Últimas noticias sobre Taiwan Semiconductor (NYSE:TSM) Bolsa

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.

Tainan,,Taiwan-,September,30,,2021:,Taiwan,Semiconductor,Manufacturing,Company,(tsmc)

News

Tech

Media

MSFT

TSMC sube tras los sólidos resultados de Meta y Microsoft, reforzando el optimismo en IA pese a tensiones arancelarias.

TSMC sube un 3,5% impulsado por resultados positivos de Meta y Microsoft y el auge de la IA

Small,Semiconductor,On,A,Circuit,Board.,Extreme,Closeup,Of,A

Movers

AVGO

BABA

MRVL

NVDA

Las acciones de Nvidia, AMD y otras tecnológicas suben tras los buenos resultados de Meta y Microsoft. Mira quién lidera el repunte.

Las acciones de semiconductores se disparan tras los sólidos resultados de Meta y Microsoft

Chips, semiconductor shutterstock_2198551397

Equities

Markets

ERIC

Huawei prueba su chip de IA Ascend 910D para rivalizar con Nvidia y desafía las restricciones de EE.UU. ¿Logrará imponerse?

Huawei lanza Ascend 910D y amenaza el dominio de Nvidia en chips de IA

Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor Manufacturing Co Ltd

Tesmec SpA

Thrivent Small-Mid Cap Equity ETF

Leverage Shares 2X Long TSM Daily ETF

Tsumura & Co

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

Chip stocks climbed late Wednesday after Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate">reported</a> the Trump administration plans to rescind a key Biden-era export restriction on AI chips. The rollback targets the "AI diffusion rule," which imposed complex licensing rules on sales to dozens of countries.
At market close on Wednesday, NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares were up 3.10% to $117.06, Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) gained 1.76% to $100.36 and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) were higher by 1.31% to $174.54.
What To Know: The diffusion rule, introduced in January, grouped countries into three tiers with varying levels of export restrictions. Nvidia has been a <a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44934100/analyst-sticks-with-nvidia-despite-fallout-from-china-curbs">vocal critic</a>, warning the rules would harm U.S. competitiveness and push allies toward China.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45259675/apple-alphabet-shares-tumble-amid-potential-ai-search-shift">Apple, Alphabet Shares Tumble Amid Potential AI Search Shift</a>
According to Bloomberg, Trump officials <a href="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate">aim to replace</a> the rule with a simpler framework that still targets countries accused of diverting chips to China, including Malaysia and Thailand.
The move comes ahead of Trump&#8217;s planned Middle East trip, where countries like the UAE and Saudi Arabia — previously hit by chip curbs — hope to negotiate better terms.
While the rollback isn't final, the Commerce Department is expected to continue enforcing current restrictions until a new policy is adopted, Bloomberg noted.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45264199/amd-market-position-is-the-best-in-the-companys-history-says-analyst">AMD Market Position Is &#8216;The Best In The Company&#8217;s History,&#8217; Says Analyst</a>
<h1 class="wp-block-heading">How To Buy AMD Stock</h1>
Besides going to a brokerage platform to purchase a share — or fractional share — of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument.
For example, Advanced Micro Devices is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
Read Also:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45263291/fed-keeps-rates-steady-warns-of-rising-uncertainty-about-the-economic-outlook">Fed Keeps Rates Steady, Warns Of Rising &#8216;Uncertainty About The Economic Outlook&#8217; </a></li>
</ul>
Photo: Shutterstock

Government

Politics

Global

Chip Stocks Rise As Trump Reportedly Plans To Roll Back Biden-Era AI Export Curbs

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) shares are trading lower Wednesday, under pressure amid a broader shift in the semiconductor supply chain and continued macroeconomic uncertainty<a href="https://www.benzinga.com/25/05/45260942/amd-shifts-chip-orders-to-taiwan-semiconductor-dropping-samsung-in-big-manufacturing-move"> tied to trade and automation.</a>
What To Know: The drop comes as key chipmaker Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) ended its 4nm chip production deal with Samsung, citing poor yields and U.S. tariff pressures. AMD has shifted production to Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), notably at its Arizona facility, one that Apple and Nvidia have also reportedly turned to in the wake of protectionist trade policies.
AMD&#8217;s strategic migration away from Samsung highlights ongoing vulnerabilities in Apple's supply chain and underscores the geopolitical complexities that tech giants face. Apple has long been a major client of TSMC, and while the move doesn't directly implicate Apple in any supply disruption, it reinforces concerns around cost pressures and manufacturing risks tied to evolving U.S.-Asia trade dynamics.
Additionally, investor sentiment may be reacting to <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45259675/apple-alphabet-shares-tumble-amid-potential-ai-search-shift">news that major tech firms</a>, including Apple, are intensifying their focus on robotics and AI. Amazon's unveiling of its Vulcan warehouse robot and further automation initiatives come as Apple is rumored to be racing Meta in developing AI-powered humanoid robots. While these developments suggest future innovation, they also raise concerns about labor market disruption and regulatory oversight, contributing to sector volatility.
AAPL Price Action: Apple shares were down 1.89% at $194.80 at the time of writing, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45263291/fed-keeps-rates-steady-warns-of-rising-uncertainty-about-the-economic-outlook">Fed Keeps Rates Steady, Warns Of Rising &#8216;Uncertainty About The Economic Outlook&#8217;</a></li>
</ul>
Image Via Shutterstock.

AAPL

Apple Shares Fall Amid Broader Tech Shifts And Supplier Developments: What's Going On?

Macro Notification

WIIM

General

INTC

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Shares of chip stocks are trading higher following a report indicating President Trump will rescind global chip curbs.

<a href="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate" title="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate">https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate</a>

Macro Economic Events

Economics

ASML

LRCX

LSCC

NXPI

RMBS

'Trump To Rescind Global Chip Curbs Amid AI Restrictions Debate' - Bloomberg News

Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) has dumped its <a target="_blank" href="https://www.benzinga.com/topic/chip-stocks" rel="noreferrer noopener">4nm process orders</a> with Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), citing low yield rates on its advanced process nodes and the impact of the US tariffs.
The Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) rival chip designer has tapped Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) fab in Arizona, Technode <a target="_blank" href="https://technode.com/2025/05/07/amd-reportedly-drops-samsung-4nm-orders-moves-to-tsmcs-arizona-fab/" rel="noreferrer noopener">reported</a> on Wednesday, citing Wccftech.
AMD had previously pursued a dual-sourcing strategy and planned broad collaboration with Samsung on 4nm production.
Also Read: <a href="https://www.benzinga.com/25/04/45122093/samsung-faces-challenges-in-foundry-segment-as-trump-tariffs-loom-and-taiwan-semiconductor-leads" target="_blank" rel="noreferrer noopener">Samsung Galaxy Sales Soar But Foundry Segment Lags As Trump Tariffs Loom</a>
President Trump&#8217;s tariff policies prompted companies like Nvidia and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) to use the Arizona facility for their chips.
In April, Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/25/04/45113439/taiwan-semiconductor-breaks-ground-on-third-arizona-plant-without-us-subsidies-amid-trump-tariff-threats" rel="noreferrer noopener">broke ground on</a>&nbsp;its third semiconductor manufacturing fab in Arizona.
In March, the Taiwanese contract chipmaker announced&nbsp;plans&nbsp;to invest an additional $100 billion in US plants in addition to its &nbsp;$65 billion in planned&nbsp;investments in the country.
The investment followed Trump&#8217;s tariff policies and verbal attacks on Taiwan &#8220;for stealing&#8221; the U.S. semiconductor business.
On Tuesday, Advanced Micro Devices reported quarterly results. <a href="https://www.benzinga.com/news/earnings/25/05/45237261/amd-q1-earnings-revenue-eps-beat-driven-by-expanding-data-center-ai-momentum-chipmaker-expects-strong-growth-in-2025" target="_blank" rel="noreferrer noopener">First-quarter revenue</a> was $7.44 billion, up 36%, beating analyst estimates of $7.13 billion.
AMD reported first-quarter adjusted earnings of 96 cents per share, beating analyst estimates of 94 cents per share. The company&#8217;s gross margin was 54%.&nbsp;
What&#8217;s Next: Advanced Micro Devices expects second-quarter revenue of approximately $7.4 billion, plus or minus $300 million. Analysts are currently forecasting second-quarter revenue of $7.24 billion.
The firm expects a second-quarter adjusted gross margin of 43%, which includes an approximate $800 million impact in charges related to inventory due to new export controls.
In February, Benchmark&nbsp;analyst Cody Acree <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/02/43788975/amd-closing-competitive-gpu-gap-with-nvidia-gains-market-share-from-intel-in-client-and-server-markets-analyst" rel="noreferrer noopener">highlighted AMD gained</a> market share in AI and server markets, accelerating the MI350 launch to compete with Nvidia&#8217;s Blackwell and expanding client CPU momentum.
ASICs only make up about 20% of the total AI silicon opportunity.
Price Actions: Advanced Micro Devices&#8217; stock is up 0.59% at $99.05 at last check Wednesday. TSM is up 0.90%.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/media/25/04/45008023/intel-weighs-taiwan-semiconductor-partnership-to-boost-chip-game" target="_blank" rel="noreferrer noopener">Intel Weighs Taiwan Semiconductor Partnership To Boost Chip Game</a></li>
</ul>

SSNLF

Advanced Micro Devices Drops Samsung, Shifts Chip Orders To Taiwan Semiconductor

Taiwan, Japan, and the U.S. are establishing closer trilateral cooperation in <a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">the semiconductor industry</a>, forming a &#8220;semiconductor iron triangle,&#8221; the Taiwan Times <a target="_blank" href="https://www.taipeitimes.com/News/taiwan/archives/2025/05/06/2003836422" rel="noreferrer noopener">reported</a> Tuesday, citing former Japanese Minister of Economy, Trade and Industry Yasutoshi Nishimura.
Nishimura, a current member of the lower house of the Japanese Diet, visited Taiwan on Monday.
Taiwan Semiconductor Manufacturing Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) presence in Japan and the U.S. prompted the minister to use the phrase &#8220;semiconductor iron triangle.&#8221;
Also Read: <a href="https://www.benzinga.com/25/01/42825523/taiwan-semi-likely-for-upside-backed-by-ai-demand-and-advanced-node-pricing-analyst-says" target="_blank" rel="noreferrer noopener">TSMC Analyst Sees AI, Advanced Nodes Driving Growth In 2025</a>
The Taiwanese contract chipmaker&#8217;s Arizona factory uses Japan-made manufacturing devices and materials, he told the Taipei Times.
He expects the collaboration in advanced chips to help the countries develop 5G, self-driving vehicles, and generative artificial intelligence.
He also proposed closer Taipei-Tokyo exchanges in the energy sector.
In an April speech in Japan, Nishimura emphasized the collaboration of Taiwan, Japan, and the U.S. to counter China&#8217;s alleged theft of semiconductor technology for military use.
Taiwan Semiconductor bagged <a target="_blank" href="https://www.benzinga.com/government/24/08/40554768/taiwan-semiconductor-ramps-up-overseas-investments-with-1-95b-in-subsidies-eyes-long-term-growth" rel="noreferrer noopener">62.5 billion New Taiwan dollars</a> ($1.95 billion) in subsidies from China and Japan since 2022. In the first half of 2024, Taiwan Semiconductor won 7.96 billion New Taiwan dollars in subsidies from China and Japan after receiving 47.55 billion New Taiwan dollars in 2023 and obtaining 7.05 billion New Taiwan dollars in 2022.
According to TrendForce, Taiwan commanded 67% of the <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42843001/taiwan-semiconductor-ramps-up-production-in-japan-us-and-germany-to-diversify-away-from-china" rel="noreferrer noopener">global market share</a> in contracted semiconductor manufacturing and nearly 80% in cutting-edge products in 2023.
Cathay Futures Consultant Tsai Ming-han told Focus Taiwan that Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/media/25/05/45169853/taiwan-semiconductor-gains-on-strong-earnings-from-meta-and-microsoft-boosting-ai-demand" rel="noreferrer noopener">attracted strong buying</a>, backed by the artificial intelligence frenzy, which significantly boosted the Taiex, the weighted index on the Taiwan Stock Exchange (TWSE).
Taiwan Semiconductor stock declined close to 13% year-to-date, fueled by Trump administration tariff woes and the sustainability of artificial intelligence investment after Chinese AI startups like DeepSeek claimed to offer competitive artificial intelligence models at a fraction of the cost.
Morgan Stanley&nbsp;returned to Taiwan Semiconductor Manufacturing as a top pick, citing strong AI-driven capital spending from Big Tech firms, including Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>).
Price Action: TSM stock is down 1.81% to $173.11 at last check on Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44631510/asml-to-boost-japan-workforce-5x-amid-global-race-for-advanced-semiconductor-tech" target="_blank" rel="noreferrer noopener">Chip Equipment Maker ASML To Boost Japan Workforce 5x Amid Global Race For Advanced Semiconductor Tech</a></li>
</ul>
Photo by wakamatsu via Shutterstock

Regulations

Taiwan Semiconductor 'At The Heart of New US-Japan-Taiwan' Chip Alliance, Former Japanese Minister Says

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/09/25</td>
<td>$115.00</td>
<td>$25.4K</td>
<td>30.9K</td>
<td>48.5K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$150.00</td>
<td>$58.9K</td>
<td>14.2K</td>
<td>12.5K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/09/25</td>
<td>$140.00</td>
<td>$33.6K</td>
<td>9.8K</td>
<td>11.6K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$100.00</td>
<td>$29.8K</td>
<td>6.6K</td>
<td>8.9K</td>
</tr>
<tr>
<td>VRNS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$45.00</td>
<td>$64.5K</td>
<td>1.3K</td>
<td>5.4K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$180.00</td>
<td>$216.2K</td>
<td>26.9K</td>
<td>5.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$385.00</td>
<td>$77.7K</td>
<td>1.2K</td>
<td>4.2K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$8.00</td>
<td>$471.0K</td>
<td>8.0K</td>
<td>3.5K</td>
</tr>
<tr>
<td>AI</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/09/25</td>
<td>$23.00</td>
<td>$42.8K</td>
<td>21.6K</td>
<td>2.7K</td>
</tr>
<tr>
<td>ZETA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$12.50</td>
<td>$901.6K</td>
<td>301</td>
<td>2.3K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 4 day(s) on May 9, 2025. This event was a transfer of 128 contract(s) at a $115.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $198.0 per contract. There were 30978 open contracts at this strike prior to today, and today 48575 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be neutral, expiring in 256 day(s) on January 16, 2026. This event was a transfer of 10 contract(s) at a $150.00 strike. The total cost received by the writing party (or parties) was $58.9K, with a price of $5890.0 per contract. There were 14287 open contracts at this strike prior to today, and today 12528 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a call option trade with neutral sentiment. It expires in 4 day(s) on May 9, 2025. Parties traded 102 contract(s) at a $140.00 strike. The total cost received by the writing party (or parties) was $33.6K, with a price of $330.0 per contract. There were 9897 open contracts at this strike prior to today, and today 11636 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on May 9, 2025. Parties traded 58 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $29.8K, with a price of $515.0 per contract. There were 6633 open contracts at this strike prior to today, and today 8940 contract(s) were bought and sold. 
• Regarding VRNS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNS#NASDAQ">VRNS</a>), we observe a call option sweep with bearish sentiment. It expires in 11 day(s) on May 16, 2025. Parties traded 287 contract(s) at a $45.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $64.5K, with a price of $225.0 per contract. There were 1373 open contracts at this strike prior to today, and today 5476 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a call option trade that happens to be bullish, expiring in 46 day(s) on June 20, 2025. This event was a transfer of 250 contract(s) at a $180.00 strike. The total cost received by the writing party (or parties) was $216.2K, with a price of $865.0 per contract. There were 26960 open contracts at this strike prior to today, and today 5068 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on May 9, 2025. This event was a transfer of 77 contract(s) at a $385.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $77.7K, with a price of $1008.0 per contract. There were 1237 open contracts at this strike prior to today, and today 4219 contract(s) were bought and sold. 
• Regarding CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we observe a call option trade with bearish sentiment. It expires in 46 day(s) on June 20, 2025. Parties traded 3000 contract(s) at a $8.00 strike. The total cost received by the writing party (or parties) was $471.0K, with a price of $157.0 per contract. There were 8008 open contracts at this strike prior to today, and today 3522 contract(s) were bought and sold. 
• Regarding AI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>), we observe a call option trade with neutral sentiment. It expires in 4 day(s) on May 9, 2025. Parties traded 997 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $42.8K, with a price of $43.0 per contract. There were 21613 open contracts at this strike prior to today, and today 2777 contract(s) were bought and sold. 
• For ZETA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZETA#NYSE">ZETA</a>), we notice a call option trade that happens to be bearish, expiring in 256 day(s) on January 16, 2026. This event was a transfer of 2300 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $901.6K, with a price of $392.0 per contract. There were 301 open contracts at this strike prior to today, and today 2303 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

Core Scientific, Inc. - Class A Common Stock

CORZ

MSTR

PLTR

VRNS

ZETA

10 Information Technology Stocks With Whale Alerts In Today's Session

ACMR

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ENTG

FORM

HIMX

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MCHP

MKSI

QCOM

SMTC

Shares of chip stocks are trading higher amid overall market strength on reports indicating China is assessing US trade talks. Additionally, jobs data may be easing some market fears. NVIDIA shares rose on reports indicating the company is working on China-tailored chips.

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) stock is trading higher Friday in <a target="_blank" href="https://www.benzinga.com/media/25/03/44255195/meta-taps-taiwan-semiconductor-to-build-ai-chip-aims-to-cut-nvidia-dependence-by-2026" rel="noreferrer noopener">sympathy with customers</a> Meta Platforms, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and&nbsp;Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) this week&#8217;s quarterly financial results.
Meta reported&nbsp;its first-quarter financial results&nbsp;after the market closed on Wednesday. Its revenue was $42.31 billion, up 16%, <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/05/45136869/why-are-nvidia-broadcom-and-other-chip-stocks-soaring-on-thursday" rel="noreferrer noopener">beating&nbsp;analyst estimates</a> of $41.39 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/45113439/taiwan-semiconductor-breaks-ground-on-third-arizona-plant-without-us-subsidies-amid-trump-tariff-threats" rel="noreferrer noopener">Taiwan Semiconductor Breaks Ground On Third Arizona Plant Without US Subsidies Amid Trump Tariff Threat</a>
The company reported first-quarter earnings of $6.43 per share, topping analyst estimates of $5.21 per share. Meta expects second-quarter revenue of $42.5 billion to $45.5 billion versus estimates of $44.06 billion.
Microsoft also&nbsp;reported&nbsp;third-quarter financial results&nbsp;after the&nbsp;market closed Wednesday. It reported a third-quarter revenue of $70.07 billion, up 13%. The revenue total beat a Street consensus estimate of $68.43 billion. The company reported quarterly earnings per share of $3.46, beating a Street consensus estimate of $3.22.
The upbeat results of the Big Tech giants reflect that they remain committed to their artificial intelligence ambitions despite U.S. semiconductor sanctions and tariff policies.
Dealers <a target="_blank" href="https://focustaiwan.tw/business/202505020015" rel="noreferrer noopener">told</a> Focus Taiwan strong earnings from two major U.S. tech giants reduced concerns about AI demand despite tariff disruptions.
Cathay Futures Consultant Tsai Ming-han told Focus Taiwan that bargain hunters capitalized on recent heavy losses caused by Trump&#8217;s unpredictable tariff policies. Taiwan Semiconductor attracted strong buying, backed by the artificial intelligence frenzy, which significantly boosted the Taiex, the weighted index on the Taiwan Stock Exchange (TWSE).
Morgan Stanley returned to Taiwan Semiconductor Manufacturing as a top pick, citing strong AI-driven capital spending from Big Tech firms, including Meta and Microsoft.
Price Action:&nbsp;TSM stock traded higher by 3.51% to $178.79 at the last check on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/45122093/samsung-faces-challenges-in-foundry-segment-as-trump-tariffs-loom-and-taiwan-semiconductor-leads" target="_blank" rel="noreferrer noopener">Samsung Galaxy Sales Soar But Foundry Segment Lags As Trump Tariffs Loom</a></li>
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Photo by Jack Hong via Shutterstock

Taiwan Semiconductor Gains On Strong Earnings From Meta And Microsoft Boosting AI Demand

In the face of growing macroeconomic uncertainties and new indications of economic slowdown, investors are increasingly directing their attention out of U.S. shores. 
The first half of 2025 witnessed <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/45098824/tariffs-hit-hard-as-us-economy-shrinks-for-first-time-since-2022">U.S. gross domestic product (GDP) contracted by 0.3%</a>, a violent turnabout of the 2.4% expansion recorded for the last quarter of 2024. It is the initial economic downturn since 2022, and that bodes a possible turbulence for the future.
Adding to the decline are rising tariff tensions, which remain roiling market sentiment. Under such conditions, diversification on a global scale is no longer a nicety—it is becoming a requirement. Global ETFs are becoming increasingly attractive vehicles for investors who want to achieve growth and protection from home economic headwinds. Three of these <a href="https://www.benzinga.com/etfs">ETFs are gaining increased attention</a> below:
Avantis International Large Cap Value ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVIV#NYSE">AVIV</a>) 
<ul>
<li>YTD performance: +12.4% </li>
<li>The Avantis International Large Cap Value ETF has gained terrific momentum over the past few weeks. With more than $67 million in April alone (per FactSet data cited by VettaFi), AVIV&#8217;s draw is its value-oriented strategy towards non-U.S. large-cap stocks. The <a href="https://www.avantisinvestors.com/avantis-investments/avantis-international-large-cap-value-etf/">fund </a>targets strong-fundamentally positioned names with long-term growth potential, thus offering a mix of defensive exposure and upside.</li>
<li>AVIV&#8217;s value bias provides a timely benefit. When U.S. expansion weakens and valuation risks mount domestically, investors are seeking out more affordable equities outside the country. Not only does this strategy offer a plausible safe haven but also it fits with overarching themes of long-term capital appreciation.</li>
</ul>
Vanguard FTSE Emerging Markets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VWO#NYSE">VWO</a>)
<ul>
<li>YTD performance: +3.2%</li>
<li>For investors looking for targeted exposure to the world&#8217;s fastest-growing economies, the Vanguard FTSE Emerging Markets ETF is a compelling choice. VWO is <a href="https://investor.vanguard.com/investment-products/etfs/profile/vwo#portfolio-composition">concentrated </a>in the stocks of countries such as China, India, Brazil, and Taiwan—markets typically underweight in more general international ETFs. Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Tencent (OTCPK: TCEHY), Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) are among its largest holdings.</li>
<li>With supply chains around the world reshaping themselves and growth potential shifting eastward, VWO leverages the long-term structural ascendancy of emerging markets.</li>
<li>Even though the near-term volatility associated with these markets is a challenge, VWO provides diversification away from developed economies that are currently facing growth stagnation and policy uncertainty. It&#8217;s a compelling option for those willing to take a slightly higher risk and have a long time horizon.</li>
</ul>
Vanguard Total International Stock ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VXUS#NASDAQ">VXUS</a>)
<ul>
<li>YTD performance: +8.6%</li>
<li>The Vanguard Total International Stock ETF is another vehicle that has benefited from investors&#8217; demand for international equity exposure. In contrast with its U.S.-oriented cousin, the Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>), which declined more than 4% this year thus far, VXUS rose close to 9%, indicating rising confidence in overseas markets.</li>
<li>VXUS <a href="https://investor.vanguard.com/investment-products/etfs/profile/vxus">offers </a>exposure to thousands of stocks in non-U.S. developed and emerging markets. It&#8217;s a sound option for those seeking to diminish U.S.-specific risk without crossing into niche or high-fee territory. With economic expansion gaining momentum in a number of international economies, VXUS offers a simple, broad-market bet on global rebound.</li>
</ul>
What&#8217;s Next: With economic uncertainty fermenting and policy uncertainty hanging over the domestic horizon, the attraction of international ETFs will rise. Although no investment is risk-free, these funds do represent a level of diversification that can act as ballast in rough seas. Whether it&#8217;s valuation fear, macro headwinds, or plain old diversification strategy, the trend towards international exposure is less of a trend—and more of a necessary strategic realignment.
Read Next:
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<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/05/45143330/ai-hypersonics-24-billion-market-portfolio-manager-gives-a-peek-inside-gcads-bet-on-drone-warfar"> AI, Hypersonics, $24 Billion Market: Portfolio Manager Gives A Peek Inside GCAD&#8217;s Bet On Drone Warfare Dominance</a></li>
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Image: Shutterstock

Broad U.S. Equity ETFs

ETFs

AVIV

TCEHY

VXUS

3 Global ETFs Taking Off As US Economy Falters

Whales with a lot of money to spend have taken a noticeably bullish stance on Taiwan Semiconductor.
Looking at options history for Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) we detected 71 trades.
If we consider the specifics of each trade, it is accurate to state that 47% of the investors opened trades with bullish expectations and 32% with bearish.
From the overall spotted trades, 17 are puts, for a total amount of $1,187,412 and 54, calls, for a total amount of $3,887,961.
<h3>What's The Price Target?</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $90.0 to $330.0 for Taiwan Semiconductor over the recent three months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Taiwan Semiconductor's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Taiwan Semiconductor's significant trades, within a strike price range of $90.0 to $330.0, over the past month.
<h3>Taiwan Semiconductor Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746118914_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$6.2</td>
<td>$6.15</td>
<td>$6.2</td>
<td>$172.50</td>
<td>$299.4K</td>
<td>1.6K</td>
<td>681</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$2.73</td>
<td>$2.67</td>
<td>$2.68</td>
<td>$125.00</td>
<td>$268.0K</td>
<td>10.3K</td>
<td>1.0K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$14.25</td>
<td>$14.2</td>
<td>$14.17</td>
<td>$170.00</td>
<td>$263.9K</td>
<td>8.5K</td>
<td>954</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$14.3</td>
<td>$14.2</td>
<td>$14.25</td>
<td>$170.00</td>
<td>$247.6K</td>
<td>8.5K</td>
<td>651</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$21.1</td>
<td>$20.8</td>
<td>$21.02</td>
<td>$175.00</td>
<td>$210.2K</td>
<td>10.4K</td>
<td>119</td>
</tr>
</tbody>
</table>

<h3>About Taiwan Semiconductor</h3>
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.
Having examined the options trading patterns of Taiwan Semiconductor, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Taiwan Semiconductor's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 13,449,627, the TSM's price is up by 4.2%, now at $173.69. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 77 days.</li>
</ul>
<h3>What Analysts Are Saying About Taiwan Semiconductor</h3>
Over the past month, 3 industry analysts have shared their insights on this stock, proposing an average target price of $230.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Barclays persists with their Overweight rating on Taiwan Semiconductor, maintaining a target price of $215. 
&#x2A; An analyst from Susquehanna has decided to maintain their Positive rating on Taiwan Semiconductor, which currently sits at a price target of $250. 
&#x2A; Reflecting concerns, an analyst from Needham lowers its rating to Buy with a new price target of $225.
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Taiwan Semiconductor options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Smart Money Is Betting Big In TSM Options

SMCI

Shares of semiconductor stocks are trading higher following strong earnings from Microsoft and Meta.

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), and Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) stocks surged on Thursday in solidarity with Meta Platforms, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) quarterly financial results.
Meta reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/45117948/meta-q1-earnings-eps-beat-revenue-up-16-ai-approaches-1-billion-monthly-actives-capital-expenditures-forecast-raised" rel="noreferrer noopener">its first-quarter financial results</a> after the market closed on Wednesday. Its revenue was $42.31 billion, up 16%, beating&nbsp;analyst estimates of $41.39 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/25/04/44991419/nvidia-powers-next-gen-adaptive-digital-ai-agents-for-cisco-nasdaq-and-meta" rel="noreferrer noopener">Nvidia Powers Next-Gen Adaptive Digital AI Agents For Cisco, Nasdaq, And Meta</a>
The company reported first-quarter earnings of $6.43 per share, topping analyst estimates of $5.21 per share. Meta expects second-quarter revenue of $42.5 billion—$45.5 billion versus estimates of $44.06 billion.
Microsoft also reported <a target="_blank" href="https://www.benzinga.com/25/04/45117886/microsoft-q3-earnings-highlights-revenue-beat-eps-beat-cloud-revenue-up-20" rel="noreferrer noopener">third-quarter financial results</a> after the&nbsp;market closed Wednesday. It reported a third-quarter revenue of $70.07 billion, up 13%. The revenue total beat a Street consensus estimate of $68.43 billion. The company reported quarterly earnings per share of $3.46, beating a Street consensus estimate of $3.22.
The upward stock trajectory of Nvidia and Broadcom, which are major suppliers of Meta and Microsoft, bears testimony to the interconnectivity of the semiconductor ecosystem.
The semiconductor stocks saw aggressive selloffs triggered by U.S. semiconductor sanctions, Donald Trump&#8217;s <a target="_blank" href="https://www.benzinga.com/25/04/44665533/taiwan-semiconductor-stock-tumbles-as-tariff-fears-spark-global-tech-selloff" rel="noreferrer noopener">tariff policies with</a> trading partners like China and other countries, and his hints toward <a target="_blank" href="https://www.benzinga.com/25/03/44106029/taiwan-semiconductor-intel-navigate-shift-as-trump-looks-to-slash-chips-act-workforce-by-40" rel="noreferrer noopener">revocation of the</a> CHIPS Act launched by the Biden administration.
The emergence of competitive and affordable AI models from Chinese AI startup DeepSeek and e-commerce giant Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) posed additional headwinds for the sector.
BofA Securities&nbsp;analyst Vivek Arya&nbsp;<a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43474406/nvidia-still-a-top-pick-as-microsoft-meta-stick-with-gpus-despite-deepseek-challenge-analyst" rel="noreferrer noopener">likes both GPU vendor</a> Nvidia and ASIC vendors Broadcom&nbsp;Marvell Technology on the rising tide of AI compute/networking demand but does not yet see any evidence of GPUs losing their 80%+ share and ASICs taking more than a 10%-15% share of the overall accelerator market.
Price Action: NVDA stock is up 4.22%, AVGO is up 2.97%, and AMD up 1.72%.
Read Next:&nbsp;&nbsp;
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Photo via Shutterstock

Why Are Nvidia, Broadcom And Other Chip Stocks Soaring On Thursday?

Samsung Electronics Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) reported <a href="https://www.benzinga.com/topic/samsung" target="_blank" rel="noreferrer noopener">first-quarter revenue</a> growth of 10% year-on-year to 79.1 trillion Korean won ($55.5 billion) Wednesday.
Revenue growth marked an all-time quarterly high, driven by strong sales of flagship Galaxy S25 smartphones and <a target="_blank" href="https://www.samsung.com/global/ir/" rel="noreferrer noopener">high-value-added products</a>.
Operating profit was 6.7 trillion Korean won ($17.62 billion), up from 6.6 Korean won a year ago, despite headwinds for the DS Division.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44630345/samsungs-china-chip-pivot-gains-steam-with-54-export-surge-amid-us-market-struggles" rel="noreferrer noopener">Samsung&#8217;s China Chip Pivot Gains Steam With 54% Export Surge Amid US Market Struggles</a>
The DS Division (encompassing Memory and S.LSI / Foundry) posted revenue of 25.1 trillion Korean won (versus 23.1 trillion Korean won Y/Y).
The division reported 1.1 trillion Korean won in operating profit (versus 1.9 trillion Korean won Y/Y) due to the erosion of average selling price (ASP) and a decrease in HBM sales due to export controls on AI chips and deferred demand in anticipation of upcoming enhanced HBM3E products.
Samsung Display Corp Division (SDC) posted 5.9 trillion Korean won in revenue (versus 5.4 trillion Korean won Y/Y) and 0.5 trillion Korean won in operating profit (versus 0.3 trillion Korean won Y/Y).
The Mobile eXperience (MX) and Networks businesses posted 37.0 trillion Korean won in revenue (versus 33.5 Korean won Y/Y). The division reported 4.3 trillion Korean won in operating profit (versus 3.5 trillion Korean won Y/Y).
The quarterly capex was 12.13 trillion Korean won, down from 13.42 trillion Korean won a year ago.
Samsung&#8217;s flagship products, including semiconductors, smartphones, and tablets, are now exempt from reciprocal tariffs. Still, President Donald Trump has&nbsp;indicated&nbsp;that a tariff on the electronics supply chain, including chips, is in the works, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-30/samsung-s-chips-business-beats-estimates-after-stockpiling-push?sref=TBDibEcD" rel="noreferrer noopener">reported</a> Wednesday.
Seoul and Washington agreed to pursue a comprehensive package agreement by July 8, when the 90-day tariff pause will end.
Samsung has struggled for months to secure&nbsp;Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) final nod for its most advanced HBM products, making it challenging to compete with&nbsp;Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Samsung is in talks to supply customized sixth-generation high-bandwidth memory, or HBM4, chips to major AI chipmakers, including Nvidia, Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, the Korea Economic Daily <a target="_blank" href="https://www.kedglobal.com/korean-chipmakers/newsView/ked202504300004" rel="noreferrer noopener">reported</a> Wednesday.
Outlook: In the second quarter, the Memory Business anticipates robust demand for AI servers and a ramp-up of the enhanced HBM3E 12H.
AI-related demand is expected to remain high in the second half, in conjunction with the launch of new GPUs.
In the second quarter, the System LSI Business will maintain steady revenue by gaining SoC adoption by a major customer for new flagship models and capitalizing on the growing adoption of 200-megapixel sensors.
In the second half, the System LSI Business will expand its flagship SoC supply and develop its automotive sensor portfolio.
In the second quarter, the Foundry Business will stabilize its 2nm process production and drive earnings improvement by actively addressing strong mobile and automotive demand in the United States. Looking ahead to the second half, the Foundry Business aims to start 2nm mass production, secure major 2nm orders, and strengthen its specialty process portfolio on mature nodes.
In the second quarter, the mobile display business maintained a conservative outlook on earnings while pursuing a stable supply of new products such as foldables.
In the second half, SDC aims to grow mobile display business sales through differentiated technologies and products.
In the second quarter, MX Business plans to sustain flagship-centric sales amid weak seasonality by successfully launching the Galaxy S25 Edge. It will also expand its AI smartphone lineup by introducing &#8220;Awesome Intelligence&#8221; to the Galaxy A series.
In the second half, the MX Business will strengthen its foldable lineup by offering a differentiated AI user experience. In addition, the Business will launch new ecosystem products with enhanced AI and health capabilities and explore new product segments such as XR.
In the second quarter, Visual Display and Digital Appliances intends to expand TV sales with its 2025 AI TV lineup and the integration of advanced AI functions.
In the second half, the Business will focus on capturing peak season demand through strategic collaboration with distributors based on an enhanced AI TV lineup.
Read Next:
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<li><a href="https://www.benzinga.com/media/25/03/44140452/gm-stellantis-supplier-samsung-sdi-weighs-new-us-battery-plant-amid-trumps-ev-policy-shift" target="_blank" rel="noreferrer noopener">GM, Stellantis Supplier Samsung SDI Weighs New US Battery Plant Amid Trump&#8217;s EV Policy Shift</a></li>
</ul>

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GOOGL

Samsung Galaxy Sales Soar But Foundry Segment Lags As Trump Tariffs Loom

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)&nbsp;<a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">broke ground on</a> its third semiconductor manufacturing fab in Arizona on Tuesday in the presence of U.S. Secretary of Commerce Howard Lutnick.
The Taiwanese contract chipmaker&#8217;s&nbsp;Chair and CEO, Dr. C.C. Wei, called&nbsp;it the most significant foreign <a target="_blank" href="https://www.commerce.gov/news/press-releases/2025/04/commerce-secretary-howard-lutnick-visits-tsmc-arizona-fabrication" rel="noreferrer noopener">investment in U.S. history</a>.
In March, Wei announced&nbsp;plans&nbsp;to invest an additional $100 billion in U.S. plants, which could create 40,000 construction jobs over the next four years, tens of thousands of high-paying, high-tech jobs, and drive over $200 billion in indirect output across Arizona in the coming decade.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/04/45079217/intel-ramps-up-new-chip-tech-to-take-on-taiwan-semiconductors-global-lead" rel="noreferrer noopener">Intel Ramps Up New Chip Tech To Take On Taiwan Semiconductor&#8217;s Global Lead</a>
The spending adds to $65 billion in planned Taiwan Semiconductor investments in the U.S.
Lutnick has hinted at the possible dumping of Chips Act grants, which the Biden administration launched to canvass the chipmakers to focus on consolidating domestic semiconductor position to reduce reliance on Asian countries, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-30/tsmc-starts-building-third-arizona-fab-to-ramp-up-us-expansion?sref=TBDibEcD" rel="noreferrer noopener">reported</a> Wednesday.
Lutnick told CNBC on Tuesday that the Trump administration&#8217;s tariff policies attracted an additional $100 billion in investment.
The investment followed&nbsp;Trump&#8217;s verbal attacks&nbsp;on Taiwan &#8220;for stealing&#8221; the <a target="_blank" href="https://www.benzinga.com/markets/asia/25/04/44932342/taiwan-semiconductors-arizona-factory-faces-441-million-loss-amid-supply-chain-labor-cost-challenges" rel="noreferrer noopener">U.S. semiconductor business</a> and generating massive trade deficits for Washington.
Wei, on an earnings call in April, said that the construction of the second plant in Arizona was complete. The company previously said that the first factory started commercialization in the fourth quarter of 2024.
Wei said that the third and fourth plants will use its most advanced N2 and A16 process technologies, and the fifth and sixth plants will use even more advanced technologies.
Taiwan Semiconductor stock fell over 18% year-to-date. The chipmaker&#8217;s&nbsp;Arizona facility incurred&nbsp;a loss of ~14.3 billion New Taiwan dollars ($441 million) in 2024, marking its most significant loss since its establishment.
The U.S. losses reflect the repercussions of Washington&#8217;s attempt to restructure global&nbsp;semiconductor supply chains&nbsp;through political intervention.
The Arizona factory&#8217;s dependence on importing key components and raw materials drives logistics costs and extends the supply cycle. Additionally, high labor costs in the U.S. further inflate per-unit labor expenses.
Price Action:&nbsp;TSM stock traded higher by 0.76% to $165.67 at the last check on Wednesday.
Read Next:
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</ul>
Photo by Sundry Photography on Shutterstock

Taiwan Semiconductor Breaks Ground On Third Arizona Plant Without US Subsidies Amid Trump Tariff Threat

Commerce Secretary Howard Lutnick is standing firm behind the Trump administration&#8217;s plans to bring manufacturing back to the U.S. despite surveys showing <a href="https://www.benzinga.com/25/04/45074861/us-consumer-expectations-falls-to-13-year-lows-as-recession-fears-inflation-worries-surge">pessimistic consumers and recession fears</a>.
What To Know: Tuesday on CNBC&#8217;s &#8220;The Exchange,&#8221; Lutnick touted that President Donald Trump&#8216;s <a href="https://www.benzinga.com/25/04/45059552/goldman-sachs-reportedly-tells-countries-want-a-deal-keep-trump-happy">tariff chess game</a> is working.
Foreign countries are on the verge of announcing large investments in America, Lutnick added, without providing specifics. 
Trump announced sweeping tariffs on countries across the globe on April 2, which he called "Liberation Day" for America. However, Trump ended up putting a 90-day pause on most tariffs to allow other nations time to negotiate. Despite the pause, which excludes Chinese, <a href="https://www.benzinga.com/25/04/44644834/recession-imminent-analyst-flags-60-market-crash-risk-under-worst-tariff-scenario">markets have been volatile</a>.
Lutnick indicated on Tuesday that the U.S. has reached one definite trade deal with an unnamed country. He said he can&#8217;t announce the deal until the other country approves the announcement. He said it would come from Trump when it was ready to be announced.
The S&amp;P 500, tracked by the SPDR S&amp;P 500 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), moved to the upside following the commerce secretary&#8217;s comments. Beyond trade deals, other countries have <a href="https://www.benzinga.com/25/03/44469082/hyundai-announces-21-billion-us-investment-amid-tariff-pressure-trump-calls-it-vindication-of-his-administrations-use-of-levies">announced massive investments</a> in the U.S., he said.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), for example, announced plans to invest $100 billion to build semiconductor plants in the U.S. in March. Lutnick said the company would have never done so without the threat of tariffs.
However, Taiwan Semiconductor already had a $65 billion commitment under the Biden administration and a $6.6 billion grant courtesy of the CHIPS Act, which Joe Biden signed in 2022.
It&#8217;s a national security push, Lutnick explained, adding that the U.S. is not able to produce anything from phones and drones to medicines without semiconductor manufacturing on home turf.
&#8220;It&#8217;s the key &#8230; We can&#8217;t do anything unless we&#8217;ve got sufficient chips &#8230; it&#8217;s time for America to take care of itself and that&#8217;s what we&#8217;re here to do,&#8221; Lutnick stressed. 
Check This Out: <a href="https://www.benzinga.com/markets/bonds/25/04/45063720/trump-says-bond-market-was-getting-the-yips-but-i-wasnt-amid-tariff-pause-as-10-year-yield-swung-from-359-to-481">Trump Says &#8216;Bond Market Was Getting The Yips, But I Wasn&#8217;t&#8217; Amid Tariff Pause As 10-Year Yield Jumps From 3.59% To 4.81%</a>
Trade uncertainties have threatened global supply chains and raised fears <a href="https://www.benzinga.com/25/04/45071155/mild-recession-is-best-case-outcome-jpmorgan-ceo-jamie-dimon">about a recession</a>. 
It&#8217;s not just semiconductor manufacturing, either. Lutnick told CNBC that the U.S. is accelerating permits to build U.S. factories faster and bring advanced construction to America. We need to make steel and aluminum and manufacture cars here in America, he said.
&#8220;You&#8217;re going to see the greatest resurgence of domestic car manufacturing ever over the next two years,&#8221; Lutnick said.
One of the biggest criticisms of the manufacturing resurgence plans is that the U.S. doesn&#8217;t seem to have enough people willing to work in those jobs. Lutnick explained that the Trump administration is pushing for community college training to attract young Americans to jobs that require technical knowledge of robotics manufacturing.
&#8220;This is the future of American manufacturing &#8230; We are going to drive the high-value, high-performance jobs to America, and of course the rest of the world is going to make the low-value things and sell it to us inexpensively. Of course that&#8217;s the model. People just don&#8217;t want to listen to the truth no matter how many times we say it,&#8221; he said. 
&#8220;Donald Trump is going to produce the greatest growth of the domestic economy ever seen.&#8221;
So far, it&#8217;s a tough sell. Surveys show that most Americans are unhappy with Trump&#8217;s handling of the economy throughout <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/04/45069781/trumps-first-100-days-what-he-delivered-where-he-fell-short-how-markets-reacted">his first 100 days</a> in office, and <a href="https://www.benzinga.com/news/global/25/04/44899617/90-chance-of-recession-due-to-trumps-tariffs-sharp-slowdown-is-coming-economist-says">economists forecast a recession</a>. Lutnick told CNBC that they are getting it wrong. 
What they are missing is that the purpose of trade deals is to drive America&#8217;s ability to export, which in turn will help boost GDP, he argues.
&#8220;We want to sell there, and we want to have more production here,&#8221; he said.
The SPY was last up 0.71%, trading at $554.75 at the time of publication Tuesday, according to<a href="http://pro.benzinga.com"> Benzinga Pro</a>.
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Photo: Shutterstock.

Manufacturing Momentum Or Market Mirage? Commerce Secretary Talks Revival, Dismisses Recession Warnings

Intel&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)&nbsp;told Reuters on Tuesday that several contract manufacturing customers planned to <a target="_blank" href="https://www.benzinga.com/topic/intel" rel="noreferrer noopener">build test chips</a> for its forthcoming advanced manufacturing process as it struggled to win market share from &nbsp;Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
The chipmaker&#8217;s new 14A technology will follow 18A, which is scheduled to go into production in the second half of 2025, Intel <a href="https://www.bloomberg.com/news/articles/2025-04-29/intel-says-customers-preparing-to-test-new-production-technology?sref=TBDibEcD" target="_blank" rel="noopener">told</a> Bloomberg ahead of its Foundry Direct Connect event on Tuesday. At the event, <a href="https://www.benzinga.com/pressreleases/25/04/b45074209/intel-foundry-gathers-customers-and-partners-outlines-priorities" target="_blank" rel="noreferrer noopener">Intel Foundry Direct Connect</a> will share progress on multiple generations of its core process and advanced packaging technologies.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/04/45008023/intel-weighs-taiwan-semiconductor-partnership-to-boost-chip-game" rel="noreferrer noopener">Intel Weighs Taiwan Semiconductor Partnership To Boost Chip Game</a>
It will also announce new ecosystem programs and partnerships and welcome industry leaders to discuss how a systems foundry approach enables collaboration with partners and unlocks innovation for customers. Intel CEO Lip-Bu Tan will open the event by discussing Intel Foundry&#8217;s progress and priorities as the company drives the next phase of its Foundry strategy. 
Intel told Bloomberg that multiple customers intend to build test chips on the new process node.
CEO Tan shared plans to leverage his relationships in the chip industry to win clients for custom chipmaking.
After assuming charge in March 2025, Tan vowed to reshape Intel, including revamping the company&#8217;s foundry operation.
Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>)&nbsp;and Nvidia&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) have reportedly run tests for Intel&#8217;s current advanced manufacturing process, 18A.
Intel reiterated it was planning to ramp up the 18A process to high-volume production in 2025, Reuters reported Tuesday. It plans to manufacture chips with 18A initially at its research and development lab near Hillsboro, Oregon. The company&#8217;s factories in Arizona will ramp up production this year.
Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) senior vice president John Koeter emphasized the successful collaboration between Synopsys and Intel Foundry is advancing the semiconductor industry with silicon-to-system design solutions to meet the evolving needs for AI and high-performance computing applications.
Price Actions:&nbsp;At the last check Tuesday, INTC stock was down 0.46% to $20.43.
Read Next:
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Photo: Shutterstock

SNPS

Intel Ramps Up New Chip Tech To Take On Taiwan Semiconductor's Global Lead

Shares of semiconductor stocks are trading lower. The sector may be reacting to reports suggesting Huawei has developed an AI chip to challenge NVIDIA.

Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) has outperformed the market over the past 5 years by 11.64% on an annualized basis producing an average annual return of 25.75%. Currently, Taiwan Semiconductor has a market capitalization of $855.68 billion. 
Buying $100 In TSM: If an investor had bought $100 of TSM stock 5 years ago, it would be worth $302.48 today based on a price of $164.98 for TSM at the time of writing.
<h3>Taiwan Semiconductor's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745855111_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

As Washington cranks up <a href="https://www.benzinga.com/topic/tariffs">the tariff pressure</a>, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) may have already played its smartest card: doubling down on India for assembly and investing deeper into U.S. component suppliers.
While the idea of building iPhones in America sounds good on paper, JPMorgan analyst Samik Chatterjee warns it's not that simple.
&#8220;The U.S. currently grapples with infrastructure and workforce limitations,&#8221; he notes &#8211; the same key ingredients that helped China become the manufacturing powerhouse it is today. Chatterjee estimates that entirely shifting iPhone assembly to the U.S. could trigger a painful 30% price increase for consumers if a 20% tariff on China is implemented.
Read Also: <a href="https://www.benzinga.com/personal-finance/25/04/45028360/if-you-invested-10k-in-apple-stock-10-years-ago-how-much-would-you-have-now">If You Invested $10K In Apple Stock 10 Years Ago, How Much Would You Have Now?</a>
<h2 class="wp-block-heading">Apple&#8217;s Best Move: Expand In India</h2>
Rather than chasing a moonshot strategy, Chatterjee believes Apple's best move is to turbocharge what it's already doing: expand in India. &#8220;Scaling further in India to address all local U.S. demand makes the most sense,&#8221; he argues, pointing to India's large skilled workforce, favorable government policies, and the ability to scale efficiently without blowing up costs.
That doesn't mean Apple will ignore the U.S. altogether. Instead, it is expected to invest more heavily in U.S.-based component makers. According to Chatterjee, this could include processors from Taiwan Semiconductor Manufacturing Co's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) Arizona fabs, display glass from Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>), and optical sensors from suppliers like Coherent Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>) and Lumentum Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>) &#8211; allowing Apple to meet political pressure without wrecking its margins.
<h2 class="wp-block-heading">Is The &#8216;Made-In-America&#8217; iPhone A Distant Dream?</h2>
A fully &#8216;Made-in-America&#8217; iPhone remains a distant dream. But a &#8220;Made-in-India, Powered-by-U.S.-Components&#8221; iPhone? That's the more likely—and smarter—reality as Apple looks to stay ahead in a world where geopolitics are increasingly shaping tech strategy.
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Photo: Shutterstock

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