Taiwan Semiconductor Stock Discussion

123456FEDCBA : the next time trump makes a comment

deeeluuun OP 123456FEDCBA : he has yet to announce semiconductor tariffs right

Silverbat : More or less, 160-162 is possible after Passover

BobiBobi888 : Earnings Reports are solid, but still experiencing a significant drop, indicating instability. It's better to stick to daily routines! It is estimated there will be another large drop next week! Large Cap has been falling for two consecutive days!

deeeluuun OP Silverbat : what passover?

102676030 : why 151.4?

Moriarty mcG : The Taiwan Semiconductor Manufacturing Company (TSMC) Arizona plant has made significant progress but is not fully operational for all planned facilities yet. Here's the current status based on available information:First Fab: The first fabrication plant (fab) in Arizona began high-volume production of 4-nanometer (N4) chips in the fourth quarter of 2024. It has achieved yield rates comparable to or even surpassing (by about 4%) those of similar TSMC facilities in Taiwan, indicating it is operational and producing chips efficiently. This fab is supported by a $6.6 billion grant from the CHIPS and Science Act.Second Fab: The second fab is under construction but has faced delays. Initially planned to start production in 2026, the timeline has been pushed to 2027 or 2028 due to labor shortages, licensing issues, and the need to review federal incentives. It is expected to utilize 3-nanometer (N3) process technology.Third Fab: A third fab has been announced, with plans to manufacture chips using 2-nanometer or more advanced technology. Production is not expected to start until the end of the decade (around 2030).Challenges and Context:The Arizona project has encountered hurdles, including a shortage of skilled labor, complex U.S. regulatory requirements, and cultural differences, which have delayed timelines and increased costs.TSMC has invested over $65 billion in the Arizona complex, creating significant economic impact, including 6,000 high-tech jobs and attracting suppliers to the region.The first fab's success is a milestone for U.S. efforts to bolster domestic semiconductor manufacturing, but the delays in the second and third fabs mean full readiness of the entire complex is still years away.

MrAddy : earnings is useless now, market sentiment very weak

74057391 : Taiwan Semiconductor has increased its fees.

etyn100 : In times of volatility technical analysis

151628198 : maybe theres a trade war and a recession looming? maybe

sooogod : Because the USA government suppresses exploitation and the Federal Reserve is inactive, Taiwan Semiconductor is the cornerstone of the chip industry.