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Intel Corp secured a major boost to its foundry business after Apple Inc agreed to a manufacturing deal. Still, Intel shares are down during Tuesday’s premarket session, trading 4.7% lower, as traders digest AI-related commentary highlighting intensifying competition in data-center...

Qualcomm Tumbles as Inflation Shock Sparks Semiconductor Selloff

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is accelerating its AI-driven expansion as surging demand for advanced semiconductors pushes the company to ramp up production capacity worldwide. Taiwan Semiconductor Expands AI Chip Production Taiwan Semiconductor's board approved about $31.28 billion in capital spending to expand advanced chip manufacturing capacity, construct new fabs and install facility systems to support rising demand for AI, 5G and high-performance computing chips. T

This semiconductor leader has added more than $1 trillion in market cap over the past year. There's likely more to come.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 14.1% in the afternoon session after reports surfaced that Apple has engaged in preliminary discussions with the company about manufacturing processors in the United States.

Apple and Intel are reported to be working on a foundry agreement that could trigger a multi billion euro order for ENXTAM:ASML lithography systems. The potential order focuses on next generation chip manufacturing capacity at a time when TSMC is delaying adoption of ASML's latest High-NA EUV systems. This development reinforces ASML's monopoly position in advanced lithography equipment as Western tech companies diversify their manufacturing partnerships. For readers tracking ENXTAM:ASML,...

The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.

Earlier this week, Applied Materials announced that Arizona State University, Rensselaer Polytechnic Institute, Stanford University and TSMC will collaborate at its US$5.00 billion EPIC Center in Silicon Valley to accelerate materials, equipment and process technologies for next-generation, energy-efficient AI chips. The EPIC Center, which Applied describes as the largest-ever U.S. investment in advanced semiconductor equipment R&D, positions the company as a central hub linking leading...

Taiwan Semiconductor jumps 33% YTD as AI demand and advanced-node expansion fuel growth, but valuation and margin pressures may limit upside.

Insightful Moves in First Eagle Investment (Trades, Portfolio)'s First Quarter 2026 13F Filing

What looks like a short-term setback for TSMC may prove far more damaging in the long run. Here's what to know about TSM stock today.

Applied Materials (AMAT) is expected to post fiscal second-quarter results slightly above Wall Stree

Let me cut to the chase. Taiwan Semiconductor Manufacturing (NYSE:TSM) trades at $404.54, and our 24/7 Wall St. price target for TSMC is $473.33 over the next 12 months. That implies 17% upside, and our recommendation is buy with high confidence at 90%. 24/7 Wall St. Price Target Summary Metric Value Current Price $404.54 24/7 ... Prediction: Taiwan Semiconductor Could Be the Smartest AI Bet in the Market

Mizuho raised its price target on Intel (NASDAQ:INTC) stock to $124 from $100 on May 12, keeping a Neutral rating as the firm cited agentic AI continuing to drive server demand. The revision is part of a broader semiconductor and AI infrastructure estimate hike across multiple names. For long-term investors, the move signals that even cautious ... Mizuho Hikes Intel Price Target to $124 as Agentic AI Server Demand Validates the Turnaround

Stocks of most chip companies were getting hit, besides Nvidia. Texas Instruments, Samsung Electronics, ASML stocks were all down more than 2%, while shares of Taiwan Semiconductor Manufacturing were down 1.

Recently, Zacks.com users have been paying close attention to TSMC (TSM). This makes it worthwhile to examine what the stock has in store.

Intel Corp stock has been in a huge uptrend for the last two months and could be due for a pause here.

Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Yahoo Finance to explain where AMD (AMD) stands in relation to Nvidia (NVDA), and what to expect from Nvidia's upcoming earnings results.

Days before its fiscal second-quarter earnings report on May 14, Applied Materials (AMAT) unveiled a new co-innovation partnership with TSMC, the world's most important chipmaker, to be conducted inside Applied's new $5 billion EPIC Center in Silicon Valley. It is the largest U.S. investment ever ...

The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.

Apple and Intel have reached a preliminary chip manufacturing agreement that would shift part of Apple's processor production to Intel facilities. The arrangement includes active support from the U.S. government, which holds a federal equity stake in Intel. This is Apple’s first major move to diversify chip production beyond TSMC, with potential implications for supply chain resilience and future hardware plans. For investors watching NasdaqGS:AAPL at a current share price of $292.68, this...

Applied Materials and TSMC have agreed a new collaboration focused on accelerating AI and high performance computing chip technologies. The partnership will concentrate on next generation materials engineering, equipment development, and advanced process integration. Applied’s EPIC Center will act as a hub for joint work on future AI semiconductor manufacturing capabilities. For investors tracking NasdaqGS:AMAT, this move adds fresh context to a stock that recently closed at $435.44. The...

Intel may have found its next AI growth catalyst with SK hynix partnership

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the 14 Stocks That Will Skyrocket. This stock is another one pitched by Adam O’Dell. He makes a big claim to point out that “Amazon is betting its entire AI future on this company’s technology.” In fact, the technology is so crucial that “without this partner’s […]

Amkor Technology's communications business is gaining from resilient premium smartphone demand as advanced packaging expands across Asia with deeper on-device AI.

Applied Materials Inc. (NASDAQ:AMAT) has unveiled a new strategic collaboration with Taiwan Semiconductor Manufacturing Co.

Since January 2007, Apple (NASDAQ:AAPL)’s flagship has been one product: the iPhone. For 19 years it defined the company, the cash flows, and the strategic narrative. In 2026, that center of gravity is shifting. The flagship is now a head-mounted ambient computing platform built around the Vision series and the upcoming Ray-Ban-style smart glasses, with ... For the first time in 19 years, Apple’s flagship isn’t a phone

By Jamie McGeever ORLANDO, Florida, May 11 (Reuters) - As the artificial intelligence boom accelerates, stock market concentration is reaching historic proportions – and not just in the U.S. where