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AI-driven chip demand is fueling record semiconductor sales in 2026. See why ADI, MCHP, TXN and TSM stand out as stocks with growth potential.

One offers explosive growth but carries customer concentration risk; the other brings scale and diversification.

HSBC says Intel could see stronger growth from server chips and its foundry business.

S&P Global's upgrade of Taiwan Semiconductor Manufacturing (NYSE:TSM) to an AA- long term issuer credit rating has put fresh attention on the stock, highlighting the company’s balance sheet strength and cash generation. See our latest analysis for Taiwan Semiconductor Manufacturing. The S&P Global upgrade comes after a strong run for Taiwan Semiconductor Manufacturing, with a 30.83% 90 day share price return and a 98.83% 1 year total shareholder return, which points to building momentum as...

A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC). That absence is baked into the fund’s mandate. What SMHX Actually ... This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel

Prominent AI investor Gavin Baker believes that the current hardware cycle is fundamentally different from past tech bubbles.

The reshoring trade has moved from political talking point to capital expenditure line item, and the funds that own the picks and shovels of industrial automation have started to reflect it. Three robotics ETFs offer different ways into the theme: Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ), ROBO Global Robotics & Automation Index ETF ... 3 Robotics ETFs Positioned to Capitalize on America’s Reshoring Boom in 2026

Credo Technology stock surged higher on Monday, leading all gainers on the Philadelphia semiconductor index, known as SOX.

Shares of several chipmakers and memory companies are higher Monday as the AI trade continues to bounce back from a recent sell-off.

Goldman Sachs spent more than a year telling clients that Taiwan Semiconductor Manufacturing (TSM) was one of the best stocks to own in Asia. However, on July 1, 2026, the bank changed its mind. Goldman dropped TSM from its Asia-Pacific Conviction List. This list is the bank's short roster of ...

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top AI stocks to buy, according to billionaire Philippe Laffont. On June 29, Barclays reiterated that Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is well positioned for robust growth amid strong demand for advanced logic wafer supply. According to Barclay’s analyst Simon Coles, the market is […]

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) falling […]

The supply chain shortage in Dynamic Random Access Memory (DRAM), and more specifically, in High Bandwidth Memory (HBM) chips is a big reason why the memory chip “Big 3”: SK Hynix, Samsung, and Micron Technology – have all been soaring with triple digit 1-year returns in 2026. The fact that these three companies have ... TSMC’s Winbond DRAM Deal Isn’t Domination, It’s Insurance. Here’s What It Actually Means for Chip ETFs

Weak June jobs growth boosts hopes of a dovish Fed, putting healthcare, tech, gold and emerging market ETFs in the spotlight.

TSM's gross margin tops guidance in Q1 and may improve again in Q2, but can cost controls and productivity offset dilution from new fabs and 2nm?

Investing.com -- HSBC doubled its price target on Intel to $200, the highest on Wall Street, and maintained its Buy rating, citing a stronger server CPU outlook and the decision to include Intel's foundry business in its valuation for the first time.

Taiwan Semiconductor is one of the top AI stocks available.

Intel has a lot of ground to make up on Taiwan Semiconductor.

Broker Expects Higher 2026 Growth GuidanceCiti has increased its price target on Taiwan Semiconductor Manufacturing (NYSE:TSM), saying the world’s largest contract chipmaker is well positioned to upgrade its 2026 revenue outlook and long-term growth expectations when it reports quarterly results later this month. The brokerage lifted its target price to NT$3,800 from NT$2,875 while maintaining its Buy rating, arguing that sustained demand for advanced artificial intelligence semiconductors conti

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is amongst the top 10 largest institutional owners in the company, holding 0.35% or 18.22 million of outstanding shares, according to Yahoo Finance data. On June 24, Bank of America Securities lifted the firm’s target price on Taiwan […]

The Nasdaq and many AI stocks like Sandisk are at key levels. Also watch Apple, SpaceX and Robinhood.

Two pieces of newsflow positively impacted the stock in June, and there could be more to come.

Investors will watch closely for Taiwan Semiconductor's Q2 earnings print coming up in mid-July.

(Bloomberg) -- This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.Most Read from BloombergWhy the Great American State Fair Looks So EmptyBrazil Freezes $2 Billion, Pursues Arrests After US SanctionOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutTanker

TSMC builds key components of the AI revolution, and that unique position could make it the next company to join the exclusive $3 trillion market-cap club.

Nebius and CoreWeave are rapidly growing.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best AI and Technology Stocks to Buy Now. On June 23, S&P Global stated that the company has significantly bolstered its leadership in the broader global semiconductor foundry sector over the past few years, amidst strong revenue growth and robust margins. This was backed by its […]

Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s Insight with Haslinda Amin on July 3, Lim, who manages Asia ex-Japan equities, warned that the easy gains are likely behind investors: “The ... Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”