TSMC to Deliver Performance Upgrade at Reasonable Cost -- Market Talk

Dow Jones04-27 14:01

0601 GMT - TSMC is able to provide performance upgrades at a reasonable cost, Morningstar analyst Phelix Lee says in a research note. TSMC said its new A13 chip doesn't require it to purchase ASML's most advanced ultraviolet lithography units, known as high-NA EUV machines, due to its high cost, the analyst points to the company's recent commentary at its annual symposium in Santa Clara. "We believe TSMC is keeping its options open to adopt high-NA tools in the A10 node by being tight-lipped on A10," the analyst says. Lee thinks TSMC may order the EXE:5200D 2029 model from ASML to evaluate cost-effectiveness. Morningstar views TSMC's shares as attractive, given ongoing concerns about competition from Intel. TSMC's shares closed 3.7% higher at NT$2,265.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

April 27, 2026 02:01 ET (06:01 GMT)

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TSMC said its new A13 chip doesn't require it to purchase <a href=\"https://laohu8.com/S/ASML\">ASML</a>'s most advanced ultraviolet lithography units, known as high-NA EUV machines, due to its high cost, the analyst points to the company's recent commentary at its annual symposium in Santa Clara. \"We believe TSMC is keeping its options open to adopt high-NA tools in the A10 node by being tight-lipped on A10,\" the analyst says. Lee thinks TSMC may order the EXE:5200D 2029 model from ASML to evaluate cost-effectiveness. Morningstar views TSMC's shares as attractive, given ongoing concerns about competition from Intel. TSMC's shares closed 3.7% higher at NT$2,265.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 27, 2026 02:01 ET (06:01 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC to Deliver Performance Upgrade at Reasonable Cost -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC to Deliver Performance Upgrade at Reasonable Cost -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-27 14:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0601 GMT - TSMC is able to provide performance upgrades at a reasonable cost, Morningstar analyst Phelix Lee says in a research note. TSMC said its new A13 chip doesn't require it to purchase <a href=\"https://laohu8.com/S/ASML\">ASML</a>'s most advanced ultraviolet lithography units, known as high-NA EUV machines, due to its high cost, the analyst points to the company's recent commentary at its annual symposium in Santa Clara. \"We believe TSMC is keeping its options open to adopt high-NA tools in the A10 node by being tight-lipped on A10,\" the analyst says. Lee thinks TSMC may order the EXE:5200D 2029 model from ASML to evaluate cost-effectiveness. Morningstar views TSMC's shares as attractive, given ongoing concerns about competition from Intel. TSMC's shares closed 3.7% higher at NT$2,265.00. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 27, 2026 02:01 ET (06:01 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0004091025.USD","symbol_name":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2630352362","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2630352362","pubTimestamp":1777269660,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0601 GMT - TSMC is able to provide performance upgrades at a reasonable cost, Morningstar analyst Phelix Lee says in a research note. TSMC said its new A13 chip doesn't require it to purchase ASML's most advanced ultraviolet lithography units, known as high-NA EUV machines, due to its high cost, the analyst points to the company's recent commentary at its annual symposium in Santa Clara. \"We believe TSMC is keeping its options open to adopt high-NA tools in the A10 node by being tight-lipped on A10,\" the analyst says. Lee thinks TSMC may order the EXE:5200D 2029 model from ASML to evaluate cost-effectiveness. Morningstar views TSMC's shares as attractive, given ongoing concerns about competition from Intel. TSMC's shares closed 3.7% higher at NT$2,265.00. 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TSMC is able to provide performance upgrades at a reasonable cost, Morningstar analyst Phelix Lee says in a research note. TSMC said its new A13 chip doesn't require it to purchase ASML's most advanced ultraviolet lithography units, known as high-NA EUV machines, due to its high cost, the analyst points to the company's recent commentary at its annual symposium in Santa Clara. \"We believe TSMC is keeping its options open to adopt high-NA tools in the A10 node by being tight-lipped on A10,\" the analyst says. Lee thinks TSMC may order the EXE:5200D 2029 model from ASML to evaluate cost-effectiveness. Morningstar views TSMC's shares as attractive, given ongoing concerns about competition from Intel. TSMC's shares closed 3.7% higher at NT$2,265.00. 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