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The majority Sony-owned venture will set up production lines in Kumamoto Prefecture, with potential Japanese government backing

Applied Materials just received a new high price target from Seaport as the company solidifies its role in the AI semiconductor buildout.

US equity futures were edging higher pre-bell Friday as traders continued to monitor developments in

INTC jumps after reports Apple is exploring U.S. chip production talks with Intel, boosting confidence in its growing foundry business.

Fiery demand for AI stocks like Google, Broadcom, Micron, ASML and ever Caterpillar continues among the best mutual funds.

Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S. federal debt is on an unsustainable trajectory, some form of fiscal reckoning or debt restructuring is a credible tail risk, and the dollar is structurally vulnerable. He has ... Jeffrey Gundlach’s Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the best stocks to buy for the next 15 years. On April 23, TSMC unveiled its latest semiconductor innovation, the A13 process, at the 2026 North America Technology Symposium. Positioned as a direct shrink of the A14 node, the A13 technology offers a 6% reduction in […]

TSMC Stock Edges Higher as AI Demand Fuels Strong Annual Growth Despite Monthly Dip

Revenue growth stays solid despite monthly dip

TSMC's growth relative to its valuation is difficult to match.

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) reported a solid increase in April revenue on Friday as continued demand for advanced artificial intelligence semiconductors supported sales growth. The world’s largest contract chip manufacturer said April revenue reached NT$410.

Taiwan Semiconductor Manufacturing (NYSE:TSM) has signed a 30 year offshore wind power purchase agreement tied to Northland Power's Hai Long project. The company plans to source 100% of its electricity from renewable energy by 2040, moving this goal forward by a decade. The agreement covers the full capacity of the Hai Long offshore wind project to support TSMC's long term power needs. For investors watching Taiwan Semiconductor Manufacturing at a share price of $414.15, this new agreement...

Taiwan Semiconductor Manufacturing Co and Sony Semiconductor Solutions said on Friday ‌they plan to form a new joint venture ‌in Japan to develop and manufacture next-generation image sensors. The venture will combine ​Sony’s sensor design expertise with TSMC’s manufacturing and process technology strengths, deepening a long-standing partnership of the two companies. It will be majority-owned by Sony, and will set up development and ‌production lines in ⁠the Japanese company's new fabrication plant in Koshi City in the Kumamoto region.

(Bloomberg) -- Sony Group Corp. said it will buy back as much as ¥500 billion ($3.2 billion) of its shares after rising memory prices weighed on the entertainment group’s annual outlook.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through

AVGO, TSM and NVDA combine AI-driven growth with dividend payouts, giving income-focused investors exposure to the booming tech trade.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated

These leaders have helped power impressive gains for the chip industry.

While these three dividend-paying tech stocks aren't high-yield, the bullish EPS outlooks paired with rock-solid growth outlooks can't be overlooked by income-focused investors looking to obtain some AI exposure.

Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a new research report from BofA Securities.

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Earlier this week, Elon Musk officially announced the Terafab Initiative, a Texas-based chip fabrication facility intended to produce processors for Tesla (TSLA), SpaceX, and xAI.

Apple stock on Thursday cleared a five-month consolidation pattern and hit a record high. In morning trades on the stock market today, Apple hit an all-time high of 292.13. In recent trades, Apple stock rose more than 1% to 290.91.

The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

OpenAI's IPO is still months away, but its influence over artificial intelligence (AI) stocks is already taking shape.

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

7.51am: Shell, BAE and JD Shell has announced a new $3 billion share buyback as it reports higher first quarter profits, supported by stronger trading and improved refining margins, while maintaining a steady outlook. Adjusted earnings rose to $6.9 billion from $3.3 billion in the previous...

Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.