Apple, Nvidia Secure Future with Taiwan Semi's Advanced Chips as AI Demand Soars
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 13 2024
0mins
Should l Buy AAPL?
Source: Benzinga
- Demand Spike for TSMC's 3nm Chips: Apple, Qualcomm, Nvidia, and AMD have booked TSMC's 3nm chip production until 2026 due to the AI technology boom.
- TSMC's Innovation and Production Plans: TSMC is innovating in advanced manufacturing to meet the demand for N3E and N3P chips targeting AI accelerators, smartphones, and consumer electronics.
- Expansion and Growth: TSMC plans to enhance 3nm production capacity by converting 5nm equipment and is recruiting employees in Europe while beating Chinese chipmaker SMIC in market share.
- Financial Performance: TSMC stock has gained 62% in the last year, with a 30% sales growth in May, reflecting the sustained demand for AI technology.
- Investment Opportunities: Investors can access the semiconductor sector through ETFs like AGQI and CARZ. TSM shares were trading higher at $174.70 premarket on Thursday.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
32 Analyst Rating
19 Buy
11 Hold
2 Sell
Moderate Buy
Current: 275.500
Low
230.00
Averages
299.69
High
350.00
Current: 275.500
Low
230.00
Averages
299.69
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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