GuruFocus.com70d agoneutral
TSMC Warns AI Chip Shortage Could Last For YearsTSMC says AI demand may keep outpacing supply despite US expansion, while sales are still forecast to grow more than 30% this year.
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Stocktwits70d agoneutral
TSM Stock Slips Premarket Today — CEO Reportedly Says AI Chip Shortage Isn’t Ending Anytime SoonWei's commentary hinted that production capacity is a bottleneck at a time when hyperscalers and chip companies are investing heavily to build AI infrastructure.
InvestorsHub70d agoneutral
TSMC Sees Strong Long-Term Growth as AI Demand Continues to Accelerate (TSM)Taiwan Semiconductor Manufacturing Company (NYSE:TSM) remains confident in its long-term growth trajectory, with Chief Executive C. C.
The Wall Street Journal70d agobearish
TSMC Says It Isn’t Falling Behind in Next-Gen ChipsTSMC's CEO dismissed concerns that it’s at a disadvantage to rivals already adopting ultra-expensive equipment to make cutting-edge chips. C.C. Wei said today that the chip giant has bought high-end machines made exclusively by ASML, and that it's focused on figuring out how to run them more efficiently to lower costs.
Reuters Videos70d agoneutralVIDEO
TSMC boss bets big on AI growth, says he'd 'like' to hike chip prices<body><p>STORY: The world's largest contract chipmaker TSMC says it's confident in its growth over the next few years...</p><p>thanks to robust demand for computing power and advanced semiconductors as it rides a relentless AI boom.</p><p>The Taiwanese firm's CEO spoke at its annual shareholders meeting on Thursday.</p><p>C.C. Wei said customers are still positive on the outlook for AI, although the company continues to monitor the impact of rising component costs.</p><p>Asked whether TSMC could raise prices for customers, Wei said the firm would like to do that as, quote, "we still need to make money."</p><p>Taiwan plays a crucial role in the global AI supply chain for companies including Nvidia and Apple.</p><p>And its position is anchored by TSMC.</p><p>The tech giant said it was working hard to meet all customer demands...</p><p>although added that it will take a "very long time" to fully satisfy American customers' needs with production in the U.S.</p><p>Looking ahead, Wei said he views autonomous vehicles as long-term growth drivers.</p><p>But TSMC faces political risk as China steps up military pressure on democratically and separately governed Taiwan...</p><p>which Beijing views as Chinese territory.</p></body>
Stocktwits70d agoneutral
Nasdaq, S&P 500, Dow Futures Mixed As Investors Eye Jobs Reports, Iran Tensions: Why AVGO, CRWD, TSM, NVDA, MSTR, BMNR In FocusInvestors will monitor initial jobless claims and the Challenger job-cuts report before turning their attention to Friday's nonfarm payrolls release.
Reuters70d agobullish
SK Hynix tells investors its US listing plan wins their strong backing, source saysSK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced memory semiconductors needed to run AI data centers, a source familiar with the matter said on Thursday. SK Hynix told some investors this week that it had "tremendously positive" feedback from stockholders to its U.S. listing plan given AI demand and the company's competitive position in the memory-chip market, the person said. The company, a major supplier to Nvidia, expects a U.S. listing to broaden its investor base, as some U.S.-based institutional investors invest in U.S.-listed stocks only due to internal mandates, the person said.
The Wall Street Journal70d agoneutral
TSMC Not at Risk of Losing Competitive Edge, CEO SaysTaiwan Semiconductor Manufacturing isn’t falling behind in next-generation chipmaking, its CEO said.
Bloomberg70d agoneutral
TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair
Reuters70d agoneutral
TSMC boss upbeat on outlook as AI boom shows no sign of easingTaiwan's TSMC, the world's largest contract chipmaker, said on Thursday it is confident in its growth over the next few years, driven by robust demand for computing power and advanced semiconductors, as it rides an AI boom. Chief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, added that its customers continue to express a positive outlook for the AI industry. Taiwan has taken centrestage this week as it hosts the annual Computex conference, where leaders of some of the world's most powerful tech companies are gathering, with executives from the likes of Nvidia to Intel praising the island's central role in the global supply chain.
Barchart70d agobearish
Cathie Wood Adds More Nvidia and Cuts AMD Holdings in ARK Funds. This Is a Major Vote of Confidence for NVDA Stock.Cathie Wood’s recent moves signal increased conviction in Nvidia as the dominant AI infrastructure leader.
24/7 Wall St.71d agoneutral
Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 MonthsThe artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months
Barchart71d agoneutral
Investors Are Fleeing to South Korean and Taiwan ETFs for Diversification. If You Do That, You’re Still Just Chasing AI Chip Stocks.Major tech companies like Taiwan Semi and Samsung dominate these single-country ETFs.
Insider Monkey71d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply ChainGreen Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]
Insider Monkey71d agobullish
Taiwan Semiconductor Manufacturing (TSM) Surged on Long-Term TrendsImpax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax Global Environmental Markets Fund”. A copy of the letter is available to download here. The Fund stood resilient in the quarter by outperforming its primary benchmark, the MSCI ACWI index. The stock […]
Insider Monkey71d agoneutral
What Shapes Taiwan Semiconductor Manufacturing Company Limited (TSM) Brown Advisory Global Leaders Strategy’s Leading ContributorBrown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]
Barrons.com71d agoneutral
Fresh AI Buzz Powers Taiwan Stocks Even HigherShares of Taiwanese chip and photonics companies powered the Taiex past the 46000 milestone as AI enthusiasm got another jolt from a tech event in Taipei this week. Demand for AI-related chip and optoelectronic stocks was buoyed by remarks from Nvidia CEO Jensen Huang highlighting optical connectivity as a vital bottleneck for next-gen AI infrastructure.
Bloomberg71d agoneutral
Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for
Insider Monkey71d agoneutral
Bernstein and BofA Remain Bullish on TSMC (TSM) Amid AI and Advanced Node LeadershipTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best most active stocks to buy according to hedge funds. Bernstein SocGen Group increased its price target for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $430 from $351 on May 18, while upholding an Outperform rating on the company stock. The firm anticipates the company’s earnings […]
Zacks71d agobullish
TSMC (TSM) Beats Stock Market Upswing: What Investors Need to KnowThe latest trading day saw TSMC (TSM) settling at $446.69, representing a +2.54% change from its previous close.
MarketBeat71d agoneutral
Advanced Micro Devices Sees Agentic AI Doubling CPU Opportunity as MI450 NearsAdvanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements. Speaki
24/7 Wall St.71d agoneutral
Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm ShiftShares of Texas Instruments (NASDAQ:TXN) are up 4% at midday Tuesday, trading near $304, while NVIDIA (NASDAQ:NVDA) stock is down 1% near $222. The intraday divergence is small, but the year-to-date gap is wide. Texas Instruments stock is up 76% year to date, while NVIDIA stock has climbed 19%. That spread, with the analog veteran ... Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift
Zacks72d agoneutral
Can Silicon Motion's Latest SSD Controller for AI PCs Stoke Growth?SIMO launches SM2524XT PCIe Gen5 DRAMless SSD controller for AI PCs, touting up to 14 GB/s reads, low latency and better efficiency.
Trefis72d agobullish
Applied Materials: The AI Stock That Wins No Matter Which Chip WinsWhen investors think about AI winners, the usual names come to mind: Nvidia (NVDA), TSMC, or memory makers like Micron (MU). Semiconductor equipment giant Applied Materials (AMAT) rarely gets the same attention, despite supplying the tools needed to manufacture nearly every critical component of an AI chip.
24/7 Wall St.72d agoneutral
Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar CompaniesFor most of the last decade, Intel (NASDAQ:INTC) was the stock you didn’t want to own. NVIDIA crushed it on AI accelerators, TSMC ate its foundry lunch, and AMD chipped away at its server franchise. I’ve been tracking this turnaround story since CEO Lip-Bu Tan took the helm, and what I’m seeing now is a ... Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies
The Wall Street Journal72d agoneutral
China’s Chip Ambitions Run Into a Global Tech WallIn 2019, while researching a book on the U.S.-China competition, I visited Huawei’s sprawling new R&D campus in Dongguan, a city about an hour’s drive from the company’s Shenzhen headquarters. A Huawei executive explained the design to me with a straight face: “We’re doing well in Europe.” In a Wall Street Journal interview that November, founder Ren Zhengfei invited President Trump to come visit and brushed off U.S. sanctions with characteristic bravado.
Zacks72d agoneutral
Zacks Investment Ideas feature highlights: NVIDIA, HubSpot, Fluence Energy, CoreWeave and TaiwanNVIDIA, HubSpot, Fluence Energy, CoreWeave and Taiwan have been highlighted in this Investment Ideas article.