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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.
The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly specialized supply chains and manufacturing equipment. This ecosystem becomes highly complex because advanced chip manufacturing requires many process steps. The process involves companies from all over the world. Since the sector requires atomic precision, the ... Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching
ASML Surges as UBS Sees Massive Upside in AI Chip Boom
The Salzburg facility replaces circular wafers with square panels to cut dead space and lower cost per chip
Kingsoft Cloud and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2026.
TSM, QGEN and AG recently raised dividends as inflation, rising Treasury yields and oil prices fuel market volatility and economic concerns.
The big takeaway on Taiwan Semi, Google is updating search for AI era, Toll Brothers earnings show luxury homes are selling, and more news to start your day.
The $3 trillion market cap club should have eight members by 2027.
Steve Cohen ranks among the richest hedge fund managers in the world. Accounting for a 1.59% share of the billionaire’s portfolio, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among Steve Cohen’s top stock picks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) demonstrated advancements in its next-gen chipmaking and packaging technology at the 2026 Taiwan Technology Symposium […]
Steve Mandel ranks among the list of the richest hedge fund managers in the world. While Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) remains the billionaire’s largest position, Carvana Co. (NYSE:CVNA) ranks 3rd on the list of Steve Mandel’s top holdings with a 5.52% portfolio share. On May 6, Needham reiterated Carvana Co. (NYSE:CVNA) as its top […]
The semiconductor maker is closing the gap with its manufacturing rivals.
Trump says tariffs would have stopped Taiwan’s semiconductor boom — but the history of TSMC tells a far more American story.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best stocks to buy for next-gen data centers. On April 16, Reuters reported that TSMC raised its annual revenue forecast and said it would increase capital spending this year to meet demand for advanced AI chips. The company expects 2026 revenue to grow more than […]
In the battle between the two leading emerging market stock ETFs, iShares has the advantage. The iShares ETF, now trading around $78, has jumped 38% over the past year and 18% so far in 2026, while the Vanguard ETF, at about $58, has gained 22% in the past 12 months and 9% so far in 2026. The Korean market now accounts for about 20% of the iShares ETF, double its weighting of a year ago.
Taiwan Semiconductor's $106B cash pile fuels AI and advanced chip expansion as it ramps up spending and forecasts up to $40.2 billion Q2 revenues.
Comments from Donald Trump and Xi Jinping on Taiwan raised fresh geopolitical concerns, but some investors see the odds of a near-term invasion or blockade as remaining low—supporting Taiwan Semiconductor Manufacturing stock and the broader chip sector.
At $394, Taiwan Semiconductor Manufacturing (NYSE:TSM) screens favorably. The world’s largest contract chipmaker raised full-year guidance at a price still below the average Wall Street target, combining momentum with unfinished upside. TSMC fabricates the most advanced chips for leading AI and consumer technology customers. It controls a 72% share of the global foundry market and ... TSM at $394: Buy, Sell or Hold?
With Nvidia (NVDA) set to report first quarter 2027 earnings results on Wednesday, are Wall Street investors as bullish around the AI chip stock as years prior? Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré examine the latest note out from Evercore ISI gauging bullish investor sentiment on Nvidia compared to other major chip players.
Eagle Point Capital, an investment firm, released its “Spring 2026 Portfolio Update” investor letter. A copy of the letter can be downloaded here. The firm reported a resilient performance for the quarter while emphasizing its long-term, fundamentals-driven strategy, noting that detailed quarterly returns would be reflected in client brokerage statements but reaffirming steady compounding aligned […]
Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead
The update comes after TSMC questioned the high cost of the advanced tools.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just delivered a quarter that should end the debate about who owns the AI buildout. Q1 2026 revenue hit $35.9 billion with a record 66.2% gross margin, and CEO C.C. Wei told investors that “AI-related demand continues to be extremely robust.” HPC alone now drives 61% of ... Can TSM’s Stock Reach $600 By 2028?
Cooper Investors, an investment management firm, released its first-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”. A copy of the letter is available to download here. The portfolio returned -9.2% in the quarter, bringing the year-to-date return to -12.2%. Currency movements negatively impacted returns by about 6%. The risk of AI disruption […]
Why Citi Thinks AMD is a Key Winner in the AI CPU Race
The image from last week’s state banquet at the Great Hall of the People told two stories at once. Tim Cook, Jensen Huang, and Elon Musk sat in the room as guests of the first U.S. presidential visit to China in nearly a decade. The same day, Xi Jinping warned that if the Taiwan issue ... Did the US-China Summit Make TSMC More Vulnerable?
ASML expects to see the first products created on the company's new High-NA machines within months, the chief executive of the world's top computer chip equipment maker, Christophe Fouquet, said on Tuesday. The tool will bring down costs for patterning, or creating the circuitry of the most advanced chips, for both logic and memory applications, Fouquet said, speaking at a conference in Belgium organised by research firm imec. Fouquet's remarks come weeks after top customer TSMC said High-NA tools, which can cost up to $400 million each, were too expensive.
Rising geopolitical tensions with China have sharpened focus on the risk of a potential blockade of Taiwan. Such a move could severely disrupt Taiwan Semiconductor Manufacturing’s chip production and shipments for key clients including Nvidia, AMD, Broadcom, and Apple. Investors are assessing how a prolonged disruption could affect global supply chains in technology, autos, and energy, while possibly shifting demand toward non Taiwanese chipmakers and shipping companies. Taiwan...
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