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By Alexandra Alper WASHINGTON, Aug 10 (Reuters) - Republican Congressman John Moolenaar, who leads the House Select Committee on China, called on the Trump administration to make sure chip
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) reported a sharp increase in July revenue on Monday, extending strong growth from a year earlier. The chipmaker reported consolidated revenue of approximately 467.58 billion New Taiwan dollars for July, up 44.7% from 323.17 billion New Taiwan dollars in the same month last year. July Revenue Rises From June Revenue increased 5.6% from 442.68 billion New Taiwan dollars in June, according to the company’s monthly revenue report. The result
↗️ Berkshire Hathaway (BRK.B): The company said its quarterly profit more than doubled, powered by investment gains and strong results from its industrial and retail businesses. Shares ticked up in premarket trading.
Sony Corp. and Taiwan Semiconductor Manufacturing Co. (TSMC) are planning to invest around $6.3 billion (€5.4bn) in a joint venture to produce advanced image sensors in Japan, according to Nikkei.View on euronews
(Bloomberg) -- Emerging-market stocks and currencies climbed at the start of a new week as expectations for Federal Reserve rate hikes eased following Friday’s unexpectedly weak US employment report.Most Read from BloombergIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Trump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaChina Unleashes $28 Trillion Capital Markets to Challenge US in AIGlobal Stock Rally Extends, Oil Advances on Iran: Markets WrapIran Says Hormuz Deal
Sony Group and Taiwan's TSMC plan to spend around 1 trillion yen ($6.32 billion) to jointly make next-generation microchips used in image sensors, the Nikkei business daily said on Monday. A joint venture owned about 60% by Sony and 40% by TSMC will start commercial production as early as 2029 in southern Japan's Kumamoto prefecture, the paper said. The two tech giants said in May they planned to form a joint venture in Japan to develop and manufacture next-generation image sensors, combining Sony's sensor design expertise with TSMC's manufacturing and process technology strengths.
Taiwan Semiconductor is a fantastic stock pick.
Tenaris (NYSE:TS) reported second-quarter sales of $3 billion, down 4% from both a year earlier and the prior quarter, as shipping disruptions in the Middle East delayed deliveries to customers in Iraq, Kuwait and Qatar. Investor Relations Officer Giovanni Sardagna said the effective closure of the
Ark Invest just doubled down on Nvidia and TSMC stock, and the reason why is obvious.
Industrial giant Linde plc (NASDAQ:LIN)’s shares are up by 4.30% over the past year and by 14% year-to-date. The stock closed 5.9% lower on July 31st, the day that it reported its second-quarter earnings. During the quarter, Linde plc (NASDAQ:LIN) posted $9.29 billion in revenue and $4.50 in adjusted earnings per share to beat analyst […]
These supporting stocks often get ignored in favor of higher-profile names.
BTQ Technologies has completed the first milestone in a multi-year effort to build chips that can protect data against future quantum computers, the company said on August 7. BTQ Technologies (Nasdaq: BTQ) is a company developing security technology for what it calls the quantum era. Its partner, ...
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
MU and semiconductor sales surge as AI demand supports chip growth, with four stocks highlighted for potential upside.
(Bloomberg) -- The manager of a $9.6 billion Lazard Asset Management fund used the July plunge in Samsung Electronics Co. to add the stock to her portfolio for the first time in more than a year.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record D
TSMC and Intel both reported blowout quarters riding the same AI wave, yet one walks away with a 67% gross margin while the other bleeds billions from its foundry. Whether Intel can close that gap in the next year comes down to a single unresolved bet.
(Bloomberg) -- China’s AI chip designers are expecting bumper sales this earnings season off the back of Beijing’s push to get local firms to use homegrown components and reduce their reliance on American tech.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIshbia’s Mortgage Firm Suffers Record Drop on Dividend HaltWhy Do Data Centers Use
Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.
TSMC just raised its capital expenditure to eye-popping levels, yet insiders warn it still cannot produce chips fast enough to satisfy demand. The case for staying the course on the foundry giant is stronger than the recent turbulence suggests.
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]
Why the latest TSMC news matters now Taiwan Semiconductor Manufacturing (TSM) is back in focus after reports that it may accelerate production of its advanced 3 nanometer chips, supported by strong demand from major AI chip designers. See our latest analysis for Taiwan Semiconductor Manufacturing. The share price of Taiwan Semiconductor Manufacturing has been volatile in recent months, with a 6.34% 7 day share price return and a decline of 3.91% over 30 days. However, the 30.52% year to date...
Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.
Based on the average brokerage recommendation (ABR), TSMC (TSM) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Pinnacle West Capital (NYSE:PNW) reported second-quarter 2026 earnings of $1.43 per share, down $0.15 from the same period a year earlier, as higher interest expense, depreciation and amortization, and lower transmission revenue more than offset strong weather-driven demand and customer growth. Chi
Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona
Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the war in Iran. Japan's Nikkei 225 gained 3.3% to 66,068.24, with chipmaker Kioxia surging 6.3% while chip testing equipment maker Advantest soared 6.9%. Tech giant Samsung Electronics advanced 4.1%.
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