TSMC, Nvidia, Intel and AMD stocks: What does this partnership mean – Magic Post

TSMC, Nvidia, Intel and AMD stocks: What does this partnership mean

 – Magic Post

The semiconductor industry was the center of attention to investors looking to enter the United States technology sector. However, after a few years of nothing but the upward trend, it seems that all good news has been priced in the strategic gatherings that were seen in names such as Nafidia Company Nasdak: nvdaBut this volatility may be about to reflect on a new advertisement.

Taiwan manufacturing semi -conductors today

Semiconductor manufacturer Taiwan limited shares logo
TSMTSM performance for 90 days

Taiwan manufacturing semiconductors

174.16 dollars +2.57 (+1.50 %)

As of 03/14/2025 03:59 pm

52 weeks
125.78 dollars

226.40 dollars

Profit
1.24 %

P/E ratio.
24.74

The target price
$ 220.00

Global connector production leader and ability Taiwan manufacturing semiconductors Nyse: tsm According to the erection of a few of the largest names in the industry, including Intel Nasdak: IntcSmall advanced devices Nasdak: AMDAnd nvidia, about Enter a joint venture to work And run what might be the largest masculine imprint in the United States. Of course, there is still organizational and anti -fraud and other gaps that must jump in order to achieve this. However, the reason behind this is what the investors should most.

By showing interest in exposing itself to the supply chain in the United States and its ability to fulfill the semi -conductors, the semi -conductors in Taiwan are in line with the local agenda that President Trump has developed today. Moreover, the proposal is specifically focused on the currently running asset management, and this may also mean a confidence in the company itself, especially as a new executive director who has been recently appointed.

Special guest with crazy risk preparation

Among the companies set by semiconductors in Taiwan in this joint project, the advanced devices, which must make some investors are enthusiastic today. Advanced advanced devices were backward compared to NVIDIA and others in the semiconductor industry.

Through being a part, and even from, to join this project by a production leaders in the industry, it can be assumed that advanced advanced devices have enough technology and ingenuity that deserves to be next to the rest of the leaders in this field, and this is a factor that may turn feelings in this upward stock.

Since it is currently trading by only 51 % of its highest level in 52 weeks, investors can see how today’s consensus price can be $ 155.8 per share set by Wall Street as a path without interruption in the coming months, especially since the effects of this joint project become more circle in the broader market.

Taiwan semiconductors played their correct chips

Former investors with semiconductors in Taiwan, such as Warren Buffett, withdrew from the company due to the danger of geopolitical tensions between the United States and China, with Taiwan in the middle of that battle. Now, President Trump put the semiconductor Taiwan between a rock and a difficult place, and a decision has been taken.

By proposing a customs tariff for Taiwanese chips exports to the United States, the disruption of the economy of Taiwan and the chain of supplies of global conductors was not worth the risk. In response, Taiwan has approved semiconductors to invest $ 165 billion in developing the infrastructure needed to build chips in the United States.

This development, which is directly aligned with the United States and the hedges of China’s dangers, must return some investors to stocks; Perhaps even Warren Buffett may consider reformulating stocks at the right price. Investors should consider another worker today, when analysts come to think about the future of today’s decision.

Taiwan SemiDUCTOR MARKETRATRANK ™ stock analysis

In general, Marketrank ™
Celsius 82

Analyst classification
Moderate purchase

The upward trend/negative side
26.3 % up

The level of short attention
correct

Profit power
moderate

Environmental result
us

Feelings of news
0.76Taiwan manufacturing is mentioned in the last 14 days

Trading from the inside
us

Bruges. Profit growth
19.89 %

See full analysis

As of January, those from Barclays saw that semi -conductors in Taiwan are like a rating of weight gain, as they set a target for an evaluation of $ 255 per share. Although this evaluation means net up to 44 % of the place where the shares are trading today, the timing of this opinion never reflects the last investment and now the suggestion of this joint project.

However, there are other ways for investors to verify whether any action has been taken. As of March 2025, especially during the week of investment announcement and the joint project, the founding investors from Centaurus Financial decided to strengthen their property in semiconductor stocks in Taiwan by 26.3 %.

It can then assume the response of these developments safely to be optimistic, and this is also something that the market does not hide in the evaluation measures of the company today. The shares of Taiwan Semiductor are now estimated with complications of price to the book (P/B) from 8.1X compared to the rest of the computer sector, which is trading with the average P/B from 6.0X.

Although some valuable investors may call this excessive, experienced professionals will remind them that the market is always ready for excessive payment of stocks that you think will outperform the rest of the peer and even the broader market. Today, there are sufficient reasons for justifying the bonus in stocks, which is what investors must ignore the foregoing.

Before you think about manufacturing semiconductor Taiwan, you will want to hear this.

Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares whose senior analysts are quietly whispered to their customers to buy now before hunting the broader market … The manufacture of semiconductors in Taiwan was not included in the list.

While the manufacture of semiconductors in Taiwan currently has a moderate purchase classification among analysts, analysts from senior photographers believe that these five shares buy better.

Show the five stocks here

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