Taiwan Semiconductor Manufacturing Co Ltd

NYSE:TSMLes États-Unis

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• DJ Taiwan Semiconductor Is Maintained at Overweight by Barclays, from Il y a 7 heures par Dow Jones

  Il y a 7 heures par Dow Jones
  Entreprises mentionnées: TSM
  
  Ratings actions from Benzinga: https://www.benzinga.com/quote/TSM/analyst-ratings
  
  (END) Dow Jones Newswires
  
  November 18, 2024 11:33 ET (16:33 GMT)
  

• DJ TSMC's American Fabs Could Dilute Its Margin Long Term -- Market Talk, from Il y a 18 heures par Dow Jones

  Il y a 18 heures par Dow Jones
  Entreprises mentionnées: TSM
  
  0524 GMT - TSMC's American fabs could dilute its margin, but the Taiwanese contract chipmaker will likely pass on the costs, Morgan Stanley analysts say. The $6.6 billion award under the Chips Act to TSMC Arizona was confirmed last week, and the first of the company's three facilities is on track to fully open in early 2025. "We see this as a confirmation, instead of more aggressive node migration in the U.S.," the analysts say in a note. TSMC could produce the A16 node in the U.S. by 2030, after the A14, its most advanced node, is produced first in Taiwan in 2028 or 2029, they say. While the analysts expect long-term margin dilution from the U.S. fabs, they believe TSMC's stock could rerate because the award was confirmed before Donald Trump took office and the chip maker can adjust future wafer prices to pass on the higher costs. Shares are last at NT$1,020.00. (sherry.qin@wsj.com)