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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Google abandonará Samsung Foundry en favor de Taiwan Semiconductor para fabricar chips Tensor G5 y G6 en sus futuros Pixel 10 y 11.

Google cambiará de Samsung a Taiwan Semiconductor para fabricación de chips en 2025

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TSM alcanza un rendimiento de producción similar al de Taiwán en su planta de Arizona. ¿Es buen momento para comprar acciones?

Taiwan Semiconductor: ¿Es hora de invertir tras el éxito en su planta de Arizona?

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Mobileye cae después de que Intel podría vender hasta el 88% de su participación. Lee más sobre cómo esto está afectando a las acciones.

Intel considera vender su participación en Mobileye ante la presión

Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor Manufacturing Co Ltd

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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

Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <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">debut plant in</a> Kumamoto, Japan, will start commercializing by the end of 2024.
Sony Group Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) and Denso Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DNZOF#OTC">DNZOF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DNZOY#OTC">DNZOY</a>) will be the Taiwanese contract chipmaker&#8217;s initial customers, Technode <a target="_blank" href="https://technode.com/2024/12/19/tsmcs-kumamoto-plant-to-supply-initial-output-to-sony-and-denso/" rel="noreferrer noopener">cited</a> JASM (Taiwan Semiconductor&#8217;s Japanese subsidiary) President Yuichi Horita from a Taiwanese media outlet.
Horita expects Taiwan Semiconductor&#8217;s production line in Japan to align with the quality of those in Taiwan.
The first Kumamoto plant focuses on 22 nm,28 nm, 12 nm, and 16nm processes, while the second will produce 6 nm and 7nm process chips, as planned.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/24/12/42552200/sony-semiconductor-hits-20-billion-image-sensor-shipments-plans-expansion" rel="noreferrer noopener">Sony Semiconductor Hits 20 Billion Image Sensor Shipments, Plans Expansion</a>
Construction of the second Kumamoto plant will likely begin in the first quarter of 2025, with mass production scheduled by the end of 2027.
The combined monthly production capacity of the two plants will likely exceed 100,000 wafers.
The Japanese government <a target="_blank" href="https://www.benzinga.com/government/regulations/24/11/41939018/japan-increases-semiconductor-funding-as-us-trade-policies-pressure-taiwan-semiconductor" rel="noreferrer noopener">earmarked over $64.9 billion</a> to consolidate its semiconductor and artificial intelligence (AI) positions, taking a cue from the U.S. and China. Taiwan Semiconductor&#8217;s Arizona fab, worth $20 billion, will produce <a target="_blank" href="https://www.benzinga.com/media/24/12/42514266/taiwan-semiconductor-unveils-20-billion-arizona-chip-fab-apple-named-key-customer" rel="noreferrer noopener">4-nanometer chips by 2025</a>.
Currently, 92% of the most advanced chips are made in Taiwan.
Japan&#8217;s semiconductor package totals over 10 trillion yen and aims to drive public and private investment of over 50 trillion yen by fiscal 2030.
Taiwan Semiconductor is eyeing a second facility in Japan&#8217;s Kumamoto, following its initial $8.6 billion wafer factory in the region. The company plans to invest $13.5 billion in the project.
The chipmaker is also plotting a third high-tech chip production facility worth $20 billion in Kumamoto to manufacture 3 nm chips.
Taiwan Semiconductor chair and CEO&nbsp;C.C. Wei <a target="_blank" href="https://www.benzinga.com/24/12/42507816/taiwan-semiconductor-ceo-highlights-ai-powered-drones-next-gen-robots-as-growth-drivers" rel="noreferrer noopener">expects advanced robots</a> and AI-powered drones to be key growth drivers.
Taiwan Semiconductor stock surged 92% year-to-date.
Investors can gain exposure to the semiconductor sector 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: TSM stock closed higher by 1.32% to $197.21 on Friday.
Also Read:
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<li><a href="https://www.benzinga.com/media/24/12/42554393/disneys-marvel-rivals-game-hits-20-million-players-proves-superhero-power-still-reigns" target="_blank" rel="noreferrer noopener">Disney&#8217;s Marvel Rivals Game Hits 20 Million Players, Proves Superhero Power Still Reigns</a></li>
</ul>
Photo by Sundry Photography on Shutterstock

DNZOF

DNZOY

Sony Group Corporation American Depositary Shares

SONY

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Taiwan Semiconductor Expands in Japan: Sony and Denso Among First Customers

<a href="https://economictimes.indiatimes.com/news/international/business/us-plans-to-blacklist-company-that-ordered-tsmc-chip-found-in-huawei-processor/articleshow/116510709.cms?from=mdr" title="https://economictimes.indiatimes.com/news/international/business/us-plans-to-blacklist-company-that-ordered-tsmc-chip-found-in-huawei-processor/articleshow/116510709.cms?from=mdr">https://economictimes.indiatimes.com/news/international/business/us-plans-to-blacklist-company-that-ordered-tsmc-chip-found-in-huawei-processor/articleshow/116510709.cms?from=mdr</a>

Macro Economic Events

Global

Economics

Reported Earlier, 'U.S. Plans To Blacklist Company That Ordered TSMC Chip Found In Huawei Processor' - Economic Times

Taiwan Semiconductor's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) short percent of float has fallen 3.33% since its last report. The company recently reported that it has 30.13 million shares sold short, which is 0.58% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.71 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Taiwan Semiconductor Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734710412_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Taiwan Semiconductor has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Taiwan Semiconductor's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Taiwan Semiconductor's peer group average for short interest as a percentage of float is 5.11%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Peering Into Taiwan Semiconductor's Recent Short Interest

The House Artificial Intelligence Task Force released a report on Tuesday with recommendations on how Congress can boost the development of AI while also protecting against potential risks <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42561047/amazon-meta-alphabet-spotify-lead-jpmorgans-2025-tech-picks-for-ai-potential">of the technology. </a>
The Details: The bipartisan House AI task force, chaired by Rep. Jay Obernolte (R-Calif.), released the 253-page<a href="https://www.speaker.gov/wp-content/uploads/2024/12/AI-Task-Force-Report-FINAL.pdf"> document</a> as the culmination of the group's work which began in February.
Obernolte said the report is just the "beginning of the conversation" around AI policy. 
"It will only be effective if future Congresses implement some of the recommendations that we have created," he added.&nbsp;
Read More: <a href="https://www.benzinga.com/general/social-media/24/12/42598651/mystery-drone-sightings-all-over-the-country-trump-says-what-to-know-about-investigations-lawmakers-reactions">&#8216;Mystery Drone&#8217; Sightings Spark Investigations, Politicians Respond: &#8216;Shoot Them Down,&#8217; Trump Says</a>
The representative said the task force met to consider bills that it could endorse and introduce for passage this Congress, but the group agreed not to do so in order to remain bipartisan. 
"Disagreements started to emerge about the language in each individual bill and we realized that if we wanted to maintain this coalition that was broadly bipartisan … it probably was counterproductive to actually be talking about legislative language," Obernolte said.
The report contains 66 key findings and 89 recommendations across 14 areas and will serve as the foundation for future legislative action on AI. The effects of future AI legislation will ripple across industries, government agencies and individuals.&nbsp;
Why It Matters: The task force wrote in its report that the government should lead by example and foster trust in AI by using the technology to improve efficiency and services while adopting responsible policies surrounding its use.&nbsp;
Companies that are sufficiently large and capable of handling the government's needs, like 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>) could benefit from contracts to supply agencies and departments with AI services. 
The House task force also highlighted the importance of promoting AI innovation which may include further legislation like the CHIPS and Science Act, which was designed to promote U.S. semiconductor manufacturing. Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) received more than $7 billion in direct funding and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) received $6.6 billion in funding from the program.
Another principle the task force emphasized was its duty to protect against AI-related risks and harms. Companies developing large AI models, such as OpenAI and Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) may need to report on training and safety processes if the government determines they could pose security or public health risks. 
The task force also suggested that future Congresses take an "incremental approach" to AI regulation as the technology is rapidly evolving and legislation will need to adapt and evolve as well.&nbsp;
"What we're embracing here is incrementalism. We don't think it's important that everyone agrees on every single aspect of AI immediately," Obernolte said.
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/24/12/42564443/santa-came-early-with-rate-cut-but-federal-reserve-brings-coal-next-year-experts-weigh-in-on-rate-cut-feds-2025-projections">&#8216;Santa Came Early&#8217; But Fed Brings &#8216;Coal Next Year&#8217;: Experts Weigh In On Interest Rate Cut, 2025 Projections</a></li>
</ul>
Photo: Shutterstock

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Here's What The Latest Congressional AI Report Could Mean For Big Tech

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Shares of semiconductor companies are trading lower amid overall market weakness following the Fed's rate decision to cut rates by 25 basis points.

The list of companies that have market capitalizations greater than $1 trillion continues to grow with Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) recently joining the club after its quarterly financial results sparked <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42488220/broadcom-hits-1-trillion-milestone-the-next-magnificent-tech-giant">a rally in shares.</a>
A Benzinga poll asks readers which company could be next to join the elusive club.
What Happened: Less than two years ago, investors could count on one hand the number of companies that were valued at more than $1 trillion. That changed in May 2023 when NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) became the sixth company in the club and ninth public company in history to be valued at <a href="https://www.benzinga.com/news/23/05/32630114/nvidia-becomes-ninth-company-to-hit-1-trillion-market-cap-who-could-be-next-to-join-elusive-club">more than $1 trillion.</a>
Fast forward to December 2024 and there are now 10 companies valued at $1 trillion or more. Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) crossed the milestone earlier this year and currently hovers near it again, with a market capitalization of $983 billion.
Here is the current list of members in the $1 trillion market capitalization club, according to <a href="https://companiesmarketcap.com/">Companiesmarketcap.com</a>:
<ul>
<li>Apple: $3.82 trillion</li>
<li>Microsoft: $3.35 trillion</li>
<li>Nvidia: $3.30 trillion</li>
<li>Amazon.com: $2.43 trillion</li>
<li>Alphabet: $2.39 trillion</li>
<li>Saudi Aramco: $1.83 trillion</li>
<li>Meta Platforms: $1.57 trillion</li>
<li>Tesla: $1.52 trillion</li>
<li>Broadcom: $1.10 trillion</li>
<li>Taiwan Semiconductor: $1.06 trillion</li>
</ul>
Benzinga recently asked who will be the next company to join the club for the first time with Berkshire Hathaway left out due to its close proximity and the fact it had already been in the club.
"Following Broadcom, which company will join the $1 trillion club next?" Benzinga asked.
The results were as follows along with the market caps at the time the poll was conducted:
<ul>
<li>Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>), $759 billion: 53%</li>
<li>Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), $757 billion: 24%</li>
<li>JPMorgan Chase (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), $675 billion: 13%</li>
<li>Visa Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), $619 billion: 9%</li>
</ul>
Over half of readers polled said they believe Walmart will be the next company to join the $1 trillion club for the first time, followed by Eli Lilly at around one fourth of readers.
Here's a look at the current year-to-date and five-year returns of the four stocks featured in the poll:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="765" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18143238/output-1024x765.png" alt="" class="wp-image-698436" style="width:920px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18143238/output-1024x765.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18143238/output-300x224.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18143238/output-768x574.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/18143238/output.png 1446w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Chart created using ChatGPT.
The chart above shows that while Walmart is the top gainer year-to-date, it is Eli Lilly that has the better five-year stock growth.
Read Also: <a href="https://www.benzinga.com/etfs/specialty-etfs/24/07/39618512/nancy-pelosi-loads-up-on-more-nvidia-shares-sells-tesla-she-always-reports-right-before-a-hol">Nancy Pelosi Loads Up On More Nvidia Shares, Buys Broadcom Options </a>
Why It's Important: Broadcom stock is up 28% over the last five days and up over 113% year-to-date. The company <a href="https://www.benzinga.com/news/earnings/24/12/42472970/broadcom-reports-mixed-q4-results-eps-beat-revenues-miss-q1-guidance-in-line-with-estimates">beat fourth-quarter</a> analyst earnings per share, missed revenue estimates and provided guidance that was in-line. The guidance and positive outlook was enough to send shares higher and provide entry into the club.
Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), which was previously a member of the club, has <a href="https://www.benzinga.com/news/management/24/11/41856784/elon-musks-wealth-tops-300-billion-as-teslas-market-cap-soars-above-1-trillion">rejoined the $1 trillion club</a> thanks to impressive gains for the electric vehicle stock since Donald Trump won the 2024 presidential election.
Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) is another company that was previously in the $1 trillion club years ago and rejoined the club earlier this year.
In August, <a href="https://www.benzinga.com/top-stories/24/08/40604676/warren-buffetts-berkshire-hathaway-breaks-1-trillion-poll-points-to-big-pharma-not-tech-as-next-cont">Benzinga polled readers </a>to ask which company they thought would hit the $1 trillion valuation next after Berkshire Hathaway joined.
The results were:
<ul>
<li>Eli Lilly: 43%</li>
<li>Taiwan Semiconductor: 25%</li>
<li>Tesla: 19%</li>
<li>Broadcom: 11%</li>
<li>Walmart: 3%</li>
</ul>
That poll was conducted when Eli Lilly and Taiwan Semiconductor both traded with market capitalizations of around $800 billion. Readers ended up being wrong with Eli Lilly still out of the club, while Taiwan Semiconductor, Tesla and Broadcom have all joined in recent months.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/tech/24/11/42121665/could-another-magnificent-7-stock-beat-nvidia-in-2025-poll-says-not-likely-27-pick-this-potential-winner">Could Another Magnificent 7 Stock Beat Nvidia In 2025? Poll Says Not Likely, 27% Pick This Potential Winner</a></li>
</ul>
The study was conducted by Benzinga from Dec. 16 through Dec. 17, 2024, and included the responses of a diverse population of adults 18 or older. Opting into the survey was completely voluntary, with no incentives offered to potential respondents. The study reflects results from 128 adults.
Image created using artificial intelligence via Midjourney.

Exclusives

AVGO

TSLA

Who's Next To Join Tesla, Broadcom In $1 Trillion Club? Over 50% Say The World's Biggest Retailer

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. 
Below are some instances of options activity happening in the Information Technology sector: 
<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>12/20/24</td>
<td>$136.00</td>
<td>$41.2K</td>
<td>23.5K</td>
<td>87.0K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$252.50</td>
<td>$30.3K</td>
<td>11.8K</td>
<td>22.4K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$110.00</td>
<td>$29.0K</td>
<td>29.9K</td>
<td>8.6K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$130.00</td>
<td>$166.6K</td>
<td>22.7K</td>
<td>4.4K</td>
</tr>
<tr>
<td>SOUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>12/27/24</td>
<td>$20.00</td>
<td>$46.0K</td>
<td>3.9K</td>
<td>3.4K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$390.00</td>
<td>$27.3K</td>
<td>1.6K</td>
<td>3.2K</td>
</tr>
<tr>
<td>QUBT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$17.00</td>
<td>$31.2K</td>
<td>892</td>
<td>2.4K</td>
</tr>
<tr>
<td>RGTI</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$7.50</td>
<td>$57.0K</td>
<td>10.9K</td>
<td>1.2K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$270.00</td>
<td>$2.3 million</td>
<td>195</td>
<td>1.0K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/27/24</td>
<td>$205.00</td>
<td>$42.0K</td>
<td>2.0K</td>
<td>976</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on December 20, 2024. Parties traded 200 contract(s) at a $136.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $41.2K, with a price of $206.0 per contract. There were 23547 open contracts at this strike prior to today, and today 87036 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a put option sweep with bullish sentiment. It expires in 2 day(s) on December 20, 2024. Parties traded 295 contract(s) at a $252.50 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $30.3K, with a price of $103.0 per contract. There were 11863 open contracts at this strike prior to today, and today 22435 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on December 20, 2024. Parties traded 40 contract(s) at a $110.00 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 $29.0K, with a price of $726.0 per contract. There were 29977 open contracts at this strike prior to today, and today 8668 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 sweep with bearish sentiment. It expires in 30 day(s) on January 17, 2025. Parties traded 300 contract(s) at a $130.00 strike. This particular call needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $166.6K, with a price of $556.0 per contract. There were 22774 open contracts at this strike prior to today, and today 4487 contract(s) were bought and sold. 
• Regarding SOUN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>), we observe a call option sweep with neutral sentiment. It expires in 9 day(s) on December 27, 2024. Parties traded 100 contract(s) at a $20.00 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 $46.0K, with a price of $461.0 per contract. There were 3925 open contracts at this strike prior to today, and today 3464 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bearish sentiment. It expires in 2 day(s) on December 20, 2024. Parties traded 30 contract(s) at a $390.00 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 $27.3K, with a price of $912.0 per contract. There were 1626 open contracts at this strike prior to today, and today 3278 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a put option sweep with bullish sentiment. It expires in 2 day(s) on December 20, 2024. Parties traded 250 contract(s) at a $17.00 strike. This particular put needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $31.2K, with a price of $125.0 per contract. There were 892 open contracts at this strike prior to today, and today 2416 contract(s) were bought and sold. 
• For RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we notice a call option trade that happens to be neutral, expiring in 149 day(s) on May 16, 2025. This event was a transfer of 100 contract(s) at a $7.50 strike. The total cost received by the writing party (or parties) was $57.0K, with a price of $570.0 per contract. There were 10912 open contracts at this strike prior to today, and today 1286 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option trade that happens to be bearish, expiring in 303 day(s) on October 17, 2025. This event was a transfer of 1000 contract(s) at a $270.00 strike. The total cost received by the writing party (or parties) was $2.3 million, with a price of $2390.0 per contract. There were 195 open contracts at this strike prior to today, and today 1000 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 sweep that happens to be bullish, expiring in 9 day(s) on December 27, 2024. This event was a transfer of 100 contract(s) at a $205.00 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 $42.0K, with a price of $420.0 per contract. There were 2077 open contracts at this strike prior to today, and today 976 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

AAPL

MSTR

QUBT

RGTI

SOUN

10 Information Technology Stocks Whale Activity In Today's Session

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 14.61% on an annualized basis producing an average annual return of 28.08%. Currently, Taiwan Semiconductor has a market capitalization of $1.04 trillion. 
Buying $1000 In TSM: If an investor had bought $1000 of TSM stock 5 years ago, it would be worth $3,463.84 today based on a price of $200.61 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/2024/1734471008_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.

Here's How Much You Would Have Made Owning Taiwan Semiconductor Stock In The Last 5 Years

Financial giants have made a conspicuous bullish move on Taiwan Semiconductor. Our analysis of options history for Taiwan Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) revealed 13 unusual trades.
Delving into the details, we found 53% of traders were bullish, while 30% showed bearish tendencies. Out of all the trades we spotted, 3 were puts, with a value of $191,740, and 10 were calls, valued at $676,100.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $140.0 to $240.0 for Taiwan Semiconductor over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Taiwan Semiconductor's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Taiwan Semiconductor's whale activity within a strike price range from $140.0 to $240.0 in the last 30 days. 
<h3>Taiwan Semiconductor Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734446742_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>01/24/25</td>
<td>$32.6</td>
<td>$31.35</td>
<td>$31.95</td>
<td>$170.00</td>
<td>$159.7K</td>
<td>111</td>
<td align="right">50</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/10/25</td>
<td>$14.1</td>
<td>$13.7</td>
<td>$14.1</td>
<td>$190.00</td>
<td>$112.8K</td>
<td>385</td>
<td align="right">81</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$2.88</td>
<td>$2.78</td>
<td>$2.78</td>
<td>$180.00</td>
<td>$111.2K</td>
<td>10.6K</td>
<td align="right">403</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/24/25</td>
<td>$62.9</td>
<td>$61.25</td>
<td>$62.9</td>
<td>$140.00</td>
<td>$88.0K</td>
<td>70</td>
<td align="right">6</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$62.8</td>
<td>$62.05</td>
<td>$62.8</td>
<td>$140.00</td>
<td>$62.8K</td>
<td>3.5K</td>
<td align="right">10</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.
In light of the recent options history for Taiwan Semiconductor, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Taiwan Semiconductor</h3>
<ul>
<li>Currently trading with a volume of 586,460, the TSM's price is down by -0.2%, now at $201.81. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 30 days.</li>
</ul>
<h3>Expert Opinions on Taiwan Semiconductor</h3>
1 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 has decided to maintain their Overweight rating on Taiwan Semiconductor, which currently sits at a price target of $240. 
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.

Markets

Check Out What Whales Are Doing With TSM

In a significant move to bolster the domestic semiconductor industry, the U.S. Commerce Department has approved a $406 million grant for Taiwan&#8217;s&nbsp;GlobalWafers. This funding is aimed at enhancing silicon wafer production within the United States.
What Happened: The grant will facilitate the establishment of&nbsp;the first high-volume U.S. production&nbsp;of 300-mm wafers for advanced&nbsp;semiconductors and expand silicon-on-insulator wafer production. This initiative aligns with the Biden administration&#8217;s strategy to strengthen the domestic chip supply chain, Reuters reported on Tuesday.
The financial support will back&nbsp;nearly $4 billion in investments&nbsp;by GlobalWafers in Texas and Missouri, creating&nbsp;1,700 construction and 880 manufacturing&nbsp;jobs.&nbsp;
GlobalWafers&nbsp;CEO Doris Hsu expressed optimism, stating, &#8220;We&nbsp;look forward to innovating with&nbsp;our U.S.-based chip customers for&nbsp;decades to come.&#8221;
See Also:&nbsp;<a href="https://www.benzinga.com/tech/24/12/42383967/how-to-use-apple-watch-as-a-digital-key-for-your-tesla-car?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">How To Use Apple Watch As A Digital Key For Your Tesla Car</a>
Previously, GlobalWafers had announced plans in 2022 to develop&nbsp;a $5 billion plant in&nbsp;Texas for 300-mm silicon wafers, shifting from an earlier&nbsp;plan to invest in Germany.&nbsp;The company intends&nbsp;to build and expand facilities&nbsp;in Sherman, Texas, and St. Peters, Missouri, for various semiconductor applications.
The Commerce Department is finalizing awards under the 2022 CHIPS and Science Act before President-elect Donald Trump takes office on Jan. 20. Recent awards include $6.165 billion for Micron Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) and $7.86 billion for Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Why It Matters: The approval of this grant is part of a broader effort to revitalize the U.S. semiconductor industry. The&nbsp;<a href="https://www.benzinga.com/24/12/42420201/trumps-return-threatens-billions-in-us-chip-investment-from-taiwan-samsung">CHIPS and Science Act</a>&nbsp;has been pivotal in attracting significant investments from global semiconductor giants, including&nbsp;Taiwan Semiconductor Manufacturing Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Samsung Electronics. However, the potential return of former President Donald Trump could impact these investment strategies.
In November 2024, the U.S. agreed to provide&nbsp;<a href="https://www.benzinga.com/government/regulations/24/11/42011035/just-before-bidens-term-ends-taiwan-semiconductor-lands-6-6-billion-in-us-funding-to-build-advanced-chip-plants">$6.6 billion in funding</a>&nbsp;to Taiwan Semiconductor to build advanced chip facilities. This move aims to enhance domestic production and reduce reliance on foreign suppliers, strengthening national security. The investment is expected to attract $65 billion in private capital for three state-of-the-art plants in Arizona.
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/24/12/42495714/tim-cook-dines-with-donald-trump-at-mar-a-lago-to-strengthen-apples-position-as-zuckerberg-and-pichai-repair-ties-and-jeff-bezos-prepares-for-his-turn-report?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Tim Cook Dines With Donald Trump At Mar-a-Lago To Strengthen Apple&#8217;s Position As Zuckerberg And Pichai Repair Ties, While Jeff Bezos Prepares For His Turn: Report</a></li>
</ul>
Disclaimer: 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.
Image via Shutterstock

Ahead Of Trump's Return To White House, US Approves $406M Grant For Taiwan's Chipmaker GlobalWafers

On Friday, Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) unveiled its first <a target="_blank" href="https://www.benzinga.com/topic/taiwan" rel="noreferrer noopener">advanced chip fabrication plant</a> in Arizona, marking a significant milestone in U.S.-based semiconductor production.
The facility, covering 3.5 million square feet on a 1,100-acre site, represents Taiwan Semiconductor&#8217;s commitment to bolstering domestic chip manufacturing. Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is its largest customer.
Initially projected at $12 billion, the project has grown to $20 billion, and production has been delayed to 2025. Taiwan Semiconductor stock is trading upwards on Monday.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42487128/apples-2025-chip-transition-targets-new-wireless-edge-broadcom-to-retain-key-role" rel="noreferrer noopener">Apple&#8217;s 2025 Chip Transition Targets New Wireless Edge, Broadcom To Retain Key Role</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/16100308/newplot-12.png" alt="" class="wp-image-694092" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/16100308/newplot-12.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/16100308/newplot-12-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Currently in pilot production, the fab manufactures sample wafers for customer verification, CNBC <a target="_blank" href="https://www.cnbc.com/2024/12/13/inside-tsmcs-new-chip-fab-where-apple-will-make-chips-in-the-us-.html" rel="noreferrer noopener">reports</a>.
Taiwan Semiconductor plans to build two additional fabs on the site by the end of the decade, bringing the total investment to $65 billion.
Rick Cassidy, chairman of Taiwan Semiconductor, highlighted to CNBC the challenges of navigating U.S. regulations, labor laws, and construction processes but expressed confidence that the project is nearly back on its original schedule.
Once operational, the Arizona plant will produce 4-nanometer chips at a rate of 20,000 wafers per month.
The Arizona fab is part of a broader strategy to diversify chip production outside Taiwan, ensuring supply chain resilience amid geopolitical tensions and natural disasters.
Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is <a target="_blank" href="https://www.benzinga.com/24/12/42336825/nvidia-could-become-taiwan-semis-3rd-us-plant-customer" rel="noreferrer noopener">weighing the production</a> of the front-end process of Blackwell AI chips at Taiwan Semiconductor&#8217;s Arizona plant.
Currently, 92% of the world&#8217;s most advanced chips are made in Taiwan, prompting Taiwan Semiconductor to ship the aforementioned Blackwell chips back to Taiwan for packaging.
The company aims to employ 6,000 workers for its three planned fabs in Arizona. Taiwan Semiconductor has also implemented water recycling initiatives to manage the 4.7 million gallons required daily for operations, reducing consumption to 1 million through sustainable practices.
Running the first Arizona fab requires significant power—2.85 gigawatt-hours per day, equivalent to the usage of 100,000 homes.
Taiwan Semiconductor is offsetting this demand by purchasing renewable energy credits and utilizing on-site solar energy.
International Data Corp&nbsp;expects&nbsp;Taiwan Semiconductor <a target="_blank" href="https://www.benzinga.com/24/12/42480928/taiwan-semi-set-to-command-67-foundry-market-share-idc" rel="noreferrer noopener">to&nbsp;control a 67%</a> share of the global foundry market in 2025, backed by&nbsp;AI&nbsp;applications and crypto-mining technologies.
Taiwan Semiconductor posted third-quarter revenue of $23.50 billion, up 39%, surpassing guidance and estimates, driven by strong demand for 3nm and 5nm technologies. Needham analyst Charles Shi highlighted Apple&#8217;s significant contribution to the <a target="_blank" href="https://www.benzinga.com/news/24/10/41388050/apples-3nm-push-boosts-taiwan-semis-q3-ai-revenue-set-to-triple-analyst" rel="noreferrer noopener">robust 3nm performance</a>.
Price Action: TSM stock is up 1.67% at $204.29 premarket at last check Monday.
Also Read:
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<li><a href="https://www.benzinga.com/24/12/42507816/taiwan-semiconductor-ceo-highlights-ai-powered-drones-next-gen-robots-as-growth-drivers" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor CEO Highlights AI-Powered Drones, Next-Gen Robots As Growth Drivers</a></li>
</ul>
Photo by Sundry Photography on Shutterstock

Taiwan Semiconductor Unveils $20 Billion Arizona Chip Fab, Apple Named Key Customer

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 often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<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>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$250.00</td>
<td>$34.9K</td>
<td>9.3K</td>
<td>42.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$252.50</td>
<td>$100.8K</td>
<td>23.2K</td>
<td>32.0K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$110.00</td>
<td>$78.0K</td>
<td>29.6K</td>
<td>17.9K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/27/24</td>
<td>$75.00</td>
<td>$59.6K</td>
<td>8.8K</td>
<td>17.0K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$35.00</td>
<td>$25.0K</td>
<td>16.3K</td>
<td>14.6K</td>
</tr>
<tr>
<td>RIOT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$13.50</td>
<td>$52.4K</td>
<td>6.1K</td>
<td>11.0K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$210.00</td>
<td>$33.0K</td>
<td>9.5K</td>
<td>10.8K</td>
</tr>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$140.00</td>
<td>$56.7K</td>
<td>92.3K</td>
<td>10.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$23.00</td>
<td>$73.5K</td>
<td>13.0K</td>
<td>4.8K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>12/20/24</td>
<td>$400.00</td>
<td>$35.6K</td>
<td>7.4K</td>
<td>4.5K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option trade that happens to be bearish, expiring in 4 day(s) on December 20, 2024. This event was a transfer of 96 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $34.9K, with a price of $364.0 per contract. There were 9313 open contracts at this strike prior to today, and today 42702 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on December 20, 2024. Parties traded 877 contract(s) at a $252.50 strike. The total cost received by the writing party (or parties) was $100.8K, with a price of $115.0 per contract. There were 23228 open contracts at this strike prior to today, and today 32013 contract(s) were bought and sold. 
• For MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we notice a call option sweep that happens to be bearish, expiring in 4 day(s) on December 20, 2024. This event was a transfer of 120 contract(s) at a $110.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $78.0K, with a price of $650.0 per contract. There were 29603 open contracts at this strike prior to today, and today 17987 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option trade that happens to be bearish, expiring in 11 day(s) on December 27, 2024. This event was a transfer of 225 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $59.6K, with a price of $265.0 per contract. There were 8872 open contracts at this strike prior to today, and today 17077 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with bearish sentiment. It expires in 4 day(s) on December 20, 2024. Parties traded 200 contract(s) at a $35.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $25.0K, with a price of $125.0 per contract. There were 16336 open contracts at this strike prior to today, and today 14653 contract(s) were bought and sold. 
• Regarding RIOT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIOT#NASDAQ">RIOT</a>), we observe a call option sweep with bullish sentiment. It expires in 4 day(s) on December 20, 2024. Parties traded 509 contract(s) at a $13.50 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 $52.4K, with a price of $103.0 per contract. There were 6129 open contracts at this strike prior to today, and today 11053 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a call option sweep with bearish sentiment. It expires in 4 day(s) on December 20, 2024. Parties traded 200 contract(s) at a $210.00 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 $33.0K, with a price of $165.0 per contract. There were 9557 open contracts at this strike prior to today, and today 10831 contract(s) were bought and sold. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a put option sweep with bullish sentiment. It expires in 4 day(s) on December 20, 2024. Parties traded 61 contract(s) at a $140.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $56.7K, with a price of $930.0 per contract. There were 92341 open contracts at this strike prior to today, and today 10306 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option sweep with bearish sentiment. It expires in 95 day(s) on March 21, 2025. Parties traded 487 contract(s) at a $23.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $73.5K, with a price of $151.0 per contract. There were 13032 open contracts at this strike prior to today, and today 4855 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 neutral, expiring in 4 day(s) on December 20, 2024. This event was a transfer of 9 contract(s) at a $400.00 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 $35.6K, with a price of $3960.0 per contract. There were 7444 open contracts at this strike prior to today, and today 4534 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 news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

PLTR

RIOT

SMCI

<a href="https://www.nytimes.com/2024/12/16/business/economy/biden-china-chips-investigation.html" title="https://www.nytimes.com/2024/12/16/business/economy/biden-china-chips-investigation.html">https://www.nytimes.com/2024/12/16/business/economy/biden-china-chips-investigation.html</a>

"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times

"With the pilot production of Intel next-generation Panther Lake processors not performing as well as expected, sources from the upstream supply chain have rumored that the CPU giant will continue to place orders with TSMC, which should benefit TSMC's revenues in 2025, but the beginning of the volume production at the plants in the US and Japan may still undermine its profitability." - DigiTimes Alert

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) chair and CEO C.C. Wei expects next-generation robots and artificial intelligence-powered drones to serve as key catalysts for growth and <a href="https://www.benzinga.com/topic/innovation">innovation in the tech sector</a>.
According to <a href="https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-chief-says-robots-and-AI-drones-to-drive-tech-innovation">Nikkei Asia</a>, Wei made the comments at a Taiwan tech conference on Monday. He also flagged the need to integrate hardware and software to power the next generation of AI devices.
The Taiwanese contract chipmaker&#8217;s first Japan fab is on track for commercialization by 2024-end.
Also Read: <a href="https://www.benzinga.com/government/regulations/24/12/42484240/apples-airpods-production-shifts-to-india-foxconn-will-begin-manufacturing-in-2025" target="_blank" rel="noreferrer noopener">Apple&#8217;s AirPods Production Shifts To India &#8211; Foxconn Will Begin Manufacturing In 2025</a>
Taiwan Semiconductor stock surged 98% year-to-date, as it is the chief contract chipmaker for Big Techs, 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>).
Taiwan Semiconductor is producing Proxima, the chip set to power Apple&#8217;s first in-house connectivity <a href="https://www.benzinga.com/24/12/42487128/apples-2025-chip-transition-targets-new-wireless-edge-broadcom-to-retain-key-role" target="_blank" rel="noreferrer noopener">products in 2025</a>. Apple plans to transition to in-house chips for Bluetooth and Wi-Fi connectivity starting in 2025.
Nvidia is considering producing the front-end process of Blackwell AI chips at <a target="_blank" href="https://www.benzinga.com/24/12/42336825/nvidia-could-become-taiwan-semis-3rd-us-plant-customer" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Arizona plant</a>. Countries, including the U.S. and Europe, are consolidating their semiconductor base to reduce their dependence on China, whose semiconductor supply chain was hit by the 2020 pandemic outbreak, triggering a supply crisis for semiconductor chips for electronic gadgets and cars.
The International Data Corp (IDC) expects Taiwan Semiconductor to post a ~25% revenue increase in 2025, driven by advancements in artificial intelligence (AI) applications and <a target="_blank" href="https://www.benzinga.com/24/12/42480928/taiwan-semi-set-to-command-67-foundry-market-share-idc" rel="noreferrer noopener">crypto mining technologies</a>.
IDC projects the global semiconductor industry will expand by 15%, with the international foundry market growing by 20% in 2025. The forecast also suggests Taiwan Semiconductor will capture a 67% share of the global foundry market in 2025, a 300 basis-point increase from the previous year.
Investors can gain exposure to companies that manufacture semiconductors through the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>).
Price Action:&nbsp;TSM stock closed higher by 4.98% at $200.99 at Friday.
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Image: Shutterstock

Taiwan Semiconductor CEO Highlights AI-Powered Drones, Next-Gen Robots As Growth Drivers

Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) upcoming switch to in-house <a target="_blank" href="https://www.benzinga.com/topic/ai-chips" rel="noreferrer noopener">chips for</a> Bluetooth and Wi-Fi connections from 2025 will likely impact its partner&nbsp;Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
The Wi-Fi and Bluetooth chips will enable Apple devices to go online via wireless networks, pair with headphones, and more.
Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) manufactured Proxima, which will power Apple&#8217;s first products in 2025, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-12-12/apple-nears-switch-to-in-house-bluetooth-and-wi-fi-chip-for-iphone-home?sref=TBDibEcD" rel="noreferrer noopener">cites</a> familiar sources.
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/24/12/42436800/stmicroelectronics-and-qualcomm-launch-new-iot-module-to-simplify-wireless-connectivity" rel="noreferrer noopener">STMicroelectronics and Qualcomm Launch New IoT Module to Simplify Wireless Connectivity</a>
Apple is developing an end-to-end wireless approach that is integrated with its other components. This will give it an edge in connecting devices to cellular networks and Wi-Fi hubs, paving the way for new device formats.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13063810/newplot-11.png" alt="" class="wp-image-691115" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13063810/newplot-11.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/13063810/newplot-11-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
According to the report, Apple&#8217;s component will be compatible with the Wi-Fi 6E standard.
Apple will launch the combined Wi-Fi and Bluetooth chip in 2025 under its new home devices, including refreshed TV set-top box and HomePod mini smart speaker versions.
Apple aims to introduce the components to iPhones in 2025 and iPads and Macs by 2026. However, Broadcom will still provide the radio frequency filter for modems.
Reportedly, Apple tapped Broadcom to develop a <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/24/12/42439155/broadcom-stock-jumps-on-apple-ai-chip-report-whats-going-on" rel="noreferrer noopener">server chip designed</a> for AI tasks to help meet the computing demands of its new AI features.
Prior reports indicated that the iPhone company had worked on its <a target="_blank" href="https://www.benzinga.com/general/24/05/38680360/apples-secret-project-and-bold-move-towards-in-house-ai-chips-could-this-be-a-threat-to-nvidia" rel="noreferrer noopener">Apple Chips in Data Center</a> project for several years. This project focused on developing AI inference, an area dominated by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). The company also tapped Taiwan Semiconductor for the chip&#8217;s design and production.
Wedbush&#8217;s Dan Ives expects Apple to reach a $4 trillion market cap by early 2025 as consumers&nbsp;resonate with the AI revolution.
Apple stock surged 34% year-to-date. Investors can gain exposure to the stock through Vanguard Information Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGT#NYSE">VGT</a>) and Fidelity MSCI Information Technology Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTEC#NYSE">FTEC</a>).
Price Action: AAPL stock is down 0.48% at $246.76 at the last check on Friday.
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</ul>
Photo via Apple

FTEC

Apple's 2025 Chip Transition Targets New Wireless Edge, Broadcom To Retain Key Role

Chip stocks, including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), and Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), are trading higher Friday in sympathy with Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), bearing testimony to the interconnectivity of <a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">the semiconductor ecosystem</a>.
Broadcom reported its&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/24/12/42472970/broadcom-reports-mixed-q4-results-eps-beat-revenues-miss-q1-guidance-in-line-with-estimates" rel="noreferrer noopener">fourth-quarter results</a> after Thursday&#8217;s closing bell. The company reported revenue of $14.05 billion, up from $9.3 billion a year ago, compared to the analyst consensus of $14.57 billion. EPS of $1.42 missed the analyst consensus of $1.46.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42480928/taiwan-semi-set-to-command-67-foundry-market-share-idc" rel="noreferrer noopener">Taiwan Semiconductor Set to Command 67% Foundry Market Share By 2025: IDC</a>
Broadcom expects first-quarter revenue of ~$14.60 billion, compared to the $14.57 billion consensus estimate.
The semiconductor industry has been jittery over growing geopolitical tensions between the U.S. and China, prompting Beijing to counter-embargo against the U.S. semiconductor sanctions.
Additionally, President-elect Donald Trump <a target="_blank" href="https://www.benzinga.com/24/12/42420201/trumps-return-threatens-billions-in-us-chip-investment-from-taiwan-samsung" rel="noreferrer noopener">has criticized</a> the U.S. chip subsidy since his campaign days. The subsidy has been pivotal in drawing foreign companies like Taiwan Semiconductor and Samsung, which have committed billions to U.S. semiconductor plants.
A possible optimism over the U.S. Fed rate cut is also influencing the semiconductor stock movement as it will make borrowing cheaper for the highly capital-intensive industry.
Investors can gain exposure to the semiconductor ETF through Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>) and Invesco Semiconductors ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSI#NYSE">PSI</a>).
Price Action: At the last check in the premarket session on Friday, NVDA is up 1.16% to $138.94. AVGO is up 18.4%, TSM is up 3.74%, ARM is up 2.45%
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<li><a href="https://www.benzinga.com/media/24/12/42482813/intel-cfo-hints-at-possible-division-split-as-company-struggles-to-recapture-moat" target="_blank" rel="noreferrer noopener">Intel CFO Hints at Possible Division Split as Company Struggles To Recapture Moat</a></li>
</ul>
Image via Shutterstock

Movers

PowerShares Exchange-Traded Fund Trust Dynamic Semiconductor Portfolio

SOXQ

Nvidia, AMD, Taiwan Semi Gain As Broadcom's Q4 Performance Sparks Sector-Wide Surge

Taiwan Semiconductor shares are trading higher. The stock may be trading up amid a statement from International Data Corp (IDC) that the company will command a 67% Foundry market share position by 2025,

On Thursday, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CFO&nbsp;Dave Zinsner&nbsp;did not rule out the possibility of splitting <a target="_blank" href="https://www.benzinga.com/topic/intel" rel="noreferrer noopener">the company&#8217;s factory and</a> product-development divisions as the next CEO takes charge, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2024-12-12/intel-says-the-idea-of-splitting-up-company-is-an-open-question?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">cites</a> from Barclays technology conference in San Francisco.
Zinsner is also serving as Intel&#8217;s interim co-CEO along with&nbsp;Michelle Johnston Holthaus following Pat Gelsinger&#8217;s exit after he failed to impress the board with his turnaround efforts.
Intel&nbsp;stock plunged 57% year-to-date as it failed to tap the current enterprise customer shift to artificial intelligence technology, which contributed to the upside for Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). Taiwan Semiconductor stock is up 89% year-to-date.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42470137/t-mobiles-premium-valuation-prompts-downgrade-growth-projections-decelerate" rel="noreferrer noopener">T-Mobile&#8217;s Premium Valuation Prompts Downgrade As Growth Projections Decelerate: Analyst</a>
Intel also failed to boost its artificial intelligence accelerator chip business as its Gaudi chip could not gain traction in a market led by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). Nvidia stock is up over 185% year-to-date.
Zinsner&nbsp;said during the conference that Intel&#8217;s two divisions were already separate in terms of their operating structure, which is in sharp contrast to Gelsinger&#8217;s plans to maintain the two units together.
The co-CEOS stressed during the conference that it would take time to fix Intel&#8217;s moat. They flagged challenges regarding data center products and outsourcing of contract manufacturing efforts.
Holthaus said that Intel will focus on updating generic graphics-chip offerings to make them competitive. In 2025, Intel will focus on containing Intel&#8217;s market-share loss, as per Holthaus.
The co-CEOs hinted at a possible&nbsp;sale of Intel&#8217;s manufacturing operations lest the new chipmaking technology fails to gain traction, Reuters cites from the conference.
During Taiwan Semiconductor founder Morris Chang&#8217;s autobiography launch, he highlighted <a target="_blank" href="https://www.benzinga.com/24/12/42435733/taiwan-semi-founder-calls-for-new-strategy-after-intel-chiefs-departure" rel="noreferrer noopener">Intel&#8217;s need for</a> a new strategy and CEO.
During the UBS technology conference, Zinsner said he <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">expects the next</a> chief to be proficient in&nbsp;manufacturing and product&nbsp;development. He reiterated Intel&#8217;s fourth-quarter revenue&nbsp;guidance of $13.30 billion—$14.30 billion versus the analyst consensus of $13.81 billion.
Truist Securities and&nbsp;Benchmark analysts recently flagged that Intel&#8217;s separation of the foundry business could cost the $7.8 billion U.S. chip subsidy.
Price Action: INTC stock traded higher by 0.29% to $20.84 premarket at the last check on Friday.
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Photo via Shutterstock

Intel CFO Hints at Possible Division Split as Company Struggles To Recapture Moat

International Data Corp <a target="_blank" href="https://www.taipeitimes.com/News/biz/archives/2024/12/13/2003828402" rel="noreferrer noopener">told</a> the Taipei Times it expects Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) to grow its revenue by ~25% in 2025, backed by <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">artificial intelligence (AI)</a> applications and crypto mining technologies.
IDC expects the global semiconductor industry <a target="_blank" href="https://www.idc.com/getdoc.jsp?containerId=prAP52837624" rel="noreferrer noopener">to grow by 15%</a> and the international foundry market to rise by 20% in 2025.
IDC&#8217;s projections imply that the contract chipmaker will command a 67% share of the global foundry market in 2025, up 300 bps year over year.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42464642/synopsys-to-divest-units-including-ansys-powerartist-to-secure-eu-approval-for-35-billion-deal" rel="noreferrer noopener">Synopsys Proposes Divesting Units, Including Ansys PowerArtist, For $35 Billion EU Deal Approval</a>
In the broader foundry definition, Taiwan Semiconductor could expand its market share to 36% in 2025 from 33% in 2024, IDC told the Taiwan Times.
Zeng told the Taipei Times that the contract chipmaker is fast-tracking production of 3-nm, 4-nm, and 5-nm chips by the shortest production cycle to accomplish the demand frenzy. The utilization rate of those technology nodes crossed the 95% mark.
Zeng said Taiwan Semiconductor targets adding 70,000 advanced wafers a month to its existing capacity for 2-nm, 3-nm, 4-nm, and 5-nm chips in 2025.
IDC expects the Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) supplier to double its capacity of advanced packaging technology, or chip-on-wafer-on-silicon (CoWoS), to double to 660,000 units in 2025 from 330,000 units in 2024.
IDC cited Taiwan Semiconductor commencing volume production of 2-nm technology in the second half of 2025, with a small volume shipped to Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) by 2026.
Taiwan Semiconductor&#8217;s November 2024 revenue grew 34% <a target="_blank" href="https://www.benzinga.com/24/12/42413866/taiwan-semiconductor-surges-34-in-november-strengthened-by-ai-and-smartphone-demand" rel="noreferrer noopener">to $8.55 billion</a>. The company&#8217;s market share grew&nbsp;to 64.9%, up from 62.3% sequentially, thanks to the smartphone and AI-related&nbsp;demand for its 3-nm and 5-nm technologies.
Taiwan Semiconductor stock surged 89% year-to-date.
Price Action: TSM stock is up 2.21% at $195.70 premarket at the last check Friday.
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