Direxion Daily TSM Bear 1X Shares(TSMZ.US)

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Direxion Daily TSM Bear 1X Shares
TSMZ.US
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Here Is Why TSMC Could Be Investing More In the US?

Taiwan Semiconductor Manufacturing Company (TSMC) is set to invest approximately $165 billion in Arizona to build factories, as reported by Reuters on January 23. The Taiwanese President anticipates increased semiconductor investments in the region, highlighting TSMC as one of the top stocks to buy in 2026.

MSN·
US
SOXX
+1.85%
US
XSD
+2.09%
US
TSM
+3.27%
MSN·
US
SOXX
+1.85%
US
XSD
+2.09%
US
TSM
+3.27%

Mawer Investment Management Ltd. Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mawer Investment Management Ltd. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 3.0% in Q3, owning 214,395 shares valued at approximately $59.88 million. Other investors also adjusted their positions in TSM. Analysts have set a consensus rating of "Buy" for TSM, with a price target of $381.67. The company reported $14.32 EPS for the last quarter and announced a quarterly dividend of $0.9678, reflecting a positive outlook amid strong demand in the semiconductor sector.

Market Beat·
US
TSM
+3.27%
US
TAIT
-1.13%
US
SMH
+1.12%
Market Beat·
US
TSM
+3.27%
US
TAIT
-1.13%
US
SMH
+1.12%

Taiwan Semiconductor Manufacturing Company Limited: Our Calculation Of Intrinsic Value

Taiwan Semiconductor Manufacturing Company Limited (TSMC) is analyzed using a DCF model, revealing an intrinsic value of approximately $5.21 per share, with a current market price of around $339 per ADR, indicating a significant margin of safety of -92%. Despite TSMC's strong cash flow generation and competitive advantages, the high market price reflects optimistic expectations about AI demand and growth. Long-term investors may find TSMC appealing, but the stock's current valuation suggests limited upside potential, relying more on execution and industry trends than on price appreciation.

Talkmarkets·
US
TSMU
+6.40%
US
SOXX
+1.85%
US
TSMZ
-3.18%
Talkmarkets·
US
TSMU
+6.40%
US
SOXX
+1.85%
US
TSMZ
-3.18%

Taiwan Q4 economic growth beats forecasts on solid AI demand

Taiwan's economy grew 12.68% in Q4, surpassing forecasts of 8.5%, driven by strong AI-related chip demand. For 2025, growth reached 8.63%, the fastest since 2010. Taiwan's pivotal role in the global AI supply chain, supported by Taiwan Semiconductor Manufacturing Co., has helped it withstand U.S. tariffs, which are set to decrease from 20% to 15% as part of a trade deal.

CNA·
US
TSMX
+6.64%
US
SMH
+1.12%
US
TSMU
+6.40%
CNA·
US
TSMX
+6.64%
US
SMH
+1.12%
US
TSMU
+6.40%

VIS licenses TSMC’s 650V and 80V GaN technology

Microelectronics firm Vanguard International Semiconductor Corp (VIS) has licensed TSMC’s 650V and 80V GaN technology to enhance its power technology offerings. This agreement allows VIS to develop high-voltage GaN applications for sectors like data centers and automotive electronics. VIS aims to create a comprehensive GaN-on-Si platform, becoming the only foundry to offer GaN technologies on both silicon and QST substrates. Development is set to begin in early 2026, with production expected in the first half of 2028, reinforcing VIS's commitment to advancing power conversion technologies.

SemiConductor·
US
SOXL
+5.52%
US
TSMX
+6.64%
US
SMH
+1.12%
SemiConductor·
US
SOXL
+5.52%
US
TSMX
+6.64%
US
SMH
+1.12%
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