Himax stock rises on bullish AI-driven forecasts, with Taiwan Semi's COUPE initiative driving major revenue and EPS upside

Shares of Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC for short, rose after the semiconductor contract manufacturer once again produced strong revenue growth and issued upbeat guidance as it continues to be an artificial intelligence (AI) beneficiary.

The billionaire behind Tesla has significant business interests in China and has previously described himself as “kind of pro-China”. He could be at odds with a number of China hawks in the second Trump administration, and may even be labelled a national security risk due to his connections to the second-largest economy in the world.

Taiwan's machine tool sector struggles to keep pace with its AI-driven export growth, as mounting geopolitical challenges and unfavorable exchange rates continue to impact its performance. While other major export industries benefit from the AI boom,

Taiwan's exclusion from the new U.S. curbs on artificial intelligence (AI) chip and technology exports should "give confidence" about Taipei's own controls and respect for the law, the island's government said on Wednesday.

Bloomberg explains in a movie why Taiwan is ahead of other technology powers in the field of AI chip manufacturing. According to Bloomberg, 90% of the world's most advanced semiconductors and ...

India’s Representative to Taiwan Manharsinh Yadav on Monday expressed hope that Taiwan and India can leverage their strengths through a bilateral partnership to drive growth in the artificial intelligence (AI) and chipmaking industries.

Taiwan has taken another step in enhancing its key role in the production of advanced semiconductor chips used for artificial intelligence with the inauguration of a new plant by Siliconware Precision Industries Co.

More money spent to build data centers will almost certainly lead to more revenue for TSMC, as its top customers include major players in AI and tech like Nvidia, Broadcom, Arm, and AMD, so it's understandable that Taiwan Semi is riding the rising tide higher.

Taiwan Semiconductor guides AI revenue to double in 2025 after tripling in 2024, forecasting a mid-40% CAGR through 2029. TSM's 2025 CapEx expected at $38B-$42B, with increased focus on advanced ...

India Taipei Association Director-General Manharsinh Yadav on Monday expressed hope that Taiwan and India can leverage their strengths through a bilateral partnership to drive growth in the artificial intelligence (AI) and semiconductor industries.

Himax Technologies (NASDAQ:HIMX) is emerging as a "key" beneficiary from Taiwan Semiconductor's (NYSE:TSM) artificial intelligence and silicon photonics initiatives, TF International Securities' analyst Ming-Chi Kuo said on Wednesday.