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Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
24/7 Wall St.54d agoneutral
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat

I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM) is the one foundry that virtually every advanced chip designer on earth has to call before they can ship silicon, and I am tired ... Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat

“They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?
24/7 Wall St.54d agoneutral
“They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?

There have been renewed talks about whether tariffs could send us into another phase of trade wars. And while it’s up for debate as to whether a trade war 2.0, so to speak, has already arrived, I do think that investors shouldn’t panic over concerns that further tariffs will further fan the flame that is ... “They Forgot to Protect Our Industries With TARIFFS!” — Does a Trump Trade War 2.0 Loom?

Amkor Technology (AMKR) Stock Could Be 26% Below Fair Value After TSMC Arizona Deal
Simply Wall St.54d agoneutral
Amkor Technology (AMKR) Stock Could Be 26% Below Fair Value After TSMC Arizona Deal

Amkor Technology (AMKR) is back in focus after Taiwan Semiconductor Manufacturing Company agreed to a 10-year collaboration for advanced packaging and testing in Arizona, tying the stock more closely to long-term AI and high-performance computing demand. See our latest analysis for Amkor Technology. The TSMC agreement lands after a powerful run in Amkor Technology's stock, with the share price up 38.02% over the past month and a 1-year total shareholder return of 348.12%, signalling strong...

Why Amkor Technology (AMKR) Is Up 18.8% After Securing 10-Year TSMC Arizona Packaging Deal
Simply Wall St.55d agoneutral
Why Amkor Technology (AMKR) Is Up 18.8% After Securing 10-Year TSMC Arizona Packaging Deal

Taiwan Semiconductor Manufacturing Company recently announced a 10-year agreement with Amkor Technology to expand advanced semiconductor packaging and testing capacity in Arizona, supporting a more integrated U.S. supply chain. This long-term collaboration effectively links TSMC’s Arizona fabs with Amkor’s nearby advanced packaging campus, creating a local end-to-end pathway from wafer fabrication to finished, tested chips for high-performance computing and AI applications. We’ll now examine...

Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase
Insider Monkey55d agoneutral
Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Photonics Stocks. On June 10, the BBC reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) signaled potential pricing pressure. CFO Wendell Huang told the BBC that inflation has increased costs and the company does not rule out price hikes even though it would avoid “fourfold, […]

Asia’s Stock Market Boom Isn’t Over. Why the Blockbuster Gains Can Continue.
Barrons.com55d agoneutral
Asia’s Stock Market Boom Isn’t Over. Why the Blockbuster Gains Can Continue.

Blistering bull markets in South Korea, Taiwan, and Japan have helped Asian stocks trounce the U.S. so far this year. Not only are the markets still relatively cheap, they are also home to companies seeing continued growth from the artificial-intelligence boom, as well as increased spending on defense and industrialization. The broad MSCI AC Asia index has jumped 25% so far this year, while the S&P Asia 50 index—tilted more toward the South Korea and Taiwan’s record-setting markets—has surged 50%.

Bloomberg55d agoneutral
US Tells ASML It’s Concerned China May Have Top Chip Tool

(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting

Taiwan Semiconductor Manufacturing Company Limited (TSM) In Spotlight Amid Taiwan Chip Curbs on China
Insider Monkey55d agoneutral
Taiwan Semiconductor Manufacturing Company Limited (TSM) In Spotlight Amid Taiwan Chip Curbs on China

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best growth stocks to buy, according to billionaire Ray Dalio’s Bridgewater Associates. On June 9, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was in the spotlight amid reports that Taiwan authorities are reportedly considering imposing tight export controls on AI chip sales to China. AI chip […]

Why Is Intel (INTC) Stock Rocketing Higher Today
StockStory55d agoneutral
Why Is Intel (INTC) Stock Rocketing Higher Today

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 10.4% in the afternoon session after President Trump posted on Truth Social that "Apple agreed to work with Intel to design and build its Chips in America."

Why Marvell Technology (MRVL) Stock Is Up Today
StockStory55d agoneutral
Why Marvell Technology (MRVL) Stock Is Up Today

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 12.7% in the afternoon session after the company highlighted several positive developments, including plans to use TSMC's next-generation 1.4-nanometer chip technology, a major shipment milestone, and its upcoming inclusion in the S&P 500 index.

Intel shares rise after Trump announces Apple partnership
Reuters Videos55d agobullishVIDEO
Intel shares rise after Trump announces Apple partnership

<body><p>STORY: ::Intel</p><p>::Archive</p><p>Shares of Intel rose as much as nearly 12% on Thursday, after U.S. President Donald Trump said the company would partner with Apple on chip design and production...</p><p>:: Intel</p><p>in what would be a major boost for Intel's efforts to turn around its business.&nbsp;</p><p>A contract with Apple would lock in steady demand from the iPhone maker, boosting Intel's reputation and sales as it looks to close the gap with rival TSMC, the world's biggest contract chipmaker.</p><p>::Archive</p><p>::AMD</p><p>For Apple, the deal would help diversify its manufacturing base and add chip capacity at a time when TSMC, its key partner, has been stretched thin by surging demand from AI chip-making clients such as Nvidia and AMD.</p><p>Trump's social media post about the agreement did not specify which chips Intel would make for Apple.</p><p>The president said it was his latest effort to help Intel, in which the U.S. government has a 10% stake.</p><p>::Archive</p><p>The Trump administration has been stepping up efforts to secure U.S. supply chains for semiconductors and critical minerals, including taking equity stakes in companies to reduce reliance on China.</p><p>Apple and Intel did not immediately respond to Reuters requests for comment.</p></body>

Taiwan Semiconductor (TSM) Boosted Giverny Capital Asset Management’s Performance in Q1
Insider Monkey55d agoneutral
Taiwan Semiconductor (TSM) Boosted Giverny Capital Asset Management’s Performance in Q1

Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2026 investor letter. A copy can be downloaded here. The model portfolio fell 6.88% this quarter, compared to the S&P 500’s 4.33% decline. Over the past year, the portfolio gained 8.52%, while the index increased by 17.80%. Geopolitical conflicts and inflation concerns drove […]