Caliber Gains Approval for Canyon Village Redevelopment

TSMC Unveils Next-Generation A14 Process at North America Technology Symposium

AMKR

BTDR

CIFR

CLSK

MARA

WULF

Analog Devices

Astera Labs

Advanced Micro Devices, Inc. - Common Stock

Advanced Micro Devices

Arm Holdings plc - American Depositary Shares

ARM Holdings

ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

ASE Technology Holding Co

Broadcom

Credo Technology Group Holding Ltd - Ordinary Shares

Credo Technology Group

First Solar

GLOBALFOUNDRIES

Intel

Lattice Semiconductor Corporation - Common Stock

Lattice Semiconductor

Microchip Technology Incorporated - Common Stock

Microchip Technology

Monolithic Power Systems, Inc. - Common Stock

Monolithic Power Systems

Marvell Tech

MACOM Technology Solutions Holdings, Inc. - Common Stock

MACOM Technology Solns

Micron Technology

NVIDIA

Universal Display Corporation - Common Stock

Universal Display

ON Semiconductor Corporation - Common Stock

ON Semiconductor

Qualcomm

Qorvo

STMicroelectronics

Skyworks Solutions

Texas Instruments Incorporated - Common Stock

Texas Instruments

United Microelectronics Corporation (NEW) Common Stock

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
11:05 AMMay 21, 2025	CALL	$150.00	Jan 16, 2026	225	100	100	4	2450	TRADE	BULLISH
01:10 PMMay 20, 2025	CALL	$155.00	Jan 16, 2026	225	501	500	33	1537	SWEEP	BEARISH
10:53 AMMay 20, 2025	CALL	$175.00	Jan 16, 2026	225	303	300	6	5141	SWEEP	BULLISH
01:30 PMMay 19, 2025	PUT	$190.00	Jan 16, 2026	225	415	414	10	4287	TRADE	BULLISH
01:22 PMMay 19, 2025	PUT	$190.00	Jan 16, 2026	225	442	441	10	4287	TRADE	BULLISH
01:21 PMMay 19, 2025	PUT	$155.00	Jan 16, 2026	225	1001	1000	26	3785	TRADE	NEUTRAL
12:38 PMMay 19, 2025	PUT	$180.00	Aug 15, 2025	71	2153	1300	50	4276	TRADE	BULLISH
10:40 AMMay 19, 2025	CALL	$195.00	Aug 15, 2025	71	1518	750	92	1642	SWEEP	BULLISH
10:39 AMMay 19, 2025	CALL	$195.00	Aug 15, 2025	71	768	750	47	1642	SWEEP	BULLISH
10:08 AMMay 19, 2025	CALL	$180.00	Aug 15, 2025	71	5035	5000	13	37662	TRADE	BEARISH
09:54 AMMay 19, 2025	PUT	$230.00	Dec 19, 2025	197	700	700	57	1221	TRADE	BULLISH
12:15 PMMay 16, 2025	CALL	$150.00	Jan 16, 2026	225	646	260	24	2748	SWEEP	BULLISH
09:55 AMMay 16, 2025	CALL	$180.00	Aug 15, 2025	71	4007	4000	10	41524	TRADE	BULLISH
10:16 AMMay 15, 2025	CALL	$150.00	Oct 17, 2025	134	110	110	30	369	TRADE	BEARISH
10:31 AMMay 14, 2025	CALL	$180.00	Aug 15, 2025	71	4191	4000	9	45353	TRADE	BEARISH
10:22 AMMay 14, 2025	CALL	$185.00	Jul 18, 2025	43	2060	1475	27	7737	TRADE	BULLISH
09:57 AMMay 14, 2025	CALL	$185.00	Jul 18, 2025	43	2057	531	27	7737	SWEEP	BEARISH

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