Most investors in the technological sector had to deal with volatility Born from recent President Trump Trading tariffsThese tariffs were deployed against some of the largest trading partners of the United States, concentrated in China and other Asian regions. This targeting matters because this region is most responsible for providing Global supply chain for semiconductors and chips Used in everyday products and services.
TAIWAN SEMICONDUCTOR ManUFACTURING today
Taiwan semiconductor production
- 52-week range
- $ 133.57
▼
$ 226.40
- Dividend yield
- 1.11%
- P/e ratio.
- 27.55
- Value is valuable
- $ 212.00
This volatility revealed some of the largest and most important names in this industry, swinging the ratio of risk to remuneration in the direction in which most participants do not know where they can be safe, if anywhere.
At such times, focused on influences, focused on Solid fundamental topics who show themselves in price action It itself is key, although this is a very wide definition of what needs to be done.
Increase details, market share And Price force There should be at the top of the list of factors that justify the position, and most of the rest are Protective price behaviorField
This is where the promotions are Taiwan semiconductor production NYSE: TSM Enter the game, showing investors why it should be the first selection of garbage, especially in comparison with other loud names in space.
TSM Outshines nvidia?
It is somewhat obvious that Nvidia Co. NASDAQ: NVDA It is considered as the king of the semiconductor industry and the chips industry, since he later deserved most of the attention of the market and price. Nevertheless, NVIDIA is a mediator between what is needed to create the semiconductor leading in the industry and selling these finished products to customers who need them.
Before Nvidia, higher in the value chain is Taiwan semiconductorwho earned an outstanding place in The upper part of the production equipment for semiconductor equipmentWhose technologies and raw materials allow companies such as NVIDIA to produce powerful chips that led him to fame.
In this sense, there would be no Nvidia without Taiwanese semiconductorGiving the latter a much more important place in the market, having no attention and volatility that the “king” Nvidiya calls. On a technical basis, this topic is displayed in betaThe mathematical measure of the volatility of the action relative to such a standard as the S&P 500 index.
To get a specific, Taiwanese semiconductor of shares has a beta version of 1.3 timeswhich is much lower Beta Nvidia Stock at 2.1xMoving forward, this means that NVIDIA shareholders will probably see that their portfolio values will be more aggressive, that it is never a desirable situation, especially when a wider market is already as changed as today.
TSM price action shows the preference of security
This does not mean that investors should not trust their positions in Nvidia, but they should know that Volatility is more common This is the name than the Taiwanese semiconductor. After this idea, investors can also see that One promotion surpassed another Over the past month, showing the market Preference for safety not speculation today.
Taiwanese semiconductor shares left Nvidia behind a little more than 3% Within a month that should not have taken place on a technical basis, given that a higher beta version works in favor of an upward trend to make a huge profit. Considering that the NVIDIA cannot defeat the Taiwanese semiconductor within a month of increase, to some extent it can be confidently assumed that the market prefers the safety of the semiconductor of Taiwan.
This preference is not only rooted on the point of view of technical volatility, but also probably also focused on Fundamental fact that the company directly related to any success that Nvidia can reportGiven that this is one of The main suppliers of raw materials It is necessary for the production of chips.
At the same time, it is not just NVIDIA, which supports the Taiwan of the semiconductor in the industry, but also other basic names in the United States market, such as Apple Inc. NASDAQ: Aapl and others Consumer electronics The corner of the economy.
The last control point for investors to confirm this preference is a later development in the message Institutional purchaseField as of mid -March 2025, distributors from The price of T Rowe Associates decided Increase their assets on Taiwanese semiconductor supply by 19.1%brought their clean position to the maximum 2 billion dollars Today is another sign Confidence and preferences For the company it moves forward in this unstable marketField
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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