Taiwan Criticizes China's Expulsion of NYT Reporter
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 37 minutes ago
0mins
Source: Yahoo Finance
- Threat to Free Speech: Taiwan's Presidential Office spokesperson stated that the island will not be silenced by oppression and will continue to collaborate with international partners to support democracy and press freedom, demonstrating a strong commitment to free speech.
- Damage to International Image: Taiwan highlighted that China's expulsion of the journalist not only affects press freedom but also risks damaging China's international image, reflecting potential threats to regional stability.
- Journalist Safety Concerns: The spokesperson emphasized that this incident involves the safety of journalists, indicating that foreign media operating in China face increasing challenges, particularly in a restricted speech environment.
- Escalating Diplomatic Pressure: Despite mounting diplomatic and political pressure from Beijing, Taiwan remains committed to engaging with international partners, showcasing its resilience and determination in a complex geopolitical landscape.
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Analyst Views on TSM
Wall Street analysts forecast TSM stock price to fall
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 424.860
Low
63.24
Averages
313.46
High
390.00
Current: 424.860
Low
63.24
Averages
313.46
High
390.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based integrated circuit foundry service provider. The Company is primarily engaged in integrated circuit manufacturing services. It offers advanced process technologies, specialised process solutions, advanced photomask and silicon stacking, and packaging-related technologies, while supporting a comprehensive design ecosystem. The Company's products serve diverse electronic sectors including artificial intelligence, high-performance computing, wired and wireless communications, automotive and industrial equipment, personal computing, information applications, consumer electronics, smart internet of things, and wearable devices.
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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Taiwan Criticizes China's Expulsion of NYT Reporter
- Threat to Free Speech: Taiwan's Presidential Office spokesperson stated that the island will not be silenced by oppression and will continue to collaborate with international partners to support democracy and press freedom, demonstrating a strong commitment to free speech.
- Damage to International Image: Taiwan highlighted that China's expulsion of the journalist not only affects press freedom but also risks damaging China's international image, reflecting potential threats to regional stability.
- Journalist Safety Concerns: The spokesperson emphasized that this incident involves the safety of journalists, indicating that foreign media operating in China face increasing challenges, particularly in a restricted speech environment.
- Escalating Diplomatic Pressure: Despite mounting diplomatic and political pressure from Beijing, Taiwan remains committed to engaging with international partners, showcasing its resilience and determination in a complex geopolitical landscape.
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- TSMC Market Dominance: Taiwan Semiconductor Manufacturing Company (TSMC) controls 72% of the global foundry market and over 90% of the advanced chip market, leveraging its scale and technological advantages to maintain a strong competitive edge.
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Taiwan Criticizes China's Expulsion of NYT Reporter
- Threat to Free Speech: Taiwan's Presidential Office spokesperson stated that the island will not be silenced by oppression and will continue to collaborate with international partners to support democracy and press freedom, demonstrating a strong commitment to free speech.
- Damage to International Image: Taiwan highlighted that China's expulsion of the journalist not only affects press freedom but also risks damaging China's international image, reflecting potential threats to regional stability.
- Journalist Safety Concerns: The spokesperson emphasized that this incident involves the safety of journalists, indicating that foreign media operating in China face increasing challenges, particularly in a restricted speech environment.
- Escalating Diplomatic Pressure: Despite mounting diplomatic and political pressure from Beijing, Taiwan remains committed to engaging with international partners, showcasing its resilience and determination in a complex geopolitical landscape.
See More
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- Nvidia's Growth Potential: As the leading provider of AI computing units, Nvidia is expected to achieve a 39% revenue growth rate with the upcoming launch of its Rubin architecture platform, and while market analysts remain cautious, its capital expenditure trajectory could lead to even higher growth.
- Taiwan Semiconductor's Market Position: Taiwan Semiconductor, the primary manufacturer of Nvidia's chips, expects its AI chip business to grow at nearly a 60% compound annual growth rate from 2024 to 2029, and despite a 26 times forward P/E ratio, it remains a solid investment choice amid strong AI market demand.
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- Lumentum Performance Surge: In the first nine months of fiscal 2026, Lumentum's revenue soared 72% year-over-year to over $2 billion, with current quarter revenue expected to exceed $985 million, indicating sustained AI-driven demand that strengthens its leadership in the photonics market.
- Significant Profitability Boost: Lumentum's earnings per share increased 4.5 times year-over-year to $5.27 in the first nine months of fiscal 2026, with robust revenue growth poised to enhance profitability, justifying its high 56 times P/E ratio as investors consider entry points.
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- Optimistic Market Outlook: Applied Materials anticipates over 30% growth in its semiconductor equipment business in 2026, bolstered by partnerships with industry leaders to develop AI-focused equipment, leading analysts to significantly raise earnings expectations and reflect strong market confidence.
See More
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- Lumentum Revenue Surge: Lumentum's revenue increased by 72% year-over-year in the first nine months of fiscal 2026, surpassing $2 billion, with current quarter guidance suggesting revenue could double to $985 million from $480.7 million last year, indicating robust demand driven by AI infrastructure.
- Profitability Enhancement: Lumentum's earnings per share soared 4.5 times year-over-year to $5.27 in the first nine months of fiscal 2026, reflecting high margins from its data center products and signaling sustained profitability growth ahead.
- Applied Materials Performance Recovery: Applied Materials reported an 11% year-over-year revenue increase in Q2 2026, reaching $7.91 billion, with earnings per share rising 20% to $2.86, showcasing a strong rebound in the semiconductor equipment market.
- Future Growth Outlook: The company anticipates $8.95 billion in revenue for the current quarter, a 23% increase, with earnings expected to grow by 36%, and forecasts over 30% growth in its semiconductor equipment business in 2026, solidifying its market position.
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- Liquidation Trade: Elwood Capital disclosed in an SEC filing that it fully liquidated its 52,033 shares in Wix.com during Q1 2026, with an estimated trade value of $4.35 million, reflecting a pessimistic outlook on the company's future performance.
- Position Change: This transaction reduced Elwood's stake in Wix.com from 3.2% to zero, with a net position change of $5.41 million, indicating concerns over market volatility and the company's profitability.
- Performance Metrics: Despite Wix.com reporting a 14% year-over-year revenue increase to $541 million in Q1 and achieving an annual recurring revenue of $1.9 billion, it still posted a GAAP net loss of $57.5 million, highlighting ongoing profitability challenges.
- Market Reaction: Wix.com's stock price has plummeted 63% over the past year, significantly underperforming the S&P 500's 28% gain, which may dampen investor confidence further, and Elwood's exit could exacerbate negative sentiment around the stock.
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