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CNBC
4 days ago
- Business
- CNBC
What the world's biggest chipmakers are doing to stave off Trump's tariffs
U.S. President Donald Trump's proposed 100% tariffs on the import of semiconductors has brought major chip names into the spotlight. Questions linger about how these duties will be implemented: will they apply to the raw chip itself that is imported, or the end product, like a smartphone or laptop? And how much manufacturing needs to actually be done in the U.S.? Trump said that, if companies are "building in the United States or have committed to build, without question," then "there will be no charge." A number of chip stocks moved higher on Thursday on investor hopes that pledges of U.S. investment and current footprint Stateside may help them avoid the worst of the semiconductor tariffs. Based on Trump's comments, here's a breakdown of the major chip companies in the world and what their operations and investment commitments to the U.S. Taiwan Semiconductor Manufacturing Co., the world's biggest chipmaker, has pledged a total of $165 billion in investments to the U.S. This includes an ongoing $65 billion investment in advanced chip making operations in Phoenix, Arizona and a fresh $100 billion announced in March. TSMC shares rose nearly 5% in Taiwan on Thursday, as investors bet the company will ride out the semiconductor tariffs. Samsung operates chipmaking facilities in Texas and has also committed billions of dollars in investment to the U.S. Apple on Wednesday said that Samsung would produce image sensors of the iPhone maker out of the Korean tech giant's facility in Austin, Texas. Samsung shares also ended the day higher in South Korean trading. U.S.-headquartered chipmaker GlobalFoundries saw shares surge nearly 10% in premarket trade on Thursday. The company has a manufacturing footprint in the U.S., but it does not make cutting-edge chips like TSMC. Instead, it makes less advanced products that are widely used across various industries. On Wednesday, GlobalFoundries announced an agreement with Apple for a "deeper collaboration that will advance semiconductor technologies and strengthen U.S. manufacturing." The company said it will "accelerate" investments at its factory in Malta, New York. Given its U.S. base, investors see GlobalFoundries as a winner of Trump's semiconductor tariffs. SK Hynix produces the high-bandwidth memory chips that Nvidia uses in its products. Last year, the South Korean company announced a nearly $4 billion chip packaging facility in the U.S. Shares of SK Hynix closed more than 1% higher on Thursday. In April, Nvidia said it plans to produce up to $500 billion of AI infrastructure in the U.S. via its manufacturing partnerships over the next four years. Its Blackwell AI chips have started production at TSMC's Phoenix facility. Nvidia shares were 1% higher in premarket trade. While not strictly a semiconductor company, Apple does design its own chips. Trump on Wednesday announced that Apple will spend an additional $100 billion on U.S. companies and suppliers over the next four years. Apple said that its U.S.-based supply chain would produce more than 19 billion chips for its products this year, which includes manufacturing from TSMC in Arizona. Apple shares rose more than 3% in premarket trade on Thursday, following a 5% jump on Wednesday.
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Business Standard
04-07-2025
- Business
- Business Standard
RIL's new energy bets could unlock $60 bn in value: Morgan Stanley
India's largest conglomerate, Reliance Industries Ltd (RIL), could generate up to $60 billion in value from its ambitious new energy business as it integrates green power into its chemicals, data centre, and refinery operations, according to a report by Morgan Stanley. The brokerage said that RIL's next leg of market capitalisation growth will be powered by the combination of new energy and artificial intelligence (AI) infrastructure, marking what it called a 'more ambitious, far more transformational, and far more global' pivot than any of its previous forays. A cornerstone of this strategy is the retooling of the Jamnagar energy complex to power 1 GW of data centre capacity. These data centres, to be equipped with NVIDIA's Blackwell AI chips, will rely on a steady stream of green energy produced by RIL's growing solar and battery storage assets, the report said. 'Reliance is not just generating electrons but is integrating them directly into AI, chemicals, and industrial operations, creating a closed-loop energy system that drives internal efficiencies and new revenue streams,' the report said. Morgan Stanley values RIL's new energy vertical at a base case of $20 billion and a bull case of $61 billion. The solar PV and energy storage segments are expected to contribute the most value, alongside green hydrogen and carbon capture technologies. The firm also sees positive earnings momentum from RIL's traditional businesses, including strong refining margins, a chemicals upcycle, and robust growth in retail and telecom. Consolidated earnings are expected to grow at a CAGR of 13 per cent through FY28, the report dated 3 July said.
Yahoo
06-06-2025
- Business
- Yahoo
The Zacks Analyst Blog Highlights NVIDIA, Microsoft, Taiwan Semiconductor Manufacturing Company, Alphabet and Amazon.com
Chicago, IL – June 6, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA, Microsoft Corp. MSFT, Taiwan Semiconductor Manufacturing Company Ltd. TSM, Alphabet Inc. GOOGL and Inc. AMZN. NVIDIA Corp. recently achieved a milestone, following double-digit revenue growth in the fiscal 2026 first quarter and a business boom. Let's explore this achievement and consider the NVDA stock's potential for investment. On Tuesday, NVIDIA surpassed Microsoft Corp. to regain the title of the world's most valuable company. NVIDIA's shares continued to rally on Wednesday, with the Jensen Huang-led company's market capitalization currently at $3.461 trillion. NVIDIA stock rose by over 50% from its low in April, leading to a market capitalization increase of over $1 trillion as investors showed renewed confidence. NVIDIA's shares have experienced periods of volatility this year due to investor concerns about the sustainability of artificial intelligence (AI) demand and the Trump administration's tariffs. However, better-than-expected first-quarter revenues, despite losing billions in sales due to the U.S. export ban on China, powered NVIDIA's shares. For the quarter, NVIDIA posted revenues of $44.1 billion, exceeding analysts' expectations of $43.3 billion and significantly more than $26 billion in the same period last year. NVIDIA successfully overcame supply-chain bottlenecks to deliver its cutting-edge Blackwell AI servers to big cloud customers, including Microsoft. NVIDIA's primary contract chip manufacturer, Taiwan Semiconductor Manufacturing Company Ltd., or TSMC, confirmed strong AI chip demand. All these developments also helped NVIDIA's shares trade in positive territory for the year, up 5.4% year to date. To enhance AI computing capabilities, cloud computing companies Alphabet Inc. and Inc., to name a few, are purchasing graphics processing units (GPUs), where NVIDIA has more than a 90% market share, according to IoT Analytics. This wide moat should continue to bolster growth. Moreover, the increase in popularity of the CUDA software platform among developers and the growing demand for the Blackwell chips due to their faster AI interface are expected to boost NVIDIA's growth. At the same time, NVIDIA stands to benefit from the AI revolution in autonomous robots and self-driving cars. Amazon employs NVIDIA's Isaac to train warehouse robots. NVIDIA's increasing value, rise in first-quarter revenues, growing AI data center spending, demand for its latest chip and GPU, and potential growth in automotive revenues should encourage stakeholders to stay invested in NVDA stock. Additionally, keeping NVDA stock due to its strong fundamentals makes sense as the company's net profit margin of 55.7% outperformed the Semiconductor - General industry's 49.5%. However, the U.S. government has restricted NVIDIA from selling its H20 chips to the Chinese market, which could impact the company's revenue growth vis-à-vis its stock performance in the future. Therefore, new entrants should wait and watch for any progress in this area before making a bet on NVDA stock. For now, NVIDIA has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here. Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
04-06-2025
- Business
- Yahoo
Nvidia reclaims crown as world's most valuable company as $1 trillion rally continues
Nvidia (NVDA) on Tuesday overtook Microsoft (MSFT) as the world's most valuable company, with the AI chipmaker's market capitalization of $3.444 trillion eclipsing the software giant's $3.441 trillion. Nvidia stock has gained roughly 50% since hitting a 12-month low of just over $94 in early April, adding more than $1 trillion to the company's market capitalization as investors pile back into the "Magnificent Seven" Big Tech stocks. Nvidia shares have been powered higher over the past week after the company's better-than-expected quarterly financial results and outlook on May 28 showed the chipmaker's revenue continuing to grow despite losing billions in sales from lost revenue to China due to a recent US export ban. Nvidia's first quarter earnings report also showed the company has overcome supply chain hurdles to deliver its powerful and complex Blackwell AI servers to Big Tech customers such as Microsoft. The stock rose 2.8% on Tuesday as Nvidia's contract chip manufacturer TSMC reaffirmed that AI chip demand remains robust. Additionally, a major customer, CoreWeave (CRWV), secured a new data center lease that, once online, would be filled with Nvidia's chips. Nvidia stock has had a volatile year as investors questioned the sustainability of AI demand and Trump's trade war hammered shares. Microsoft had held the top spot as the world's most valuable company since early May and traded places back and forth atop the leaderboard this year with Apple (AAPL). Nvidia last held the distinction in January. Nvidia's recent gains have put the stock back in positive territory for the year, with the stock up roughly 5% year to date. Microsoft has gained nearly 10% over that time frame. Meanwhile, Apple shares are down roughly 19% in 2025 as the company faces stiff AI competition and President Trump has threatened to tariff iPhone imports. Laura Bratton is a reporter for Yahoo Finance. Follow her on Bluesky @ Email her at
Yahoo
03-06-2025
- Business
- Yahoo
Nvidia reclaims crown as world's most valuable company as $1 trillion rally continues
Nvidia (NVDA) on Tuesday overtook Microsoft (MSFT) as the world's most valuable company, with the AI chipmaker's market capitalization of $3.444 trillion eclipsing the software giant's $3.441 trillion. Nvidia stock has gained roughly 50% since hitting a 12-month low of just over $94 in early April, adding more than $1 trillion to the company's market capitalization as investors pile back into the "Magnificent Seven" Big Tech stocks. Nvidia shares have been powered higher over the past week after the company's better-than-expected quarterly financial results and outlook on May 28 showed the chipmaker's revenue continuing to grow despite losing billions in sales from lost revenue to China due to a recent US export ban. Nvidia's first quarter earnings report also showed the company has overcome supply chain hurdles to deliver its powerful and complex Blackwell AI servers to Big Tech customers such as Microsoft. The stock rose 2.8% on Tuesday as Nvidia's contract chip manufacturer TSMC reaffirmed that AI chip demand remains robust. Additionally, a major customer, CoreWeave (CRWV), secured a new data center lease that, once online, would be filled with Nvidia's chips. Nvidia stock has had a volatile year as investors questioned the sustainability of AI demand and Trump's trade war hammered shares. Microsoft had held the top spot as the world's most valuable company since early May and traded places back and forth atop the leaderboard this year with Apple (AAPL). Nvidia last held the distinction in January. Nvidia's recent gains have put the stock back in positive territory for the year, with the stock up roughly 5% year to date. Microsoft has gained nearly 10% over that time frame. Meanwhile, Apple shares are down roughly 19% in 2025 as the company faces stiff AI competition and President Trump has threatened to tariff iPhone imports. Laura Bratton is a reporter for Yahoo Finance. Follow her on Bluesky @ Email her at Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
