Taiwan Semiconductor Manufacturing Co., Ltd. (TWSE:2330) is drawing trader attention as a key AI, HPC and cloud chip supplier tied to Nvidia and Apple, with strong June demand and rising component costs, while investors eye imminent dividend payouts amid pressure on the Taiwan dollar.
Previous Week Recap
- TSMC Key AI Chip Supplier: TSMC (2330) cited as key AI chip supplier; traders note strong June demand for AI, HPC and cloud chips, rising component costs, and major customer links to Nvidia and Apple
- TSMC ADR: Dividends, Dollar Pressure: Taiwan Semiconductor Manufacturing Co. Sponsored ADR (2330) traders expect upcoming dividend payments this month; Taiwan dollar seen under pressure near 32.5/USD amid broader macro factors.
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