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On Thursday, Cathie Wood-led Ark Invest made significant trades, notably increasing its stake in Bullish Inc. while reducing its position in Taiwan Semiconductor Manufacturing Co., Ltd.. These trades reflect Ark’s strategic adjustments amid evolving market conditions. The Bullish Trade Ark...
(Bloomberg) -- Huawei Technologies Co. said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co., potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz
Michael Parekh said in an exclusive interview with Stocktwits that TSMC has become the primary bottleneck limiting Nvidia’s long-term AI growth potential.
This cloud-based fintech firm delivers automation solutions for back-office financial operations, targeting small and midsize businesses.
Planet Fitness runs a franchise-based gym network across the U.S. and abroad, with shares down significantly over the past year.
Advanced Micro Devices (NasdaqGS:AMD) is committing over $10b to expand advanced packaging capacity and AI partnerships across Taiwan. The company is aligning this investment with the production ramp of its 6th Gen EPYC "Venice" CPUs on TSMC's 2nm node. The initiative targets future AI infrastructure and data center demand by deepening AMD's ties with Taiwan's semiconductor supply chain. For investors watching NasdaqGS:AMD, this move lands after a strong share price run, with the stock at...
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.7% in the afternoon session after the company confirmed it has started ramping up production of its next-generation 2-nanometer 'Venice' CPUs and announced plans to invest over $10 billion in Taiwan's AI supply chain, prompting bullish analyst upgrades.
The growth investor is shifting his portfolio in favor of a key artificial intelligence segment.
The company also bought 105,810 shares of Twist Bioscience for ARKK, its largest single-stock transaction over the past two days.
Former U.N. Ambassador Nikki Haley, on Wednesday, raised concerns that Chinese control over Taiwan could result in a global technology market disaster, given the country's strong dominance in the semiconductor sector. In a post on X, Haley stated that Taiwan...
AMD's Data Center franchise is delivering real results, but at roughly 78 times forward earnings the market has already credited every good outcome the bull case requires.
<p>SMH and SOXX are the two biggest semiconductor ETFs on the market — but they're not the same fund. Here's exactly how they differ, which one has outperformed, and which deserves a spot in your portfolio in 2026.</p>
NVIDIA's post-earnings dip spotlights ETFs loaded with NVDA exposure as investors weigh booming AI demand against supply-chain risks.
The Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) has quietly become one of the more interesting income vehicles in the international space, with the ETF returning 35% over the past year and almost 12% year-to-date. IDVO pairs ex-US dividend equities with covered calls to generate monthly income, and the fund has ridden a sharp ... IDVO’s $445 Million Income Play Faces a Critical Test When TSM Growth Slows
Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the possibility that Intel could emerge as a meaningful second source for advanced semiconductor manufacturing alongside Taiwan Semiconductor Manufacturing Company.
Advanced Micro Devices, Inc. (AMD) has initiated a significant production ramp of its 6th Generation EPYC processors, codenamed "Venice," utilizing TSMC’s cutting-edge 2nm process technology. This development is marked as a critical milestone, signifying the first high-performance computing product to enter production using this advanced technology. The collaboration between AMD and TSMC is set to bolster the next generation of AI infrastructure, as the demand for accelerated AI workloads...
This semiconductor company remains deeply embedded in the AI supply chain.
Investors continued to bet on AI infrastructure growth despite recent market volatility.
Lam Research (LRCX) is focused on adding more sensing and AI capabilities to its chip manufacturing
(Bloomberg) -- After several years flying high as Asia’s best Nvidia Corp. proxy, Taiwan Semiconductor Manufacturing Co. is increasingly vying with other artificial intelligence stocks for investor attention.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Iran in Talks With Oman Over Permanent Hormuz Toll SystemModi’s Toffee Gift to Meloni Ign
Advanced Micro Devices CEO Lisa Su said on Friday in Taipei that the company was asking its partners to ramp up production given strong demand for AI. AMD is a major customer of TSMC, the world's largest contract chipmaker. (Reporting by Wen-Yee Lee; Writing by Ben Blanchard; Editing by Jacqueline Wong)
From a grotesque 230% valuation gap to a ticking energy crisis, this unstoppable market is more fragile than it looks.
Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive as it plans expanded operations in Arizona and California, its chief executive told Reuters on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than 75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed by AI systems to spot problems and inefficiencies early.
Amkor Technology is working with Advanced Micro Devices on packaging AMD's chips, Amkor said on Thursday. Earlier this week, Amkor said it had secured 67 additional acres of land in Arizona next to a 104-acre parcel where it is developing a new campus where it plans to start production in 2028. Modern data center chips such as those from AMD and Nvidia consist of multiple chips packaged together, and those packaging steps have become a key bottleneck in chip production.
Asian chipmakers rallied after Jensen Huang highlighted fresh AI demand, physical AI and robotics as possible next growth drivers.
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with […]
We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the […]
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