Economists have put forward the effects of customs tariffs on the global economy, but investors need to realize that these opinions are just dimensions. Opinions based on theory that may play or not play in the end, so what matters most is what is already happening in the economy and markets today. The answer is clear in this case, and this is the increasing interest in the largest technology sector names to invest in the United States rather than stay away from it.
Companies like Apple Inc. Nasdak: Aaplfor Oracle company Nyse: orclAnd others decided to invest billions of dollars in their presence within the US economy and the manufacturing process. Now, economists had suggested that the customs tariff may have caused the opposite influence to push these names beyond dealing with the United States. Only the opposite happened, but one player in particular is important.
Taiwan manufacturing semiconductors Nyse: tsm The latest investment tour in the United States announced this time Up to $ 100 billionIn addition to its previous position of $ 65 billion. This is important because semiconductor in Taiwan has more than 90 % of the semiconductor supply chain, which is necessary for the future of artificial intelligence and all other chips needed in many industries.
Taiwan semiconductor arrow:
Now that the shares of Taiwan semiconductors have decreased to 80 % of their highest level in 52 weeks, investors may wonder whether it makes a good purchase opportunity today. While expanding their presence in manufacturing in the United States is definitely difficult, investors should not be implemented yet.
First, they must check the markets and the Wall Street analysts. For beginners, Barclays analysts decided to repeat their excessive classification on semiconductor shares in Taiwan as of January 2025, and this time they enhance their evaluation goals to $ 255 per share. They claim not only a new increase for 52 weeks but also 38 % net of today’s price.
In the face of this bullish capabilities and the great results of this new investment in the United States, which may bring an additional investment of institutional capital, investors can now notice clear evidence indicating the decrease in sellers on the open.
Over the course of last month, up to 9 % of the short interest of Taiwan in semiconductor, the sellers decide on the outrageous that the risks are not worth the reward at their lowest levels today. At the same time, these sellers specifically abandoned their opinions, reaching $ 9.8 billion in institutional capital to the company during the past quarter.
Now that the investors saw the bullish capabilities in Taiwan semi -conductors after the recent investment announced, it is time to understand how this could affect the rest of the chips industry.
Recover time in NVIDIA at $ 110 per share
It seems as if the market knows that the semi -conductors Taiwan will announce the positive news early since the stock shares Nafidia Company Nasdak: nvda On the day one day before about $ 110 to $ 115 per share, you are now trying to recover their land after selling it to 77 % of its highest levels for 52 weeks.
NVIDIA shares expectations today
171.69 dollars
Moderate purchase
Based on 42 analyzing classifications
| High expectations | $ 220.00 |
|---|---|
| Average expectations | 171.69 dollars |
| Low expectations | 102.50 dollars |
Details of NVIDIA shares forecasts
As of February 2025, analysts at Cantor Fitzgerland also saw NVIDIA shares in weight gain. The shares get an evaluation of $ 200 per share, which calls for an implicit upright with 70.5 % in terms of trading today.
Investors should also remember that what is good for NVIDIA is useful for semiconductors in Taiwan, given that it is one of the largest suppliers and consumers in each other.
Despite the recent decline in NVIDIA Stock Post-Earnings, the landless traders did not find any reason to get around this leader.
This is why up to 11 % of the company’s short interest during the past month, giving investors another sign of landing surrender.
Intel discount may be erased
After a slow year, Intel Nasdak: Intc The shares are trading 45 % of 52 weeks, but this may not last long.
Intel stock expectations today
$ 26.88
Reduce
Based on 32 analyst classification
| High expectations | $ 62.00 |
|---|---|
| Average expectations | $ 26.88 |
| Low expectations | 20.00 dollars |
Intel stock forecast details
Looking at how difficult the market is in investment transformations in the United States manufacturing chips and semi -conductors, INTEL may be in the queue to get a boost.
There is more than just emotional support for this belief. Investors can look forward to Wall Street’s profits for the share (EPS) for $ 0.16 in the fourth quarter of 2025.
This swing is a tremendous change in the net loss today, which is $ 0.02 per share, indicating an increase in the potential evaluation of the stock as well.
This may explain the reason for the decision of UBS asset management to increase its stakes in Intel shares by 8.2 % as of February 2025, where its location was formulated at $ 1.3 billion today, or 1.5 % ownership in the company.
Before you think about manufacturing semiconductor Taiwan, you will want to hear this.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares whose senior analysts are quietly whispered to their customers to buy now before hunting the broader market … The manufacture of semiconductors in Taiwan was not included in the list.
While the manufacture of semiconductors in Taiwan currently has a moderate purchase classification among analysts, analysts from senior photographers believe that these five shares buy better.
Show the five stocks here
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