옵션 체인은 다양한 행사가격과 만기일에 대한 Taiwan Semiconductor의 주식 옵션 주요 데이터를 보여줍니다. 트레이더들은 이 정보를 사용하여 잠재적 거래를 분석하고 Taiwan Semiconductor에 대한 시장 심리를 평가합니다..

Taiwan Semiconductor (NYSE:TSM) 주식, 옵션 체인

TAIWAN SEMICONDUCTOR-SP ADR

Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with mid-60s market share in 2024. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public in Taiwan in 1994 and as an ADR in the US in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD, and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs. TSMC employs more than 73,000 people.

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화요일(20일) 캐시 우드가 이끄는 아크 인베스트는 TSMC(NYSE:TSM) 주식을 대규모로 매입했다. 이 전략적 움직임은 여러 아크 ETF에서의 상당한 매입을 포함하며, TSMC의 미래 잠재력에 대한 강한 믿음을 반영한다.

캐시 우드, 엔비디아 아닌 최고의 칩 주식에 840만 달러 투자

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캐시 우드의 월요일 투자: 엔비디아 공급업체 TSMC 주식 대거 매입, 메타는 650만 달러 상당 매도

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궈중원(J.W. Kuo) 대만 경제부 장관은 미국의 관세가 대만 제조업체들에게 부정적인 영향을 미치지 않는다고 말하며 특히 반도체 생태계와 같은 대만의 강점을 강조했다.

대만 경제부 장관, 미국 관세 영향 일축···&#34;TSMC 번창하고 삼성전자는 타격 입을 것&#34;

Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor Manufacturing Co Ltd

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Leverage Shares 2X Long TSM Daily ETF

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GraniteShares 2x Long TSM Daily ETF

TAIWAN SEMICNDCTR MFG by Taiwan Semiconductor Manufacturing Co. Ltd.

Direxion Daily TSM Bull 2X Shares

Tidal Trust II YieldMax TSM Option Income Strategy ETF

Direxion Daily TSM Bear 1X Shares

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Shares of chip stocks are trading lower amid reports indicating the Trump administration is planning wider China tech restrictions.

<a href="https://www.bloomberg.com/news/articles/2025-05-30/tsmc-is-said-to-evaluate-building-advanced-chip-plant-in-the-uae" title="https://www.bloomberg.com/news/articles/2025-05-30/tsmc-is-said-to-evaluate-building-advanced-chip-plant-in-the-uae">https://www.bloomberg.com/news/articles/2025-05-30/tsmc-is-said-to-evaluate-building-advanced-chip-plant-in-the-uae</a>

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'TSMC Is Said To Weigh Building Advanced Chip Plant In The UAE' - Bloomberg News

Taiwan Semiconductor's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) short percent of float has fallen 6.45% since its last report. The company recently reported that it has 30.09 million shares sold short, which is 0.58% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.95 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Taiwan Semiconductor Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748523639_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Taiwan Semiconductor has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Taiwan Semiconductor's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Taiwan Semiconductor's peer group average for short interest as a percentage of float is 5.79%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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How Do Investors Really Feel About Taiwan Semiconductor?

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and peer chipmakers are still evaluating ASML Holding&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) advanced high numerical aperture (NA) machines for their <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">advanced technology nodes</a>.
ASML&#8217;s almost doubled-priced $400 million machines have yet to outweigh the speed and benefits of the most expensive piece of equipment in a chip fabrication plant, Reuters reported on Tuesday.
Kevin Zhang of Taiwan Semiconductor had disapproved of the ASML machines for its&nbsp;A16 node, citing its price.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44851295/asml-cfo-incorporates-tariff-impact-in-outlook-reveals-strong-demand-for-advanced-euv-and-high-na-systems" rel="noreferrer noopener">ASML CFO Incorporates Tariff Impact In Outlook, Reveals Strong Demand For Advanced EUV And High NA Systems</a>
Meanwhile, it weighed employing its Low-NA EUV machines for its&nbsp;A16 node by harvesting the scaling benefit.
Intel&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) looks to leverage the High-NA EUV machine in its future manufacturing process, 14A, to revive&nbsp;its contract chip business and better compete with Taiwan Semiconductor. However, Intel said its customers could still employ older and more proven technologies.
ASML attributed a <a target="_blank" href="https://www.benzinga.com/news/global/25/05/45570606/asml-bets-big-on-high-powered-chip-tools-as-taiwan-semiconductor-intel-micron-line-up" rel="noreferrer noopener">decade-long investment</a> in developing a high numerical aperture behind its most advanced and expensive&nbsp;chipmaking machine.
The chip equipment maker manufactured its high NA machines in Connecticut, California, Germany, and the Netherlands.
It then assembled them in a lab in Veldhoven, Netherlands, for testing and approval before disassembling them again for shipment.
ASML has ramped up production to serve&nbsp;Taiwan Semiconductor,&nbsp;Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), and Intel.&nbsp;
It also targets Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>),&nbsp;SK Hynix, and&nbsp;Rapidus.
Price Actions: ASML stock traded lower by 0.71% to $751.44 at the last check Wednesday. TSM is down 0.18%.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" target="_blank" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a></li>
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Photo by Skorzewiak via Shutterstock

Taiwan Semiconductor And Intel Weigh Benefits Of ASML's Pricey Chipmaking Equipment

Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">plans to build</a> a new chip-design center in Munich, Germany, to develop high-performance and energy-efficient chips for the automotive, industrial, and artificial intelligence sectors.
The hub, expected to open in the third quarter of 2025, was selected for its proximity to European clients, the Wall Street Journal <a target="_blank" href="https://www.wsj.com/tech/tsmc-to-set-up-chip-design-hub-in-germany-20e42744?mod=tech_lead_pos2" rel="noreferrer noopener">reported</a> on Tuesday, citing a company spokesperson.
Taiwan Semiconductor stock is down 2% year-to-date as it grapples with the Trump administration&#8217;s tariff policies, prompting it to ramp up investment in the U.S. without incremental subsidies.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/asia/25/05/45466444/to-serve-exploding-ai-chip-demand-taiwan-semiconductor-plans-9-advanced-factories" rel="noreferrer noopener">To Serve Exploding AI Chip Demand, Taiwan Semiconductor Plans 9 Advanced Factories</a>
The center will add to Taiwan Semiconductor's global network of <a href="https://www.benzinga.com/markets/asia/25/05/45466444/to-serve-exploding-ai-chip-demand-taiwan-semiconductor-plans-9-advanced-factories">nine design centers spanning</a> Taiwan, mainland China, Japan, Canada and the U.S.
Taiwan Semiconductor is <a href="https://www.benzinga.com/government/24/05/38824316/taiwan-semi-set-to-build-11b-chip-plant-in-germany-aiming-for-2027-production-start" target="_blank" rel="noreferrer noopener">building a 10 billion euro ($11.33 billion)</a> microchip factory in the German city of Dresden as part of a joint venture with&nbsp;Infineon Technologies, Robert Bosch, and&nbsp;NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) called European Semiconductor Manufacturing Co. (ESMC).
The Dresden facility will initially focus on 22-nanometre node chips, primarily for automotive microcontroller units, with potential future expansions to produce more advanced semiconductor technologies.
Demand for chips in electric vehicles and industrial equipment has recently waned. The industry has been contending with an inventory glut as car makers and industrial equipment manufacturers stockpiled chips.
Taiwan Semiconductor reported <a target="_blank" href="https://www.benzinga.com/25/04/44857887/taiwan-semiconductor-q1-surges-41-in-sales-boosted-by-ai-chip-demand-expanded-margins" rel="noreferrer noopener">first-quarter net sales</a> of $25.53 billion (839.25 billion New Taiwanese Dollars), up 41.6% year-over-year, topping the analyst consensus estimate of $23.92 billion. Net sales declined&nbsp;3.4% quarter-over-quarter.&nbsp;Net income and earnings per share were $361.56 billion New Taiwanese Dollars and 13.94 New Taiwanese Dollars per share (or $2.12), topping the&nbsp;analyst consensus of $1.82. &nbsp;Taiwan Semiconductor&#8217;s AI technology moat helped it expand its quarterly gross margins by 572 bps to 58.8%.
Taiwan Semiconductor&nbsp;guided second-quarter&nbsp;2025 revenue of $28.4 billion to $29.2 billion versus the $26.79&nbsp;billion analyst estimate. It expects a gross margin of 57%-59%.
Commenting on tariffs on April 17, 2025, CFO Wendell Huang remarked, &#8220;While we have not seen any changes in our customers&#8217; behavior so far, uncertainties and risks from the potential impact from tariff policies exist. We will continue to closely monitor the potential impact on the end market demand, and manage our business prudently.&#8221;
Price Action: TSM shares&nbsp;were trading lower by 0.77% to $196.15 premarket at&nbsp;last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com//node/44932342">Taiwan Semiconductor&#8217;s Arizona Factory Faces $441 Million Loss Amid Supply Chain, Labor Cost Challenges</a></li>
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Image by Jack Hong via Shutterstock

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Taiwan Semiconductor To Build Chip Design Center In Germany: Report

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Shares of semiconductor companies are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July. Additionally, the sector may be up in anticipation of NVIDIA's upcoming Q1 report.

<a href="https://www.reuters.com/world/asia-pacific/tsmc-still-evaluating-asmls-high-na-intel-eyes-future-use-2025-05-27/">https://www.reuters.com/world/asia-pacific/tsmc-still-evaluating-asmls-high-na-intel-eyes-future-use-2025-05-27/</a>

General

'TSMC still evaluating ASML's 'High-NA' as Intel eyes future use'- Reuters

JP Morgan analyst Samik Chatterjee maintained an <a target="_blank" href="https://www.benzinga.com/quote/QCOM/analyst-ratings" rel="noreferrer noopener">Overweight rating on</a> Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) on Monday.
Chatterjee noted that Qualcomm is evaluating the potential acquisition of Alphawave. The current deadline for providing an update on its intent to make an acquisition offer is May 27.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45515826/taiwan-semiconductor-qualcomm-mediatek-team-up-to-power-next-gen-mobile-and-ai-chips" rel="noreferrer noopener">Taiwan Semiconductor, Qualcomm, MediaTek Team Up To Power Next-Gen Mobile And AI Chips</a>
While the potential acquisition will have a negligible impact on financials, the analyst noted that the possible acquisition of Alphawave has higher strategic importance for Qualcomm, which has recently more explicitly outlined its intent to pursue the data center market as another pillar of growth and diversification.
Industry reports highlight the data center CPU TAM to be positioned to expand at a 10% CAGR, the AI inference market to expand more than a 20% CAGR, and a potential acquisition of Alphawave and its capabilities regarding data center connectivity IP would complement its earlier acquisition of Nuvia and its capabilities in relation to designing data center CPUs as well as AI inference chips based on custom ARM cores, Chatterjee said.
The broader capabilities beyond Compute, extending into Connectivity, will also allow Qualcomm to leverage a similar playbook that it has adopted about its successful entry and scaling in end-markets like Autos and IoT where the breadth of the capabilities has been a key differentiation relative to more focused semiconductor companies, allowing Qualcomm to gain share despite being a relatively new and in some cases a late entrant looking to leverage an emerging insertion point in a mature industry, as per the analyst.
Chatterjee noted that recently, Qualcomm announced the engagement with HUMAIN in Saudi Arabia to support custom CPUs compatible with Nvidia&#8217;s GPUs and AI infrastructure through AI inferencing chips.
The analyst said Alphawave is vertically integrated, with capabilities spanning from Design IP to chips. Some of the company&#8217;s named customers are Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), and Rebellions, as well as an unnamed North American hyperscaler.
Chatterjee said the breadth of capabilities that Alphawave can add to Qualcomm&#8217;s portfolio will position the company to benefit from tailwinds related to strong growth in Custom silicon and ASIC adoption within AI infrastructure and growth in content related to connectivity products within AI data centers.
At its Capital markets day, Alphawave outlined expectations for the High-Performance IP TAM to expand at a 21% CAGR from 2024 through 2027, Custom Silicon to expand at 23%, Connectivity Products at 31%, and Chiplets at 65% over the same period. Led by the above growth drivers, Custom Silicon is expected to be 70%+ of the total TAM by 2027, which is estimated in aggregate to be close to $39 billion by 2027, he said.
The analyst added that Alphawave&#8217;s immediate contribution to Qualcomm&#8217;s financial performance is unlikely material, but the company expects synergies from its entry into the broader data center TAM.
Given Alphawave&#8217;s relatively small size and Qualcomm&#8217;s strong balance sheet, Chatterjee expects the acquisition to be modestly accretive even when assuming a significant premium to Alphawave&#8217;s valuation in the public markets before Qualcomm disclosed interest.
Price Action: QCOM stock is up 2.48% at $148.96 at last check Tuesday.
Read Next:
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Analyst Ratings

Qualcomm Eyes Alphawave To Power AI And Data Center Growth, Analyst Sees Strategic Fit

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) will launch a significantly cheaper artificial intelligence chip for China&#8217;s market, priced between $6,500 and $8,000, as the company adapts to ongoing U.S. export restrictions that have decimated its Chinese market share.
What Happened: The new graphics processing unit, based on Nvidia&#8217;s latest Blackwell architecture, represents a dramatic price reduction from the company&#8217;s recently banned H20 model, which sold for $10,000 to $12,000. Mass production could begin as early as June, Reuters reported, citing sources.
The lower pricing reflects weaker specifications and simplified manufacturing requirements. The chip will utilize Nvidia&#8217;s RTX Pro 6000D server-class processor with conventional GDDR7 memory rather than advanced high bandwidth memory. 
Notably, it will not require Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) advanced Chip-on-Wafer-on-Substrate packaging technology.
&#8220;Until we settle on a new product design and receive approval from the U.S. government, we are effectively foreclosed from China&#8217;s $50 billion data center market,&#8221; an Nvidia spokesperson stated, according to the report.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45605168/unprecedented-demand-for-nvidias-gb200-drives-accelerated-production-taiwan-engineers-are-working-incredibly-hard-says-expert">Unprecedented Demand For Nvidia&#8217;s GB200 Drives Accelerated Production: &#8216;Taiwan Engineers Are Working Incredibly Hard,&#8217; Says Expert</a>
Why It Matters: China remains critical for Nvidia, accounting for 13% of sales in the past financial year. However, the company&#8217;s Chinese market share has plummeted from 95% before 2022 to 50% currently, CEO Jensen Huang revealed last week. The H20 ban in April forced Nvidia to <a href="https://www.benzinga.com/25/05/45513246/nvidia-ceo-jensen-huang-says-chinese-ai-researchers-are-world-class-and-us-companies-are-hiring-a-whole-bunch-of-them">write off $5.5 billion in inventory</a> and abandon approximately $15 billion in sales.
Nvidia <a href="https://www.benzinga.com/government/regulations/25/04/45113788/huaweis-new-ai-cluster-takes-on-nvidia-but-at-a-higher-cost-following-sanctions">faces intensifying competition</a> from Huawei Technologies&#8216; Ascend 910B chip. Semiconductor expert Nori Chiou from White Oak Capital Partners expects domestic Chinese technologies to match downgraded chip performance within one to two years, though Nvidia maintains advantages through its CUDA programming platform integration, the report noted.
Price Action: Nvidia stock closed at $131.29 on Friday, down 1.16% for the day. In after-hours trading, the stock dipped slightly to $131.17, marking a further decline of 0.09%. The stock has declined 5.08% year-to-date but remains 15.27% higher compared to the same time last year.
According to Benzinga Edge Stock Rankings, Nvidia maintains strong price momentum across short-, medium-, and long-term timeframes. While its momentum score remains solid, the stock ranks poorly on value metrics. More <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">detailed metrics are available here</a>. 
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="904" height="658" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26062232/image-330.png" alt="" class="wp-image-927433" style="width:574px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26062232/image-330.png 904w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26062232/image-330-300x218.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26062232/image-330-768x559.png 768w" sizes="(max-width: 904px) 100vw, 904px" /></a></figure>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

After Jensen Huang Criticized US Export Curbs, Nvidia Set To Launch Cheaper Blackwell AI Chip For China Amid Market Share Slide: Report

Nearly two decades ago, Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) founder Morris Chang explained why Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) wouldn&#8217;t stand a chance in the foundry business—and history is proving him right.
What Happened: During a 2007 conversation at the Computer History Museum, Chang addressed whether Intel or Samsung could compete with TSMC by using excess production capacity to enter the foundry market.
His response was blunt: "It's a completely different corporate culture."
He elaborated, recalling a conversation with a CEO who evaluated fab managers based on yield and cycle time metrics. "I said, we evaluate our plant managers by the satisfaction of our customers," he told Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang, who was moderating the conversation.
See Also: <a href="https://www.benzinga.com/tech/25/03/44298588/lip-bu-tan-got-high-praise-from-tsmc-founder-morris-chang-for-saving-cadence-from-pretty-big-trouble-will-the-magic-work-at-the-new-intel">Lip-Bu Tan Got High Praise From TSMC Founder Morris Chang For Saving Cadence From &#8216;Pretty Big Trouble&#8217; — Will The Magic Work At The &#8216;New&#8217; Intel</a>
That difference, he said, meant rivals couldn't succeed even if they tried. "I decided right there that this guy is not going to be an effective competitor with me."
"I give you the same comment when you bring up Samsung and Intel. I have a great deal of respect for them in what they are doing, but I do not think that they will effectively compete with me in the foundry business even if they have excess capacity," Chang stated.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
After Chang's statement, Huang said that from a customer's perspective, the distinction between a semiconductor company of &#8220;force&#8221; and one of &#8220;agility and force&#8221; is critical.
"Agility is something that's tough to teach large corporations," he said, praising TSMC's culture of service and flexibility.
Chang added that TSMC's ability to manage nearly 50 customers within the same fab was a competitive advantage no other chipmaker had mastered. "We just learned it over 20 years—that's one of our trade secrets."
Why It&#8217;s Important: Today, TSMC is the dominant global foundry player with clients like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Nvidia and Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>).
Despite renewed pushes by Intel and Samsung into the contract manufacturing space, <a href="https://www.benzinga.com/news/24/08/40576490/taiwan-semiconductor-leads-foundry-market-samsung-and-intel-ramp-up-advanced-process-efforts-report">TSMC's lead remains formidable</a>, validating Chang's early insights.
According to a March 2025 Counterpoint research, TSMC dominates the global foundry market, steadily increasing its share from 58% in the second quarter of 2023 to 67% in the fourth quarter of 2024.
Samsung Foundry—TSMC's closest competitor—is losing market share, dropping from 12% to 11% during the same period.
<figure class="wp-block-image size-large is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/21203333/Screenshot-2025-05-22-at-6.03.24%E2%80%AFAM-1024x586.png" alt="" class="wp-image-923635" style="width:919px;height:auto" /><figcaption class="wp-element-caption">Source: Counterpoint</figcaption></figure>
Meanwhile, Intel&#8217;s foundry business has faced major hurdles, including $13 billion in annual losses last year, job cuts, a suspended dividend and a <a href="https://www.benzinga.com/news/legal/25/03/44157128/intel-beats-investor-lawsuit-after-32-billion-stock-plunge-judge-rules-foundry-losses-werent-misleading">shareholder lawsuit</a> over alleged concealment of internal issues.
The abrupt departure of CEO Pat Gelsinger also <a href="https://www.benzinga.com/news/25/02/43708460/bill-gates-has-a-soft-spot-for-intel-but-says-the-chip-giant-has-lost-its-way-questions-whether-the">added to the turmoil</a>.
Despite these setbacks, Intel remains determined to become the world's No. 2 foundry by 2030, aiming to surpass Samsung while competing with TSMC.
Last month, at the Intel Direct Connect event, new CEO Lip-Bu Tan reaffirmed the company&#8217;s commitment to <a href="https://www.benzinga.com/content/44656300/intels-big-bet-on-18a-will-lip-bu-tans-vision-pay-off">its foundry ambitions</a>.
Price Action: Intel shares have risen 2.32% year to date, while TSMC shares have declined by 4.87%. However, over the past five years, Intel stock has dropped 66.77%, whereas TSMC has surged 285.06%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Rankings give Intel (INTC) a 19.77% growth rating. Want to see how it compares to TSMC and Samsung? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here for the full breakdown</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/21203434/Screenshot-2025-05-22-at-6.04.07%E2%80%AFAM.png" alt="" class="wp-image-923637" /></a></figure>
Photo Courtesy: jamesonwu1972 On Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45335671/morris-chang-once-talked-about-how-intel-turned-down-his-vision-for-tsmc-fast-forward-to-today-and-the-taiwanese-chipmaker-has-outgrown-intel-in-market-value-by-hundreds-of-billions">Morris Chang Once Talked About How Intel Turned Down His Vision For TSMC — Fast Forward To Today And The Taiwanese Chipmaker Has Outgrown Intel In Market Value By Hundreds Of Billions</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

AAPL

Morris Chang Saw Writing On The Wall 20 Years Ago For The Likes Of Intel And Samsung And Why They Would Never Be Able To Beat TSMC In Foundry Business

In the current session, the stock is trading at $195.96, after a 2.19% spike. Over the past month, Taiwan Semiconductor Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) stock increased by 19.50%, and in the past year, by 22.62%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2025/1747951224_0.png" alt="Past Year Chart" />

<h3>How Does Taiwan Semiconductor P/E Compare to Other Companies?</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 153.45 in the Semiconductors &amp; Semiconductor Equipment industry, Taiwan Semiconductor Inc. has a lower P/E ratio of 23.19. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1747951224_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Taiwan Semiconductor

ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) attributed a decade-long investment in developing a high numerical aperture behind its most advanced and expensive <a href="https://www.benzinga.com/topic/chip-stocks" target="_blank" rel="noreferrer noopener">chipmaking machine that</a> commanded a price of over $400 million. 
The chip equipment maker manufactured its high NA machines in Connecticut, California, Germany and the Netherlands, then assembled them in the Veldhoven, Netherlands, lab for testing and approval before disassembling them again for shipment, CNBC <a href="https://www.cnbc.com/2025/05/22/exclusive-look-at-high-na-asmls-new-400-million-chipmaking-colossus.html" target="_blank" rel="noreferrer noopener">reported</a> on Thursday.
Intel Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Oregon chip fabrication plant became ASML&#8217;s first high NA machine customer in 2024. ASML has shipped only five of them. 
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44851295/asml-cfo-incorporates-tariff-impact-in-outlook-reveals-strong-demand-for-advanced-euv-and-high-na-systems" target="_blank" rel="noreferrer noopener">ASML CFO Incorporates Tariff Impact In Outlook, Reveals Strong Demand For Advanced EUV And High NA Systems</a>
ASML has ramped up production to serve Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (SSNLF) and Intel. 
ASML told CNBC that High NA would also serve its EUV customers, such as Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), SK Hynix and Rapidus.
CEO Christophe Fouquet replied to CNBC that the company purposely kept the prices of its machines in check to drive the chipmaking costs down, as per Moore&#8217;s law, leading to more opportunities.
ASML is building its first U.S. training center in Arizona.
It plans to ship at least five more systems in 2025 and ramp up production capacity of 20 machines in a few years.
ASML stock lost nearly 7% year-to-date as it grappled with U.S. semiconductor sanctions and tariff policies on China and other countries.
CNBC&#8217;s &#8220;Mad Money Lightning Round,&#8221;&nbsp;Jim Cramer recommended buying&nbsp;Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) over ASML, citing ASML&#8217;s <a target="_blank" href="https://www.benzinga.com/markets/25/05/45466164/jim-cramer-prefers-autozone-over-rival-buy-the-one-thats-not-going-to-stock-split" rel="noreferrer noopener">weaker quarterly results</a>.
ASML Price Action: ASML stock is up 0.84% at $743.39 at publication on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" target="_blank" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a></li>
</ul>
Photo: Skorzewiak via Shutterstock

ASML Bets Big On High-Powered Chip Tools As Taiwan Semiconductor, Intel, Micron Line Up

China has threatened legal action against any individual or organization assisting with or implementing U.S. semiconductor restrictions, escalating tensions in the ongoing tech rivalry between the world&#8217;s two largest economies.
What Happened: China&#8217;s commerce ministry said there could be &#8220;corresponding legal liabilities&#8221; for those involved in U.S. measures it characterized as &#8220;discriminatory restrictive measures&#8221; against Chinese firms, Reuters reported. 
The warning comes after the U.S. published guidance last week cautioning companies against using Ascend AI chips from Huawei Technologies.
The dispute highlights growing friction as both nations compete for dominance in advanced technology. Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang recently criticized U.S. chip export controls as &#8220;exactly wrong for America,&#8221; revealing his company wrote off $5.5 billion in inventory and lost <a href="https://www.benzinga.com/25/05/45513246/nvidia-ceo-jensen-huang-says-chinese-ai-researchers-are-world-class-and-us-companies-are-hiring-a-whole-bunch-of-them">approximately $15 billion in sales</a> due to these restrictions.
&#8220;China&#8217;s doing fantastic, 50% of the world&#8217;s AI researchers are Chinese and you&#8217;re not going to hold them back,&#8221; Huang said at Computex 2025, arguing American companies should be allowed to compete in China to &#8220;offset the trade deficit.&#8221;
See Also: <a href="https://www.benzinga.com/general/space/25/05/45532125/l3harris-stock-moves-higher-after-being-named-in-golden-dome-missile-defense-system">L3Harris Stock Moves Higher After Being Named In &#8216;Golden Dome&#8217; Missile Defense System</a>
Why It Matters: The technology standoff has intensified since April, when China imposed retaliatory tariffs up to 125% on U.S.-made chips, while <a href="https://www.benzinga.com/25/04/44770461/intel-on-slump-as-china-hits-us-made-chips-with-tariffs-amd-and-taiwan-semiconductor-rise-on-exemption-boost">exempting Taiwan-manufactured semiconductor</a>s. This policy benefits companies like Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) that outsource to Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), while potentially harming U.S.-based fabricators like Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) co-founder Bill Gates recently noted that export bans have <a href="https://www.benzinga.com/news/25/05/45342962/bill-gates-slams-trumps-tariffs-we-told-china-to-make-their-own-chips-and-theyre-making-great-progress-warns-its-a-bad-time-to-inte">only accelerated China&#8217;s self-reliance efforts</a>. &#8220;We made clear to them that they needed to make their own chips, and they&#8217;re making great progress on doing that,&#8221; Gates told CNN.
China&#8217;s ministry urged the U.S. to &#8220;abide by international economic and trade rules&#8221; and respect other countries&#8217; technological development rights.
Image Via Shutterstock
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Economics

MSFT

China Warns Of Legal Retaliation Against US Chip Sanctions, Threatens Lawsuits For Aiding 'Discriminatory' Tech Crackdown

On Tuesday, Cathie Wood-led Ark Invest made notable trades, prominently acquiring shares of Taiwan Semiconductor Manufacturing Co. Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). This strategic move involved significant purchases across multiple Ark ETFs, reflecting a strong belief in TSMC&#8217;s future potential.
The TSM Trade: Ark Invest&#8217;s acquisition of TSMC shares on Tuesday was substantial, with the ARK Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#NYSE">ARKK</a>) purchasing 27,099 shares and the ARK Next Generation Internet ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#BATS">ARKW</a>) acquiring 16,172 shares. On Tuesday, Taiwan Semiconductor stock was largely unmoved at $193.45. The Ark trades were valued at $8.4 million. Earlier, on Monday, Ark had <a href="https://www.benzinga.com/25/05/45509626/cathie-woods-monday-moves-ark-bets-on-nvidia-supplier-tsmc-sells-6-5-million-of-mark-zuckerbergs-meta-shares">picked up $3.83 million worth</a> of TSMC stock.
TSMC&#8217;s <a href="https://www.benzinga.com/media/25/05/45515826/taiwan-semiconductor-qualcomm-mediatek-team-up-to-power-next-gen-mobile-and-ai-chips">ongoing collaborations</a> with Qualcomm and other original design manufacturers in Taiwan further highlight its pivotal role in advancing next-generation mobile and AI chips. Qualcomm&#8217;s chief, Cristiano Amon, emphasized the importance of TSMC in their supply chain ahead of the Computex trade show. This partnership is expected to solidify TSMC&#8217;s position as a leader in the semiconductor industry.
Other Key Trades:
<ul class="wp-block-list">
<li>Sold 1,300 shares of UiPath Inc. (PATH) from the ARK Fintech Innovation ETF (ARKF).</li>
<li>Bought 84,478 shares of Nextdoor Holdings Inc (KIND) through the ARK Next Generation Internet ETF (ARKW).</li>
<li>Acquired 839 shares of Blade Air Mobility Inc (BLDE) via the ARK Space Exploration &amp; Innovation ETF (ARKX).</li>
</ul>
TSMC ranks 82nd in Momentum and also on Growth, according to Benzinga Edge Stock Rankings. For a fuller analysis of the stock, <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">click here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="797" height="99" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20211856/Screenshot-2025-05-21-at-10.18.41.png" alt="" class="wp-image-922020" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20211856/Screenshot-2025-05-21-at-10.18.41.png 797w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20211856/Screenshot-2025-05-21-at-10.18.41-300x37.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20211856/Screenshot-2025-05-21-at-10.18.41-768x95.png 768w" sizes="(max-width: 797px) 100vw, 797px" /></a></figure>
Photo Courtesy: Ira Lichi On Shutterstock.com
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Cathie Wood Just Spent $8.4 Million On This Top Chip Stock (And It's Not NVIDIA)

Silicon Valley giants and at least one iconic Detroit auto manufacturer are gearing up for a corporate homecoming—<a href="https://www.benzinga.com/news/management/25/04/44597023/trumps-tariffs-could-spark-reshoring-boom-for-these-4-us-stocks">or so they say</a>.
According to Charles Schwab Chief Investment Strategist Liz Ann Sonders, citing Bloomberg data, talk of "reshoring" among S&amp;P 500 and Russell 3000 companies is hitting &#8220;unprecedented&#8221; levels.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Per ⁦<a href="https://twitter.com/Bloomberg?ref_src=twsrc%5Etfw">@Bloomberg</a>⁩ <a href="https://twitter.com/economics?ref_src=twsrc%5Etfw">@Economics</a>, companies in the S&amp;P 500 and Russell 3000 are talking about "reshoring" at an unprecedented scale <a href="https://t.co/HpIYhlyuUw">pic.twitter.com/HpIYhlyuUw</a>
&mdash; Liz Ann Sonders (@LizAnnSonders) <a href="https://twitter.com/LizAnnSonders/status/1924786017220841822?ref_src=twsrc%5Etfw">May 20, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/government/regulations/25/05/45506863/trumps-big-beautiful-bill-advances-heres-who-wins-and-loses">Trump&#8217;s &#8216;Big Beautiful Bill&#8217; Advances: Here&#8217;s Who Wins And Loses</a>
<h2 class="wp-block-heading">Apple</h2>
Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) plans to spend <a href="https://www.benzinga.com/tech/25/02/43910982/apple-commits-500-billion-in-us-investment-for-ai-push-boost-us-manufacturing-tech">$500 billion on U.S. manufacturing</a> and infrastructure. But the iPhone maker has tried this before. 
Back in 2013, under the Obama administration, Apple CEO Tim Cook announced that the Mac Pro would be manufactured in Austin, Texas with components made domestically as part of a $100 million &#8220;Made-in-the-USA&#8221; pitch.
See below. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">We have begun manufacturing the Mac Pro in Austin. It's the most powerful Mac ever. Orders start tomorrow. <a href="http://t.co/Jrd1Gic3Ya">pic.twitter.com/Jrd1Gic3Ya</a>
&mdash; Tim Cook (@tim_cook) <a href="https://twitter.com/tim_cook/status/413335029264429056?ref_src=twsrc%5Etfw">December 18, 2013</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
It didn&#8217;t last long. By 2019, under the first Trump administration, Apple <a href="https://www.wsj.com/articles/apple-moves-mac-pro-production-to-china-11561728769">moved</a> production back to China, underscoring its dependence on the highly trained, low-cost workforce and massive infrastructure.
<h2 class="wp-block-heading">Nvidia</h2>
Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang recently <a href="https://www.ft.com/content/3fd3a717-2fbf-42ef-bb08-5baecdeb1985">told the Financial Times</a> that the goal is to procure &#8220;half a trillion dollars worth of electronics in total&#8221; and manufacture &#8220;several hundred billion of it&#8221; <a href="https://www.benzinga.com/25/04/44799936/nvidia-to-build-500b-ai-infrastructure-in-us-in-the-next-four-years-details">in the U.S.</a>
The initiative includes AI chip facilities and supercomputing infrastructure—fueled by supply chain worries, tariffs, and the AI arms race.
In April, Nvidia had already started producing its Blackwell AI GPUs at a Taiwan Semiconductor Manufacturing Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) plant in Phoenix, Arizona. 
Talks for that initiative reportedly <a href="https://www.reuters.com/technology/tsmc-talks-with-nvidia-ai-chip-production-arizona-sources-say-2024-12-05/">began</a> in 2024. 
<h2 class="wp-block-heading">TSMC</h2>
Meanwhile, Taiwan Semiconductor Manufacturing is also planning to double down in Arizona and intends to spend $100 billion more on domestic chip fabs. 
The chipmaker promised to manufacture semiconductors in the U.S. thanks partly to Biden-era incentives. Last year, TSMC chief executive C.C. Wei expressed support for the CHIPS and Science Act, which provides incentives for semiconductor manufacturing in the U.S. 
In March, it announced plans to spend <a href="https://www.benzinga.com/25/03/44103610/taiwan-semiconductor-doubles-down-on-us-chipmaking-165-billion-investment-set-to-reshape-tech-jobs">up to $165 billion</a> when the Trump administration threatened higher taxes and steep tariffs.
Read Also: <a href="https://www.benzinga.com/25/05/45519270/nvidia-and-google-back-ai21-labs-in-300m-series-d-to-build-proprietary-llms-challenging-openai-and-anthropic-in-enterprise-ai">Nvidia And Google Back AI21 Labs In $300M Series D To Build Proprietary LLMs, Challenging OpenAI And Anthropic In Enterprise AI</a>
<h2 class="wp-block-heading">Health, Beer, And Back-To-School</h2>
On the healthcare front, Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) and Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) are shoring up U.S. pharmaceutical production with <a href="https://benzinga.com/markets/equities/25/03/44433978/johnson-johnson-to-invest-55-billion-in-us-to-boost-manufacturing-drug-discovery">tens of billions</a> earmarked <a href="https://www.benzinga.com/content/44189496/eli-lilly-pours-27b-into-u-s-growth-what-it-means-for-investors">for domestic builds</a>. The move is seen as a strategy to insulate against global shocks.
Even beer and back-to-school aren't left out: Anheuser-Busch Inbev SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BUD#NYSE">BUD</a>) is dropping <a href="https://www.anheuser-busch.com/newsroom/anheuser-busch-announces-new-300-million-investment-in-manufacturing-operations-across-the-US">$300 million</a> into U.S. plants, while Cra-Z-Art is <a href="https://cra-z-art.com/us-biggest-toy-maker-to-expand-domestic-factories/">scaling up local </a>toy and school supply production. 
For companies like Legacy Precision Molds in Michigan, <a href="https://www.whitehouse.gov/articles/2025/04/american-businesses-rally-behind-president-trumps-tariffs-to-save-manufacturing/">quote activity is heating</a> up thanks to recent tariff tailwinds.
<h2 class="wp-block-heading">Detroit And Beyond</h2>
General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) is <a href="https://benzinga.com/startups/25/02/43572782/gm-ceo-on-trumps-trade-threats-we-can-adjust-to-anything-automaker-braces-for-25-tariffs-on-popular-cars-made-in-mexico-and-canada">boosting pickup truck production</a> in Indiana and hiring hundreds, signaling a blue-collar rebound driven by reshoring momentum. 
With manufacturing incentives rising and geopolitics in flux, more firms are likely to follow.
The message? Corporate America isn't just hedging—it's anchoring. Whether for security, politics, or PR, the reshoring wave is in motion.
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Long Ideas

Apple, Nvidia, GM: CEOs Are Talking About Being American-Made Again

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/topic/intel" rel="noreferrer noopener">explored selling its</a> network and edge businesses to focus on its core competencies, namely PC and data center chips.
Intel CEO Lip-Bu Tan voiced his plans to expand and build on its core competencies during Intel&#8217;s 40th-year celebration in Computex, Taipei, Reuters reported on Tuesday. He highlighted the firm&#8217;s share of ~68% of the PC chip market and 55% of that for data centers.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45496055/intels-next-gen-ai-tech-steals-the-show-at-computex-2025" rel="noreferrer noopener">Intel&#8217;s Next-Gen AI Tech Steals The Show At Computex 2025</a>
Intel weighed the timing and mode of divestment of its NEX group, which makes chips for telecom equipment, Reuters reported, citing unnamed sources familiar with the matter.
Intel also explored selling its networking business due to the dominance of rivals like Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Reuters reported, citing unnamed sources familiar with the matter.
Intel stock has plunged over 33% in the last 12 months as it grappled with losses in its share in the data center and PC areas, which once served as its moat. It failed to tap the AI shift, akin to rivals like Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Intel <a target="_blank" href="https://www.benzinga.com/media/25/05/45456613/intel-cfo-says-new-chip-output-for-clients-will-be-minimal-eyes-foundry-breakeven-by-2027" rel="noreferrer noopener">fired its chief</a> Pat Gelsinger&nbsp;in 2024 after his turnaround plan to take on Taiwan Semiconductor failed to impress the board. Intel&nbsp;struggled as rivals&nbsp;Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) captured market share in data centers, AI, and GPUs.
Recently Intel CFO David Zinsner said&nbsp;Intel foundry is on track to break even in 2027 and would require external customers to generate low to mid-single digit billions in revenue to accomplish that.
In April, Intel&nbsp;sold a majority stake&nbsp;in its Altera unit to SilverLake for $4.46 billion.
Before the SilverLake sale, the company had been preparing to&nbsp;spin out&nbsp;Altera through a public offering under former CEO Pat Gelsinger, akin to Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), in 2022.
Price Actions:&nbsp;INTC stock is down 0.30% at $21.32 at last check Tuesday.
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Photo Courtesy Ascannio via Shutterstock

Asset Sales

MBLY

Intel Eyes Exit From Networking And Edge Business To Refocus On PC, Data Center Dominance: Report

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) is <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">bolstering its collaborations</a> with Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and original design manufacturers (ODMs) in Taiwan.
Qualcomm has historically been a leading customer of Taiwan Semiconductor and will continue to be, as the Taipei Times <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2025/05/20/2003837162" rel="noreferrer noopener">reported</a> on Tuesday, citing Qualcomm chief Cristiano Amon ahead of the annual Computex trade show.
Amon told the Taipei Times that Qualcomm was a leading fabless semiconductor designer.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45411148/taiwan-semiconductor-commits-15-billion-to-chip-expansion-approves-dividend-amid-rising-global-demand" rel="noreferrer noopener">Taiwan Semiconductor Commits $15 Billion To Chip Expansion, Approves Dividend</a>
The company ships about 40 billion mobile and AI-enabled chipsets annually, and Taiwan Semiconductor is its primary manufacturing partner.
Amon highlighted Taiwan&#8217;s strength in the personal computer (PC) ecosystem and Qualcomm&#8217;s growing ties with Taiwan&#8217;s PC sector through collaboration with domestic players like Quanta Computer Inc. and Compal Electronics Inc.
Taiwan&#8217;s chip designer MediaTek will also start using Taiwan Semiconductor&#8217;s latest 2-nm chipmaking technology by September 2025, Nikkei Asia <a target="_blank" href="https://asia.nikkei.com/Business/Tech/Semiconductors/MediaTek-to-use-TSMC-s-2-nm-chip-tech-to-stay-in-AI-race2" rel="noreferrer noopener">reported</a> on Tuesday, citing MediaTek CEO Rick Tsai at Computex.
Tsai said the technology will serve its high-volume devices.
Taiwan Semiconductor is a leading contract chipmaker for companies like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>). The stock has surged over 26% in the last 12 months thanks to the AI frenzy. However, the stock has dropped over 4% year-to-date as the Trump administration&#8217;s tariff policies have taken a toll on the stock, similar to its semiconductor peers.
Recently, Taiwan Minister of Economic Affairs J.W. Kuo said he did not expect the U.S. tariffs to <a target="_blank" href="https://www.benzinga.com/government/regulations/25/05/45508534/taiwan-minister-shrugs-off-us-tariffs-says-taiwan-semiconductor-will-thrive-while-samsung-takes-the-hit" rel="noreferrer noopener">affect Taiwanese manufacturers</a>, thanks to its semiconductor ecosystem. Kuo expects&nbsp;Taiwan Semiconductor to maintain its moat over the next decade, citing that any tariff upsurge would primarily affect U.S. customers instead of the foundry.
Price Action:&nbsp;TSM stock is down 0.87% to $191.82 premarket at the last check on Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/media/25/05/45496055/intels-next-gen-ai-tech-steals-the-show-at-computex-2025" target="_blank" rel="noreferrer noopener">Intel&#8217;s Next-Gen AI Tech Steals The Show At Computex 2025</a></li>
</ul>
Photo by wakamatsu via Shutterstock

Taiwan Semiconductor, Qualcomm, MediaTek Team Up To Power Next-Gen Mobile And AI Chips

On Monday, Cathie Wood-led Ark Invest made significant trades involving Taiwan Semiconductor Manufacturing Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>).
The TSMC Trade saw Ark Invest making substantial purchases of the Taiwan-based chip giant&#8217;s shares. The Ark Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#NYSE">ARKK</a>) and ARK Next Generation Internet ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKW#BATS">ARKW</a>) collectively acquired 197,776 shares. This move comes as TSMC collaborates with <a href="https://www.benzinga.com/25/05/45487650/nvidia-tsmc-and-apple-supplier-foxconn-partner-to-develop-taiwan-ai-supercomputer">Nvidia and Foxconn</a> to develop a powerful AI supercomputer in Taiwan. The partnership aims to enhance AI computing infrastructure in Asia, potentially boosting TSMC&#8217;s technological edge. 
However, TSMC&#8217;s Arizona factory has <a href="https://www.benzinga.com/markets/asia/25/04/44932342/taiwan-semiconductors-arizona-factory-faces-441-million-loss-amid-supply-chain-labor-cost-challenges">faced challenges</a>, incurring a $441 million loss due to supply chain and labor cost issues. On Monday, TSMC shares ended the day 0.4% lower at $193.50 in New York. Ark&#8217;s trade was valued at $3.83 million.
The Meta Platforms Trade involved Ark Invest reducing its holdings in the Mark Zuckerberg-led social media behemoth. The ARKK and ARKW ETFs sold a total of 101,251 shares. This decision coincides with Meta&#8217;s ongoing legal battles, including a plea to dismiss an <a href="https://www.benzinga.com/tech/25/05/45485147/meta-pleads-with-judge-to-dismiss-ftcs-antitrust-case-in-high-stakes-trial">FTC antitrust case</a>. The case could significantly impact Meta&#8217;s market dominance. Despite these challenges, Meta has ambitious plans to <a href="https://www.benzinga.com/markets/25/05/45160454/mark-zuckerbergs-meta-targets-1-4-trillion-revenue-from-generative-ai-by-2035-court-filing-reveals">generate up to $1.4 trillion in revenue</a> from generative AI products by 2035. Meta shares ended the day at $640.43. Ark&#8217;s Meta sale was estimated to be worth $6.5 million.
Other Key Trades:
<ul class="wp-block-list">
<li>ARKW sold 5,988 shares of Jack Dorsey-led Block Inc. (XYZ)</li>
<li>ARKW bought 106,061 shares of GitLab Inc. (GTLB).</li>
<li>ARKW sold 57,013 shares of CoreWeave Inc. (CRWV).</li>
<li>ARKW bought 90,233 shares of Nextdoor Holdings Inc (KIND).</li>
<li>ARKX bought 16,057 shares of Blade Air Mobility Inc. (BLDE).</li>
</ul>
Taiwan Semiconductor has a Momentum in the 82nd percentile and a Value in the 51st percentile, according to Benzinga Edge Stock Rankings. Does Nvidia rank better in terms of Value? <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Find out here.</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="444" height="282" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/19214521/Screenshot-2025-05-20-at-10.44.48.png" alt="" class="wp-image-920505" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/19214521/Screenshot-2025-05-20-at-10.44.48.png 444w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/19214521/Screenshot-2025-05-20-at-10.44.48-300x191.png 300w" sizes="(max-width: 444px) 100vw, 444px" /></a></figure>
Photo Courtesy: ChrisStock82 on Shutterstock.com
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Cathie Wood's Monday Moves: Ark Bets On Nvidia-Supplier TSMC, Sells $6.5 Million Of Mark Zuckerberg's Meta Shares

Taiwan Minister of Economic Affairs J.W. Kuo said the U.S. tariffs did not <a href="https://www.benzinga.com/topic/taiwan" target="_blank" rel="noreferrer noopener">bother Taiwanese manufacturers</a>, highlighting its leverages, notably its semiconductor ecosystem.
Kuo emphasized the U.S. dependence on Taiwan to boost its microchip manufacturing capacities, the Taipei Times <a href="https://www.taipeitimes.com/News/biz/archives/2025/05/19/2003837104" target="_blank" rel="noreferrer noopener">reported</a> on Monday, citing the minister&#8217;s interview.
Kuo expects Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) to maintain its moat over the next decade citing any tariff upsurge would primarily affect US customers instead of the foundry.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45411148/taiwan-semiconductor-commits-15-billion-to-chip-expansion-approves-dividend-amid-rising-global-demand" rel="noreferrer noopener">Taiwan Semiconductor Commits $15 Billion To Chip Expansion, Approves Dividend</a>
Kup expects Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) to bear the maximum brunt of the tariff policies due to its lack of advanced semiconductor production capacity.
Taiwan has submitted a position paper under Section 232 of the U.S. Trade Expansion Act to define the &#8220;complementary relationship&#8221; between Taiwan and the U.S. in terms of trade and technology and adopted policies to prevent illegal transshipments, Kuo told the Taipei Times.
Trump administration on April 2 announced that it would slap &#8220;reciprocal&#8221; tariffs on global trading partners of 32%, 25%, and 24% tariffs on goods from Taiwan, South Korea, and Japan to encourage companies to manufacture their products in the US. However, President Trump recently paused the policy for 90 days.
Reportedly, Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/markets/asia/25/05/45466444/to-serve-exploding-ai-chip-demand-taiwan-semiconductor-plans-9-advanced-factories" rel="noreferrer noopener">will construct nine</a> new&nbsp;advanced wafer manufacturing&nbsp;and packaging factories by 2025.
It plans to build nine new factories, including eight wafer fabrication plants and one advanced chip packaging factory.
The contract chipmaker expects to see 60% year-over-year growth in chip shipments with the 3-nanometer process.
Price Action: TSM stock closed at $193.50 on Monday.
Read Next:
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<li><a href="https://www.benzinga.com/media/25/05/45456613/intel-cfo-says-new-chip-output-for-clients-will-be-minimal-eyes-foundry-breakeven-by-2027" target="_blank" rel="noreferrer noopener">Intel CFO Says New Chip Output For Clients Will Be Minimal, Eyes Foundry Breakeven By 2027</a></li>
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Photo Courtesy Jack Hong via Shutterstock

Taiwan Minister Shrugs Off US Tariffs, Says Taiwan Semiconductor Will Thrive While Samsung Takes The Hit

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) showcased a new lineup of graphics processing units (GPUs) and AI accelerators designed for professionals and developers at <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45489409/computex-2025-intel-unveils-new-gpus-for-ai-and-workstations" rel="noreferrer noopener">the Computex 2025</a> on Monday.
Intel launched Arc Pro B60 and B50 graphics processing units for workstations and AI inference.
During the May 20-23 event in Taipei, Taiwan, Intel marks 40 years of collaboration with local ecosystem partners and expands its GPU lineup, AI accelerator capabilities, and AI assistant availability.
Also Read: <a href="https://www.benzinga.com/media/25/05/45456613/intel-cfo-says-new-chip-output-for-clients-will-be-minimal-eyes-foundry-breakeven-by-2027" target="_blank" rel="noreferrer noopener">Intel CFO Says New Chip Output For Clients Will Be Minimal, Eyes Foundry Breakeven By 2027</a>
Intel announces Intel&nbsp;Arc Pro B60 and Intel&nbsp;Arc Pro B50 GPUs, expanding the&nbsp;Intel&nbsp;Arc Pro family&nbsp;with configurations tailored for AI inference and professional workstations.
Intel&nbsp;Gaudi&nbsp;3 AI accelerators&nbsp;are now available in PCIe and rack-scale systems, offering scalable, open solutions for enterprise and cloud AI inferencing.
Now publicly available on GitHub,&nbsp;Intel&nbsp;AI Assistant Builder&nbsp;enables developers to create local, purpose-built AI agents optimized for Intel platforms.
This week&#8217;s product launches coincide with Intel&#8217;s 40th anniversary in Taiwan, which marks four decades of collaboration.
New Intel Arc Pro B60 and B50 GPUs based on the Xe2 architecture feature Intel&nbsp;Xe&nbsp;Matrix Extensions (XMX) AI cores and advanced ray tracing units, bringing high-performance capabilities to creators, developers, and engineers.
Expanding Intel&#8217;s GPU lineup for professionals, new Intel Arc Pro B60 and Intel Arc Pro B50 GPUs are designed for demanding AI inference workloads and workstation applications.
The GPUs are optimized for AEC (architecture, engineering, construction) and inference workstations, offering stability and performance through various independent software vendor (ISV) certifications and optimized software.
The Intel Arc Pro B-Series GPUs are compatible with consumer and pro drivers on Windows.
On Linux, the GPUs support a containerized software stack to simplify AI deployments and will be progressively upgraded with features and optimizations.
The Intel Arc Pro B-Series offers creators and AI developers scalable, cost-effective solutions by combining high memory capacity with key software compatibility.
Intel also revealed a configurable workstation-class Intel&nbsp;Xeon-based platform (code-named Project Battlematrix) designed to reduce friction points for AI developers.
It supports up to eight Intel Arc Pro B60 24GB GPUs to enable medium-size (up to 150 billion parameters) and accurate AI models with up to 192GB of video random-access memory.
Intel chief Lip-Bu Tan told Reuters on Monday that the company has a 55% share of the data center market.
Recently, Intel announced that <a href="https://www.benzinga.com/media/25/04/45079217/intel-ramps-up-new-chip-tech-to-take-on-taiwan-semiconductors-global-lead" target="_blank" rel="noreferrer noopener">several contract manufacturing</a> customers planned to&nbsp;build test chips&nbsp;for its forthcoming advanced manufacturing process as it struggles to win market share from Taiwan Semiconductor Manufacturing Co&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Price Actions: INTC stock is down 1.45% at $21.34 at last check Monday.
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Photo: Tada Images/ Shutterstock.com

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