Tsmc
TSMC To Produce Chips In Japan By 2024 In Deal With SonyThe deal worth USD 7 bn establishes joint venture company Japan Advanced Semiconductor Manufacturing.
TSMC's board of directors officially approved plans to build a chip factory in Kumamoto Prefecture, its first-ever Japanese plant. Sony is set to invest USD 500 million and will hold no more than a 20% stake in the joint company, according to a statement released on Tuesday. The project will be Japan’s largest financially supported endeavor for a foreign-controlled company with billions of Japanese Yen in subsidies. It will create 1,500 high-tech professional jobs in Japan with the construction of the chip plant scheduled to begin in 2022 and production slated to begin in 2024. TSMC already has a plant in Nanjing and is currently constructing a plant in Arizona in the U.S. with considerations to build a new chip facility in Germany.
The semiconductor industry has been a top priority for many nations grappling with recent supply chain shortages. Japan’s response to the crunch is a framework for subsidies that allows companies to build chip factories in the nation. The conditionality is that firms must respond to requests for increased production and prioritize supply to domestic companies should supplies of semiconductors become tight. Sony specifically is TSMC’s biggest client in Japan making the deal quite worthwhile for both ends. The plant will produce state-of-the-art 7-nanometer chips as well as less advanced but versatile 22- to 28-nanometer chips.
TSMC was founded in February 1987 by Zhang Zhongmou and is headquartered in Taiwan. It is a professional integrated circuit manufacturing server with the world's most advanced semiconductor technology.
$TSM Trade the ChannelTSMC is a nice Iron Condor Setup looking back :)
I like credit spreads here or can try naked calls to ride the channel up . Earnings upcoming so a better idea may be to sell puts and capture the IV crush after.
Regardless, TSM has been in the 107-125 range since March and you can trade it as such until we see a bigger box breakout either up or down.
I took the 11/19 110/105P for 1.88 avg
#TSM mid term AnalysisAs we all know TSM has amazing fundamentals, incredible advantages in their business model and benefitial political terms inside their country, right now their competitors are not close enough to compete with them at full scale. So we are not going to argue about value for this company. Not all day we have infront of us a company that represents value for half of the world chips manufacturer market.
since the July spike the price of #TSM has been trading at a side chanel from 108 usd to 125 usd, in case of a breaking of the 125 resistance at the edge of the accumulation channel, we can expect the price to travel smoothly to a) level target and so on, but in case of breaking the 108 support level we may see bears will take control to the oranges mark supports.
As expected due the economic enviroment right now, lets expect a lot of volatility but thats ok, dont forget you are sitting on a value stock, the stop loss is stretched due volatility.
$TSM watch for break of channelTSM on the weekly has recently formed a triple bottom, trading the channel. MACD looks ready to cross and a close above AVWAP, watch for a breakout here.
10/15 $125c or 130/125 debit spreads as an idea to play the breakout.
Rejection of top of channels invalidates trade.
TSMC looks like its found a bottomTaiwan Semiconductor Manufacturing Company is a stock that i would want in my portfolio for the next 5 years.
The semiconductor industry looks like a really exciting growth theme with TSMC as one of the leaders in the industry. The stock has done really well over the last year, so the question becomes, the entry point at which one can buy and hold for the next 5 years.
The trading signals suggest that the stock is oversold. The DeMarker signal is extremely bullish, supported by the Stochastic Momentum Index.
Hopefully we will see a bounce over the next week or so, although it should happen within the next few days.
Please note, this idea is shared for educational and discussion purposes only and should not result in speculative investment decisions in any asset class.
TSMC Breakout: Powering the AI MegatrendAfter consolidating for 2 months, this semiconductor powerhouse finally broke out to new all-time-highs from its rectangle yesterday. With most tech stocks still recovering from the correction of the last 2 weeks, such a move signals strong underlying momentum.
TSMC counts the world’s biggest tech companies as its customers - Apple, Intel, AMD, Nvidia, Qualcomm, etc - and arguably underpins much of the world’s tech boom and AI megatrend.
Part of the fuel for the breakout came from Apple’s new iPad Air announcement yesterday, utilizing their latest A14 Bionic, the first consumer chipset to run on TSMC’s most advanced mass production 5nm process.
This is one stock you’ll want to own for the long haul.
INTC : Unpopular opinion, Intel only go up.Unpopular opinion : Intel only go up.
You are not going to short at a mega-monthly support ,are you ?
This is where those bald-headed suits ,hedge funds managers ,and bankers steal your money.
Don't believe what their low IQ analysts says in their un-watchable media .
Intel is here and will remain here for a while .
Bullish Cup & Handle formation on $AMDIt is very clear that AMD is going to be a few node sizes ahead of Intel for the next few years. On top of that, they will be dominating the console and commercial server market. AMD is highly undervalued here and wouldn't be surprised to see a full 100% extension of the cup by the end of this year.
TSMC: Trading at top of a +/- 20% rangeTSMC has been trading in a +/- 20% range since Jan 2018 and this is the 3rd time the stock has hit the top of the range. Be it more tariffs, smartphone saturation or the fact that Chinese crypto mines are being shut down, the demand picture for chips are just not that great.