Accelerating the Future: Toshiba and Qualcomm Collaborate on Bold New Vision for Retail Technology Innovation
businesswire.com
RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Toshiba and Qualcomm are collaborating to bring advanced, scalable AI-powered IoT solutions to the retail industry.
Qualcomm's Budget PC Chips Don't Solve Its Biggest Problem
fool.com
Qualcomm (QCOM -0.90%) is dead set on winning a significant portion of the PC CPU market. The company's Arm-based Snapdragon X chips are efficient and powerful, and they can run Microsoft Windows and most standard Windows applications without issue thanks to an emulation layer.
Qualcomm (QCOM) Stock Slides as Market Rises: Facts to Know Before You Trade
zacks.com
The latest trading day saw Qualcomm (QCOM) settling at $159.08, representing a -0.9% change from its previous close.
Qualcomm: Headwinds Dissipating, Time To Load Up
seekingalpha.com
Qualcomm faced legal challenges in 2024 that were recently resolved with a jury voting in favor of Qualcomm. Despite the risk of losing Apple's modem business, Qualcomm's increasingly diversified revenue base and strong AI tailwinds deserve a higher valuation. Qualcomm trades at a forward earnings multiple of 14x, offering great value with a growing dividend and share buyback program.
Qualcomm CEO: We're just getting started on our PC push
youtube.com
Qualcomm (QCOM) made a series of announcements at CES, including the debut of a new Snapdragon X chip for more affordable laptops and desktops. CEO Cristiano Amon says tells Yahoo Finance Tech Editor Dan Howley it's all about becoming the "new Qualcomm.
Fully expect investment in semiconductors to remain robust, says Wedbush analyst Matt Bryson
youtube.com
Matt Bryson, Wedbush analyst, joins 'Squawk on the Street' to discuss the state of the semiconductor industry.
Why Qualcomm's Future Isn't Just Phones
seekingalpha.com
Why Qualcomm's Future Isn't Just Phones
Qualcomm Unveils Chip for Mid-Range AI PCs: Should Rivals Fret?
zacks.com
QCOM is currently focusing on a deeper foray into the realm of AI capabilities within the laptop and desktop business.
Here's Why Qualcomm (QCOM) is a Strong Growth Stock
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Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
QUALCOMM Incorporated (QCOM) Is a Trending Stock: Facts to Know Before Betting on It
zacks.com
Qualcomm (QCOM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Buy 5 Giant AI Hardware Manufacturers to Maximize Your Gains
zacks.com
Five AI chipset manufacturers have strong potential for 2025. These are: TSM, QCOM, IBM, AVGO, MRVL.
QCOM, Tata Elxsi Team Up for Automotive Innovation: Stock to Gain?
zacks.com
Tata Elxsi is aiming to utilize Qualcomm's snapdragon automotive platforms to drive the adoption of software-defined vehicle technology.
Qualcomm brings its Snapdragon X chips to mid-range Windows laptops and desktops
techcrunch.com
Qualcomm is making a move for the mid-range PC market with a new system-on-chip.
3 Chipmaker Stocks to Benefit From the Incoming Trump Administration
zacks.com
Invest in stocks like MRVL, AVGO and QCOM for solid returns on the possibility that incoming U.S. president Trump will further democratize AI.
Qualcomm (QCOM) Upgraded to Buy: Here's What You Should Know
zacks.com
Qualcomm (QCOM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Qualcomm (QCOM) Flat As Market Sinks: What You Should Know
zacks.com
Qualcomm (QCOM) concluded the recent trading session at $153.62, signifying no movement from its prior day's close.
Why Qualcomm (QCOM) is a Top Value Stock for the Long-Term
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Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
4 Tech Hardware Stocks to Buy Before the New Year's Demand
zacks.com
Uncover four tech hardware stocks well-positioned to soar in 2025, driven by AI, cloud and 5G rollout.
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy for 2025 With $200 Right Now
fool.com
The last two years have been dominated by artificial intelligence (AI) stocks. The influx of spending on AI infrastructure and development, combined with investors' excitement around the potential for it to change multiple industries, pushed the prices of several companies' stocks into astronomical territories.
2 Top Artificial Intelligence Stocks to Buy in January
fool.com
Finding top artificial intelligence (AI) stocks to buy right now is not a simple endeavor. Many AI stocks have boomed amid the release of a vastly improved version of ChatGPT in early 2023.
Escalating US-China Trade War to Hurt These Tech Stocks in 2025
zacks.com
The escalating US-China tech war presents a formidable challenge for U.S. semiconductor companies like NVIDIA, Micron, Intel and Qualcomm.
Escalating US-China Trade War to Hurt These Stocks in 2025
zacks.com
After Trump threatens 60% China tariffs and Beijing bans rare minerals, top chipmakers AMD, INTC, MU, QCOM and ASML face major risks in 2025.
Bet On These 5 Top-Ranked Stocks With Rising P/E
zacks.com
Tap five stocks with increasing P/E ratios for an out-of-the-box approach. These stocks are Constellation Brands, Stryve Foods, Canoo, Fortuna Mining & Qualcomm.
Taiwan Semiconductor (TSM) Price Prediction and Forecast
https://247wallst.com
In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Taiwan Semiconductor News and Updates 12/20/2024 The Biden administration is planning to blacklist Sophgo, a Chinese company illegally using a Taiwan Semiconductor chip in a Huawei AI processor. The chip, which was found in Huawei’s Ascend 910B, matched one ordered by Sophgo from TSMC. 12/18/2024 Taiwan Semiconductor’s Arizona-based chip fabrication plant is almost back on schedule according to the company’s Chairman, Rick Cassidy. The Arizona plant is the most advanced chip fabrication facility in the United States, producing 4-nanometer chips. 12/16/2024 Taiwan Semiconductor’s stock price experienced a slight increase of 0.1% today, trading as high as $205.50. However, trading volume was lower than average, with only 5.8 million shares changing hands. 12/12/2024 Taiwan Semiconductor’s stock price dipped 0.5% today, trading as low as $192.21. 12/11/2024 Taiwan Semiconductor has released a new report illustrating a solid financial performance for November 2024. The company’s revenue for the month reached NT$276.06 billion, marking a 34% year-over-year increase. 12/9/2024 Taiwan Semiconductor’s stock price declined slightly today, trading as low as $199.16. The stock traded lower than its previous closing price, with a significantly lower than average trading volume. 12/6/2024 Nvidia’s stock price experienced a slight decline of 0.4% to $144.48 in early Friday trading. However, for the week, the stock has seen a 4.8% increase. 12/5/2024 Tawaian Semiconductor may soon be making Nvidia’s powerful new Blackwell AI chips. Production on the chips could begin as early as next year at TSMC’s new factory in Arizona, which is currently under construction. Currently, the chips are manufactured in Taiwan at TSMC’s main plants. However, while the initial stages of production can occur in Arizona, the chips would still need to be shipped back to Taiwan for final packaging. 11/27/2024 Taiwan Semiconducter’s large investment in U.S. manufacturing was a strategic move to diversify its operations and address geopolitical tensions. However, experts suggest that the advanced chip production capabilities in the U.S. may lag behind those in Taiwan for some time. 11/26/2024 Taiwan Semiconductor experienced a slight decline of 0.1% in its share price today, trading as low as $183.87. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 2.16% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -10.86% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big of a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 23.39% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
Qualcomm (QCOM) Registers a Bigger Fall Than the Market: Important Facts to Note
zacks.com
In the most recent trading session, Qualcomm (QCOM) closed at $158.52, indicating a -0.53% shift from the previous trading day.
Here's Why Qualcomm (QCOM) is a Strong Momentum Stock
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Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Qualcomm Unveils AI Program to Boost On-Device Innovation in APAC
zacks.com
QCOM launches QAIPI 2025 in APAC, a new initiative to empower developers and startups in Japan, Singapore and South Korea.
Taiwan Semiconductor (TSM) Price Prediction and Forecast
https://247wallst.com
In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO), and many others must travel to get their chips made, no matter where they hail from. That road inevitably leads to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer. Taiwan Semiconductor is the top choice for Nvidia, AMD, and many other chip designers, thanks to its precision, quality control, and innovative technical capabilities. At the time of this writing, Taiwan Semiconductor commands over 60% of global spending at chip foundries. The explosion of growth in the artificial intelligence and data center arenas have led to a commensurate demand acceleration for Graphics Processing Unit (GPU) chips and a panoply of similar ones for those fields. By focusing on precision foundry work, Taiwan Semiconductor has become the premier “go-to” player, for chip designers, even among those competing in various sectors. Headwinds and Challenges Taiwan Semiconductor’s biggest threat is from a mainland China invasion of Taiwan, rather than from any market competitors. Despite its crucial place in the semiconductor supply chain, Taiwan Semiconductor is based in Taiwan. Due to claims by The People’s Republic of China’s leadership that Taiwan is a part of China proper, the nation is in a state of perpetual invasion alert. Any overt military action on Taiwanese soil could result in a domino-effect of chip shortages if Taiwan Semiconductor is forced to halt production. Taiwan Semiconductor announced a rise in prices for its 3-nanometer and 5-nm process products by up to 8%. However, Samsung is focusing on its 2-nm process to meet future technologies’ high-performance, low-power, and high-bandwidth requirements, and rival Intel has a 1.4-nm ultra-fine process slated to be unveiled in 2027. The semiconductor industry has historically been cyclical. While AI investment soars, Taiwan Semiconductor has few rivals of significance. During slow periods, semiconductor companies have often been glutted with excess inventory. It remains to be seen how TSM will handle a slowdown after ramping up production to such a high level. Nevertheless, investors are much more concerned with future stock performance over the next 1, 5, to 10 years. Although most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near term prognostications irrelevant. 24/7 Wall Street aims to present some farther looking insights based on Taiwan Semiconductor’s own numbers, along with business and market development information that may be of help to our readers’ own research. Key Points In This Article: Taiwan Semiconductor has control of roughly 62% of the global chip market. For Taiwan, its semiconductor dominance is a good thing, from a national security perspective. Geopolitical observers frequently refer to Taiwan’s semiconductor industry as a “silicon shield” by serving as an incentive for the international community to keep Taiwan out of Beijing’s control. Taiwan Semiconductor’s focus on fabrication precision and its R&D emphasis on miniaturization and efficiency are the main drivers for its huge market share from Nvidia, AMD, Apple, and other chip designers. Aware of its vulnerability to geopolitical destabilization from China, Taiwan Semiconductor has strategically diversified some geographical manufacturing with new US factories in Arizona and Washington, one in Dresden, Germany, and JVs with Sony and Denso in Japan. Apple is hugely dependent on Taiwan Semiconductor, and has been since 2014. Apple announced a deal in 2023 to buy 100% of the output of the most advanced chips from Taiwan Semiconductor in Taiwan (and from its AZ plant in 2024). This move guaranteed that none of Apple’s competitors could acquire similar chips for more than a year. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. Taiwan Semiconductor News and Updates 12/20/2024 The Biden administration is planning to blacklist Sophgo, a Chinese company illegally using a Taiwan Semiconductor chip in a Huawei AI processor. The chip, which was found in Huawei’s Ascend 910B, matched one ordered by Sophgo from TSMC. 12/18/2024 Taiwan Semiconductor’s Arizona-based chip fabrication plant is almost back on schedule according to the company’s Chairman, Rick Cassidy. The Arizona plant is the most advanced chip fabrication facility in the United States, producing 4-nanometer chips. 12/16/2024 Taiwan Semiconductor’s stock price experienced a slight increase of 0.1% today, trading as high as $205.50. However, trading volume was lower than average, with only 5.8 million shares changing hands. 12/12/2024 Taiwan Semiconductor’s stock price dipped 0.5% today, trading as low as $192.21. 12/11/2024 Taiwan Semiconductor has released a new report illustrating a solid financial performance for November 2024. The company’s revenue for the month reached NT$276.06 billion, marking a 34% year-over-year increase. 12/9/2024 Taiwan Semiconductor’s stock price declined slightly today, trading as low as $199.16. The stock traded lower than its previous closing price, with a significantly lower than average trading volume. 12/6/2024 Nvidia’s stock price experienced a slight decline of 0.4% to $144.48 in early Friday trading. However, for the week, the stock has seen a 4.8% increase. 12/5/2024 Tawaian Semiconductor may soon be making Nvidia’s powerful new Blackwell AI chips. Production on the chips could begin as early as next year at TSMC’s new factory in Arizona, which is currently under construction. Currently, the chips are manufactured in Taiwan at TSMC’s main plants. However, while the initial stages of production can occur in Arizona, the chips would still need to be shipped back to Taiwan for final packaging. 11/27/2024 Taiwan Semiconducter’s large investment in U.S. manufacturing was a strategic move to diversify its operations and address geopolitical tensions. However, experts suggest that the advanced chip production capabilities in the U.S. may lag behind those in Taiwan for some time. 11/26/2024 Taiwan Semiconductor experienced a slight decline of 0.1% in its share price today, trading as low as $183.87. 5 to 10 Year Review Apple Computer procures nearly 100% of its CPUs and other chips from Taiwan Semiconductor. 2014 was the year that the TSM-Apple cooperation began in earnest, with Apple’s A8 and A8X SoCss. Such has the cooperation expanded that Apple has gone to TSM for nearly 100% of its chip requirements by 2024. Opposing patent infringement lawsuits with GlobalFoundries in 2019 eventually settled with a cross-licensing agreement, which ends in 2029. 2020 saw Taiwan Semiconductor prudently decide to diversify its manufacturing by opening up new plants in Phoenix, AZ, and Dresden, Germany. In July 2020, TSM signed a 20-year deal with Ørsted to buy the entire production of two offshore wind farms under development off Taiwan’s west coast. At the time of its signing, it was the world’s largest corporate green energy order ever made. 2021 saw TSM form joint ventures with Sony and Denso in Japan. Fiscal Year (DEC ) Price Total Revenues Net Income NYSE (TWD) (TWD) 2014 $22.38 $762.806 M $254.301 M 2015 $22.75 $843.497 M $302.854 M 2016 $28.75 $947.983 M $331.733 M 2017 $39.65 $977.947 M $344.998 M 2018 $36.91 $1.031,473 B $363.052 M 2019 $58.10 $1.069,985 B $353.948 M 2020 $109.04 $1.339,254 B $510.744 M 2021 $120.31 $1.587,415 B $596.540 M 2022 $74.49 $2.236,891 B $1.016,530 B 2023 $104.00 $2.161,735 B $838.497 M 2024 TTM (Jun ) $173.81 $2.438,416 B $923.042 M Key Drivers for Taiwan Semiconductor’s Future Nvidia’s Jensen Huang is a huge TSM fan, and believes that switching Nvidia’s GPU fabrication to another source would result in lower quality and higher prices. Taiwan Semiconductor expects its 2024 capital expenditure budget to hit $32 billion. 70% to 80% of the budget will be allocated to advanced process technologies, 20% will be directed to specialty technologies, and 10% will be spent on advanced packaging, testing, and mass-making. The Company’s revenue growth should continue to accelerate due to its leading-edge N3 manufacturing node. Taiwan Semiconductor plans to commence its 2-nm process in 2025. Strong demand for chips used in artificial intelligence and cloud storage data center applications from Nvidia, AMD, and others shows no sign of curtailing. Thanks to its uniquely advanced manufacturing capabilities, Taiwan Semiconductor can easily scale for demand acceleration, and holds close to a near monopoly on large GPU chip contracts from major semiconductor designers for AI and data center use, even among competing designers. Total spending on AI chip content and related systems is forecast to reach $193.3 billion in 2027, according to estimates from IDC. That’s up from $117.5 billion this year, translating into an 18% compound annual growth rate over the next three years. Taiwan Semiconductor has national interest and support from the Taiwanese government in maintaining its wide competitive advantage, as the tech industry’s dependence on TSM-made chips incentivizes the international community to keep a China invasion in check. Stock Price Prediction for 2025 The consensus rating for Taiwan Semiconductor from over a dozen Wall Street analysts is “buy”(11 buy, 4 outperform,1 hold). The average price target in 12 months is $210.79, which is roughly 1.39% above the current price. 24/7 Wall Street’s 12-month projection for Taiwan Semiconductors’ price is $183.92, which is -11.53% below the current price. While Taiwan Semiconductor will start its 2-nm process in 2025, Samsung has a vested interest in developing its own niche advantage and support from the Korean government in that space. As a result, we don’t anticipate as big of a 2025 surge from 2-nm as other analysts might. Taiwan Semiconductor’s Next 5 Years’ Outlook Since Taiwan Semiconductor consumes as much as 5% of Taiwan’s entire energy output, its Ørsted wind farm energy production should manifest tangible cost savings benefits. Therefore, we project 2026’s stock price to hit $186.00, a modest .74% year-over-year gain. While its 2-nm process will likely compete favorably at the start against Samsung, the TSM competitive advantage in other avenues of chip manufacturing will ultimately prove to be overwhelming. The anticipated surge of data center spending on chips should fuel larger contracts. Collaborations with research institutions and tech giants in developing next-generation AI chips could open new revenue streams and strengthen its position as an innovation leader in the industry. Our projection for 2027 is $206.80. 2028 should begin to see the rewards from the 2024 R&D surge of $32 billion in advanced process technologies. New products from TSM investments in quantum computing research are expected to bear fruit by 2028, potentially revolutionizing certain computing applications. The company’s focus on developing ultra-low power consumption chips for IoT and edge computing devices could position it as a key player in the growing market for energy-efficient technologies. The 2028 24/7 Wall Street price target is $213.90. 2029 will mark the expiration of Taiwan Semiconductor’s GlobalFoundries cross-licensing agreement, which should double up the revenues from that stream. Further developments in chips for quantum computing, healthcare and other applications can open up more direct government contract opportunities. US and German TSM factories should be operating at full capacity by 2029. We anticipate a price jump to $245.99. Taiwan Semiconductor Stock in 2030 TSM’s work in quantum computing should pave the way for neuromorphic computing chips that can mimic many human brain functions. By 2030, Taiwan Semiconductor’s work in quantum computing should pave the way for neuromorphic computing chips at the forefront of AI applications. These would mimic human brain functions more closely than ever before. The company’s involvement in space exploration projects and renewable energy initiatives may also diversify its revenue streams and enhance its global technological influence. We expect a $254.59 stock price, representing a 22.46% gain over today’s stock price. Year P/E Ratio EPS Price 2025 22 $8.36 $183.92 2026 20 $9.30 $186.00 2027 22 $9.40 $206.80 2028 20 $10.70 $213.90 2029 20 $12.30 $245.99 2030 18 $14.14 $254.59 Want to Retire Early? Start Here (Sponsor) Want retirement to come a few years earlier than you’d planned? Or are you ready to retire now, but want an extra set of eyes on your finances? Now you can speak with up to 3 financial experts in your area for FREE. By simply clicking here you can begin to match with financial professionals who can help you build your plan to retire early. And the best part? The first conversation with them is free. Click here to match with up to 3 financial pros who would be excited to help you make financial decisions. The post Taiwan Semiconductor (TSM) Price Prediction and Forecast appeared first on 24/7 Wall St..
QUALCOMML: Edge-AI Computing Is Sneaking Up Everywhere
seekingalpha.com
Qualcomm is diversifying beyond mobile handsets into automotive, IoT, and PCs, driven by edge-AI applications, boosting growth and reducing reliance on the mature mobile market. The company's Snapdragon platforms are well-positioned for edge-AI, with significant traction in automotive and IoT, and promising new Snapdragon X processors for PCs. Despite strong financials and growth potential, Qualcomm faces considerable risks from its high dependence on the Chinese market and potential trade tensions.
Wall Street Analysts Think Qualcomm (QCOM) Could Surge 28.45%: Read This Before Placing a Bet
zacks.com
The average of price targets set by Wall Street analysts indicates a potential upside of 28.5% in Qualcomm (QCOM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
1 Unstoppable Semiconductor Stock to Buy Instead of AMD
fool.com
In today's video, I will be talking about the recent updates regarding Qualcomm (QCOM 0.36%). Watch the short video to learn more, consider subscribing, and click the special offer link below.
Is Qualcomm an Undervalued Growth Stock to Buy?
fool.com
Qualcomm (QCOM 3.50%) is innovating in new categories, which is increasing investor enthusiasm.
Arm v. Qualcomm: A trial ends — now the fallout begins
marketwatch.com
Arm's profit-centered push should concern participants in the company's extensive ecosystem.
Trade Tracker: Jim Lebenthal buys more Qualcomm
youtube.com
Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying more Qualcomm
QCOM or MSI: Which Is the Better Value Stock Right Now?
zacks.com
Investors interested in stocks from the Wireless Equipment sector have probably already heard of Qualcomm (QCOM) and Motorola (MSI). But which of these two stocks offers value investors a better bang for their buck right now?
Qualcomm wins legal battle in chip licensing trial against Arm Holdings
youtube.com
CNBC's Seema Mody reports on news regarding Arm Holdings and Qualcomm.
LLY's Zepbound to Treat Sleep Apnea, QCOM Tops ARM in Court, Honda/Nissan Merger Talks
youtube.com
Obesity drugmaker Eli Lilly (LLY) rises after Zepbound gets FDA approval for sleep apnea treatment. Meanwhile, Honda (HMC) and Nissan (NSANY) have begun merger discussions to potentially become the world's 3rd largest automaker.
Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know
zacks.com
Recently, Zacks.com users have been paying close attention to Qualcomm (QCOM). This makes it worthwhile to examine what the stock has in store.
How To Earn $500 A Month From Qualcomm Stock
benzinga.com
Qualcomm Incorporated QCOM shares settled higher during Friday's session.
Qualcomm Scores Big In Arm Lawsuit: Will Bearish Trends Back Down?
benzinga.com
Qualcomm Inc QCOM gains significant leverage in future litigation after securing a critical legal win against Arm Holdings Plc ARM, according to JPMorgan analyst Samik Chatterjee.
US Stocks To Open Higher As Wall Street Expects 'Santa Rally' In Shortened Trading Week: MicroStrategy, Palantir, Qualcomm Among Stocks In Focus
benzinga.com
U.S. stock futures advanced on Monday following a tumultuous week which included the Federal Reserve's hawkish rate cut on Wednesday and a “Triple Witching” hour session on Friday. Two out of the four major index futures were trading higher in premarket trade.
5 Absolutely Best Passive Income Stocks to Buy For 2025
247wallst.com
Investing in dividend stocks offers an opportunity to generate passive income. That passive income can grow each year if you reinvest the dividends and the dividend-paying corporation continues to increase its dividend each year.
Best AI Stocks: Nvidia Stock vs. Qualcomm Stock
fool.com
Nvidia (NVDA 3.08%) and Qualcomm (QCOM 1.66%) are on the cutting edge of artificial intelligence.
1 Spectacular AI Stock to Buy Hand Over Fist Before 2025
fool.com
This business has demonstrated an ability to innovate across several categories.
Qualcomm scores key win in licensing dispute with Arm
techxplore.com
A federal jury in the United States on Friday delivered a key win to mobile commputing titan Qualcomm in a licensing dispute with Arm, although proceedings between the chipmakers ended in mistrial.
Arm lawsuit against Qualcomm ends in mistrial and favorable ruling for Qualcomm
venturebeat.com
Qualcomm did not violate a license with Arm when it acquired Nuvia for $1.4 billion, in a ruling by a jury today.
Qualcomm Prevails on Key Issues in Arm Suit
wsj.com
The ruling could mean Qualcomm doesn't have to pay additional licensing fees.
Qualcomm Statement on Trial Verdict Win
businesswire.com
SAN DIEGO--(BUSINESS WIRE)--We are pleased with today's decision. The jury has vindicated Qualcomm's right to innovate and affirmed that all the Qualcomm products at issue in the case are protected by Qualcomm's contract with ARM. We will continue to develop performance-leading, world class products that benefit consumers worldwide, with our incredible Oryon ARM-compliant custom CPUs. About Qualcomm Qualcomm relentlessly innovates to deliver intelligent computing everywhere, helping the world t.
Jury finds Qualcomm custom CPUs are licensed under ARM deal, reports say
youtube.com
CNBC's Seema Mody joins 'Closing Bell: Overtime' to report on a jury finding Qualcomm custom CPUs are licensed under ARM deal.
US jury deadlocked in Arm trial against Qualcomm, still deliberating
reuters.com
A jury in U.S. federal court in Delaware on Friday said it was deadlocked on one of the questions that it has been asked to resolve in Arm Holdings' , lawsuit against Qualcomm , but is still deliberating the two other questions before it.