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AI Chip Demand Keeps Advanced Manufacturing Momentum Strong

Taiwan is weighing stricter export controls on advanced AI chips to China, including potential criminal penalties for unauthorized shipments. The proposed rules could limit sales of leading edge chips from Taiwan Semiconductor Manufacturing (NYSE:TSM) to a wider range of Chinese customers. If adopted, the measures may affect TSMC's access to the Chinese market and reshape parts of its global supply chain exposure. Taiwan Semiconductor Manufacturing, or TSMC, sits at the center of global...

TSMC Delivers Massive Revenue Jump as Nvidia, Apple Demand Ramps Up

TSMC's CEO believes the semiconductor market will remain undersupplied due to booming demand for AI chips.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 1%, and the actively tra

US equity futures were edging lower pre-bell Wednesday as the US and Iran once again exchanged attac

Make sure to grab some chips before liftoff.

May 2026 revenue reached NT$416.975 billion

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

Stock Market Today: The Dow Jones index sold off 500 points Wednesday on Trump's comments. The CPI inflation report is next.

Taiwan Semiconductor reported sales for the month of May that keep it on pace for its second-quarter revenue target.

Revenue in May increased 30% to NT$416.98 billion ($13.2 billion), with combined April and May sales up around 24% year over year.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

INTC's reversal of fortunes has been a huge boon to investors, but with capex spending still expected to remain high and customers' cash slow to accumulate, don't expect Intel to reinstate its dividend anytime soon.

The stock market had a wild Tuesday, skidding but also coming off lows on AI fears and Trump's Iran threats. CPI inflation is on tap.

Tesla (NASDAQ:TSLA) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee. Musk said he is building a chip that will be “two to three times better than NVIDIA” at 10% of the cost, with a specific focus on ... Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?

Tesla (NASDAQ:TSLA) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this week, Musk described Terafab as a roughly 100 million square foot facility, about 10 times larger than Tesla’s Giga Texas factory, with a long-term output target of ... Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant

Intel is rising sharply after reports the chipmaker may have secured new orders that add to its growing hyperscaler partner list. If true, Intel could become the semiconductor industry's preferred backup supplier.

(Bloomberg) -- Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar with the matter, an effort to address semiconductor smuggling that risks drawing a rebuke from Beijing. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeOpenAI Joins a Massiv

Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating stricter controls on the export of advanced artificial intelligence chips to China. If implemented, the proposed measures would mark one of the most significant steps taken by President Lai Ching-te’s administration to protect Taiwan’s technological leadership and address national security concerns.

Senators Urge Tighter Rules On Overseas Chinese Units

Potential TPU deal could strengthen Intel's foundry ambitions and diversify AI chip manufacturing beyond TSMC.

Taiwan is considering criminalizing the smuggling of AI chip servers to China for the first time, according to Bloomberg.

TSMC's 2nm process node is progressing well and may not yet be priced into its future earnings.

Investing.com -- Shares of Taiwan Semiconductor Manufacturing slipped about 1% in premarket trading Tuesday after Bloomberg reported that Taiwanese authorities are weighing significantly tighter export controls on AI chip sales to China.

UCTT is highlighted as Zacks' Bull of the Day on rising AI-driven chip demand and surging earnings estimates, while a cautious industry backdrop weighs on peers.

Ultra Clean (UCTT) offers exposure to one of the most important themes in technology today: the infrastructure components required to build the next generation of AI chips.

A bipartisan pair of U.S. senators on Monday urged President Donald Trump's administration to tighten ‌rules on chip contract manufacturers such as Taiwan Semiconductor Manufacturing Co to ‌prevent them from making advanced AI chips for overseas subsidiaries of Chinese companies. This comes after ​the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chips such as those made by Nvidia to subsidiaries of Chinese companies located outside China. The Bureau of ⁠Industry and Security (BIS), the arm of the U.S. Commerce Department that oversees export control laws, has clarified that sales to Chinese company subsidiaries in third countries such ​as Malaysia ​require a license.

In the closing of the recent trading day, TSMC (TSM) stood at $426.8, denoting a +2.8% move from the preceding trading day.