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最近数年，在经历了行业从高潮到低谷再到反弹的剧烈起伏折腾后，愈来愈多的朋友在和我交流时也表现出了对此的理解和认可。因此而关注我每个月发布的景气度分析和预测报告的人也越来越多了趁此机会，我在文章开头把半导体行业发展的基本逻辑再简单讲解一下：根据美国半导 ...

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Is this the only AI stock you need? TSMC may not achieve the skyrocketing growth of a company like Nvidia, but it could be the best way to get broad exposure to the AI boom.

TSMC continues to look affordably priced at a price-to-earnings ratio of 29. Like the rest of the sector, the stock is vulnerable to the semiconductor cycle, and growth could slow, especially as ...

For now, it’s unlikely that any of these companies will be hitting the $1 trillion threshold in the near future, which is precisely why TSMC joining the club is such a big deal.

More than a dozen current and former TSMC Arizona employees filed the class-action lawsuit in 2024. It was refiled in June with 15 new plaintiffs.

TSMC reportedly accelerates investment in Arizona chip complex as Samsung delays Texas fab - SiliconANGLESiliconANGLE Media is a recognized leader in digital media innovation serving innovative ...

Taiwan's TSMC plans to delay its chip plant project in Japan and prioritize operations in the United States to avoid tariffs imposed by President Trump, the Wall Street Journal reported on Friday.

In a new report from Counterpoint Research, TSMC has 35% of the semiconductor market, leaving Intel and Samsung in its semiconductor dust.