Taiwan Semiconductorの空売り状況は、投資家がTaiwan Semiconductorの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Taiwan Semiconductor (NYSE:TSM) 株価情報, 空売り情報

TAIWAN SEMICONDUCTOR-SP ADR

Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Co. is the world's largest dedicated chip foundry, with over 60% market share. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the US in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD, and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs. TSMC employs more than 73,000 people.

Milan,,Italy,-,February,18,,2017:,Samsung,Sign,On,Headquarters

News

Tech

Media

NVDA

SSNLF

投資家の不満が続いた数ヶ月後、サムスン（OTC:SSNLF）の経営陣が再び、追い詰められている。今回はAI （人工知能）と半導の回復に向けた大胆な動きを約束した。

サムスン電子、AIミスを謝罪 、株価急落で怒りをあらわにする株主に大胆な行動を約束

Equities

Markets

SNOW

TSLA

米株式市場を牽引するのは半導体製造関連企業だ。水曜日、米国の主要株価指数はマイナス圏で取引を終え、ダウ工業株は0.5％安の39,671.04ドル、S&amp;P 500はほぼ0.3％安の5,307.01ドル、ナスダックはほぼ0.2％減の16,801.54ドルで終了した。

米国市場　半導体製造関連株が牽引

Global

台湾半導体製造株(TSMC)（NYSE：TSM）の株価急騰により、一部の投資家に対し、一つの銘柄に対する保有制限が発生し、これにより代替投資を模索することを余儀なくされる可能性がある。



出来事：TSMCの株価は台北市で今年42%急騰し、これは人工知能向けの高度なチップの生産において圧倒的な地位を占めているためだとブルームバーグが報告。 

半導体生産世界最大手TSMCの株価が42%の急騰を記録

Taiwan Semiconductor Manufacturing Company Ltd.

Taiwan Semiconductor Manufacturing Co Ltd

Tesmec SpA

Thrivent Small-Mid Cap Equity ETF

Leverage Shares 2X Long TSM Daily ETF

Tsumura & Co

GraniteShares 2x Long TSM Daily ETF

TAIWAN SEMICNDCTR MFG by Taiwan Semiconductor Manufacturing Co. Ltd.

Direxion Daily TSM Bull 2X Shares

Tidal Trust II YieldMax TSM Option Income Strategy ETF

Direxion Daily TSM Bear 1X Shares

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$110.00</td>
<td>$92.7K</td>
<td>76.7K</td>
<td>22.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$250.00</td>
<td>$26.8K</td>
<td>8.2K</td>
<td>10.9K</td>
</tr>
<tr>
<td>WOLF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$4.00</td>
<td>$60.2K</td>
<td>1.5K</td>
<td>2.1K</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$165.00</td>
<td>$1.1 million</td>
<td>7.5K</td>
<td>1.7K</td>
</tr>
<tr>
<td>ARM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$115.00</td>
<td>$43.5K</td>
<td>3.4K</td>
<td>1.5K</td>
</tr>
<tr>
<td>FSLY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$6.50</td>
<td>$40.0K</td>
<td>0</td>
<td>1.1K</td>
</tr>
<tr>
<td>NET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$100.00</td>
<td>$287.2K</td>
<td>1.9K</td>
<td>711</td>
</tr>
<tr>
<td>OLED</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$130.00</td>
<td>$48.4K</td>
<td>121</td>
<td>701</td>
</tr>
<tr>
<td>BTBT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$3.00</td>
<td>$29.2K</td>
<td>13.0K</td>
<td>608</td>
</tr>
<tr>
<td>MU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$110.00</td>
<td>$28.6K</td>
<td>6.3K</td>
<td>361</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 17 day(s) on April 17, 2025. This event was a transfer of 323 contract(s) at a $110.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $92.7K, with a price of $287.0 per contract. There were 76755 open contracts at this strike prior to today, and today 22208 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option sweep with bearish sentiment. It expires in 4 day(s) on April 4, 2025. Parties traded 101 contract(s) at a $250.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $26.8K, with a price of $266.0 per contract. There were 8215 open contracts at this strike prior to today, and today 10944 contract(s) were bought and sold. 
• For WOLF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>), we notice a call option sweep that happens to be bullish, expiring in 46 day(s) on May 16, 2025. This event was a transfer of 1212 contract(s) at a $4.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $60.2K, with a price of $49.0 per contract. There were 1506 open contracts at this strike prior to today, and today 2162 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a put option trade with bearish sentiment. It expires in 81 day(s) on June 20, 2025. Parties traded 1000 contract(s) at a $165.00 strike. The total cost received by the writing party (or parties) was $1.1 million, with a price of $1194.0 per contract. There were 7560 open contracts at this strike prior to today, and today 1737 contract(s) were bought and sold. 
• Regarding ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we observe a put option sweep with bullish sentiment. It expires in 46 day(s) on May 16, 2025. Parties traded 28 contract(s) at a $115.00 strike. This particular put needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $43.5K, with a price of $1560.0 per contract. There were 3460 open contracts at this strike prior to today, and today 1576 contract(s) were bought and sold. 
• For FSLY (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSLY#NYSE">FSLY</a>), we notice a call option sweep that happens to be bullish, expiring in 39 day(s) on May 9, 2025. This event was a transfer of 646 contract(s) at a $6.50 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $40.0K, with a price of $62.0 per contract. There were 0 open contracts at this strike prior to today, and today 1119 contract(s) were bought and sold. 
• For NET (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>), we notice a put option sweep that happens to be bearish, expiring in 46 day(s) on May 16, 2025. This event was a transfer of 491 contract(s) at a $100.00 strike. This particular put needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $287.2K, with a price of $585.0 per contract. There were 1967 open contracts at this strike prior to today, and today 711 contract(s) were bought and sold. 
• For OLED (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLED#NASDAQ">OLED</a>), we notice a put option sweep that happens to be bearish, expiring in 17 day(s) on April 17, 2025. This event was a transfer of 190 contract(s) at a $130.00 strike. This particular put needed to be split into 32 different trades to become filled. The total cost received by the writing party (or parties) was $48.4K, with a price of $250.0 per contract. There were 121 open contracts at this strike prior to today, and today 701 contract(s) were bought and sold. 
• For BTBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTBT#NASDAQ">BTBT</a>), we notice a call option sweep that happens to be bullish, expiring in 291 day(s) on January 16, 2026. This event was a transfer of 595 contract(s) at a $3.00 strike. This particular call needed to be split into 25 different trades to become filled. The total cost received by the writing party (or parties) was $29.2K, with a price of $50.0 per contract. There were 13009 open contracts at this strike prior to today, and today 608 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a put option trade with bearish sentiment. It expires in 263 day(s) on December 19, 2025. Parties traded 10 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $28.6K, with a price of $2860.0 per contract. There were 6302 open contracts at this strike prior to today, and today 361 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

BTBT

FSLY

MSTR

OLED

WOLF

10 Information Technology Stocks With Whale Alerts In Today's Session

Leading artificial intelligence chip maker <a href="https://www.benzinga.com/markets/equities/25/03/44445158/nvidias-4-trillion-ambitions-could-drive-the-stock-to-new-frontiers-in-2025">Nvidia</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) plans to invest hundreds of billions of dollars in the U.S. supply chain over the next four years. CEO <a href="https://www.benzinga.com/tech/25/03/44450770/nvidia-ceo-jensen-huangs-joke-sparks-concerns-over-rapid-depreciation-of-ai-chips">Jensen Huang</a> told the<a href="https://www.ft.com/content/3fd3a717-2fbf-42ef-bb08-5baecdeb1985"> Financial Times</a> that the increased U.S. production was being made possible thanks to suppliers such as the <a href="https://www.benzinga.com/25/03/44453733/apples-iphone-18-to-get-massive-boost-with-2nm-a20-chiptsmcs-yields-surge-past-70-says-top-analyst">Taiwan Semiconductor Manufacturing Company </a>(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NASDAQ">TSM</a>) and Foxconn (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FXCOF#NASDAQ">FXCOF</a>).
&#8220;Overall, we will procure, over the course of the next four years, probably half a trillion dollars worth of electronics in total,&#8221; Huang told the FT. &#8220;And I think we can easily see ourselves manufacturing several hundred billion of it here in the U.S.&#8221;
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<h2 class="wp-block-heading">Available Energy: A Crucial Factor</h2>
Huang, speaking on March 18 during his company&#8217;s <a href="https://www.nvidia.com/gtc/keynote/">GTC convention</a>, believed the Trump administration&#8217;s &#8220;America First&#8221; policy would enable his company to ramp up chip production in the U.S.&nbsp;
&#8220;Having the support of an administration who cares about the success of this industry and not allowing energy to be an obstacle is a phenomenal result for AI in the U.S.,&#8221; he told the FT.
<h2 class="wp-block-heading">Nvidia Part Of A U.S. Onshore Tech Explosion</h2>
Huang&#8217;s sentiments follow pledges by other tech companies to onshore manufacturing in the U.S. rather than overseas. Apple has committed to spending<a href="https://www.apple.com/newsroom/2025/02/apple-will-spend-more-than-500-billion-usd-in-the-us-over-the-next-four-years/"> $500 billion</a> in the U.S. over the next four years, expanding teams and facilities in Michigan, Texas, California, Arizona, Nevada, Iowa, Oregon, North Carolina, and Washington.&nbsp;
Trending: <a href="https://www.benzinga.com/money/vatom-adv">Invest in the Future of Digital Engagement. Own a Piece of the $100 Billion Metaverse Today for Just $500.</a>
TSMC has already committed a $100 billion investment in a chip fabrication plant in Arizona, which<a href="https://www.whitehouse.gov/articles/2025/03/another-historic-investment-secured-under-president-trump/#:~:text=Secretary%20of%20Commerce%20Howard%20Lutnick,with%20a%20$100%20billion%20investment.%E2%80%9D"> President Donald Trump</a> has said would create thousands of jobs bringing Taiwan Semiconductor&#8217;s investment to "about $165 billion."
&#8220;TSMC investing in the U.S. provides for a substantial step up in our supply chain resilience,&#8221; Huang told the FT.&nbsp;
<h2 class="wp-block-heading">Pledging To Build In The U.S.: A Hedge Against Tariffs</h2>
TSMC&#8217;s Taiwan-based production facilities have been an increasingly pivotal part of Nvidia and Apple&#8217;s manufacturing process, which Trump was once keen to change, previously threatening to<a href="https://foreignpolicy.com/2025/02/24/taiwan-tsmc-trump-semiconductors-chips-technology-intel/"> impose tariffs on Taiwan</a>. By pledging to build new facilities in the U.S., Trump said that Taiwan<a href="https://www.theguardian.com/business/2025/mar/04/taiwan-trump-semiconductor-deal-tsmc"> avoided a 25% tariff</a>.&nbsp;
&#8220;TSMC already has plants in the US and Japan, and it&#8217;s now building a new plant in Germany,&#8221;&nbsp; Taiwanese presidential office spokesperson Karen Kuo told the<a href="https://www.theguardian.com/business/2025/mar/04/taiwan-trump-semiconductor-deal-tsmc"> Guardian</a>. &#8220;These have nothing to do with tariffs. TSMC&#8217;s global expansion is a crucial development.&#8221;
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<h2 class="wp-block-heading">Data Center Revolution Amid AI Arms Race</h2>
Trump has been basking in a wave of tech commitments to manufacture products in the U.S.
&#8220;GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) announced on Tuesday a nearly $1 billion investment in U.S. manufacturing, the latest company to do so under the Trump administration… It marks the latest company to put money back into the U.S. economy,&#8221; Trump said.&nbsp;
Other tech companies or those that finance them have also announced big U.S.-based investments. Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has announced a<a href="https://www.nytimes.com/2025/01/24/technology/meta-data-center.html"> $65 billion investment</a>, most of which will be used to construct new data centers to fuel its AI operations. This follows investments from Google, Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) in data centers as the AI arms race heats up.&nbsp;
Trump has announced a joint venture between OpenAI, SoftBank, and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) called<a href="https://www.nytimes.com/2025/01/21/technology/trump-openai-stargate-artificial-intelligence.html"> Stargate</a>, which aims to invest at least<a href="https://www.nytimes.com/2025/01/21/technology/trump-openai-stargate-artificial-intelligence.html"> $100 billion in U.S. data centers</a>. Many of these data centers will house the incredibly powerful GPU computers powering the AI revolution. Nvidia currently has between <a href="https://www.cnbc.com/2024/06/02/nvidia-dominates-the-ai-chip-market-but-theres-rising-competition-.html">70% and 95%</a> of the AI chip market used in GPUs.
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Nvidia To Invest Billions In U.S. Supply Chain As Tech Companies Commit To Trump's Onshoring Pledge

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) told Reuters on Monday that it will look for space to <a target="_blank" href="https://www.benzinga.com/topic/taiwan" rel="noreferrer noopener">expand investments in</a> Taiwan, easing concerns over the growing focus on U.S. appeasement taking a toll on its domestic ambitions.
Taiwan Semiconductor executive vice president and co-chief operating officer Y.P. Chyn told Reuters at a fab ceremony in Kaohsiung that its newly built domestic fab would add 7,000 tech jobs to Taiwan&#8217;s economy.
Chyn said the new Kaohsiung fab will soon begin commercializing 2nm wafers in the second half of this year, as planned.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/03/44255195/meta-taps-taiwan-semiconductor-to-build-ai-chip-aims-to-cut-nvidia-dependence-by-2026" rel="noreferrer noopener">Meta Taps Taiwan Semiconductor To Build AI Chip, Aims To Cut Nvidia Dependence By 2026</a>
Taiwan Semiconductor recently announced a&nbsp;$100 billion investment&nbsp;plan in the U.S. (on top of the $65 billion already committed).
Both&nbsp;Taiwan Semiconductor&nbsp;and Taiwan&#8217;s government have repeatedly assured that Taiwan will continue to be the headquarters for the company&#8217;s production.
Taiwan Premier Cho Jung-tai thanked Taiwan Semiconductor for reiterating its commitment to Taiwan despite its geographical expansion.
U.S. President Donald Trump has repeatedly criticized Taiwan for allegedly stealing American semiconductor business. Trump has considered imposing tariffs on semiconductor imports from all countries to encourage manufacturing to return to the U.S.
Recently, <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/03/44535967/tariff-fears-and-ease-in-demand-hype-slows-semiconductor-expansion" rel="noreferrer noopener">Taiwan Semiconductor Chairman</a> and CEO C.C. Wei&nbsp;emphasized that the chipmaker remains committed to building 11 production lines in Taiwan in 2025.
Reportedly, Taiwan Semiconductor and Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) slowed the pace of its expansions in Japan and Malaysia due to weaker demand for older chips and tariff uncertainties.
In 2023, Taiwan Semiconductor held 67% of the market share in contracted semiconductor manufacturing and ~80% in advanced technology products.
Taiwan Semiconductor accounts for <a target="_blank" href="https://www.benzinga.com/media/25/03/44300468/rise-of-deepseek-and-trump-tariff-threats-hurt-taiwan-stocks-including-taiwan-semiconductor" rel="noreferrer noopener">over a third</a> of the Taiwan benchmark&#8217;s weight.
Price Action:&nbsp;TSM stock is down 2.02% at $161.92 at the last check on Monday.
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Despite US Expansion, Taiwan Semiconductor Reaffirms Commitment To Home Base With New Initiatives: Reuters

The past week has been eventful for Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), with significant leadership changes, new product features, and challenges on multiple fronts. The tech giant has been making moves to strengthen its position in the market and address emerging issues. Here&#8217;s a recap of the top stories from the weekend.
Apple Promotes Vanessa Trigub in Major Retail Executive Move
Apple is reportedly reshuffling its leadership, promoting Vanessa Trigub to the newly created position of vice president of stores and retail operations. This move is seen as part of Apple&#8217;s long-term succession planning for senior vice president Deirdre O&#8217;Brien.
<a href="https://www.benzinga.com/media/25/03/44509405/after-siri-leadership-change-apple-makes-another-major-executive-move-in-retail-report">Read the full article here.</a>
Apple Watch Update: Alarms to Ring in Silent Mode
The upcoming watchOS 11.4 update will introduce a much-requested feature to the Apple Watch, allowing alarms to sound even when Silent Mode is on. This could be a game-changer for heavy sleepers.
<a href="https://www.benzinga.com/media/25/03/44468709/apple-watch-update-will-allow-alarms-to-ring-in-silent-mode-enough-to-wake-up-heavy-sleepers">Read the full article here.</a>
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iPhone 18 to Feature 2nm A20 Chip from Taiwan Semiconductor
Apple&#8217;s forthcoming iPhone 18 lineup is expected to be powered by Taiwan Semiconductor Mfg. Co. Ltd.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) 2nm A20 chip, according to supply chain analyst Ming-Chi Kuo. This could give the iPhone 18 series a significant performance boost.
<a href="https://www.benzinga.com/25/03/44453733/apples-iphone-18-to-get-massive-boost-with-2nm-a20-chiptsmcs-yields-surge-past-70-says-top-analyst">Read the full article here.</a>
Apple Faces Siri AI Crisis, Security Flaws, and China Sales Woes
The past week has been a rollercoaster for Apple, with the company facing challenges ranging from internal turmoil to security oversights. Amid these issues, CEO Tim Cook is reportedly making strategic changes to revive the struggling Siri assistant.
<a href="https://www.benzinga.com/25/03/44449789/apples-siri-ai-crisis-security-flaws-and-china-sales-woes-this-week-in-appleverse">Read the full article here.</a>
Tim Cook Bets on Mike Rockwell to Revive Siri
In a bid to revive the struggling Siri assistant, CEO Tim Cook has reportedly moved Mike Rockwell into a new leadership role overseeing Siri. This move comes amid mounting pressure from investors and competitors.
<a href="https://www.benzinga.com/media/25/03/44429160/apple-stock-down-over-12-this-year-now-tim-cook-is-reportedly-betting-on-vision-pros-mike-rockwell-to-fix-siri-after-losing-confidence-in-ai-boss-john-giannandrea">Read the full article here.</a>
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<li><a href="https://www.benzinga.com/general/space/25/03/44509379/boeing-lockheeds-vulcan-rocket-aimed-to-rival-spacexs-falcon-9-cleared-for-us-security-missions">Boeing-Lockheed&#8217;s Vulcan Rocket Aimed To Rival SpaceX&#8217;s Falcon 9 Cleared For US Security Missions</a></li>
</ul>
Photo courtesy: Shutterstock
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/Rounak-Jain" target="_blank" rel="noreferrer noopener">Rounak Jain</a>

AAPL

Apple Shakes Up Leadership, Introduces New Features, And Faces A Siri Crisis: This Week In Appleverse

A former executive at Taiwan Semiconductor Manufacturing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) said Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is too far behind to catch up—and should focus on mature process chips instead of trying to rival the world's top chip foundry.
What Happened: At a book launch event in Taiwan earlier this week, Chiang Shang-Yi, TSMC's former co-chief operating officer, delivered a blunt assessment of Intel's current position in the chip industry, <a href="https://udn.com/news/story/7240/8637258">reported</a> China's United Daily News.
Chiang, who played a critical role in building TSMC into a global semiconductor powerhouse, said Intel was once the "king" of the industry—but is now a "nobody."
He warned that Intel's efforts to compete with TSMC in advanced chip manufacturing, such as the 2-nanometer node, are futile, and urged the company to consider acquiring or merging with companies that specialize in mature manufacturing processes.
See Also:&nbsp;<a href="https://www.benzinga.com/media/25/03/44508019/tesla-and-other-us-robotics-giants-demand-federal-strategy-to-compete-with-chinas-138-billion-push-warn-america-will-lose-the-race-without-it" target="_blank" rel="noreferrer noopener">Tesla And Other US Robotics Giants Demand Federal Strategy To Compete With China&#8217;s $138 Billion Push — Warn America Will Lose The Race Without It</a>
"Intel should merge with a mature process chipmaker," he said, without naming specific targets.
However, he alluded to two potential candidates that industry watchers believe could be Taiwan's United Microelectronics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) or U.S.-based GlobalFoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>), both of which produce chips using older, more stable technologies at scale.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: Chiang's comments come as <a href="https://www.benzinga.com/tech/25/03/44532562/intel-board-shake-up-continues-as-three-directors-exit-amid-leadership-overhaul-under-ceo-lip-bu-tan">Intel undergoes a major turnaround</a> under new CEO Lip-Bu Tan, with a focus on achieving manufacturing parity with TSMC and building out its foundry business.
The company is racing to commercialize its 18A process technology and secure contracts <a href="https://in.benzinga.com/25/03/44469986/intel-targets-major-foundry-clients-in-new-strategy-to-revitalize-chip-design-says-ubs">from major clients like</a> Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
Earlier, it was reported that Intel&#8217;s <a href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services">SuperFluid cooling technology</a> is gaining attention for its potential application in Nvidia&#8217;s AI servers.
Price Action: Intel&#8217;s shares closed at $22.71 on Friday, reflecting a 3.85% decline. In after-hours trading, the stock dipped an additional 0.44%. Year to date, Intel has risen 12.31%, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Benzinga's Edge Rankings give Intel (INTC) a 3.11% growth rating. Want to see how it compares to TSMC and other companies? <a href="https://www.benzinga.com/quote/INTC">Click here for the full breakdown</a>.
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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<li><a href="https://www.benzinga.com/markets/25/01/43373775/tim-cook-praises-chinas-deepseek-for-driving-efficiency-stresses-apples-prudent-and-deliberate-approach-toward-capital-expenditure" target="_blank" rel="noreferrer noopener">Tim Cook Praises China's DeepSeek For Driving Efficiency, Stresses Apple's ‘Prudent And Deliberate' Approach Toward Capital Expenditure</a></li>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

AVGO

Intel Should Stop Competing With TSMC's Cutting-Edge Chips And Merge With Mature Node Giants, Says TSMC Veteran Chiang Shang-Yi

Looking into the current session, Taiwan Semiconductor Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) shares are trading at $165.13, after a 1.85% drop. Over the past month, the stock fell by 8.47%, but over the past year, it actually went up by 16.79%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1743192028_0_0.png" alt="Past Year Chart" />

<h3>Taiwan Semiconductor P/E Compared to Competitors</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 127.6 in the Semiconductors &amp; Semiconductor Equipment industry, Taiwan Semiconductor Inc. has a lower P/E ratio of 24.59. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1743192028_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

A Look Into Taiwan Semiconductor Inc's Price Over Earnings

Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is experiencing profound strategic shifts under the guidance of its new CEO, Lip-Bu Tan. As the company reorganizes its executive ranks and streamlines its chip manufacturing focus, investors looking for exposure to Intel shares might find ETFs an attractive way to take advantage of these changes. Three <a href="https://www.benzinga.com/etfs">ETFs with significant Intel stock holdings</a> that could gain from the company&#8217;s shift are outlined below.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)
The iShares Semiconductor ETF is among the most widely held ETFs to track the semiconductor sector, with a high concentration in top chipmakers such as Intel. Based on its most recent holdings, Intel accounts for a decent percentage of the fund&#8217;s assets, making SOXX an excellent vehicle for investors who are optimistic about Intel&#8217;s foundry growth and cooling technology innovations.
Intel&#8217;s <a href="https://www.benzinga.com/25/03/44532855/intels-superfluid-cooling-tech-possibly-suitable-for-nvidias-gb300-chips-says-expert-amid-intcs-efforts-to-secure-commitments-for-foundry-services">SuperFluid cooling technology has drawn attention</a> for possible applications in Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell Ultra GB300 AI chips, indicating a vital spot in the AI-fueled semiconductor space. If Intel manages to make Nvidia a foundry customer, SOXX might experience additional growth fueled by Intel&#8217;s strategic shift.
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
VanEck Semiconductor ETF offers focused exposure to semiconductor leaders, including shares of Intel. The fund is a good choice for investors who want to ride the tide of Intel&#8217;s foundry plans and next-generation packaging technologies that will challenge Taiwan Semiconductor Manufacturing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Intel is accelerating its 18A process node and securing United Microelectronics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>) for late 2026 production collaborations. This may cause SMH investors to eventually realize an upside if the moves win over heavy-duty tech customers such as Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>)
The SPDR S&amp;P Semiconductor ETF has a similar equal-weighted strategy to semiconductor stocks, with broad-based sector exposure without compromising on its holdings of Intel stock. Investors get a chance to bet on Intel&#8217;s turnaround while hedging single-stock risk, via this ETF.
Intel&#8217;s leadership restructuring, with <a href="https://www.benzinga.com/tech/25/03/44532562/intel-board-shake-up-continues-as-three-directors-exit-amid-leadership-overhaul-under-ceo-lip-bu-tan">three members stepping down</a>, indicates that the company is leaning more toward <a href="https://www.benzinga.com/25/03/44355124/intels-new-ceo-charts-bold-revival-plan-warns-of-tough-decisions-ahead-reports">Tan&#8217;s vision of maximizing chip design</a> and manufacturing. ETFs like XSD could benefit from Intel&#8217;s potential recovery in the semiconductor space.
See Next: 
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</ul>
Photo: Shutterstock

Sector ETFs

ETFs

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Big Moves At Intel: These 3 ETFs Stand To Benefit

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/04/25</td>
<td>$222.50</td>
<td>$47.5K</td>
<td>10.1K</td>
<td>12.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$250.00</td>
<td>$33.0K</td>
<td>3.5K</td>
<td>8.6K</td>
</tr>
<tr>
<td>CORZ</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$10.00</td>
<td>$562.1K</td>
<td>14.0K</td>
<td>5.0K</td>
</tr>
<tr>
<td>INTC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$22.50</td>
<td>$69.7K</td>
<td>5.3K</td>
<td>3.1K</td>
</tr>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/11/25</td>
<td>$113.00</td>
<td>$54.8K</td>
<td>3.4K</td>
<td>3.1K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/11/25</td>
<td>$88.00</td>
<td>$31.5K</td>
<td>1.1K</td>
<td>2.4K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$20.00</td>
<td>$43.0K</td>
<td>19.5K</td>
<td>1.9K</td>
</tr>
<tr>
<td>NN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$15.00</td>
<td>$90.0K</td>
<td>5.1K</td>
<td>1.4K</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$160.00</td>
<td>$33.8K</td>
<td>8.7K</td>
<td>1.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$33.50</td>
<td>$68.7K</td>
<td>37</td>
<td>727</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 7 day(s) on April 4, 2025. This event was a transfer of 250 contract(s) at a $222.50 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $47.5K, with a price of $190.0 per contract. There were 10184 open contracts at this strike prior to today, and today 12246 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on April 4, 2025. Parties traded 100 contract(s) at a $250.00 strike. This particular put needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $33.0K, with a price of $330.0 per contract. There were 3556 open contracts at this strike prior to today, and today 8601 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a put option sweep that happens to be bearish, expiring in 175 day(s) on September 19, 2025. This event was a transfer of 1519 contract(s) at a $10.00 strike. This particular put needed to be split into 32 different trades to become filled. The total cost received by the writing party (or parties) was $562.1K, with a price of $370.0 per contract. There were 14074 open contracts at this strike prior to today, and today 5002 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a put option sweep that happens to be bullish, expiring in 20 day(s) on April 17, 2025. This event was a transfer of 684 contract(s) at a $22.50 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $69.7K, with a price of $102.0 per contract. There were 5342 open contracts at this strike prior to today, and today 3194 contract(s) were bought and sold. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bearish, expiring in 14 day(s) on April 11, 2025. This event was a transfer of 200 contract(s) at a $113.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $54.8K, with a price of $274.0 per contract. There were 3490 open contracts at this strike prior to today, and today 3155 contract(s) were bought and sold. 
• Regarding PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we observe a put option sweep with bullish sentiment. It expires in 14 day(s) on April 11, 2025. Parties traded 50 contract(s) at a $88.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $31.5K, with a price of $630.0 per contract. There were 1166 open contracts at this strike prior to today, and today 2475 contract(s) were bought and sold. 
• For MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we notice a call option sweep that happens to be bullish, expiring in 294 day(s) on January 16, 2026. This event was a transfer of 200 contract(s) at a $20.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $43.0K, with a price of $215.0 per contract. There were 19506 open contracts at this strike prior to today, and today 1998 contract(s) were bought and sold. 
• For NN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NN#NASDAQ">NN</a>), we notice a call option sweep that happens to be bearish, expiring in 658 day(s) on January 15, 2027. This event was a transfer of 150 contract(s) at a $15.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $90.0K, with a price of $600.0 per contract. There were 5125 open contracts at this strike prior to today, and today 1471 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option sweep that happens to be bullish, expiring in 20 day(s) on April 17, 2025. This event was a transfer of 65 contract(s) at a $160.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $33.8K, with a price of $520.0 per contract. There were 8797 open contracts at this strike prior to today, and today 1256 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on April 4, 2025. Parties traded 290 contract(s) at a $33.50 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $68.7K, with a price of $237.0 per contract. There were 37 open contracts at this strike prior to today, and today 727 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Core Scientific, Inc. - Class A Common Stock

CORZ

MARA

PLTR

SMCI

<a target="_blank" href="https://www.benzinga.com/topic/chipmaker" rel="noreferrer noopener">Leading chipmakers and packagers</a>, including Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) and Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), have slowed the pace of their expansions in Japan and Malaysia due to weaker demand for older chips and tariff uncertainties, Nikkei Asia <a target="_blank" href="https://asia.nikkei.com/Spotlight/Supply-Chain/TSMC-Intel-and-other-top-chipmakers-slow-Japan-Malaysia-expansions" rel="noreferrer noopener">reported</a> on Friday.
Chip packagers Advanced Semiconductor Engineering and Siliconware Precision Industries (SPIL) also halted their Malaysian expansions as numerous chip suppliers pivoted their investment strategies.
<a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42843001/taiwan-semiconductor-ramps-up-production-in-japan-us-and-germany-to-diversify-away-from-china" rel="noreferrer noopener">January reports claimed</a> Taiwan Semiconductor was set for&nbsp;full-capacity production&nbsp;in the U.S. and Germany after commercializing its debut Japanese chip plant in Kikuyo, Kumamoto Prefecture, last December.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/03/44255195/meta-taps-taiwan-semiconductor-to-build-ai-chip-aims-to-cut-nvidia-dependence-by-2026" rel="noreferrer noopener">Meta Taps Taiwan Semiconductor To Build AI Chip, Aims To Cut Nvidia Dependence By 2026</a>
In 2023, Taiwan Semiconductor had 67% of the global market share in contracted semiconductor manufacturing and ~80% in advanced technology products.
Taiwan Semiconductor Chairman and CEO C.C. Wei&nbsp;had emphasized&nbsp;that its latest <a target="_blank" href="https://www.benzinga.com/media/25/03/44300468/rise-of-deepseek-and-trump-tariff-threats-hurt-taiwan-stocks-including-taiwan-semiconductor" rel="noreferrer noopener">$100 billion investment plan</a> (on top of the $65 billion already committed) came from customer demand for its chips, which are critical for powering everything from the latest artificial intelligence systems to smartphones. Wei also emphasized that the chipmaker remains committed to its target of building 11 production lines in Taiwan in 2025.
Since his presidential campaign, President&nbsp;Donald Trump&nbsp;has verbally attacked Taiwan&#8217;s near-dominance in advanced chip manufacturing and threatened tariffs on chip imports, prompting Taiwan Semiconductor to boost U.S. investments.
Additionally, the U.S. Chips Program Office faces a <a target="_blank" href="https://www.benzinga.com/25/03/44106029/taiwan-semiconductor-intel-navigate-shift-as-trump-looks-to-slash-chips-act-workforce-by-40" rel="noreferrer noopener">40% staff cut</a> as Trump&#8217;s strategy shifts from Biden&#8217;s semiconductor investment approach.
HSBC analysts told Bloomberg how the AI frenzy, market volatility, and uncertainty prompted investors to shift focus to non-tech.
The emergence of Chinese AI startup DeepSeek, which claimed to create AI models at a fraction of rivals&#8217; cost, have also added&nbsp;to investor anxiety.
Intel is <a target="_blank" href="https://www.benzinga.com/25/03/44469986/intel-targets-major-foundry-clients-in-new-strategy-to-revitalize-chip-design-says-ubs" rel="noreferrer noopener">reportedly strategizing to</a> drive its chip design and broaden its foundry business, with the potential of securing clients such as&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;and&nbsp;Broadcom Inc (NASDAQ: AVGO).
Price Action: TSM stock is down 0.26% at $167.80 premarket at last check Friday.
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</ul>
Photo via Shutterstock

Tariff Fears And Ease In Demand Hype Slows Semiconductor Expansion

Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) SuperFluid cooling tech could be useful for Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell Ultra GB300 chips, which were launched during its GTC conference.
What Happened: Team Blue&#8217;s SuperFluid, launched in 2023, is positioned to capture a significant share of the burgeoning cooling market for Nvidia&#8217;s upcoming AI servers.
According to Beth Kindig, a tech analyst at I/O Fund, Intel&#8217;s SuperFluid liquid cooling technology has reportedly undergone verification testing demonstrating its ability to manage thermal dissipation of up to 1,500 watts.
This performance benchmark suggests that SuperFluid could be a viable cooling solution for Nvidia&#8217;s GB300 AI processor, which is anticipated to consume up to 1,400 watts of power.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Intel's <a href="https://twitter.com/search?q=%24INTC&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$INTC</a> SuperFluid cooling tech is said to have been verified to address thermal challenges of up to 1,500W in AI chips, making the tech possibly suitable for Nvidia's <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> GB300, which consumes up to 1,400W. <a href="https://twitter.com/search?q=%24AMD&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$AMD</a> <a href="https://twitter.com/search?q=%24DELL&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$DELL</a> <a href="https://twitter.com/search?q=%24SMCI&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$SMCI</a> <a href="https://twitter.com/search?q=%24VRT&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$VRT</a>
&mdash; Beth Kindig (@Beth_Kindig) <a href="https://twitter.com/Beth_Kindig/status/1905344543198675163?ref_src=twsrc%5Etfw">March 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
At its GTC conference on March 18th, Nvidia unveiled its next-generation AI GPUs, outlining a timeline for their release: the Blackwell Ultra GB300, scheduled for the second half of this year; the Vera Rubin, expected in the latter half of next year; and the Rubin Ultra, targeted for the second half of 2027.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/03/44511612/gamestop-follows-mstrs-footsteps-why-will-investors-buy-convertible-notes-with-no-interest">GameStop Follows MSTR&#8217;s Footsteps: Why Will Investors Buy Convertible Notes With No Interest?</a>
Why It Matters: Apart from its SuperFluid cooling tech, Intel is also reportedly undertaking a strategic overhaul of its chip design and expanding its foundry services, aiming to attract Nvidia and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) as clients.
UBS analyst Timothy Arcuri <a href="https://www.benzinga.com/25/03/44469986/intel-targets-major-foundry-clients-in-new-strategy-to-revitalize-chip-design-says-ubs">predicts Intel&#8217;s</a> new CEO, Lip-Bu Tan, will focus on design and foundry, with Intel potentially securing Nvidia as a foundry client for gaming chips, despite power concerns. 
Arcuri also reports Intel is advancing its 18A process and aiming to challenge Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) with packaging innovations.
Intel&#8217;s partnership with United Microelectronics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UMC#NYSE">UMC</a>), targeting late 2026 production, could position them as a second high-voltage FinFET supplier after TSMC, potentially attracting Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
Price Action: INTC rose 0.85% on Thursday, and it was down 0.38% in premarket on Friday. The stock has risen 16.82% on a year-to-date basis, whereas it is 46.52% lower over the year.
Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), tracking the Nasdaq 100 index, was down 0.21% at $480.62 in premarket trade.
Benzinga's Edge Rankings indicate a poor price trend in the short and medium term. While the stock's value ranking is strong, ranking in the 71.24th percentile, it had weak growth and momentum rankings, the details for which are<a href="https://www.benzinga.com/report/INTC"> available here.</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/report/INTC"><img loading="lazy" decoding="async" width="799" height="136" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061554/INTC-Edge.png" alt="" class="wp-image-846571" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061554/INTC-Edge.png 799w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061554/INTC-Edge-300x51.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061554/INTC-Edge-768x131.png 768w" sizes="(max-width: 799px) 100vw, 799px" /></a></figure>
Its consensus price target was $26.12, with a ‘sell' rating, based on the <a href="https://www.benzinga.com/quote/INTC/analyst-ratings">32 analysts tracked by Benzinga</a>. The price targets ranged from a low of $20 to a high of $40. The latest ratings from BofA Securities, Cantor Fitzgerald, and JP Morgan averaged $25.67, implying a 9.13% upside.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/INTC/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="386" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR-1024x386.png" alt="" class="wp-image-846570" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR-1024x386.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR-300x113.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR-768x290.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/28061531/INTC-ANR.png 1060w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Photo courtesy: Shutterstock

Market Summary

Analyst Ratings

Intel's SuperFluid Cooling Tech 'Possibly Suitable For Nvidia's GB300' Chips, Says Expert Amid INTC's Efforts To Secure Commitments For Foundry Services

Taiwanese authorities are investigating whether <a href="https://www.benzinga.com/markets/asia/24/05/38751498/chinas-top-chipmaker-smic-sees-profit-margin-plummet-to-15-year-low-amid-us-export-controls">China's largest chipmaker</a>, Semiconductor Manufacturing International Corp. (SMIC), used a shell company posing as a Samoan company to lure tech talent from the island's semiconductor sector.
What Happened: Taiwan's Ministry of Justice Investigation Bureau said on Friday that SMIC had allegedly established a subsidiary in Hsinchu County—home to leading chipmaker Taiwan Semiconductor Manufacturing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)—under the guise of being registered in Samoa, reported Reuters.
Authorities say the covert operation was part of a <a href="https://www.benzinga.com/news/24/10/41208014/absolutely-impossible-for-china-to-become-taiwans-motherland-says-president-lai-ching-te-amid-rising">broader effort by Chinese firms</a> to poach Taiwanese engineers and acquire advanced chipmaking know-how.
According to the bureau, SMIC was one of several firms targeted in a major crackdown earlier this month.
See Also:&nbsp;<a href="https://in.benzinga.com/markets/equities/25/01/43376506/intel-will-be-fighting-for-every-socket-in-the-data-center-business-says-co-ceo-michelle-holthaus-as-competition-from-amd-nvidia-heats-up" target="_blank" rel="noreferrer noopener">Intel ‘Will Be Fighting For Every Socket&#8217; In The Data Center Business, Says Co-CEO Michelle Holthaus As Competition From AMD, Nvidia Heats Up</a>
Investigators deployed 180 agents to raid 11 companies suspected of illegal recruitment practices, searching 34 premises and questioning 90 individuals.
Since launching a task force in 2020, the bureau says it has investigated over 100 cases related to talent poaching.
"The high-tech industry is the lifeblood of our nation's economy," the bureau said in a statement. "Companies with semiconductor technology and the related industrial chain are the ‘mountains protecting the country' to maintain our economic strength."
Why It's Important: The investigation into SMIC comes amid heightened tensions between Taiwan and China.
Earlier this month, it was reported that Taiwan is <a href="https://in.benzinga.com/markets/equities/25/03/44189169/taiwan-mulls-travel-warnings-for-pro-china-nations-amid-beijings-crackdown-on-independence-supporters-report">considering issuing travel advisories</a> for its citizens visiting countries closely aligned with China, such as Laos and Cambodia, in response to Beijing&#8217;s crackdown on Taiwan independence supporters.
Last month, China accused Taiwan of attempting to <a href="https://in.benzinga.com/markets/equities/25/02/43966206/china-warns-tsmc-could-become-united-states-semiconductor-manufacturing-co-as-trump-pushes-us-chipmaking">surrender its semiconductor industry</a> to the U.S. for political support.
Meanwhile, TSMC's $165 billion U.S. expansion, driven by geopolitical pressure and supply chain security, has raised concerns in Taiwan about the potential risks of <a href="https://in.benzinga.com/markets/25/03/44486436/tsmcs-165-billion-bet-on-us-chip-manufacturing-raises-alarms-in-taiwan-amid-china-threat-experts-warn-taipei-must-plan-beyond-its-silicon-shield">over-reliance on foreign markets</a>.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Legal

China's Top Chipmaker SMIC Accused Of Poaching Taiwan's Engineers Via Samoan Front Company

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$112.00</td>
<td>$39.0K</td>
<td>20.0K</td>
<td>89.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$325.00</td>
<td>$91.4K</td>
<td>6.6K</td>
<td>9.8K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/04/25</td>
<td>$170.00</td>
<td>$29.2K</td>
<td>3.5K</td>
<td>8.3K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/11/25</td>
<td>$23.50</td>
<td>$47.5K</td>
<td>2.3K</td>
<td>3.6K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$36.00</td>
<td>$135.0K</td>
<td>3.0K</td>
<td>2.0K</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$60.00</td>
<td>$31.5K</td>
<td>8.4K</td>
<td>1.6K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$9.00</td>
<td>$91.6K</td>
<td>1.8K</td>
<td>1.5K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$240.00</td>
<td>$113.7K</td>
<td>9.9K</td>
<td>960</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$90.00</td>
<td>$30.2K</td>
<td>7.4K</td>
<td>662</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$155.00</td>
<td>$26.0K</td>
<td>3.5K</td>
<td>493</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bullish, expiring in 1 day(s) on March 28, 2025. This event was a transfer of 273 contract(s) at a $112.00 strike. This particular put needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $39.0K, with a price of $144.0 per contract. There were 20001 open contracts at this strike prior to today, and today 89614 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on March 28, 2025. This event was a transfer of 200 contract(s) at a $325.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $91.4K, with a price of $451.0 per contract. There were 6624 open contracts at this strike prior to today, and today 9877 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 8 day(s) on April 4, 2025. Parties traded 75 contract(s) at a $170.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $29.2K, with a price of $390.0 per contract. There were 3595 open contracts at this strike prior to today, and today 8360 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 15 day(s) on April 11, 2025. This event was a transfer of 500 contract(s) at a $23.50 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $47.5K, with a price of $95.0 per contract. There were 2317 open contracts at this strike prior to today, and today 3671 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option trade with bearish sentiment. It expires in 21 day(s) on April 17, 2025. Parties traded 500 contract(s) at a $36.00 strike. The total cost received by the writing party (or parties) was $135.0K, with a price of $270.0 per contract. There were 3045 open contracts at this strike prior to today, and today 2034 contract(s) were bought and sold. 
• For MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we notice a put option sweep that happens to be bearish, expiring in 85 day(s) on June 20, 2025. This event was a transfer of 65 contract(s) at a $60.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $31.5K, with a price of $485.0 per contract. There were 8482 open contracts at this strike prior to today, and today 1626 contract(s) were bought and sold. 
• Regarding IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we observe a call option sweep with bearish sentiment. It expires in 141 day(s) on August 15, 2025. Parties traded 1500 contract(s) at a $9.00 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $91.6K, with a price of $61.0 per contract. There were 1899 open contracts at this strike prior to today, and today 1550 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 50 day(s) on May 16, 2025. This event was a transfer of 391 contract(s) at a $240.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $113.7K, with a price of $291.0 per contract. There were 9921 open contracts at this strike prior to today, and today 960 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option sweep that happens to be bullish, expiring in 50 day(s) on May 16, 2025. This event was a transfer of 33 contract(s) at a $90.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.2K, with a price of $918.0 per contract. There were 7409 open contracts at this strike prior to today, and today 662 contract(s) were bought and sold. 
• For TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we notice a put option trade that happens to be bullish, expiring in 21 day(s) on April 17, 2025. This event was a transfer of 100 contract(s) at a $155.00 strike. The total cost received by the writing party (or parties) was $26.0K, with a price of $260.0 per contract. There were 3548 open contracts at this strike prior to today, and today 493 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

IREN

MRVL

10 Information Technology Stocks Whale Activity In Today's Session

Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) announced on Thursday, in collaboration with TeraHop, a global optical solutions provider for AI-driven data centers, <a href="https://www.benzinga.com/pressreleases/25/03/n44513722/marvell-demonstrates-industrys-first-end-to-end-pcie-gen-6-over-optics-for-accelerated-infrastruct">the demonstration of</a> end-to-end PCIe Gen 6 over optics at the Optical Networking and Communication Conference and Exposition (OFC) 2025. The demonstration will showcase the extension of PCIe beyond traditional electrical limits to enable low-latency, standards-based AI scale-up infrastructure.
As AI workloads drive exponential data growth, PCIe connectivity must evolve to support higher bandwidth and extended reach.
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/25/02/43611591/behind-marvell-techs-multi-fold-growth-rd-acquisitions-and-ai-infrastructure" rel="noreferrer noopener">Behind Marvell Tech&#8217;s Multi-Fold Growth: R&amp;D, Acquisitions And AI Infrastructure</a>
The Marvell&nbsp;Alaska&nbsp;P PCIe Gen 6 retimer and its PCIe Gen 7 SerDes technology enable low-latency, low bit-error-rate transmission over optical fiber, delivering the scalability, power efficiency, and high performance required for next-generation accelerated infrastructure.
Marvell stock plunged over 42% year-to-date as multiple Wall Street analysts <a target="_blank" href="https://www.benzinga.com/quote/MRVL/analyst-ratings" rel="noreferrer noopener">slashed their price targets</a> since January.
In March, Marvell reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/03/44152781/marvell-technology-stock-drops-after-q4-results-q1-guidance-roughly-in-line-details" rel="noreferrer noopener">fourth-quarter revenue</a> of $1.81 billion, topping the&nbsp;$1.79 billion analyst consensus estimate. It reported adjusted earnings of 60 cents per share, beating the 59 cent consensus estimate.&nbsp;
Marvell expects first-quarter revenue of $1.78 billion-$1.96 billion, versus the $1.87 billion estimate.
Cantor Fitzgerald&nbsp;analyst Quinn Bolton and JPMorgan analyst Harlan Sur highlighted Marvell <a target="_blank" href="https://www.benzinga.com/news/earnings/earnings-beats/25/03/44168159/marvell-technology-quells-fears-of-losing-next-gen-xpu-at-amazon-expects-to-surpass-ai-revenues-in-fy26" rel="noreferrer noopener">bagging the follow-on</a> XPU ASIC with its lead customer, Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>). The analysts added that the new AI XPU custom chip could be manufactured on&nbsp;Taiwan Semiconductor Manufacturing Co&#8217;s&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) 3nm node.
Price Action: Marvell Technology stock is down 2.11% to $65.35 at the last check on Thursday.
Also Read:
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</ul>
Photo via Shutterstock

Marvell Launches Next-Gen Connectivity to Meet Rising AI Demands in Data Infrastructure

Former Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) CEO Pat Gelsinger has said that America's plan to restore chipmaking dominance needs more than massive investments—it needs to bring core innovation back home.
What Happened: In a new interview this week, Gelsinger said Taiwan Semiconductor Manufacturing Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) $100 billion commitment to expand chip production in the U.S. is a positive step but ultimately insufficient, <a href="https://www.ft.com/content/68a0da9b-ffc7-4c67-8249-d7c452efa864">reported</a> the Financial Times.
"If you don't have R&amp;D in the U.S., you will not have semiconductor leadership in the U.S.," he stated, adding, "All of the R&amp;D work of TSMC is in Taiwan, and they haven't made any announcements to move that."
Gelsinger, now a partner at deep-tech VC firm Playground Global, added that President Donald Trump's tariff threats had been "incrementally beneficial" by nudging companies like TSMC to invest in the U.S.&nbsp;
However, he warned that without relocating core research operations, the U.S. would remain dependent. "Unless you're designing the next-generation transistor technology in the U.S., you do not have leadership in the U.S."
See Also:&nbsp;<a href="https://in.benzinga.com/markets/equities/25/01/43376506/intel-will-be-fighting-for-every-socket-in-the-data-center-business-says-co-ceo-michelle-holthaus-as-competition-from-amd-nvidia-heats-up" target="_blank" rel="noreferrer noopener">Intel ‘Will Be Fighting For Every Socket&#8217; In The Data Center Business, Says Co-CEO Michelle Holthaus As Competition From AMD, Nvidia Heats Up</a>
Why It's Important: The Biden and Trump administrations have both sought to reduce U.S. reliance on foreign chip supply chains.
<a href="https://in.benzinga.com/markets/25/03/44486436/tsmcs-165-billion-bet-on-us-chip-manufacturing-raises-alarms-in-taiwan-amid-china-threat-experts-warn-taipei-must-plan-beyond-its-silicon-shield">TSMC&#8217;s accelerated U.S. expansion</a> was reportedly driven by geopolitical pressure, supply chain security, and customer demands. This expansion, however, poses significant risks for Taiwan, as experts warn that Taipei must plan beyond its &#8216;Silicon Shield&#8217; amid growing threats from China.
However, Taiwan's government has been closely examining TSMC's overseas ventures, stating that joint ventures abroad <a href="https://in.benzinga.com/government/regulations/25/02/44013241/taiwan-semiconductor-faces-government-scrutiny-on-overseas-ventures-amid-intel-stake-rumors">require official approval</a>.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Previously, it was reported that TSMC has proposed a joint venture with U.S. chip designers Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) to <a href="https://in.benzinga.com/markets/equities/25/03/44271204/tsmc-proposes-joint-venture-with-nvidia-amd-and-broadcom-to-operate-intels-factories-report">operate Intel&#8217;s factories</a>.
During the interview, the former Intel CEO also declined to comment on whether he had clashed with the company's board over strategy but suggested he had lost their confidence before completing his five-year plan.
"I wasn't done with the five-plus years when the board made a directional change," he stated.
Earlier this month, it was reported that Intel&#8217;s new CEO, Lip-Bu Tan, is <a href="https://in.benzinga.com/25/03/44355124/intels-new-ceo-charts-bold-revival-plan-warns-of-tough-decisions-ahead-reports">planning a major overhaul</a>, including potential staff cuts to address what he perceives as a slow-moving and bloated middle management layer.
Price Action: TSMC&#8217;s stock dipped 0.40% in after-hours trading to $172.81. Earlier on Wednesday, it closed at $173.50, marking a 4.09% drop during regular trading. Year-to-date, the company&#8217;s shares have fallen 13.93%, <a href="http://pro.benzinga.com/">according to Benzinga Pro data</a>.
Benzinga's Edge Rankings give TSMC an 82.36% growth rating. Want to see how it compares to other companies? <a href="https://www.benzinga.com/quote/TSM">Click here for the full breakdown</a>.
Photo Courtesy: drserg On Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Former Intel Boss Pat Gelsinger Says Trump's Tariffs Helpful For US Chip Comeback, But More Than TSMC's $100 Billion Pledge Needed — Reveals the One Missing Piece

More than three decades ago, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) co-founder Steve Jobs sounded the alarm about America&#8217;s growing reliance on foreign-made technology components—an issue that's back in the spotlight as President Donald Trump renews his criticism of U.S. dependence on overseas manufacturing.
What Happened: In a 1991 interview, Jobs stated his concerns about the American tech industry losing control over critical hardware components, even as final assembly remained in the U.S.
&nbsp;"Even though most of the computers are assembled here in the United States, a significantly large number of the dollars&#8230; flows overseas," he said.
Jobs pointed to three of the most expensive parts in computers at the time—displays, dynamic memory (DRAM), and hard disk drives—all of which were predominantly manufactured outside the U.S.&nbsp;
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"Almost all of those dollars flow to Japan," he said, particularly referencing display panels and memory chips. "It's essential that we don't continue to be hollowed out as an industry," Jobs added.
At the time, the Apple co-founder also dismissed the idea that Wall Street was to blame for the lack of domestic investment in manufacturing infrastructure. "Raising the capital is not the problem, and Wall Street is not the problem," he said.&nbsp;
"The problem is that in many cases, the management of our companies is not from an engineering or manufacturing background anymore and may not appreciate the dependence we have on these underlying technologies."
Jobs underscored the danger of U.S. tech companies outsourcing critical technologies and simply acting as "final packagers" of products. "Ultimately, the providers of those components don't need the final packager. They can go directly to the consumer."
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-4-3 wp-has-aspect-ratio"> 
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</div>
</figure>
Why It's Important: Trump has repeatedly vowed to restore American manufacturing and reduce reliance on Chinese supply chains, especially for semiconductors and critical tech.
Last month, Trump reportedly delivered a strong warning to pharmaceutical companies, urging them to <a href="https://www.benzinga.com/markets/25/02/43906811/trump-reportedly-warns-big-pharma-move-manufacturing-to-us-or-face-tariffs">relocate their manufacturing</a> operations to the U.S. or risk being hit with tariffs.
On Wednesday, Trump announced a <a href="https://www.benzinga.com/25/03/44506345/trump-imposes-25-tariffs-on-auto-imports-says-this-will-continue-to-spur-growth-canada-eu-slam-the-move">25% tariff on auto imports</a> to boost domestic production. While the administration argues that U.S. automakers can adapt, companies relying on global supply chains may face higher costs and reduced sales.
China's Huawei Technologies has now <a href="https://www.benzinga.com/media/25/03/44488569/chinas-huawei-reportedly-doubles-ai-chip-yields-to-40-now-nvidia-ceo-jensen-huang-warns-that-the-chinese-tech-giant-is-the-most-formidable-competitor-despite-us-sanctions">doubled AI chip yields</a> following U.S. sanctions, and the Taiwan Semiconductor Manufacturing Company Ltd's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) expansion in America has made <a href="https://www.benzinga.com/markets/25/03/44486436/tsmcs-165-billion-bet-on-us-chip-manufacturing-raises-alarms-in-taiwan-amid-china-threat-experts-warn-taipei-must-plan-beyond-its-silicon-shield">Taipei concerned</a>.
Trump has previously criticized Taiwan for allegedly harming U.S. semiconductor manufacturing. Reports also suggest Trump is considering scrapping the U.S. CHIPS and Science Act, which provides subsidies to <a href="https://www.benzinga.com/25/02/43727973/taiwan-semiconductor-eyes-us-expansion-amid-taiwans-push-for-bigger-investments-and-advanced-chip-production">boost domestic chip production</a> and benefits companies like TSMC.
Apple has also doubled its U.S. advanced <a href="https://in.benzinga.com/tech/25/02/43910982/apple-commits-500-billion-in-us-investment-for-ai-push-boost-us-manufacturing-tech">manufacturing fund</a> from $5 billion to $10 billion to boost technology production in the country. The company is working with partners to build a new manufacturing facility in Houston, Texas, to produce servers that will power Apple Intelligence.
The U.S. manufacturing sector expanded for the <a href="https://in.benzinga.com/general/market-summary/25/03/44081294/tariffs-weigh-on-us-manufacturing-february-prices-grow-at-fastest-pace-since-2022">second consecutive month</a> in February 2025 but at a slower pace, with the Manufacturing PMI falling to 50.3% from 50.9% in January, missing market expectations.
Demand weakened as new orders and employment contracted, while production growth slowed sharply. Newly <a href="https://in.benzinga.com/25/02/43439462/us-manufacturing-confidence-tops-forecasts">imposed tariffs drove</a> costs higher, pushing prices up at the fastest rate since June 2022, highlighting concerns over rising inflationary pressures in the industry.
Image via Shutterstock
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Steve Jobs Warned 34 Years Ago About America Being 'Hollowed Out' By Foreign Manufacturing — A Concern Trump Now Echoes

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) shares are trading lower on Wednesday as chip stocks declined amid broader market weakness and trade concerns. 
The drop follows the U.S. government's decision to add several Chinese technology firms to its export blacklist, heightening geopolitical tensions i<a href="https://www.benzinga.com/government/regulations/25/03/44499434/stocks-slip-as-tariff-fears-resurface-whats-driving-markets-wednesday">n the semiconductor industry.</a>
What To Know: The market is reacting to the White House's plan to impose targeted trade tariffs on April 2. While the original proposal included broad levies on industries such as semiconductors, automotive and pharmaceuticals, the administration has shifted to a narrower approach. 
The tariffs will now focus on 15 countries — including China, Japan, Germany, Canada and South Korea — that have been identified for trade imbalances. These nations are expected to face higher import duties, aligning U.S. tariffs with those they impose on American exports.
Treasury Secretary Scott Bessent and other officials have backed this refined strategy, moving away from broader tariff classifications. Despite pushback from industry representatives seeking exemptions, Commerce Secretary Howard Lutnick and U.S. Trade Rep. Jameson Greer have maintained a firm stance against exception-heavy policies. However, President Donald Trump has suggested that some flexibility remains possible depending on future negotiations.
The semiconductor industry remains under pressure as global trade tensions escalate. The renewed uncertainty is also affecting cryptocurrency markets, with Bitcoin experiencing volatility as traders weigh its potential role as a hedge against economic instability. While protectionist policies could drive more interest in decentralized finance, a prolonged risk-off sentiment in equities may spill over into the crypto sector.
TSM Price Action: Taiwan Semiconductor shares at market close Wednesday were down 4.09% at $173.50, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
<figure class="wp-block-image size-large is-resized"><a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2"><img loading="lazy" decoding="async" width="1024" height="530" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/26154959/Screenshot-2025-03-26-at-15.49.31-1024x530.png" alt="" class="wp-image-843464" style="width:408px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/26154959/Screenshot-2025-03-26-at-15.49.31-1024x530.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/26154959/Screenshot-2025-03-26-at-15.49.31-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/26154959/Screenshot-2025-03-26-at-15.49.31-768x398.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/26154959/Screenshot-2025-03-26-at-15.49.31.png 1532w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Government

Regulations

Movers

Taiwan Semiconductor Shares Are Down Today: What's Going On?

Taiwan Semiconductor's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) short percent of float has fallen 7.58% since its last report. The company recently reported that it has 31.79 million shares sold short, which is 0.61% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.6 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Taiwan Semiconductor Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743018325_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Taiwan Semiconductor has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Taiwan Semiconductor's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Taiwan Semiconductor's peer group average for short interest as a percentage of float is 5.41%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Is Taiwan Semiconductor Gaining or Losing Market Support?

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$115.00</td>
<td>$46.8K</td>
<td>55.5K</td>
<td>88.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$225.00</td>
<td>$27.3K</td>
<td>25.7K</td>
<td>64.7K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$112.00</td>
<td>$32.5K</td>
<td>4.6K</td>
<td>22.2K</td>
</tr>
<tr>
<td>TSM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$175.00</td>
<td>$79.0K</td>
<td>4.9K</td>
<td>3.1K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$150.00</td>
<td>$30.9K</td>
<td>4.6K</td>
<td>3.1K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$37.50</td>
<td>$31.0K</td>
<td>278</td>
<td>1.3K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$350.00</td>
<td>$27.9K</td>
<td>7.3K</td>
<td>1.2K</td>
</tr>
<tr>
<td>WK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$105.00</td>
<td>$302.1K</td>
<td>281</td>
<td>649</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$5.50</td>
<td>$30.2K</td>
<td>892</td>
<td>600</td>
</tr>
<tr>
<td>ARM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$130.00</td>
<td>$36.4K</td>
<td>3.9K</td>
<td>520</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a put option sweep that happens to be bearish, expiring in 2 day(s) on March 28, 2025. This event was a transfer of 156 contract(s) at a $115.00 strike. This particular put needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $46.8K, with a price of $300.0 per contract. There were 55555 open contracts at this strike prior to today, and today 88124 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 2 day(s) on March 28, 2025. This event was a transfer of 300 contract(s) at a $225.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $27.3K, with a price of $91.0 per contract. There were 25752 open contracts at this strike prior to today, and today 64791 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on March 28, 2025. Parties traded 500 contract(s) at a $112.00 strike. This particular call needed to be split into 42 different trades to become filled. The total cost received by the writing party (or parties) was $32.5K, with a price of $65.0 per contract. There were 4617 open contracts at this strike prior to today, and today 22216 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a put option sweep with bullish sentiment. It expires in 2 day(s) on March 28, 2025. Parties traded 200 contract(s) at a $175.00 strike. This particular put needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $79.0K, with a price of $395.0 per contract. There were 4994 open contracts at this strike prior to today, and today 3190 contract(s) were bought and sold. 
• Regarding AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we observe a put option sweep with bearish sentiment. It expires in 296 day(s) on January 16, 2026. Parties traded 23 contract(s) at a $150.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $30.9K, with a price of $1345.0 per contract. There were 4650 open contracts at this strike prior to today, and today 3134 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a call option sweep with bullish sentiment. It expires in 2 day(s) on March 28, 2025. Parties traded 301 contract(s) at a $37.50 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $103.0 per contract. There were 278 open contracts at this strike prior to today, and today 1393 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be neutral, expiring in 22 day(s) on April 17, 2025. This event was a transfer of 18 contract(s) at a $350.00 strike. The total cost received by the writing party (or parties) was $27.9K, with a price of $1550.0 per contract. There were 7323 open contracts at this strike prior to today, and today 1232 contract(s) were bought and sold. 
• For WK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WK#NYSE">WK</a>), we notice a call option sweep that happens to be bearish, expiring in 268 day(s) on December 19, 2025. This event was a transfer of 530 contract(s) at a $105.00 strike. This particular call needed to be split into 307 different trades to become filled. The total cost received by the writing party (or parties) was $302.1K, with a price of $570.0 per contract. There were 281 open contracts at this strike prior to today, and today 649 contract(s) were bought and sold. 
• For IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we notice a call option trade that happens to be bearish, expiring in 30 day(s) on April 25, 2025. This event was a transfer of 199 contract(s) at a $5.50 strike. The total cost received by the writing party (or parties) was $30.2K, with a price of $152.0 per contract. There were 892 open contracts at this strike prior to today, and today 600 contract(s) were bought and sold. 
• Regarding ARM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), we observe a put option trade with bullish sentiment. It expires in 22 day(s) on April 17, 2025. Parties traded 23 contract(s) at a $130.00 strike. The total cost received by the writing party (or parties) was $36.4K, with a price of $1585.0 per contract. There were 3943 open contracts at this strike prior to today, and today 520 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Shares of chip stocks are trading lower amid overall market weakness, which may be due to tariff volatility. Additionally, the US added several  Chinese technology firms to its export blacklist.

Geopolitical tensions between Washington and Beijing continue to intensify regarding access to <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence and</a> other advanced semiconductor technology.
The U.S. had imposed multiple semiconductor embargoes on China, restricting the latter&#8217;s exposure to cutting-edge technology from Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). The move is followed by China&#8217;s retaliation.
China has introduced energy efficiency rules for using advanced chips that would prevent Chinese companies from buying Nvidia&#8217;s tweaked processors, the Financial Times <a target="_blank" href="https://www.ft.com/content/6a2c54fe-e2b7-4c58-907d-68076456d907" rel="noreferrer noopener">reported</a>, citing documents they reviewed.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/02/44006332/nvidia-faces-new-ai-chip-challenge-as-huawei-gains-ground-in-china-despite-us-sanctions" rel="noreferrer noopener">Nvidia Faces New AI Chip Challenge As Huawei Gains Ground In China Despite US Sanctions</a>
China&#8217;s National Development and Reform Commission urged Chinese groups to use tailor-made chips in new data centers and expansion of existing facilities.
According to the report, Nvidia&#8217;s tailor-made chip for China, H20, failed to comply with the commission&#8217;s new rules.
Reportedly, the Chinese regulator has passively urged Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance, and Tencent Holding (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) against procuring H20 chips, signifying a threat to Nvidia&#8217;s $17 billion annual business in the country. China is Nvidia&#8217;s fourth-largest market.
Reportedly, Nvidia is eying a meeting between its senior executives and commission chair Zheng Shanjie. Also, Nvidia is ready with a solution to adjust H20 chips to meet the NDRC norms.
Tech powerhouses from Alibaba to Tencent aggressively ramped up their orders for H20 chips this year after DeepSeek launched its efficient reasoning model.
Reportedly, Huawei Technologies Co <a target="_blank" href="https://www.benzinga.com/media/25/03/44488569/chinas-huawei-reportedly-doubles-ai-chip-yields-to-40-now-nvidia-ceo-jensen-huang-warns-that-the-chinese-tech-giant-is-the-most-formidable-competitor-despite-us-sanctions" rel="noreferrer noopener">doubled the yield rate</a> on its latest AI chips from around 20% a year ago to&nbsp;~40% now. Huawei&#8217;s revenue grew by 22% in 2024, reaching 860 billion yuan ($118.27 billion).
In February, Nvidia reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43991607/nvidia-q4-earnings-highlights-revenue-beat-eps-beat-demand-for-blackwell-is-amazing" rel="noreferrer noopener">fourth-quarter revenue</a> of $39.3 billion, up 78%, beating a Street consensus estimate of $38.05 billion.
Nvidia expects first-quarter revenue of $43.0 billion, +/—2%, ahead of a street consensus estimate of $41.75 billion.
Price Action: NVDA stock is down 1.83% at $118.47 premarket at last check Wednesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/03/44330619/tesla-bets-on-low-cost-evs-in-china-after-february-sales-hit-two-year-low" target="_blank" rel="noreferrer noopener">Tesla Bets On Low-Cost EVs in China After February Sales Hit Two-Year Low</a></li>
</ul>
Photo by fukomuffin on Shutterstock

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