Latest news with #TSM
Business Insider
5 hours ago
- Business
- Business Insider
Inside SoftBank's $1 Trillion AI Gamble: What It Means for SFTBY Investors
SoftBank Group (SFTBY) is exploring a $1 trillion plan to build a massive AI and robotics manufacturing hub in Arizona. The project, known as 'Project Crystal Land,' is still in its early planning stages but aims to produce semiconductors and industrial robots at scale. The goal is to expand U.S. manufacturing capacity in advanced technologies and reduce reliance on imports. Confident Investing Starts Here: TSMC Is a Potential Partner The initiative is being led by CEO Masayoshi Son and modeled after Shenzhen's high-tech zones in China. According to reports, SoftBank is in talks with the Trump administration, including Commerce Secretary Howard Lutnick, about possible tax incentives and regulatory support. The company is also reaching out to tech giants like Taiwan Semiconductor Manufacturing (TSM) and Samsung Electronics (SMSN) to participate. So far, TSM has not confirmed any commitment beyond its existing $165 billion investment in U.S. chip production. SoftBank may also involve some of its Vision Fund portfolio companies by setting up production facilities inside the new complex. The project's success will depend on a combination of government backing, industry partnerships, and financing. SoftBank has already taken similar steps with the $500 billion Stargate AI infrastructure initiative, which includes partners like Oracle (ORCL), OpenAI, and MGX. For now, Project Crystal Land is more concept than construction site. But it reflects SoftBank's continued push to expand its presence in U.S. tech and AI infrastructure. What Is SFTBY Stock's Smart Score? SoftBank currently holds a Smart Score of 3, landing it in the 'Underperform' zone. While analysts rate the stock a 'Hold' with an average price target of $32.20, market sentiment is mixed. Fundamentals indicate a 10.28% return on equity, but a 2.50% decline in asset growth over the past year.
Globe and Mail
a day ago
- Business
- Globe and Mail
10 Monster Stocks to Hold for the Next 10 Years
While some volatility has reentered the market due to rising hostilities in the Middle East, this can still be a good time to invest in some growth stocks for the long term. Let's look at 10 monster growth stocks to buy for the long haul. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » 1. Nvidia Nvidia (NASDAQ: NVDA) has been one of the market's biggest winners, as its graphics processing units (GPUs) have become the backbone of artificial intelligence (AI) infrastructure. That should continue as its CUDA software program has created a wide moat, helping it attain a 92% market share in the GPU space in the first quarter. With AI infrastructure demand continuing to rise, Nvidia is well-positioned for years of continued growth. Biggest risk: A slowdown in AI infrastructure spending. 2. Broadcom While Broadcom (NASDAQ: AVGO) is seeing strong growth from its networking portfolio, its biggest opportunity lies in helping customers develop custom AI chips. It projects that its three furthest along customers in this area will be a $60 billion to $90 billion market opportunity in fiscal 2027 alone. Meanwhile, it has added other big customers since then, including Apple. Biggest risk: A slowdown in AI infrastructure spending. 3. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing (NYSE: TSM) is the world's leading contract semiconductor manufacturer, producing chips for companies like Nvidia and Broadcom. Its technological expertise and scale have made it an invaluable part of the semiconductor value chain, allowing it to increase prices and expand margins. As AI infrastructure spending and other chip consumption grows, TSMC is set to be one of the biggest winners in the years ahead. Biggest risks: A slowdown in AI infrastructure spending and/or Intel being a more viable competitor. 4. Palantir Technologies Originally a data-gathering and analytics company serving the U.S government, Palantir Technologies ' (NASDAQ: PLTR) AI platform (AIP) has been gaining strong momentum in the U.S. commercial sector. The platform helps organizations gather data from a variety of sources and organize it into an "ontology" that connects the data to real-world assets and processes. This allows its customers to then use AI to solve complex, real-world problems. AIP is being used in a wide array of industries, which gives Palantir a huge growth runway ahead. Biggest risks: A high valuation and budget cuts at the U.S. government. 5. Alphabet Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) is not only a leader in search, but it's seeing strong growth in its cloud computing and robotaxi businesses as well. Meanwhile, as the world moves toward AI-powered search, the company has huge distribution and ad network advantages. Alphabet's AI capabilities and ability to monetize content also should not be underestimated. While some see AI as a risk, more likely than not, it will be a growth driver for the company in the coming years. Biggest risks: AI disrupts its search business and harsh penalties from its antitrust trial. 6. Amazon Amazon (NASDAQ: AMZN) is the market leader in both e-commerce and cloud computing. AWS continues to be its biggest growth driver, and the company is investing heavily in the business to capture the AI opportunity in front of it. At the same time, it's using AI to drive efficiencies and lower costs in its e-commerce operations, helping boost profitability. Biggest risks: A slowdown in consumer spending and overbuilding its data center infrastructure. 7. Pinterest Under the leadership of CEO Bill Ready, Pinterest (NYSE: PINS) has spent the last few years investing heavily to help transform its platform into one that is both more engaging and shoppable. Some of the newest features that have been rolled out to help support this vision are visual search and personalized recommendations. This has helped Pinterest not only grow its users, but more importantly, to start better monetizing them. Meanwhile, its new Performance+ solution, which integrates AI tools and automation to help advertisers run better campaigns, is expected to be a growth driver moving forward. Biggest risks: A slowdown in consumer spending and lower ad budgets. 8. Philip Morris International A growth stock in a defensive industry, Philip Morris International (NYSE: PM) is being led by its portfolio of smokeless products that includes the nicotine pouch Zyn and premium heated tobacco product Iqos. Best of all, these products have better unit economics than traditional cigarettes. Meanwhile, since it does not sell its cigarettes in the U.S., this business has held up well, with modest volume growth and strong pricing power. With Zyn a hit and Iqos set to be rolled out in the U.S., Philip Morris has solid growth ahead of it. Biggest risks: International markets begin to see volume declines like the U.S. and a failed launch of Iqos in the U.S. 9. Dutch Bros Dutch Bros (NYSE: BROS) has one of the most compelling growth stories in the restaurant space. It's been seeing solid same-store sales growth, but it really has an opportunity to accelerate that with the introduction of mobile ordering and the rollout of more food items on its menu. At its heart, though, Dutch Bros is an expansion story, and it has a huge runway on this front over the next decade. Biggest risk: The concept fails to resonate with consumers outside its core Western U.S. region. 10. e.l.f. Beauty e.l.f. Beauty (NYSE: ELF) has been one of the fastest-growing cosmetic brands in the mass-market space over the past several years, taking considerable market share away from established players. However, when growth suddenly started to slow last quarter, the company took bold action and bought Hailey Bieber's emerging Rhode brand. Despite Rhode's huge success, it has a minimal product lineup, distribution, and marketing budget. This should give e.l.f. plenty of opportunity to grow the brand in the coming years. Biggest risks: Tariffs and the Rhode brand's popularity fades under its umbrella. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor 's total average return is995% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Geoffrey Seiler has positions in Alphabet, Philip Morris International, Pinterest, and e.l.f. Beauty. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Intel, Nvidia, Palantir Technologies, Pinterest, Taiwan Semiconductor Manufacturing, and e.l.f. Beauty. The Motley Fool recommends Broadcom, Dutch Bros, and Philip Morris International and recommends the following options: short August 2025 $24 calls on Intel. The Motley Fool has a disclosure policy.
Yahoo
2 days ago
- Business
- Yahoo
Chip equipment stocks fall after US plans to revoke China waivers
-- Taiwan Semiconductor Manufacturing (NYSE:TSM) stock fell 2%, Lam Research (NASDAQ:LRCX) shares tumbled 5%, and Applied Materials (NASDAQ:AMAT) dropped 4% following reports that a U.S. official plans to revoke technology waivers for chipmakers operating in China. Jeffrey Kessler, who leads the export controls unit at the Commerce Department, has informed major semiconductor manufacturers including Taiwan Semiconductor Manufacturing, Samsung Electronics (KS:005930), and SK Hynix of his intention to cancel blanket waivers that currently allow them to ship American chip-making equipment to their factories in China without applying for separate licenses each time, according to the Wall Street Journal. The potential policy change is reportedly part of the Trump administration's broader efforts to restrict critical U.S. technology from going to China. If implemented, the move could create significant disruption both diplomatically and economically, coming shortly after the U.S. and China established a trade truce in London. White House officials have stated that this action would not represent a new trade escalation but would instead align the licensing system for chip equipment with China's existing system for rare-earth materials. They added that the U.S. and China continue to make progress on completing their London agreement. "Chip makers will still be able to operate in China. The new enforcement mechanisms on chips mirror licensing requirements that apply to other semiconductor companies that export to China and ensure the United States has an equal and reciprocal process," a Commerce Department spokesman said. The semiconductor equipment sector is particularly vulnerable to changes in U.S.-China trade policy, as many companies rely on access to the Chinese market for significant portions of their revenue. Related articles Chip equipment stocks fall after US plans to revoke China waivers QXO won't participate in bidding war for GMS - source Reddit in talks to use Sam Altman's World ID for user verification - Semafor
Yahoo
6 days ago
- Business
- Yahoo
TSMC Breakout Month Signals It's Just Getting Started
June 16 Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a 39.6% year-on-year increase in revenue for May, signaling limited disruption from recent trade tensions. The chipmaker posted NT$320 billion in monthly revenue, bringing its January-to-May growth to 42.6% from the prior-year period. The gains came amid continued AI infrastructure investment by major tech firms and stable capital spending, despite geopolitical noise around tariffs. TSMC's (NYSE:TSM) foundry market share also ticked up to 67.6% in Q1 2025 from 67.1% in the previous quarter, according to TrendForce data. Samsung, its nearest rival, saw its share decline to 7.7% from 8.1% during the same period. The shift may bolster TSM's pricing power as demand for advanced chips remains robust. The company is advancing its 2nm process, which recently achieved yields above 90%. Meanwhile, Intel's (NASDAQ:INTC) ongoing struggles in its foundry unit could reinforce TSM's lead in cutting-edge manufacturing. Shares of TSM have rebounded strongly, up nearly 50% from early April lows,after falling earlier this year on trade concerns. The stock now trades around $211. Looking ahead, TSM is forecast to grow revenue 41.5% in fiscal 2025. Analysts expect additional gains of 16.7% in 2026 and 15.8% in 2027 as the company benefits from high-margin AI chip demand and global supply chain shifts. This article first appeared on GuruFocus.
Yahoo
6 days ago
- Business
- Yahoo
TSMC Breakout Month Signals It's Just Getting Started
June 16 Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a 39.6% year-on-year increase in revenue for May, signaling limited disruption from recent trade tensions. The chipmaker posted NT$320 billion in monthly revenue, bringing its January-to-May growth to 42.6% from the prior-year period. The gains came amid continued AI infrastructure investment by major tech firms and stable capital spending, despite geopolitical noise around tariffs. TSMC's (NYSE:TSM) foundry market share also ticked up to 67.6% in Q1 2025 from 67.1% in the previous quarter, according to TrendForce data. Samsung, its nearest rival, saw its share decline to 7.7% from 8.1% during the same period. The shift may bolster TSM's pricing power as demand for advanced chips remains robust. The company is advancing its 2nm process, which recently achieved yields above 90%. Meanwhile, Intel's (NASDAQ:INTC) ongoing struggles in its foundry unit could reinforce TSM's lead in cutting-edge manufacturing. Shares of TSM have rebounded strongly, up nearly 50% from early April lows,after falling earlier this year on trade concerns. The stock now trades around $211. Looking ahead, TSM is forecast to grow revenue 41.5% in fiscal 2025. Analysts expect additional gains of 16.7% in 2026 and 15.8% in 2027 as the company benefits from high-margin AI chip demand and global supply chain shifts. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
