Últimas noticias sobre Taiwan Semiconductor (NYSE:TSM) Bolsa

Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with over 60% market share. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public 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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El gobierno de Taiwán estudia medidas para apoyar a Taiwan Semiconductor (TSM) frente a posibles aranceles de Trump.

Taiwán considera apoyos para TSMC ante amenazas arancelarias de Trump

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El mercado mostró resultados mixtos: caídas en Nasdaq y S&amp;P 500, pero el Dow Jones avanzó. Descubre cómo impactó en Nvidia, Tesla y otros.

Nvidia, Broadcom, Nebius, Taiwan Semiconductor y Tesla: 5 acciones que están en el radar de los inversores

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

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 102 trades.
If we consider the specifics of each trade, it is accurate to state that 52% of the investors opened trades with bullish expectations and 34% with bearish.
From the overall spotted trades, 18 are puts, for a total amount of $853,278 and 84, calls, for a total amount of $7,113,560.
<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 $105.0 to $250.0 for Taiwan Semiconductor over the recent three months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Taiwan Semiconductor's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Taiwan Semiconductor's substantial trades, within a strike price spectrum from $105.0 to $250.0 over the preceding 30 days.
<h3>Taiwan Semiconductor Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738352722_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</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 align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/28/25</td>
<td>$27.4</td>
<td>$27.1</td>
<td>$27.25</td>
<td>$190.00</td>
<td>$321.5K</td>
<td>475</td>
<td align="right">159</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/07/25</td>
<td>$19.65</td>
<td>$19.4</td>
<td>$19.6</td>
<td>$195.00</td>
<td>$294.0K</td>
<td>389</td>
<td align="right">166</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/31/25</td>
<td>$18.9</td>
<td>$18.65</td>
<td>$18.9</td>
<td>$195.00</td>
<td>$283.5K</td>
<td>1.6K</td>
<td align="right">176</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$15.65</td>
<td>$15.5</td>
<td>$15.5</td>
<td>$205.00</td>
<td>$248.0K</td>
<td>236</td>
<td align="right">190</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$49.15</td>
<td>$48.65</td>
<td>$48.65</td>
<td>$170.00</td>
<td>$145.9K</td>
<td>105</td>
<td align="right">30</td>
</tr>
</tbody>
</table>

<h3>About Taiwan Semiconductor</h3>
Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with over 60% market share. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public 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>Present Market Standing of Taiwan Semiconductor</h3>
<ul>
<li>Trading volume stands at 9,865,662, with TSM's price up by 1.65%, positioned at $211.57.</li>
<li>RSI indicators show the stock to be may be approaching overbought.</li>
<li>Earnings announcement expected in 76 days.</li>
</ul>
<h3>What The Experts Say On Taiwan Semiconductor</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $240.0.
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;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Barclays persists with their Overweight rating on Taiwan Semiconductor, maintaining a target price of $255. 
&#x2A; An analyst from Needham downgraded its action to Buy with a price target of $225. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Taiwan Semiconductor, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Options

A Closer Look at Taiwan Semiconductor's Options Market Dynamics

On Friday, Taiwan&#8217;s digital ministry urged government departments to abstain from using Chinese startup&nbsp;DeepSeek&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence&nbsp;(AI)</a> service citing security concerns. It also reinforced its allegiance to the U.S.
Taiwan, home to contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), has long been skeptical of Chinese tech given Beijing&#8217;s sovereignty claims over the island, Reuters reports.
France, Italy, Ireland, and other country regulators have also been investigating DeepSeek&#8217;s use of personal data.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/24/10/41518452/taiwan-semiconductor-halts-shipments-after-huawei-link-discovered-us-sanctions-cited" rel="noreferrer noopener">Taiwan Semiconductor Halts Shipments After Huawei Link Discovered, US Sanctions Cited</a>
U.S. is currently probing the Chinese AI startup for violation of the <a target="_blank" href="https://www.benzinga.com/25/01/43390988/deepseek-and-nvidia-under-us-investigation-ai-market-shakeup-wipes-out-1-trillion-in-tech-value" rel="noreferrer noopener">U.S. artificial intelligence</a> technology embargo against China by gaining access to Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chips.
By Monday, DeepSeek&#8217;s free AI assistant had overtaken U.S. rival ChatGPT in downloads from Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) app store, wiping $593 billion off chipmaker Nvidia&#8217;s&nbsp;market value.
Also this week, <a target="_blank" href="https://www.benzinga.com/25/01/43306451/taiwan-semiconductor-gains-government-support-faces-trumps-tariff-threats-in-us-trade-battle" rel="noreferrer noopener">Taiwan pledged support</a> for Taiwan Semiconductor as U.S. President Donald Trump threatened chip tariffs against countries including Taiwan.
The Taiwan government maintained that the&nbsp;semiconductor business between&nbsp;Taiwan and the U.S. was a mutually beneficial model for both sides, given the high level of interconnectivity.
Meanwhile, Taiwan Semiconductor&#8217;s total U.S. investment now stands at $65 billion. The company also joined the U.S. in restricting access to its sophisticated AI technology in China.
<h2 class="wp-block-heading">TSM Stock Prediction For 2025</h2>
Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock.
Shares of Taiwan Semiconductor have an average 1-year price target of $240.0, representing an expected upside of 12.77%.
Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. No analysts have bearish recommendations on Taiwan Semiconductor, while 3 analysts have bullish ratings. The street high price target from Barclays is $255.0, while the street low from Needham is $225.0.
Price Action:&nbsp;TSM stock traded higher by 1.60% to $211.48 at the last check on Friday.
Also Read:
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</ul>
Image via Shutterstock

Taiwan Bans DeepSeek AI Over Security Concerns, Joins Global Scrutiny of Chinese Tech

Analyst Ratings

Trading Ideas

On CNBC, Rob Sechan Announces Bought More Taiwan Semiconductor Manufacturing

China&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence</a> startup DeepSeek has sparked regulatory scrutiny by the U.S. over possible violation of the U.S. artificial intelligence technology embargo against China.
The regulators are investigating DeepSeek&#8217;s possible access to advanced&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) semiconductors via intermediaries in Singapore, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-31/us-probing-whether-deepseek-got-nvidia-chips-through-singapore?sref=TBDibEcD" rel="noreferrer noopener">reported</a> Friday, citing unnamed sources familiar with the matter.
Howard Lutnick, President Donald Trump&#8217;s contender to lead the Commerce Department,&nbsp;hinted at the possibility of DeepSeek bypassing the U.S. embargo.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43127416/anthropic-gains-big-with-google-backing-aiming-for-60-billion-valuation-and-surging-ai-revenue" rel="noreferrer noopener">Anthropic Gains Big With Google Backing, Aims for $60 Billion Valuation and Surging AI Revenue</a>
Singapore accounts for about 20% of Nvidia&#8217;s revenue, Bloomberg cites regulatory filings. Reportedly, Nvidia shipments to Singapore were insignificant. The country had remained unscathed by the semiconductor embargoes so far.
<a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/43260751/not-just-deepseek-alibaba-unveils-ai-model-to-rival-openais-operator" rel="noreferrer noopener">U.S. tech stocks</a> plunged on Monday as DeepSeek chatbot R1&nbsp;triggered market jitters over the sustainability of the AI investment.&nbsp;Nvidia&nbsp;lost $600 billion in market value on Monday.
DeepSeek&#8217;s open-source AI model, developed for under $6 million, reportedly outperformed OpenAI&#8217;s U.S. models.
R1&#8217;s dexterity, cost, and efficiency prompted speculation that it employs Western technology. R1&#8217;s release led to a $1 trillion market wipeout.
Officials in the White House and Federal Bureau of Investigation are also scrutinizing whether DeepSeek exploited intermediaries in the Southeast Asian nation to procure the banned Nvidia chips.
Reportedly, DeepSeek trained its V3 model on Nvidia&#8217;s tailor-made H800 chips for China, which the U.S. banned in October 2023. This prompted Nvidia to design the H20 chips. The Trump administration is now weighing the restriction of the H20 chips.
At the same time, the U.S. has expanded its semiconductor technology restrictions on China, including the geographic scope of the trade rules.
In 2023, the Biden administration restricted access to advanced semiconductor technology for over 40 countries, including China&#8217;s allies. Earlier this year, Biden officials&nbsp;expanded the rules&nbsp;even further geographically.
<a target="_blank" href="https://www.benzinga.com/24/12/42644888/biden-administration-targets-chinese-firm-over-taiwan-semiconductor-chip-found-in-huawei-tech" rel="noreferrer noopener">Last year, Chinese firm</a> Sophgo drew U.S. attention over the alleged use of a&nbsp;Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) chip in&nbsp;Huawei Technologies Co&#8217;s&nbsp;AI processor. The companies denied the reports.
Meanwhile, Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/01/43311376/alibaba-ups-ai-game-says-its-qwen2-5-max-beats-deepseek-and-openai-in-performance" rel="noreferrer noopener">showcased a new</a> version of its Qwen large language model, which reportedly outperformed DeepSeek, OpenAI&#8217;s GPT-4o, and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) &#8216;s Llama-3.1 in key benchmarks.
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</ul>
Image via DeepSeek

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How Did DeepSeek Get Access To Nvidia Chips? US Investigates Possible Embargo Violation

On Thursday, during Apple Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) <a href="https://in.benzinga.com/news/earnings/25/01/43355688/apple-q1-earnings-revenue-beat-eps-beat-iphone-sales-slip-installed-base-climbs-to-all-time-high-our-best-quarter-ever">first-quarter earnings</a> call, CEO Tim Cook was questioned about the potential impact of President Donald Trump&#8217;s tariff policies on the company.
What Happened: When asked by analyst Atif Malik from Citi about the potential effects of tariffs on Apple&#8217;s products and consumer demand, Cook stated, &#8220;We are monitoring the situation and don&#8217;t have anything more to add than that.&#8221;
The lack of clarity from Cook comes as Apple navigates a complex global market, where tariffs could significantly impact its supply chain and pricing strategies.
See Also:&nbsp;<a href="https://www.benzinga.com/news/legal/25/01/43325503/mark-zuckerbergs-meta-pays-trump-25-million-to-settle-lawsuit-over-facebook-instagram-ban-after-jan-6-riot-a-big-year-for-redefining-our-relationships-with-governments" target="_blank" rel="noreferrer noopener">Mark Zuckerberg&#8217;s Meta Pays Trump $25 Million To Settle Lawsuit Over Facebook, Instagram Ban After Jan. 6 Riot: ‘A Big Year For Redefining Our Relationships With Governments&#8217;</a>
Key Risks From Proposed Tariffs
Semiconductor Tariffs: <a href="https://www.benzinga.com/markets/equities/25/01/43258081/trump-proposes-tariffs-on-taiwans-semiconductor-and-pharmaceutical-imports-amid-tsmcs-65-billion-expansion-plans">Trump's proposed 25% to 100% duties</a> on foreign-made chips could disrupt Apple's supply of custom silicon from Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), even as the company ramps up its production facility with $6.6 billion in CHIPS Act funding.
Rising Consumer Prices: A 60% tariff on Chinese imports could drive smartphone prices up by 26%, potentially forcing Apple to add approximately $300 in taxes to a $1,000 iPhone. Chinese suppliers have been Apple&#8217;s largest group of suppliers since 2020, growing from 48 in 2022 to 52 in 2023.
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.
Complications in Nearshoring: While Apple has expanded production to Mexico and India—investing in Indian iPhone manufacturing and tapping Foxconn for <a href="https://www.benzinga.com/news/earnings/25/01/42808796/foxconn-posts-record-revenue-rides-high-on-ai-server-demand-and-nvidia-partnership">AI server production</a> in Mexico —<a href="https://in.benzinga.com/government/regulations/25/01/43353698/trump-slaps-25-tariffs-on-canada-mexico-loonie-peso-slide-oil-climbs">Trump's tariffs</a> on Mexican and Canadian goods could undermine these efforts.
Cook's Playbook For Navigating Tariffs
During the first Trump presidency from 2017 to 2021, Cook was a <a href="https://www.benzinga.com/24/11/42158580/how-tim-cooks-strategy-to-win-over-trump-gave-apple-a-competitive-edge-and-why-sundar-pichai-mark-zuckerberg-and-others-might-be-following-his-playbook">frequent visitor</a> to the White House. However, his interactions with the Joe Biden administration have been minimal.
In 2019, Cook successfully lobbied for Mac Pro tariff exemptions by gifting Trump a $6,000 unit and shifting limited production to Texas.
Earlier this month, it was reported that Cook contributed <a href="https://www.benzinga.com/25/01/42801809/apple-ceo-tim-cook-reportedly-donates-1-million-to-trump-inauguration-joins-ranks-of-mark-zuckerberg-jeff-bezos-and-sam-altman">$1 million to Trump&#8217;s</a> inaugural committee. This came after a Mar-a-Lago dinner meeting and post-election congratulations.
On Thursday, the iPhone maker reported fiscal <a href="https://in.benzinga.com/news/earnings/25/01/43355688/apple-q1-earnings-revenue-beat-eps-beat-iphone-sales-slip-installed-base-climbs-to-all-time-high-our-best-quarter-ever">first-quarter revenue</a> of $124.3 billion, surpassing analyst expectations of $124.13 billion.
Price Action: Apple&#8217;s stock climbed 3.01% in after-hours trading, reaching $244.75. Earlier on Thursday, it closed at $237.59, down 0.74%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Photo by Laura Hutton on Shutterstock
Check out more of Benzinga&#8217;s Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech">following this link</a>.
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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.

Tim Cook Won't Say How Apple Plans To Handle Trump's Tariff Policies — But Here's What's At Stake For The iPhone Maker

Helix, a decentralized exchange built on Injective (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/inj/usd">INJ</a>), has launched an AI Index Perpetual Market, a product that allows investors to gain on-chain exposure to both AI-focused crypto tokens <a href="https://www.benzinga.com/money/best-artificial-intelligence-stocks">and traditional equities.</a>
This launch marks a significant step in bringing traditional financial instruments into the decentralized finance (DeFi) space by offering exposure to a curated selection of ten AI tokens and six AI equities, such as NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
The Helix AI Index futures market is designed to help investors track portfolio performance in a sector that is blending both tech and crypto. 
The AI index ensures that no single asset dominates, and by diversifying between both crypto tokens and traditional equities, the risk of poor performance from any one asset is reduced. 
Real-time updates and historical data also enables investors to more accurately track trends and inform their investment decisions.
Meredith Pitkoff, CEO and Co-founder of Stork Labs said, &#8220;Products like the Helix AI Index are what decentralized finance was conceived for," adding that, "Collaborating on this index is also our first foray in creating a product that combines equity and crypto markets together into one aggregate index.&#8221;
The Stork Oracle powers the Helix AI Index, which is adjusted on a monthly basis to reflect current market positions. 
Stork initially determines the index's value from data gathered from centralized market's crypto tokens, then assigns the price based on each asset's market capitalization. 
The index's weights will then automatically rebalance based on real-time market dynamics.
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/01/43316599/cme-group-expands-crypto-offerings-with-options-on-bitcoin-friday-futures">CME Group Expands Crypto Offerings With Options On Bitcoin Friday Futures</a>
Speaking with Benzinga, Injective CEO Eric Chen said the Helix AI Index shows "what Helix is built to do—democratize access to sophisticated financial instruments." 
He also stated that this launch enables "borderless, permissionless access for investors" to traditional equities for the first time.
When asked about the challenges of institutional adoption of on-chain products, he responded that &#8220;the evolving political and regulatory landscape is creating new opportunities for institutions to engage with on-chain assets." 
He also emphasized the need for more transparent and globally accessible financial products, adding that "platforms like Helix will be instrumental in bridging the gap between legacy finance and the next generation of digital markets."
Chen also commented on the potential for decentralized perpetual markets to compete with traditional financial instruments. 
He stated that liquidity fragmentation is one of DeFi&#8217;s biggest hurdles, and that decentralized markets need to "evolve toward more shared liquidity models, enabling deeper markets and more efficient trading." 
He added that, "Injective is poised to lead—by offering seamless cross-chain liquidity and interoperability.&#8221; 
This has been helped by Injective's native EVM integration, allowing EVM developers to tap into the shared liquidity model that exists within the Injective network.
Helix has witnessed tremendous growth in 2024, and is now consistently ranked as one of the largest perpetual DEXs on the market, with an average of $2 billion in volume across 100 million trades every month.
The listed tokens and equities will launch with the following weights:&nbsp;
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>AI Tokens: Near (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/near/usd">NEAR</a>): 11.19% Internet Computer (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">ICP</a>): 8.66% Bittensor (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">TAO</a>): 7.39% Render (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">RENDER</a>): 6.55% Artificial Superintelligence Alliance (CRYPTO: CRYPTO: FET): 5.91% Injective (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/inj/usd">INJ</a>): 3.80% Virtuals Protocol (CRYPTO: VIRTUALS): 2.85% Ai16z (CRYPTO: AI16Z): 1.46% Akash Network (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">AKT</a>): 1.29% Grass (CRYPTO: GRASS): 0.91%</td>
<td>AI Equities: NVIDIA: 36.34% Taiwan Semiconductor Manufacturing Company Ltd: 9.68% Palantir (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>): 2.10% Arista Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANIT#NASDAQ">ANIT</a>): 1.56% Super Micro Computer Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>): 0.21%SenseTime (SNTMF): 0.10% </td>
</tr>
</tbody>
</table>
</figure>
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Image: Shutterstock

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Shares of chip stocks are trading higher amid overall market strength. The sector may be higher in sympathy with Lam Research, which rose after Q2 earnings. Tech and AI stocks may also be rebounding following a selloff earlier in the week.

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/01/29/final-trades-chubb-fortive-corp-palo-alto-and-taiwan-semi.html">Halftime Report Final Trades</a>,&#8221; Jason Snipe of Odyssey Capital Advisors said he is staying long on Palo Alto Networks, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NYSE">PANW</a>).
Supporting his choice, Morgan Stanley analyst Hamza Fodderwala, on Jan. 21, maintained Palo Alto Networks with an Overweight rating. 
Fodderwala raised the price target from $223 to $230, while Scotiabank analyst Patrick Colville maintained the stock with a Sector Outperform rating and boosted the price target from $200 to $225.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>.
Stephen Weiss of Short Hills Capital Partners said no matter what happens, Taiwan Semiconductor Manufacturing Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) is<a href="https://www.benzinga.com/25/01/43306451/taiwan-semiconductor-gains-government-support-faces-trumps-tariff-threats-in-us-trade-battle"> the &#8220;winner.&#8221;</a>
Contract chipmaker Taiwan Semiconductor can soon heave a sigh of relief as Taiwan's government promised to consider possible support for the domestic industry over tariff threats by U.S. President Donald Trump, Reuters cites Premier Cho Jung-tai Wednesday.
In the tech sector, Karen Firestone of Aureus Asset Management named Fortive Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTV#NYSE">FTV</a>) as her final trade.
On the earning front, Fortive said it will webcast its earnings conference call for the fourth quarter on Friday, Feb. 7, 2025.
Rounding out the trades, Joseph M. Terranova of Virtus Investment Partners picked Chubb Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CB#NYSE">CB</a>).
Chubb, meanwhile, reported better-than-expected fourth-quarter adjusted EPS results. Also, JP Morgan raised its price target on the stock from $296 to $300.
Price Action:
<ul>
<li>Palo Alto shares fell 3.9% to close at $185.42 on Wednesday.</li>
<li>Taiwan Semiconductor Manufacturing shares slipped 0.03% to settle at $202.33 during Wednesday's session.</li>
<li>Fortive shares gained 0.3% to settle at $80.65 during Wednesday's session.</li>
<li>Chubb shares rose 1.3% to close at $275.83.</li>
</ul>
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Image: Shutterstock

Long Ideas

PANW

Palo Alto, Taiwan Semiconductor, Fortive And A Major Financial Stock On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades; Chubb, Fortive, Palo Alto Networks, Taiwan Semiconductor Manufacturing

<a target="_blank" href="https://www.benzinga.com/topic/tsmc" rel="noreferrer noopener">Contract chipmaker</a> Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) can soon heave a sigh of relief as Taiwan&#8217;s government promised to consider possible support for the domestic industry over tariff threats by U.S. President Donald Trump, Reuters cites Premier Cho Jung-tai Wednesday.
Taiwan will weigh additional cooperative plans and assistance programs to resolve the tariff woes.
Also this week, the Taiwan economy ministry told Reuters that the <a target="_blank" href="https://www.benzinga.com/25/01/43269986/taiwan-semiconductor-bounces-back-gains-3-after-mondays-market-dip" rel="noreferrer noopener">semiconductor business between</a> Taiwan and the U.S. is a mutually beneficial model for both sides given the high level of interconnectivity of the semiconductor ecosystem.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43267394/xerox-q4-earnings-beats-revenue-estimates-despite-86-decline-free-cash-flow-at-334-million-cautious-outlook" rel="noreferrer noopener">Xerox Q4 Earnings: Revenue Beat, $334 Million In Free Cash Flow, Issues Cautious FY25 Outlook</a>
Trump had verbally attacked Taiwan during <a target="_blank" href="https://www.benzinga.com/25/01/43053982/taiwan-semiconductor-chief-calls-us-semiconductor-sanctions-manageable-to-skip-trump-inauguration" rel="noreferrer noopener">his campaign days</a>, flagging the lack of a defense agreement between the countries. He alleged the island of undermining the U.S. chip industry.
Additionally, the <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/43260751/not-just-deepseek-alibaba-unveils-ai-model-to-rival-openais-operator" rel="noreferrer noopener">U.S. tech sector</a> got a jolt from the emergence of Chinese artificial intelligence upstart DeepSeek, which said it&nbsp;could build AI models&nbsp;rivaling OpenAI&nbsp;at a fraction of the cost.
Home to Taiwan Semiconductor, a key contract chipmaker, the island is a key link in the supply chain for companies like Apple&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Trump continued his MAGA rhetoric threatening to impose tariffs on imported chips, pharmaceuticals, and steel.
The chipmaker&#8217;s total U.S. investment now stands at $65 billion.
Taiwan Semiconductor earmarked fiscal 2025 capex of $38 billion—$42 billion versus fiscal 2024 capex of $29.8 billion.&nbsp;Taiwan&#8217;s trade surplus with the U.S. surged 83% in 2024, with exports to the U.S. reaching $111.4 billion.
Taiwan Semiconductor chief C.C. Wei&nbsp;called the U.S. sanctions &#8220;manageable.&#8221;
Taiwan Semiconductor surged over 73% in the last 12 months. Investors can gain exposure to the stock through Avantis Emerging Markets Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVEM#NYSE">AVEM</a>) and Capital Group Global Growth Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CGGO#NYSE">CGGO</a>).
Price Action:&nbsp;TSM stock traded higher by 1.67% to $205.78 at the last check on Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/25/01/43285369/asml-lam-research-and-kla-lead-semicap-growth-as-ai-and-tech-upgrades-drive-105-billion-market-outlook" target="_blank" rel="noreferrer noopener">DeepSeek Sell-off Offers Opportunities On Semicaps, Analyst Bumps Up Price Forecasts For KLA, Nova And Camtek</a></li>
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Photo by wakamatsu.h via Shutterstock

Taiwan Semiconductor Gains Government Support, Faces Trump's Tariff Threats, Cheaper Chinese Rivals

Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) announced <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/g43266690/broadcom-delivers-industrys-first-quantum-resistant-network-encryption-enabling-real-time-ransomwa" rel="noreferrer noopener">Emulex Secure Fibre Channel Host Bus Adapters (HBA)</a> on Wednesday. This cost-effective, easy-to-manage solution encrypts all data as it moves between servers and storage.
The cost of ransomware attacks continues to rise, with attacks in 2024 costing an average of $5.37 million per attack.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43110913/apples-iphone-dependence-remains-but-services-wearables-offer-growth-potential-analyst" rel="noreferrer noopener">Apple&#8217;s iPhone Dependence Remains, But Services, Wearables Offer Growth Potential: Analyst</a>
Upcoming generative AI and quantum computers magnify the risk if data is not encrypted at all points in the data center, including the network.
To address these cybersecurity issues, governments have responded with mandates that require enterprises to modernize their IT infrastructures with post-quantum cryptographic encryption algorithms and zero-trust architecture.
Today, data centers can deploy application encryption or network encryption to protect their data.
Network encryption offers several advantages over application-based encryption, including preserving storage array services.
Network encryption enables real-time ransomware detection, while application-based encryption hides ransomware attacks.
Reportedly, <a target="_blank" href="https://www.benzinga.com/news/24/10/41325429/chinese-researchers-use-quantum-computers-to-reportedly-crack-rsa-encryption-raising-alarms-in-cyber" rel="noreferrer noopener">quantum computers can</a> threaten data security and privacy for various enterprises.
Broadcom stock surged over 70% in the last 12 months, joining Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) in the&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43191472/broadcom-powers-solidigms-high-capacity-ssds-key-driver-for-ai-and-data-intensive-growth" rel="noreferrer noopener">trillion-dollar market cap</a> club in 2024.
Needham&#8217;s N. Quinn Bolton projected upside for Broadcom from growth in XPUs.
JPMorgan&#8217;s Harlan Sur expects Broadcom <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/43266292/broadcom-marvell-could-thrive-from-deepseeks-ai-breakthrough" target="_blank" rel="noreferrer noopener">to gain from</a> DeepSeek&#8217;s emergence as hyperscalers and cloud providers continue to push for greater AI capabilities, with cost and power performance becoming critical differentiators.
Investors can gain exposure to Broadcom through Vanguard Div Appreciation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIG#NYSE">VIG</a>) and Vanguard Information Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGT#NYSE">VGT</a>).
Price Actions:&nbsp;AVGO stock traded higher by 1.86% at $211.22 premarket at the last check on Wednesday.
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Photo: Shutterstock

Broadcom Launches Secure Fibre Channel HBA, Boosting Data Encryption To Combat Rising Cyber Threats

<a target="_blank" href="https://www.benzinga.com/topic/arm" rel="noreferrer noopener">British chip designer</a> Arm Holdings Plc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) Chinese venture is eyeing Chen Feng, a former Rockchip Electronics Co. officer, as its CEO, taking over from co-CEOs Liu Renchen&nbsp;and&nbsp;Eric Chen.
The appointment would be effective after this week&#8217;s Lunar New Year holidays, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-29/arm-china-picks-new-ceo-to-parry-chip-geopolitics-in-trump-era?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reported</a>, citing unnamed sources familiar with the matter.
Given the limitations of the two co-CEOs&#8217; time, the board appointed Chen Feng as the sole full-time CEO.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42344006/intel-interim-co-chief-expects-ceo-to-have-foundry-experience-stands-by-forecast" rel="noreferrer noopener">Intel Interim Co-Chief Expects CEO To Have Foundry Background, Stands By Forecast</a>
Liu is affiliated with the Research Institute of Tsinghua University in Shenzhen. At the same time, Eric Chen, who joined the board while a managing partner at the&nbsp;SoftBank Vision Fund, co-founded ParityBit Technologies.
The two co-CEOs have served as interim leaders of Arm China since the company fired&nbsp;Allen Wu in 2022 for <a target="_blank" href="https://www.benzinga.com/news/22/02/25559674/softbank-owned-arm-faces-china-roadblock-after-nvidia" rel="noreferrer noopener">alleged conflicts of interest</a>. Arm China has historically accounted for 20% of Arm&#8217;s overall sales.&nbsp;&nbsp;
In 2023, Arm <a target="_blank" href="https://www.benzinga.com/government/23/12/36276821/whats-next-for-arm-holdings-over-70-engineers-gone-in-china-as-global-strategy-shifts" rel="noreferrer noopener">fired 70+ engineers</a> in China after a disappointing sales forecast amid a slump in smartphone sales.
A lot has been brewing in the semiconductor space, including the advent of OpenAI&#8217;s ChatGPT, Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) upping the AI game with its AI GPUs that became <a target="_blank" href="https://www.benzinga.com/25/01/42813592/ai-chip-stocks-nvidia-broadcom-amd-taiwan-semi-micron-super-micro-surge-on-monday-whats-going-on" rel="noreferrer noopener">critical hardware for</a> developing AI models, Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) manufacturing AI chips for Nvidia, Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), U.S. semiconductor embargo on China and more.
Additionally, the U.S. welcomed Donald Trump as its President on January 20, who had aggressively campaigned for tariffs against China.
Meanwhile, Chinese startup DeepSeek posed a serious contender to OpenAI and&nbsp;Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), triggering a $1 trillion selloff this week.
Arm chip designs mainly cater to smartphones, including&nbsp;Apple&#8217;s iPhone.
Arm Holdings stock surged 105% in the last 12 months. Investors can gain exposure to the stock through Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), and First Trust NASDAQ-100-Technology Sector Index Fund (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QTEC#NASDAQ">QTEC</a>).
ARM Price Action: Arm Holdings stock is up 1.43% at $151.60 premarket at last check Wednesday.
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Photo by T. Schneider on Shutterstock

Management

First Trust NASDAQ-100 Technology Index Fund

QTEC

Arm China Eyes Leadership Change As AI Boom And US-China Relationship Reshape Industry

Jim Cramer took aim at panic sellers Tuesday as major tech stocks recovered from a sharp decline triggered by Chinese artificial intelligence startup DeepSeek&#8216;s market entrance, with NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) leading the rebound with an 8.82% gain.
What Happened: &#8220;The shoot first learn later crew really got hosed today,&#8221; CNBC&#8217;s Cramer wrote on X, following Monday&#8217;s tech sector selloff that <a href="https://www.benzinga.com/markets/equities/25/01/43221806/nvidia-amd-broadcom-smci-tsmc-and-other-tech-giants-lead-monday-pre-market-selloff-as-nasdaq-100-futures-plummet-over-650-points-amid-reports-of-chinese-ai-startup-deepseek-overtaking-chatgpt">erased nearly $600 billion </a>from Nvidia&#8217;s market value amid concerns over DeepSeek&#8217;s claims of matching OpenAI&#8217;s performance at lower costs.
The phrase &#8220;shoot first, learn later&#8221; originates from the idiom &#8220;shoot first, ask questions later,&#8221; implying a hasty or impulsive action, often criticized in financial contexts for lacking due diligence.<a href="https://usdictionary.com/idioms/shoot-first-ask-questions-later/" target="_blank" rel="noreferrer noopener"></a>
The recovery saw Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) surge 5.25% and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) climb 2.57%, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>, as market sentiment shifted away from initial panic over DeepSeek&#8217;s potential disruption of the AI chip market.
Fundstrat Global Advisors&#8216; head of research Tom Lee characterized Monday&#8217;s selloff as &#8220;an overreaction&#8221; during CNBC&#8217;s &#8220;Closing Bell,&#8221; drawing parallels to Nvidia&#8217;s March 2020 decline that proved to be a <a href="https://www.benzinga.com/markets/equities/25/01/43259288/fundstrats-tom-lee-sees-nvidias-17-plunge-as-an-opportunity-calls-nasdaqs-over-600-points-plunge-drop-a-market-overreaction">strategic entry point for investors</a>.
<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">The shoot first learn later crew really got hosed today
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1884357707634778187?ref_src=twsrc%5Etfw">January 28, 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/25/01/43294364/apple-surprises-iphone-users-by-teaming-up-with-spacex-and-t-mobile-to-bring-starlink-satellite-texting-heres-what-you-need-to-know-about-the-new-feature">Apple Surprises Users With Starlink Beta, Teams Up With Elon Musk&#8217;s SpaceX And T-Mobile To Bring Satellite Texting For iPhone Users In iOS 18.3</a>
Why It Matters: The market response has raised questions about <a href="https://www.benzinga.com/25/01/43266135/jim-cramer-squashes-deepseek-hype-warns-of-ai-sputnik-moment-as-investor-frenzy-and-inferiority-complex-vs-china-grips-market">U.S.-China AI competition</a>. &#8220;The sudden emergence of DeepSeek is a Sputnik-like moment for the U.S. and potentially undermines U.S. AI exceptionalism, but we see yesterday&#8217;s panic selling to be overdramatic,&#8221; Appreciate CEO Subho Moulik told Benzinga.
Adding complexity to the narrative, billionaire investor Bill Ackman questioned whether DeepSeek&#8217;s hedge fund affiliate, High-Flyer, potentially profited from the <a href="https://www.benzinga.com/markets/equities/25/01/43293842/bill-ackman-questions-whether-deepseek-ais-hedge-fund-affiliate-profited-from-nvidias-sell-off-a-fortune-could-have-been-made">selloff through options trading</a>. The Chinese startup emerged from High-Flyer, an $8 billion quantitative hedge fund co-founded by Liang Wenfeng.
OpenAI CEO Sam Altman acknowledged DeepSeek&#8217;s R1 as &#8220;an impressive model,&#8221; while <a href="https://www.benzinga.com/markets/equities/25/01/43256425/nvidia-says-deepseek-an-illustration-of-how-new-ai-models-can-be-created-while-being-export-control-compliant-amid-600-billion-market-value-plunge">Nvidia defended its position</a>, stating that DeepSeek&#8217;s operations still &#8220;requires significant numbers of Nvidia [chips] and high-performance networking.&#8221;
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Image Via Shutterstock 
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Jim Cramer Says The 'Shoot First Learn Later' Crowd Got 'Hosed' As Nvidia And Other Tech Stocks Stage Recovery After DeepSeek Turmoil

BofA Securities analyst Vivek Arya previewed fourth-quarter earnings for semiconductor capital equipment&nbsp;(semicap), where reporting kicks off with ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>), Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) on January 29 and&nbsp;&nbsp;KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) on January 30.
Subsector sentiment has broadly improved year-to-date, but Arya noted multiple nuances further complicated by the fallout from DeepSeek&#8217;s possible breakthrough. On one hand, the analyst noted risks like lower AI-related spending if DeepSeek&#8217;s R1 translates to lower compute demand for LLMs, capex cuts across memory (Micron Technology, Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/mu#NASDAQ">MU</a>), SK Hynix, Samsung) and Samsung Foundry and consensus estimates still appear high relative to industry growth expectations.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43200948/slm-growth-drivers-expense-control-and-market-share-gains-highlighted-by-analysts" rel="noreferrer noopener">SLM&#8217;s Loan Growth And Expense Control In Focus, Analysts Adjust Price Forecasts</a>
However, and more positively, he noted if DeepSeek means inference is more economical to perform at the edge, it could catalyze a PC/smartphone device upgrade cycle, which would support leading-edge Wafer Fab Equipment (WFE), December&#8217;s China export restrictions less onerous than expected, Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) calendar 2025 capex beat &amp; long-term AI sales CAGR of +40% (positive for complexity drivers), and Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) capex plans intact.
Amidst these moving parts, Arya noted that his $105 billion WFE view for calendar 2025 still holds and that he expects more alignment on these issues with upcoming reports. Given constructive recent data points for leading-edge foundry/logic and HBM spend, Arya raised his price targets for KLA Corp to $840 from $800, Nova Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVMI#NASDAQ">NVMI</a>) to $270 from $245, and Camtek Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAMT#NASDAQ">CAMT</a>) to $100 from $95, and reiterated his positive thesis for the cohort given tech inflection-led growth and strong free cash flow generation.
Arya also raised China WFE this year to $31.5 billion (now down -15% Y/Y) as local Chinese semicaps gain share. The analyst noted that leading-edge foundry/logic and HBM spending are the most robust and favor exposure there.
Consensus estimates for the top 5 semicaps model 10% Y/Y combined growth for calendar 2025 versus 12% Y/Y in early December. While expectations appear more reasonable, this is still above Arya&#8217;s +5% WFE forecast. Ex-ASML, top semicap growth is 8% (versus 11% prior). The analyst&#8217;s combined forecast for Applied Materials, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>), Lam Research and KLA Corp are +7.2% Y/Y.
Even after the DeepSeek sell-off, semicap stocks have outperformed the sector year-to-date with Nova Ltd (+13%), KLA Corp (+12%), Applied Materials (+10%), Camtek Ltd (+6%), and Lam Research (+5%) all ahead of the SOX (down 3% year-to-date).
Valuation ranging from 19-30 times NTM P/E has been re-rated to catch up with emerging anticipations for WFE growth, but it is still attractive given that $150 billion WFE by calendar 2030-32 implies +7.5% long-term CAGR, tech inflection-led growth accelerates calendar 2025, and superior 20%- 36% FCF margins versus a median of 14% for S&amp;P 500 industrial companies.
Also Read:
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<li><a href="https://www.benzinga.com/25/01/43197956/qualcomm-gains-2-billion-boost-from-samsung-s25-chipset-deal-analyst-highlights-growth-in-handsets-and-beyond" target="_blank" rel="noreferrer noopener">Qualcomm Gains $2 Billion Boost From Samsung S25 Chipset Deal, Analyst Highlights Growth in Handsets and Beyond</a></li>
</ul>
Photo via Shutterstock.

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DeepSeek Sell-off Offers Opportunities On Semicaps, Analyst Bumps Up Price Forecasts For KLA, Nova And Camtek

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Shares of technology companies are trading higher amid a rebound in the broader space, which sold off on Monday amid AI competition concerns from China.

On Tuesday, 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">stock saw some</a> redemption after <a target="_blank" href="https://www.benzinga.com/markets/equities/25/01/43221806/nvidia-amd-broadcom-smci-tsmc-and-other-tech-giants-lead-monday-pre-market-selloff-as-nasdaq-100-futures-plummet-over-650-points-amid-reports-of-chinese-ai-startup-deepseek-overtaking-chatgpt" rel="noreferrer noopener">a selloff</a> driven by China's progress in AI on Monday.
The Taiwan economy ministry told Reuters that semiconductor business between Taiwan and the U.S. is a "win-win" model for both sides given the high level of complementarity, especially the U.S.-designed, Taiwan-foundry model. 
The ministry commented in response to tariff threats from U.S. President Donald Trump, something he has been indulging since his presidential campaign days.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43200619/byd-geely-and-saic-fight-back-against-eus-high-ev-tariffs-in-legal-battle" rel="noreferrer noopener">BYD, Geely, SAIC Contest EU's High EV Tariffs In Court</a>
Trump&nbsp;has called Chinese AI start-up&nbsp;DeepSeek's performance&nbsp;a "wake-up call" and "positive" for America's tech sector and threatened tariffs on foreign-made&nbsp;semiconductor chips, including those made by&nbsp;Taiwan Semiconductor, unless they start producing them stateside, SCMP <a target="_blank" href="https://www.scmp.com/news/china/article/3296523/donald-trump-calls-deepseeks-strong-showing-wake-call-us-tech-sector" rel="noreferrer noopener">reports</a>.
Taiwan, home to the key contract chipmaker Taiwan Semiconductor, is a key link in the global technology supply chain for Apple&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Trump voiced plans to impose tariffs on imported chips, pharmaceuticals, and steel in line with his MAGA ambitions.
In 2020, under the first Trump administration, Taiwan Semiconductor shared plans to build a $12 billion factory in Arizona. The chipmaker's total investment now stands at $65 billion. It bagged <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/43099745/taiwan-semiconductor-touts-1-5-billion-in-us-subsidies-confident-trump-will-maintain-chips-act-backing" rel="noreferrer noopener">$1.5 billion in subsidies</a> from the U.S.
The chipmaker committed $38 billion—$42 billion in fiscal 2025 capex versus fiscal 2024 capex of $29.8 billion.&nbsp;
In January, Taiwan Economy Minister Kuo Jyh-huei voiced the negligible impact of any&nbsp;tariffs on semiconductor exports.
Last week, Trump directed federal agencies to investigate persistent U.S. trade deficits and unfair trade practices by other countries. Taiwan's trade surplus with the U.S. grew 83% in 2024, with exports to the U.S. hitting $111.4 billion.
Recently, Taiwan Semiconductor chief C.C. Wei <a target="_blank" href="https://www.benzinga.com/25/01/43138590/jim-cramer-says-taiwan-semiconductors-capex-plans-boost-applied-materials-lam-research-kla-stocks" rel="noreferrer noopener">overlooked concerns over</a> U.S. AI sanctions. He flagged the chipmaker's focus on advanced packaging, citing that non-AI sectors like automotive and crypto mining remain unruffled by embargoes.
Taiwan Semiconductor stock surged over 64% in the last 12 months. Investors can gain exposure to the stock through VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action:&nbsp;At the last check on Tuesday, TSM stock traded higher by 0.51% to $193.29.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/01/43197956/qualcomm-gains-2-billion-boost-from-samsung-s25-chipset-deal-analyst-highlights-growth-in-handsets-and-beyond" target="_blank" rel="noreferrer noopener">Qualcomm Gains $2 Billion Boost From Samsung S25 Chipset Deal, Analyst Highlights Growth in Handsets and Beyond</a></li>
</ul>
Photo by Jack Hong via Shutterstock

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Taiwan Semiconductor Stock Rebounds After Selloff, US-Taiwan Chip Partnership Still Faces Tariff Threats

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Top 10 Trending Stocks On WallStreetBets As Of January 28, 2025 (Via Swaggy Stocks)

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/01/27/final-trades-uber-taiwan-semi-and-broadridge-financial.html">Halftime Report Final Trades</a>,&#8221; Bryn Talkington of Requisite Capital Management named Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) as<a href="https://www.benzinga.com/quote/UBER/analyst-ratings"> her final trade</a>.
Supporting her choice, Needham analyst Bernie McTernan reiterated Uber Technologies with a Buy rating and maintained a $90 price target.
Joshua Brown of Ritholtz Wealth Management also picked Uber Technologies.
Uber recently revealed a fresh collaboration with Home Depot (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), enabling users to purchase home improvement products through the Uber Eats platform.
Don't forget to check out our<a href="https://www.benzinga.com/premarket/"> premarket coverage here</a>
In the tech sector, Stephen Weiss of Short Hills Capital Partners named Taiwan Semiconductor Manufacturing Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
As per recent news, MTR Carbon Capture, on Monday, bagged a deal from contract chipmaker Taiwan Semiconductor Manufacturing to supply a Polaris membrane carbon capture system to treat emissions from a Taiwan Semiconductor solvent incineration <a href="https://www.benzinga.com/tech/25/01/43247387/taiwan-semiconductor-partners-with-mtr-to-tackle-carbon-emissions">facility in Taiwan</a>.
Rounding out the trades, Joseph M. Terranova of Virtus Investment Partners picked Broadridge Financial Solutions, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BR#NYSE">BR</a>).
On the earnings front, Broadridge Financial Solutions will release its financial results for the second quarter of fiscal year 2025 on Friday, Jan. 31. Analysts expect the company to report quarterly earnings at $1.49 per share on revenue of $1.56 billion.
Price Action:
<ul>
<li>Uber shares gained 0.3% to close at $68.77 on Monday.</li>
<li>Taiwan Semiconductor Manufacturing shares dipped 13.3% to settle at $192.31 during Monday's session.</li>
<li>Broadridge Financial shares gained 0.9% to settle at $239.54.</li>
</ul>
Check This Out: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/01/43230206/jim-cramer-is-worried-about-this-consumer-cyclical-stock-7-yield-something-may-be-wrong-here">Jim Cramer Is Worried About This Consumer Cyclical Stock: 7% Yield? &#8216;Something May Be Wrong Here&#8217;</a></li>
</ul>
Photo: Shutterstock

UBER

Uber, Broadridge Financial And A Major Semiconductor Stock On CNBC's 'Final Trades'

On Monday, <a href="https://www.benzinga.com/topic/alibaba" target="_blank" rel="noreferrer noopener">Chinese e-commerce juggernaut</a> Alibaba Group Holding&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) cloud unit&nbsp;released&nbsp;a new family of AI models, <a href="https://github.com/QwenLM/Qwen2.5-VL/blob/main/README.md">Qwen2.5-VL</a>, that can parse files, comprehend videos, count objects in images, and control a PC.
This model is similar to the one powering OpenAI&#8217;s recently launched&nbsp;Operator. Qwen2.5-VL model claimed to beat OpenAI&#8217;s&nbsp;GPT-4o, Anthropic&#8217;s&nbsp;Claude 3.5 Sonnet, and Google&#8217;s&nbsp;Gemini 2.0 Flash&nbsp;in various video understanding, math, document analysis, and question-answering evaluations, TechCrunch <a target="_blank" href="https://techcrunch.com/2025/01/27/alibabas-qwen-team-releases-ai-models-that-can-control-pcs-and-phones/" rel="noreferrer noopener">reports</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/43101141/chinese-stocks-rally-after-trump-skips-tariff-threats-boosting-market-optimism" rel="noreferrer noopener">US Listed China Stocks See Positive Momentum After Trump Skips Tariff Threats</a>
Qwen2.5-VL claimed it can analyze charts and graphics, extract data from invoice and form scans, and comprehend multiple-hour-long videos.
It can also recognize IPs from films and TV series.
Qwen2.5-VL can interact with software both on PCs and mobile devices. It can launch the Booking.com app for Android and can book a flight from Chongqing to Beijing, TechCrunch cites from Hugging Face tech lead Philipp Schmid&#8217;s video tweet on X.
In January, Alibaba Cloud <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/43138024/alibaba-cloud-unveils-new-ai-tools-and-language-models-to-empower-global-developers" rel="noreferrer noopener">launched new AI tools</a> and LLMs at its developer summit. Alibaba&#8217;s cloud revenue grew 7% to $4.22 billion in second-quarter.
Meanwhile, <a href="https://www.benzinga.com/markets/equities/25/01/43256425/nvidia-says-deepseek-an-illustration-of-how-new-ai-models-can-be-created-while-being-export-control-compliant-amid-600-billion-market-value-plunge" target="_blank" rel="noreferrer noopener">U.S. tech stocks</a> plunged in premarket trading Monday as Chinese open-source artificial intelligence platform DeepSeek R1 triggered market jitters over sustainability of the AI technology investment in the U.S. tech firms. Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) lost $600 billion in market cap on Monday.
DeepSeek&#8217;s open-source AI model, developed for under $6 million, reportedly outperformed leading U.S. models like those from OpenAI.
Reportedly, Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) committed $80 billion in AI infrastructure spending&nbsp;for 2025, and Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) earmarked $60-65 billion.
For context, the Biden administration had slapped <a target="_blank" href="https://www.benzinga.com/news/large-cap/25/01/43025761/ai-chip-stocks-gain-momentum-on-taiwan-semiconductor-performance-bidens-semiconductor-sanctions-kick-in" rel="noreferrer noopener">multiple semiconductor technology embargoes</a> on China, restricting the country from accessing sophisticated AI technologies from Nvidia, Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) citing national security threats.
Investors can gain exposure to stocks of companies domiciled in China through the iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) and the KraneShares Trust KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>).
Price Action:&nbsp;BABA stock closed higher by 1.06% at $90.94 premarket at the last check on&nbsp;Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/01/43062957/us-listed-chinese-stocks-rally-as-chinas-gdp-growth-data-fuels-optimism" target="_blank" rel="noreferrer noopener">US Listed Chinese Stocks Rally As China&#8217;s GDP Growth Data Fuels Optimism</a></li>
</ul>
Photo by Ascannio via Shutterstock

KWEB

Not Just DeepSeek - Alibaba Unveils AI Model To Rival OpenAI's Operator

President Donald Trump has pledged to impose tariffs on imports from Taiwan, a move that could affect industries such as semiconductors and pharmaceuticals, including Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), the world&#8217;s largest contract chipmaker.
What Happened: Speaking at a Republican retreat in Miami on Monday, Trump criticized Taiwan&#8217;s dominance in semiconductor manufacturing and the Former President Joe Biden administration&#8217;s CHIPS Act, which provided $53 billion in subsidies to boost domestic chip production. 
TSMC, which supplies chips to major tech firms including 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>), has already received $1.5 billion of its <a href="https://www.benzinga.com/government/regulations/25/01/43099745/taiwan-semiconductor-touts-1-5-billion-in-us-subsidies-confident-trump-will-maintain-chips-act-backing">promised $6.6 billion in CHIPS Act funding</a>.
&#8220;We have to bring production back to our country,&#8221; Trump said. &#8220;It&#8217;s time for the United States to return to the system that made us richer and more powerful than ever before,&#8221; comparing his approach to tariffs implemented by former President William McKinley in the 1890s.
The announcement comes as TSM progresses with its $65 billion investment in three Arizona facilities. The company&#8217;s first fab began production in late 2024, with a second facility planned for 2028. While CFO Wendell Huang expressed confidence in continued U.S. government support, Trump&#8217;s proposed tariffs could significantly impact the <a href="https://www.benzinga.com/markets/equities/25/01/43078194/trump-once-said-taiwan-took-100-of-our-chip-business-but-tsmc-confident-of-support-for-arizona-plants-under-incoming-president">semiconductor supply chain</a>.
See Also: <a href="https://www.benzinga.com/general/health-care/25/01/43257413/trumps-executive-order-leads-to-cdc-halting-collaboration-with-who-amid-h5n9-bird-flu-discovery-and-rfk-jrs-senate-hearings">Moderna, Pfizer Surge Amid CDC-WHO Split And Bird Flu; RFK Jr. Nomination Looms — A Recipe For The Perfect Storm?</a>
Why It Matters: Other Taiwan-based manufacturers with significant U.S. presence include Hon Hai Precision Industry Co. also known as Foxconn, a key supplier for Apple, and ASE Technology Holding Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASX#NYSE">ASX</a>), which provides semiconductor packaging services to multiple U.S. tech companies.
The geopolitical implications extend beyond trade. Former National Security Adviser John Bolton warned in October about Taiwan&#8217;s vulnerability <a href="https://www.benzinga.com/news/24/10/41544887/former-nsa-warns-taiwan-is-potentially-toast-if-trump-secures-a-second-term">under Trump&#8217;s presidency</a>, citing Trump&#8217;s skepticism about U.S. defense commitments to the island nation.
Market analysts at UBS note that TSM controls over 90% of advanced chip manufacturing globally. Mizuho Securities suggests that Trump&#8217;s proposed policies could <a href="https://www.benzinga.com/government/24/10/41604100/trump-goes-after-taiwan-semiconductor-on-joe-rogan-podcast">pressure U.S. tech companies</a> to accelerate domestic production alternatives, potentially benefiting American chipmakers like Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Micron Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/01/43256425/nvidia-says-deepseek-an-illustration-of-how-new-ai-models-can-be-created-while-being-export-control-compliant-amid-600-billion-market-value-plunge">Nvidia Says DeepSeek An &#8216;Illustration&#8217; Of How New AI Models Can Be Created While Being Export-Control Compliant Amid $600 Billion Market Value Plunge</a></li>
</ul>
Image Via Shutterstock 
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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