43.89 +0.77 (1.79%)
Pre-Market: 7:25AM EST
|Bid||43.77 x 100|
|Ask||43.87 x 2400|
|Day's Range||42.50 - 43.27|
|52 Week Range||29.39 - 43.27|
|PE Ratio (TTM)||19.38|
|Forward Dividend & Yield||1.16 (2.75%)|
|1y Target Est||38.12|
TSMC's 2018 revenue forecast is good news for the resurgent chip sector, but its modestly disappointing first quarter forecast raises new iPhone X demand questions.
Taiwan Semiconductor Manufacturing Co. forecast revenue that fell short of expectations, as waning smartphone sales in China and a strong local currency outweigh booming demand from cryptocurrency miners....
Taiwan Semiconductor (TSM) needs investors to pay close attention to the stock based on moves in the options market lately.
Taiwan Semiconductor Manufacturing Co. is one of hundreds of companies that have benefited by supplying components for Apple Inc.’s iPhone over the past 10 years. Now the world’s biggest maker of bespoke ...
The solution is an exchange-traded fund, or ETF, which is a mutual fund working passively in a specific industry sector. One of the best ETFs of this bull market is the VanEck Vectors Semiconductor ETF (NYSEARCA:SMH). SMH buys and holds a basket of semiconductor stocks.
According to Intel’s original plan, it was supposed to transition to the 10 nm node in 2017, but it postponed the transition to the end of 2018.
The complexity of AI chips could lead to manufacturing innovation since these chips require larger dimensions and specialized processors.
In calendar 3Q17, Qualcomm (QCOM) was the richest semiconductor company in terms of cash, with net cash of $17.9 billion.
In calendar 3Q17, Intel (INTC) was the most profitable semiconductor company, with a last-12-month EBITDA of $25.3 billion.
When we look at any company or stock, the first variable we look at is revenues, because they tell the size of a company.
In the end, the Dow Jones Industrial Average lost a fraction, the S&P 500 lost 0.1%, the Nasdaq Composite gave back 0.3% and the Russell 2000 finished 0.1% higher. Treasury bonds were mixed, the dollar was lower, gold gained 0.7% and crude oil added 2.6% after hitting the highest level since 2015. Energy stocks led the way with a 0.8% gain, while technology stocks were the laggards, down 0.7% overall, as Apple Inc. (NASDAQ:AAPL) fell 2.5% on reports it could cut its first-quarter sales forecast for the iPhone X from 50 million to 30 million amid tepid demand.
One of the reasons for caution toward Nvidia Corporation (NASDAQ:NVDA) over the years has been precisely that it’s a semiconductor stock. As stretched as the NVDA stock price might look — and it still trades at over 40x next year’s EPS, even backing out its cash hoard — it appears even more so in the context of its industry. Most semiconductor stocks historically have traded with forward P/E multiples in the teens — and toward the beginning part of this decade, even lower.
Categories: ETFs Yahoo FinanceClick here to see latest analysis ETFs with exposure to Taiwan Semiconductor Manufacturing Co., Ltd. Here are 5 ETFs with the largest exposure to TSM-US. Comparing the performance and risk of Taiwan Semiconductor Manufacturing Co., Ltd. with the ETFs that have exposure to it gives us some ETF choices that could give us similar returns ... Read more (Read more...)
It’s been about a month since Apple (NASDAQ:AAPL) started accepting the first iPhone X pre-orders. Other than a standout report of 6 million device sales over the Black Friday weekend, early sales trends have been rather tepid and AAPL stock has barely budged. The bullish expectation, though, seems to fly into the face of a number of pre-launch surveys which showed poor buying intention for Apple’s first OLED device.
At the end of October, I warned that Micron stock is ripe for profit-taking. MU stock had one more pop left in store for it in November, but shares then dropped 20% following the Thanksgiving holiday. Interestingly, given the huge moves, you’d expect some big Micron Technology news to be breaking.