ニュース

Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.

Applied Materials (NasdaqGS:AMAT) is acquiring ASMPT's NEXX business, adding advanced panel level packaging tools to its portfolio. The deal is directly linked to Applied Materials' recent AI chip development work with TSMC and global academic partners at the EPIC Center. Together, these moves expand Applied Materials' role in packaging technologies used for next generation AI chip designs. For you as an investor, this development sits at the intersection of equipment, packaging, and AI...

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the stocks discussed by Jim Cramer. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares are up by 110% over the past year and by 23% year-to-date. Despite […]

Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.

As Trump and Xi meet in Beijing, ASML stock is expected to emerge as a key winner from any easing in U.S.-China chip tensions.

Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.

TSMC raised its global semiconductor market forecast to exceed US$1.5b by 2030, citing stronger demand linked to AI and high performance computing. The company outlined rapid capacity expansion, including nine new wafer fab and packaging phases across multiple countries. TSMC is increasing its overseas production footprint in the U.S., Japan, and Germany, signaling a broader shift in the semiconductor supply chain. Taiwan Semiconductor Manufacturing (NYSE:TSM) is updating its long term...

It’s an opportunity for investors to earn 50% while the company’s market capitalization marches toward $8 trillion. This, of course, is about Nvidia the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy. As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker, now expects the global semiconductor market to exceed $1.5 trillion by 2030, a 50% upgrade on its previous forecast of $1 trillion, driven by surging demand for artificial intelligence and...

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.

Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test

SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, ‌as strong demand for artificial intelligence places South Korea at the heart ‌of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering ​274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers. If SK Hynix joins Samsung above the trillion-dollar threshold, South Korea would become the first country outside the United States to have more than ‌one trillion-dollar company.

TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping ‌its previous forecast of $1 trillion, according to its presentation materials ahead of a tech ‌symposium on Thursday. • AI and high-performance computing are expected to account for 55% of ​the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities ‌in 2026.

TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping ‌its previous forecast of $1 trillion, according to its presentation materials ahead of a tech ‌symposium on Thursday. • AI and high-performance computing are expected to account for 55% of ​the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities ‌in 2026.

Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 10 years by 19.34% on an annualized basis producing an average annual return of 33.08%. Currently, Taiwan Semiconductor has a market capitalization of $2.08 trillion. Buying $100 In TSM: If an investor had bought $100 of TSM stock 10 years ago, it would be worth $1,729.99 today based on a price of $401.79 for TSM at the time of writing. Taiwan Semiconductor's Performance Over Last 10 Years Finally -- what's the point of al

These companies' central positions in the artificial intelligence megatrend look secure.

These two chipmakers have two different investment profiles.

With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered April revenue figures that affirmed strong demand for artificial intelligence chips. The company’s April revenue was up 17.5% year over year to $13.08 […]

Sony is betting its future on AI-ready image sensors as robotics and autonomous systems reshape tech demand.

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s Institutional Class returned -12.04% in the quarter, compared to -4.22% for the Bloomberg U.S. 1000 Index. Despite recent performance challenges, the Fund maintains a positive outlook on […]

Sony Group Corporation (NYSE:SONY) is one of the 10 Best Affordable Stocks to Buy According to Wall Street Analysts. On May 11, 2026, Benchmark analyst Mike Hickey lowered the firm’s price target on Sony Group Corporation (NYSE:SONY) to 3,900 yen from 4,250 yen while maintaining a Buy rating following what the firm described as a […]

nVent Electric and Whirlpool have been highlighted as Zacks Bull and Bear of the Day

This company is often overshadowed by Nvidia and other chipmakers, but AI chips don't get made without it.

ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock is testing a breakout to a record high.