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Taiwan Semiconductor Manufacturing stock has rallied hard over the past few years, yet its current price screens as expensive on a Discounted Cash Flow (DCF) intrinsic value estimate while earnings based multiples still suggest room for optimism. That split has put valuation in sharp focus after a strong run in the share price. Over the last 3 years, Taiwan Semiconductor Manufacturing has delivered a very large total return of about 3.8x, which puts extra scrutiny on whether today’s price...

TOKYO—When Sony said in March that it was offloading its television business to a new joint venture with a Chinese rival, many in Japan felt a pang of nostalgia for the heyday of the country’s consumer-electronics industry. This is true even though he has worked for the company since 1987, and is fluent in corporate lore about when color TV—and later, the Walkman and PlayStation—made Sony a household name. Since taking the top job last year, Totoki has made the TV deal, brought in chip giant TSMC to collaborate on Sony’s valuable image sensor and spun off Sony’s financial arm—a unit he once ran.

DIS' gaming business tops $4 billion in annual consumer spending, but can its licensing model turn gaming into a major growth engine?

The companies are combining Sony's sensor designs with TSMC manufacturing to build next-generation smartphone components in Japan.

TSMC and Sony are set to form a JV in Japan to develop and manufacture smartphone image sensors, with volume production set for 2029.

Nvidia stock rose on news that the company has rounded up more than $500 billion in third-party capital for AI projects.

Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR

Sony will control the business and invest about $2.92 billion.

Sony Group has agreed to form a joint venture with Taiwan Semiconductor Manufacturing Co. to produce next-generation image sensors for smartphones.

TSMC (NYSE:TSM) and Sony Group (NYSE:SONY) are joining forces on a $4. 69 billion semiconductor venture in Japan focused on developing and manufacturing next-generation image sensors, with mass production targeted for 2029.

Taiwan ‌chipmaker TSMC ​said on Tuesday it ‌will ⁠invest 282 billion ⁠yen ($1.77 billion) ​in ​a ​joint ‌venture with Sony Group to ‌develop ​and ​make ​next-generation ‌image sensors. ($1 = 159.3300 ​yen) (Reporting ​by ​Ben Blanchard; ‌Editing ​by Andrew ​Heavens)

Sony and TSMC are back in Kumamoto, this time as partners rather than neighbors, discussing a $6.4 billion image sensor plant on the same ground where Japan already spent billions rebuilding its chip industry. Five years ago, Tokyo lured TSMC to the prefecture with unprecedented state subsidies. ...

Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just days after reporting first quarter earnings and updated full year guidance. See our latest analysis for Sony Group. The latest lens launch comes after a busy run of news for Sony Group, including stronger first quarter earnings, raised full year guidance and fresh investment plans in advanced image sensors with TSMC. Over the same...

Take-Two Interactive Software's (TTWO) unchanged full-year guidance could prove to be conservative f

On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony’s sensor design expertise with TSMC’s manufacturing scale, and it lands while both companies already show momentum in their core businesses. The […]

Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SP

The companies reportedly plan to build next-generation image sensors for smartphones, cars and physical AI.

The manufacturing project will be carried out through a joint venture, with Sony holding about 60% and TSMC 40%.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

The joint venture would build next-generation sensors for phones, cars, and robotics from 2029

Sony and TSMC Eye $6.3B Image Sensor Factory in Japan

The joint venture, which targets production by 2029, will develop next-generation sensors for robots and self-driving cars

Sony Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC) are planning to invest around $6.3 billion (€5.4bn) in a joint venture to produce advanced image sensors in Japan, according to Nikkei.View on euronews

Sony Group and Taiwan's TSMC plan to spend around ‌1 trillion yen ($6.32 billion) to jointly ‌make next-generation microchips used in image sensors, the Nikkei ​business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early ‌as 2029 in ⁠southern Japan's Kumamoto prefecture, the paper said. The two tech giants said ⁠in May they planned to form a joint venture in Japan to develop and ​manufacture next-generation ​image sensors, combining ​Sony's sensor design expertise ‌with TSMC's manufacturing and process technology strengths.

Cirrus Logic posts record fiscal first-quarter earnings as premium smartphone demand offsets pricing pressure and PC delays.

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Broadcom's AI momentum, Coca-Cola's resilient growth and Palantir's expanding AI strategy headline today's top analyst reports.

SONY's raised outlook, faster profit growth and recurring entertainment revenues strengthen the buy case, but valuation and cash-flow pressure demand discipline.

Sony's 10.9% weekly rally has support from faster profit growth and higher forecasts, but valuation, currency and execution risks could test the next leg.

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.