Silicon Valley Billionaires Are Quietly Buying Into What We Call the "Imperium" Boom

See why Bill Gates, Mark Zuckerberg and Peter Thiel are making huge bets on this breakthrough now.

What's Going On With Taiwan Semi Stock On Wednesday?

Anusuya Lahiri
June 26, 2024

Analysts on Tuesday said that Taiwan’s Semiconductor Industry should maintain its global lead for at least the next eight to ten years.

They urged the government to ensure the country’s research security and develop a “grand strategy” considering changing supply chains.

Taiwan Semiconductor Manufacturing Co (NYSE:TSM), headquartered in Taiwan, led global foundry revenue in the first quarter. It is a crucial supplier of Nvidia Corp and Apple Inc (NASDAQ:AAPL).

Also Read: What’s Going On With Taiwan Semi Stock On Tuesday?

China’s state-backed Semiconductor Manufacturing International Co TSMC held a 62% market share in the first quarter.

At a forum called “Taiwan in the era of techno-geopolitics” in Taipei hosted by the new think tank Research Institute for Democracy, Society, and Emerging Technology (DSET), veteran analyst Ray Yang said he believes Taiwan’s semiconductor industry will maintain its competitive edge for another eight to 10 years, Focus Taiwan reports.

Ray Yang, consulting director at the Industry, Science and Technology International Strategy Center, stated, “Next year, the industry will utilize 2-nanometer process technology, and I believe Taiwan will continue to dominate until at least the 9-angstrom generation.”

During these partnerships, Yang emphasized the importance of international collaboration and the need to protect Taiwan’s research security.

Meanwhile, Taiwan’s Semiconductor Industry is facing geopolitical pressure linked to the U.S. concerns that most of the IC manufacturing is happening in Asia. However, it should still reach a mutually beneficial compromise with Washington, Taipei Times cited a former TSMC executive.

Konrad Young, a former TSMC R&D director, told at the DSET forum that the semiconductor industry faces risks from US-China trade tensions-driven “geopolitics 2.0.”

According to Young, “geopolitics 2.0” is a contemporary version of what he called “geopolitics 1.0,” which took place in the 1980s when the U.S., feeling threatened by Japan, sought to dismantle its dominance in the semiconductor industry. He noted that the current risk stems from the U.S.’s concerns amid its trade frictions with China, particularly the potential loss of Taiwan’s competitive edge if Taiwanese companies are asked to set up factories in the U.S.

However, Young pointed out that American companies, including top IC firms such as Qualcomm Inc (NASDAQ:QCOM) and Nvidia Corp (NASDAQ:NVDA), still rely heavily on TSMC for their chip manufacturing needs. This reliance makes it unlikely that the U.S. government would take actions resulting in mutually assured destruction.

Young also called for cooperation with non-US countries such as Europe, Japan, Southeast Asia, and even the Middle East, which have invested in the industry.

TSMC stock gained over 72% in the last 12 months, buoyed by the artificial intelligence frenzy.

Price Action: At the last check on Wednesday, TSM shares traded higher by 0.21% to $172.96 premarket.

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Photo by Jack Hong via Shutterstock

Continue Reading...

Popular

This Analyst Sees Potential Downside In Eli Lilly, Adjusts Model For Acquired IPR&D Charges

Cantor Fitzgerald analyst Louise Chen reiterated an Overweight rating on Eli Lilly with a price target of $885. Eli Lilly's Q2 FY24 earnings report on August 8 will include a pre-tax IPR&D charge of $154 million, impacting GAAP and non-GAAP EPS by $0.14.

What's Going On With KKR Shares Today?

KKR completed the acquisition of Park 8Ninety for $234 million, Evercore ISI Group maintains Outperform rating with $117 target.

The World's First Trillion Dollar Drug - Ad

By 2030, Wall Street experts predict it could generate more revenue than the top 10 best-selling drugs... combined. Early investors stand to reap tremendous rewards as its growth surges 75,000% by 2030. Former hedge fund manager Ian King predicts this could become the world's first trillion-dollar drug. And he's recommending 3 little-known stocks to play this fast-moving trend.

Powell says Federal Reserve is more confident inflation is slowing to its target

WASHINGTON (AP) — Chair Jerome Powell said Monday that the Federal Reserve is becoming more convinced that inflation is headed back to its 2% target and said the Fed would cut rates before the pace of price increases actually reached that point.

What Is Nvidia's New $1 Trillion Superproject? - Ad

While most are still focused on Nvidia's recent performance, they're missing this massive, $1 trillion pivot Nvidia's making right now. But it's what's happening behind the scenes that should be most exciting for investors. We've identified three companies that Nvidia needs to lean on to help get the job done.

Verizon And AT&T Clash Over $14B FirstNet Spectrum Proposal

Verizon Communications Inc. (NYSE: VZ) and AT&T Inc. (NYSE: T) are at odds over a proposal to enhance emergency responder services, which Verizon claims would unfairly benefit AT&T by $14 billion. AT&T and partners urge regulators to allocate more wireless frequencies to FirstNet, a network supporting emergency services.

Trump's Family Reacts To Attempted Assassination: 'Toughest Man I've Ever Met'

Following the attempted assassination of former President Donald Trump on Saturday, his family shared heartfelt messages.

This Could Be Like Buying Crypto In 2020 - Ad

Wall Street veteran Ian King says, "this could be like buying crypto in 2020." Now Ian's pounding the table on a new opportunity that's on the cusp of mainstream adoption just like crypto in 2020. And he's recommending you buy 3 little-known stocks ahead of an official announcement from the U.S. government.

These Are The Top Democratic Contenders Who Could Succeed Biden If President Were To Bow Out Of

In the wake of a debate performance that drew widespread criticism, speculation has been reignited about whether President Joe Biden should bow out before the November election.

Trump Vs. Biden: New 2024 Election Poll Show Tie, But Here's Who Independent Voters Favor

A new 2024 election poll shows Donald Trump and Joe Biden tied. The poll shows inflation a key concern for voters moving forward.

Forget AI, Imperium Is Expected to Grow 320,000% In 3 Years - Ad

Three of the world's biggest AI companies -- Google, Nvidia and Intel -- have even partnered with my No. 1 Imperium company to get on this massive mega trend. The average investor hasn't caught on yet, but you can still invest in my No. 1 Imperium company for just $10 a share.

As Trump Prepares For Comeback, Latest Pew Poll Reveals Which Presidential Candidate Rest Of World Prefers

In light of former President Donald Trump's recent perceived triumph in the presidential debate, world leaders are gearing up for the possibility of a second Trump administration.

Top 4 Real Estate Stocks That Could Lead To Your Biggest Gains In Q3

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.

The Surprising Way to Play AI (Not Stocks!) - Ad

Almost nine out of 10 Americans completely ignore this market. And your broker probably isn't going to help you invest in this niche. That's because this niche of the AI market is completely outside of the stock market. Take advantage of these potential AI superstars....

Top 3 Tech Stocks Which Could Rescue Your Portfolio In July

Here's the latest list of major oversold players in this sector, having an RSI near or below 30.

Elon Musk Says 'Lying On This Platform Doesn't Work Anymore' After Biden VP Kamala Harris Gets Community Noted On X After Posting About Trump

Elon Musk challenged Vice President Kamala Harris's claim about former President Trump's stance on a national abortion ban after her post on X was flagged by the Community Notes feature, asserting that Trump's position has been misrepresented.

The Election Shock Nobody Expected... (But You'll See it Coming) - Ad

It comes down to just 9 words... Nine simple words which when spoken, will determine the outcome of the 2024 election... These words have nothing to do with Trump, the economy, or what's happening in Ukraine, China or Israel. This is the scandal that isn't being reported (yet.) But my political operatives tracked down this story.

Boeing Astronauts Stuck In Space Speak Out: 'Absolutely Confident' Will Return Home

Two astronauts saw their one week on the International Space Station turn into more than a month. In public comments, the astronauts remain confident in returning home.

The son of Asia’s richest man is set to marry in one of India’s most extravagant weddings

MUMBAI, India (AP) — Global celebrities, business tycoons and politicians began arriving in India’s financial capital on Friday to attend the wedding of the youngest son of highlighting the billionaire's staggering wealth and rising clout.

The AI Presentation 'They' Don't Want You to See - Ad

Wall Street legend confesses, "I feel a sense of duty to share what I know with as many people as I can... that's why I made this free for all to view."

Chewy, Apple, Marathon Digital, McDonald's, Tesla: Why These 5 Stocks Are On Investors' Radars Today

On Monday evening, major U.S. indices closed in positive territory. The Dow Jones Industrial Average increased by 0.1%, reaching 39,169.52. The S&P 500 rose by 0.3% to 5,475.09, while the tech-focused Nasdaq climbed 0.8% to finish at 17,879.30. These are the top stocks that gained the attention of retail traders and investors throughout the day:

The 7th Trillion Dollar Company? - Ad

There are six American companies worth over $1 trillion. Could there be a seventh soon? This company signed a massive deal with Apple until 2040 and is also involved with Nvidia, Google, and Samsung. Could this be the next trillion-dollar company? A top stock expertpicker thinks so.

As Nvidia And Other Tech Stocks Soar, Expert Downgrades Sector Amid Overvaluation Concerns

The tech sector, a major driver of the stock market's recent gains, has been downgraded by Truist's Chief Strategist and CIO, Keith Lerner. This move comes amid concerns of overvaluation and a subsequent recommendation to invest in alternative sectors.

Jim Cramer Has A Market Strategy: Interest Rates Up, Buy Mag 7; Rates Down, Buy Everything

Jim Cramer, the host of CNBC's "Mad Money," has advised investors to consider buying the 'MAG 7' stocks when interest rates rise and to buy everything when rates fall.

The Election Shock Nobody Expected... (But You'll See It Coming) - Ad

It comes down to just 9 words...Nine simple words which when spoken, will determine the outcome of the 2024 election...These words have nothing to do with Trump, the economy, or what's happening in Ukraine, China or Israel. This is the scandal that isn't being reported (yet.) But my political operatives tracked down this story.

Stocks Show Modest Gains Ahead Of Fed's Inflation Report; Chipmakers Struggle, While Gold And Bitcoin Rebound: What's Driving Markets Thursday?

Wall Street experienced a subdued trading day on Thursday, as traders likely chose to remain on the sidelines in anticipation of Friday’s release of the Federal Reserve’s preferred inflation gauge.

New Trump Bombshell - Ad

The Freeport Society and Louis Navellier have just issued a shocking election prediction for 2024. I believe Donald J. Trump will go down as America's last Republican president. But NOT for the reasons you may think...

Trump Media & Technology Stock Soars After Presidential Debate - What's Going On?

Trump's media group shares soared after the first 2024 presidential debate between Biden and Trump. Biden's age and hoarse voice raised concerns.

China's Secret Plan to Bankrupt Millions of Americans? - Ad

A mountain of evidence compiled over the past 20 months makes it clear to us that China has put in a covert plan that will cost the U.S. government $9 trillion...and harm ordinary citizens. How you handle this situation will be one of the most important financial decisions you ever make.

Investors Predict Impact Of Potential Trump Presidency On Markets: 'The Market Is Already Priced For That To Happen'

Investors anticipate heightened market volatility as Trump and Biden vie for the presidency, weighing potential impacts on sectors and economic stability.

Bitcoin Rebounds From ETF Outflows, Back Above $61K

Bitcoin (CRYPTO: BTC) has bounced from its poor showing in Monday trading and is trading back above $61,000, despite significant net outflows from spot ETFs.

Buy These 3 Stocks Before the FDA's Anticipated Announcement - Ad

See this ASAP! This could NOT be more urgent.... Ian King has identified 3 little-known stocks that could go up 10X in the coming years. It's all thanks to a breakthrough product that could save billions of lives. Maybe even yours.

Trump Vice President Pick Coming 'Any Time': Betting Odds Show New Favorite Emerging

Since the first presidential debate, much of the political conversation has been on whether President Joe Biden would step down from the 2024 presidential election.

Supreme Court Rejects Trump-Ally Steve Bannon's Appeal, Prison Sentence Looms

The Supreme Court dismissed Steve Bannon's final appeal to avoid prison, mandating him to report to prison by July 1 for his contempt of Congress conviction.

This Is Where the World's Richest Men Are Putting Their Money - Ad

Bill Gates, Peter Thiel, Mark Zuckerberg -- they're pouring millions into something we call Imperium technology. And you can invest in this tech alongside them starting with just $10. Bill Gates called Imperium "one of the most powerful technologies of the 21st century."

Apple Eyes New Growth With Extended Smartphone Replacement Cycle and Strategic Pricing: Analyst

Apple Inc (AAPL) shares up as Needham analyst maintains Buy rating and $220 price target. Channel checks suggest longer smartphone replacement cycle.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright markethundred.com
Privacy Policy | Terms of Service