TSMC, NVIDIA, Intel and AMD Promotions: What does this mean partnership News ad

The semiconductor industry was the center of attention for investors who seek to get into the US technological sector. However, after several years not only growth, it seems that all the good news was evaluated in stratospheric rallies that can be seen on names such as Nvidia Co. NASDAQ: NVDABut this volatility can change on a new ad.

TAIWAN SEMICONDUCTOR ManUFACTURING today

TSM

Taiwan semiconductor production

$ 171.34 -5.83 (-3.29%)

As of 03/13/2025, 2:59

This is a fair market price provided by Polygon.io. Learn more.

52-week range

$ 125.78

▼

$ 226.40

Dividend yield

1.26%

P/e ratio.

24.34

Value is valuable

$ 220.00

Global leader of semiconductors and potential Taiwan semiconductor production NYSE: TSM It was reported that several largest names in the industry, including Intel, were identified NASDAQ: IntCAdvanced microbosis NASDAQ: AMDAnd NVIDIA, about to get into a joint venture in order to manage and launch what could be the largest consequence of the foundry in the United States. Of course, there are still regulatory, anti-prove and other loopholes that should jump to happen. Nevertheless, the reasons underlying this are that which should be of the greatest importance for investors.

Showing an interest in subjecting itself to the united states supply chain and its ability to deliver semiconductors, the Taiwanese semiconductor consists with the internal agenda of the day established by President Trump today. Moreover, this proposal is specially focused on the management of foundations that are currently managing Intel, and this can also mean trust in the company itself, especially due to the fact that a new general director was recently appointed for him.

A special guest with a crazy tuning risk to remuneration

Among the companies represented by Taiwan Semiconductor in this joint venture were advanced micro -devices that should cause some investors today. Advanced Micro Devices were backward compared to NVIDIA and others in the semiconductor industry.

Being a part, even consideration, to join this project by one of the leaders in the industry, it can be assumed that modern micro -devices have enough technologies and skill that worthy of being near the rest of the leaders in this space, and this is a factor that can shift feelings in this action from the bull side.

Since it is currently trading by only 51% of its 52-week maximum, investors could see how today’s consensus target price is $ 155.8. Per action established by Wall Street, can be continuous in the coming months, especially if the consequences of this joint venture become more basic in a wider market.

Taiwanese semiconductor played his chips correctly

Previous investors in the Taiwanese semiconductor, such as Warren Buffet, pulled out of the company from the risk of geopolitical tension between the United States and China, while Taiwan was in the middle of this struggle. Now President Trump placed the Taiwanese semiconductor between the stone and the difficult place, and a decision was made.

Offering tariffs for the export of Taiwanese chips to the United States, violation of the Taiwan economy and the global supply chain of semiconductor supplies were not at risk. In response, Taiwan agreed to invest in the clean $ 165 billion in the development of the necessary infrastructure to create chips in the United States.

This development, direct coordination with the United States and hedging of the risk of China, should return some investors to the action; Perhaps even Warren Buffete can consider the issue of ransom of shares at the right price. Another factor should take into account investors today, and it is then that analysts will come to think about the future of today’s decision.

As of January, those of Barclas considered Taiwan the semiconductor as a rating of overweight, as a result of which it was a goal of estimating up to $ 255 per share. Although this assessment will imply a pure rally of as many as 44%, from where the shares are traded today, the time of this point of view does not at all reflect the recent investment, but now the proposal of this joint venture.

Nevertheless, investors have other ways to check whether any actions were taken. As of March 2025, especially during the week of investment announcements and a joint venture, institutional investors from Centaurus Financial decided to increase their assets in Taiwan of semiconductor shares by 26.3%.

The answer to these events can be confidently assumed that this is optimistic, and this is also the fact that the market is not hidden in its valuation indicators for the company today. The Taiwan semiconductor promotion is currently estimated at the price of a book (p/b) of the multiple 8.1x compared to the rest of the computer sector, which is traded with the average p/b in 6.0x.

While some investors can call this excessive expanded, experienced specialists will remind them that the market is always ready to overpay for shares, which, in his opinion, will surpass the rest of the peer group and even wider market. Today there are enough reasons to justify the Prize in shares that investors should not ignore the movement forward.

Before considering the Taiwanese production of semiconductors, you will want to hear this.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before a wider market is conquered … and the Taiwanese semiconductor production was not on the list.

While Taiwan Semiconductor Manuapacturn is currently a moderate purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

View five shares here

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