TSM Rises on Integration Efforts and New Partnerships

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Dec 13, 2024
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TSMC (TSM, Financial) saw a 1.8% increase in pre-market trading. The company is working on integrating CoWoS and SiPh technologies, aiming to launch co-packaged optical devices by 2026. Additionally, TSMC is set to benefit from a significant order as Apple collaborates with Broadcom to develop AI chips using TSMC's advanced manufacturing processes. Furthermore, TSMC's first factory in Kumamoto, Japan, is nearing mass production.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.