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Meta Could Ditch TSMC for Samsung in Massive $6.5 Billion AI Chip Bet

Report signals possible shift away from TSMC

Meta is reportedly discussing an AI chip deal worth more than $6.5 billion with Samsung.

The 2026 rally in North Asian equities has been led by the two countries that fabricate the world’s most advanced semiconductors. The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 103% year to date, the iShares MSCI Taiwan ETF (NYSEARCA:EWT) is up 67%, and the broader iShares Asia 50 ETF (NASDAQ:AIA) has returned 43%. All ... 3 iShares ETFs to Buy Now as South Korea and Taiwan Soar Past 100% Gains in 2026

TSMC is reportedly set to raise prices across all its advanced chipmaking nodes.

Susquehanna just gave a Street-high price target of $900 to Applied Materials stock.

TSMC (NYSE:TSM) is expanding its 3-nanometer manufacturing capacity across Taiwan, Arizona, and Japan to support multiyear AI and advanced computing demand. The company plans a significantly larger 3-nanometer footprint in Arizona, after President Trump highlighted a doubling of the planned scale of TSMC's chip facilities in the state. This expansion aligns with US efforts to localize chipmaking and bring more of the semiconductor supply chain and ecosystem partners into North America. TSMC...

Selby's VC firm Copper Sky Capital is currently raising a $300 million second fund, according to a regulatory filing.

The stock market had strong weekly gains, but it didn't feel that way with Sandisk and other AI plays selling off Thursday.

Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a year over the past three and a half years, beating its benchmark by more than 500 basis points, largely on a fat overweight ... This 40%-a-Year Fund Manager Says Semis Are STILL the Place to Be After a 100% Run

Intel stock has had a wild run in 2026, up well over 200% during the first half of the year and trading near all-time highs. As the only U.S. company that both designs and manufactures leading-edge logic chips, Intel is well-positioned to continue reaping the benefits of the AI boom, and its ...

Investing.com -- Anthropic has begun early-stage work on a custom AI chip and held talks with Samsung Electronics Co Ltd (KS:005930) as a potential manufacturing partner, according to The Information, a development that sharpens competitive pressure on NVIDIA Corporation (NASDAQ:NVDA), which currently holds an estimated 74% share of the AI chip market.

On CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as if there’s no choice… there’s still reckonings to be had.” The bull case for the shovels in the AI gold rush rests on ... The ‘Michael Burry Bear Case’ for AI Chips Is Back, and This GPU Math Problem Won’t Go Away

TSM expands global 3-nanometer capacity across Taiwan, Arizona and Japan to meet booming AI demand and boost long-term growth.

Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?

At $455.10, Taiwan Semiconductor Manufacturing (NYSE:TSM) looks compelling. The stock sits within striking distance of its $476.79 52-week high after a blistering run, and the question is whether the AI foundry trade still has room or the easy money is gone. TSM is the world’s largest pure-play semiconductor foundry, manufacturing leading-edge logic chips that power ... Rallying Near Highs: Is TSM a Buy, Sell, or Hold?

The average brokerage recommendation (ABR) for TSMC (TSM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

JPMorgan and AI leaders are in focus as strong earnings fuel the market rally, but elevated valuations raise questions about future returns.

Asian markets mostly fell on Thursday as a heavy sell-off in chip shares spread across the region, while European stocks opened flat and US futures pointed lower ahead of a closely watched American jobs report.View on euronews

While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.

TSMC (TSM) closed at $444.23 in the latest trading session, marking a -6.98% move from the prior day.

Investors fear new competition in AI compute.

Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

Intel (NASDAQ:INTC) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%. The broad-based decline comes after Bank of America warned that bubble risk is beginning to ... Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”

President Donald Trump said that the world's largest chipmaker is doubling the size of its chipmaking facilities under construction in Arizona.

Micron, FormFactor, Texas Instruments and Taiwan Semiconductor are highlighted as semiconductor stocks poised to benefit from rising AI infrastructure spending.

TSMC (TSM) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

(Bloomberg) -- Alphabet Inc. has had a remarkable 12 months by just about any measure you can imagine.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanThe stock price has more than doubled, raising its market capitalization by more t

Taiwan Semiconductor Manufacturing stock has delivered a very strong 378.6% return over the past three years, which puts fresh attention on whether the current price still lines up with what its valuation checks suggest. A roughly 3.8x three year return signals that expectations for Taiwan Semiconductor Manufacturing have reset sharply higher and leaves investors more exposed if those expectations change. Heavy spending to expand advanced chip capacity can support long run earnings power,...

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.