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Latest Taiwan Semiconductor AI Videos

Find the latest for Taiwan Semiconductor company videos

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... 8:6
Best AI Stocks: Taiwan Semiconductor vs. Broadcom | TSM Stock vs. AVGO Stock | Semiconductor Stocks

Parkev Tatevosian, CFA

1 month ago 4K views

Taiwan Semiconductor Manufacturing Company (TSMC) and Broadcom are two semiconductor companies experiencing strong growth due to rising demand for artificial intelligence (AI) technologies. While TSMC has shown stronger revenue growth due to its significant manufacturing capacity and relationships with leading tech companies like NVIDIA and Apple, Broadcom recently bolstered its revenue through its acquisition of VMware. Both companies demonstrate impressive profitability and operational margins, but geopolitical risks related to TSMC may affect its valuation. In terms of investment recommendation, given current valuations and risks, Broadcom is suggested as the better buy.
02:12 - 02:28

Broadcom's VMware acquisition enhances revenue and cross-selling opportunities for AI technologies.

Taiwan Semiconductor AI hardware Finance
... 5:32
TSM Revenue Falls M/M, AAPL Delays Siri A.I. Improvements

Schwab Network

1+ months ago 2K views

Taiwan's semiconductor sector has recently reported mixed results, with revenue for February showing a 43% increase year-over-year but month-over-month sales declining by over 11%, indicating weakening market conditions. Analysts observed that the growth in AI and semiconductors must be monitored closely, with sentiments that the decline in sales is not yet a definite trend without further data. Apple has also faced setbacks in its AI endeavors, notably delaying its Siri upgrade until 2026, indicating struggles in maintaining competitive stature in the AI market. Despite these challenges, Apple's stock remains relatively stable compared to other tech giants like Nvidia and Amazon, primarily functioning as a safe investment option amid overall market volatility.
01:12 - 01:23

Record revenue growth contrasts with signs of market deceleration, signaling caution.

TSMC Voice Recognition Finance
... 8:35
Should Artificial Intelligence (AI) Stock Investors Buy ASML Stock?

Parkev Tatevosian, CFA

1+ months ago 3K views

ASML sells high-end semiconductor manufacturing equipment, and its major customers include companies like Taiwan Semiconductor Manufacturing and Intel. ASML's stock price has fallen from over $1,000 to around $700 a share, prompting discussions on whether this represents a buying opportunity for long-term investors. The video evaluates ASML's revenue growth, operating profit margins, and return on invested capital, concluding that the stock appears undervalued despite geopolitical challenges. Ultimately, the recommendation is updated to suggest that ASML remains a strong buy for long-term investors.
04:51 - 05:54

ASML shows excellent returns on invested capital, positioning it favorably against competitors.

ASML Finance
... 11:34
TSMC DROPS MASSIVE News for AI Stock Investors

Jose Najarro Stocks

1+ months ago 5K views

TSMC's recent announcement of a $100 billion investment in manufacturing in the U.S. raises questions about the state of the AI market. This investment aims to establish advanced manufacturing capabilities and bolster the domestic semiconductor industry, particularly in AI-related sectors. TSMC's plans include constructing new fabrication plants and advanced packaging facilities. Despite the recent downturn in semiconductor stocks, this significant commitment suggests confidence in future demand, potentially driven by anticipated growth in AI technologies. However, uncertainties remain regarding capital expenditures and their implications for margins and partnerships in the semiconductor ecosystem.
04:28 - 04:40

Nvidia affirms its reliance on TSMC's manufacturing for enhanced supply resilience.

TSMC AI hardware Finance
... 13:18
96% Collapse: “China Shock” | DeepSeek & Chinese AI | Setser on China

China Update

1+ months ago 30K views

China's aggressive expansion into older semiconductor technologies is driving prices to unprecedented lows, threatening established market leaders. Companies like Wolf Speed are struggling against heavily subsidized Chinese competitors, leading to significant stock drops. Meanwhile, Nvidia continues to adapt to challenges posed by emerging AI models like Deep Seek R1. The U.S. export restrictions impact Nvidia’s revenue streams from China, highlighting ongoing efforts to access high-performance AI chips. The video concludes by examining recent comments on China's industrial policies and their implications for global trade, emphasizing the distinction between exports and domestic consumption.
Big Data Analytics Finance
... 16:35
How an AI chip war could destroy the global economy | Chris Miller for The Freethink Interview

Big Think

1+ months ago 52K views

Research highlights the disparity in the manufacturing complexities of semiconductors and nuclear weapons, emphasizing that while nuclear technology has stagnated since the 1960s, the semiconductor industry is evolving rapidly. Only three companies produce cutting-edge processor chips, predominantly made in Taiwan, representing significant economic risk due to geopolitical tensions. The advancement of AI technologies relies heavily on this chip production, and the ongoing race for AI capabilities hinges on innovation in chip design and manufacturing. The increasing demand for AI infrastructure will likely drive further developments in semiconductor technologies.
AI hardware Finance
... 5:16
ASML Earnings "Low Bar" Still "Make or Break" A.I. Moment

Schwab Network

1+ months ago 2K views

ASML faces scrutiny as they prepare for earnings amidst a 6.75% week pullback. Revenue estimates are $9.76 billion, with adjusted earnings per share at $7.18, following a disappointing previous report. The company hopes for order rebound from key clients Samsung and Taiwan Semiconductor, despite challenges from geopolitical tensions, particularly concerning China. Market interest focuses on whether ASML can exceed expectations and rebound in stock performance, with potential impacts on the semiconductor sector depending on geopolitical developments and customer order trends.
03:39 - 04:04

Geopolitical tensions, especially regarding China, may impact ASML's guidance and operations.

ASML Holding Finance
... 4:18
Former Rep. Buck: Can't Just Throw Money at AI Issues

Bloomberg Technology

1+ months ago 1K views

To maintain a competitive edge in AI, the U.S. must establish its own chip manufacturing and reduce reliance on foreign companies like Taiwan Semiconductor. Despite the CHIPS Act's intent, throwing money at various companies hasn't been effective; a strategic focus on tax incentives and tariffs may yield better results. The need to ensure that American firms can produce high-end chips is critical, particularly in light of China's potential technological advancements and the risks from technological theft. Staying ahead in AI also requires precise policymaking and strategic investments to safeguard national interests.
03:08 - 03:25

Addressing export control violations is vital to maintaining AI leadership.

Ethical AI frameworks Policy & Regulation
... 4:18
Former Rep. Buck: Can't Just Throw Money at AI Issues

Bloomberg Technology

1+ months ago 1K views

To maintain a competitive edge in AI, the U.S. must establish its own chip manufacturing and reduce reliance on foreign companies like Taiwan Semiconductor. Despite the CHIPS Act's intent, throwing money at various companies hasn't been effective; a strategic focus on tax incentives and tariffs may yield better results. The need to ensure that American firms can produce high-end chips is critical, particularly in light of China's potential technological advancements and the risks from technological theft. Staying ahead in AI also requires precise policymaking and strategic investments to safeguard national interests.
03:08 - 03:25

Addressing export control violations is vital to maintaining AI leadership.

Ethical AI frameworks Policy & Regulation