News

The Claude-maker is exploring Microsoft’s in-house silicon as it looks to expand computing capacity beyond Nvidia.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4% and the actively tr

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. A caller asked if Cramer thinks there is potential for the stock to “skyrocket,” and he replied: Well, my take is that it might not necessarily skyrocket… I think it’s going to […]

Gavin Baker, the tech investor whose track record gives him an audience whenever he sits down with Patrick O’Shaughnessy, floated a number on a recent podcast that should make anyone modeling NVIDIA’s (NASDAQ:NVDA) future do a double-take. NVIDIA’s chip sales, he argued, could grow to $2 trillion, possibly $2.5 trillion, possibly $3 trillion by 2027. ... NVIDIA Could 10X Its Sales. One Bottleneck Is Stopping It

Shares rose nearly 20% as Nvidia results lifted AI-linked stocks.

Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot. It is increasingly about who controls the hardware underneath it. That matters because AI models are expensive to train, power-hungry to run, and dependent on scarce semiconductor supply. So the question ... Google Reveals Plan to Dominate AI: Copy Apple

Intel expects multiple foundry customer commitments in the second half of the year.

Advanced Micro Devices (NASDAQ:AMD) announced that it has started ramping production of its sixth-generation AMD EPYC processors, known by the codename “Venice,” using Taiwan Semiconductor Manufacturing Company’s 2-nanometer manufacturing process. AMD said the launch makes Venice the first high-performance computing processor in the industry to enter production using TSMC’s advanced 2nm process technology.

Check out the companies making headlines yesterday:

(Bloomberg) -- Samsung Electronics Co. could distribute about 40 trillion won ($26.6 billion) to chip employees as a bonus for this year after the company struck a last-minute deal with labor unions to avert a strike.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells S

(Bloomberg) -- The latest report from Nvidia Corp. may have left its investors wanting more but it gave a jolt to the shares of a broad swath of Asian tech companies. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamA B

TSMC (NYSE:TSM) announced new chipmaking and advanced packaging technologies, including major CoWoS updates and fresh A13, A12 and N2U process nodes. The company presented these technologies at its 2026 Taiwan Technology Symposium, focusing on AI and high performance computing needs. Taiwan Semiconductor Manufacturing comes into this technology reveal with a share price of $401.62 and very large 3 year and 1 year returns, while the 5 year figure is also high. The stock is up 9.7% over the...

The U.S. chip maker said it will use the investment to expand strategic partnerships in Taiwan and scale advanced packaging capability for AI infrastructure.

Advanced Micro Devices ‌said on ‌Thursday it would ​invest more than $10 billion across Taiwan's AI ecosystem ‌and ⁠widen strategic partnerships as it ⁠looks to expand its ​manufacturing ​capabilities. The ​U.S. chip ‌firm will collaborate with Taiwanese firms ASE and SPIL to develop ‌more power-efficient ​technology ​for ​AI systems ‌and processors, it ​said ​in a statement.

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst

Shares rallied Thursday across Asia, tracking gains on Wall Street after pressure from the bond market eased and oil prices fell back. The advance was also powered by a stronger-than-expected quarterly report from chipmaker Nvidia, whose profit rocketed more than 200% higher in the February-April quarter from a year earlier, while revenue jumped 85%. Nvidia has been one of the biggest beneficiaries from the boom in artificial intelligence, thanks to powerful demand for its high-end AI chips.

TAIPEI, May 21 (Reuters) - Tokyo Electron's Taiwan unit told Reuters in a written response on Thursday that it respects the judicial process, takes the court ruling seriously and will not appeal in

Tokyo Electron's ‌Taiwan unit ‌told Reuters in a ​written response on Thursday that it respects the ‌judicial process, ⁠takes the court ruling seriously ⁠and will not appeal ​in the ​TSMC ​trade secret ‌case. In April, a Taiwan court fined the Taiwan unit of Japan's ‌Tokyo Electron ​T$150 million ($5 ​million) ​in a ‌case involving trade ​secrets ​related to TSMC's sensitive chip ​technology. (Reporting ‌by Wen-Yee Lee; ​Editing by ​Kim Coghill)

Nvidia stock fell late despite strong earnings. Elon Musk's SpaceX released its filing for a mammoth IP. Stocks rallied Wednesday as oil prices dived on Iran hopes.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best semiconductor stocks with the highest upside potential right now. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced on May 15 plans to execute the sale of up to 152.0 million common shares of Vanguard International Semiconductor Corporation, or around 8.1% of VIS’ fully-diluted paid-in-capital, through […]

Cathie Wood built much of ARK's 2026 comeback on semiconductors. Now she keeps selling them. On Monday, May 18, her ARK Invest funds sold more than $28 million of Advanced Micro Devices (AMD) and Taiwan Semiconductor stock (TSM), two names that still rank among the top holdings in her flagship ...

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS) ranks 5th on this list. Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS) is an index fund recommended by Graham Stephan. The Vanguard Total International Stock Index Fund ETF employs an indexing investment […]

Hedge fund manager Gavin Baker, founder and CIO of Atreides Management, offered a counterintuitive framing of the AI trade on a recent appearance on Patrick O’Shaughnessy’s Invest Like the Best program. Baker’s central paradox is that the very supply constraint holding NVIDIA (NASDAQ:NVDA) back is keeping AI infrastructure spending from tipping into a classic capex ... NVIDIA Could 10X Sales If It Weren’t for This One Bottleneck

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Shares of memory chips maker Micron (NASDAQ:MU) fell 7.2% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 5.3% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.