Our fair value estimate for GlobalWafers is TWD 620 per share, at which GlobalWafers would trade at 2025 price/earnings ratio of 21 times and 1.7% dividend yield. We use a weighted average cost of ...

Taiwan-based TSMC fabricates the vast majority of the advanced chips for AI and smartphones. Now more of that fabrication ...

We foresee the semiconductor silicon wafer market to grow at 6% per year in the next decade in terms of area and another 2%-4% in pricing coming from more advanced semiconductors. Like other ...

Taiwan President Lai Ching-te is hailing a planned $100 billion investment in the U.S. by the Taiwan Semiconductor ...

A recent report in the Wall Street Journal suggests that Chinese President Xi Jinping is concerned that the growing trade ...

Major indices have lost more than 1 percent this week amid escalating trade tensions. However, stocks saw a temporary boost on Wednesday after the White House granted a one-month tariff exemption for ...

Taiwan President Lai Ching-te and the CEO of Taiwan's largest chipmaker on Thursday held a joint news conference defending ...

The entire chip industry has been nervous while watching President Donald Trump’s tariff escalation. Trump has threatened retaliation against Taiwan for having “stolen” US business. Yet TSMC is ...

Taiwanese President Lai Ching-te has said semiconductor giant TSMC's decision to invest $100 billion in the US was not ...

President Lai Ching-te said Taiwan was not pressured by the US “during TSMC’s US investment process”. Read more at ...

Taiwan Semiconductor Manufacturing Company (TSM) makes a compelling investment case given its existing position as the ...

The Taiwanese chip giant TSMC’s plan to invest $100 billion in the United States has been met with anxiety and criticism in ...