Reported 12 months ago
Taiwan Semiconductor (2330) benefits from strong demand for advanced packaging from major customers like Nvidia, as well as the upcoming launch of Apple's new AI phone iPhone 16 which is expected to feature its second-generation 3nm N3E chip. With optimistic outlook for the second half of the year and an upcoming earnings conference, concept stocks related to Taiwan Semiconductor such as Zhi Sheng (2467) and Sinlyun (3583) have seen increased trading volume. While the semiconductor supply chain remains positive in the long term, caution is advised in the short term due to high valuations. Various related industries are expected to benefit from Taiwan Semiconductor's activities, and several concept stocks have hit historical highs recently. Overall, the AI theme continues to heavily influence the market, with key stocks and AI-related sectors expected to maintain a consolidating trend as the market awaits upcoming financial reports and outlook announcements.
Source: YAHOO