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Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker, now expects the global semiconductor market to exceed $1.5 trillion by 2030, a 50% upgrade on its previous forecast of $1 trillion, driven by surging demand for artificial intelligence and...
Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.
Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test
SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, as strong demand for artificial intelligence places South Korea at the heart of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering 274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers. If SK Hynix joins Samsung above the trillion-dollar threshold, South Korea would become the first country outside the United States to have more than one trillion-dollar company.
TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping its previous forecast of $1 trillion, according to its presentation materials ahead of a tech symposium on Thursday. • AI and high-performance computing are expected to account for 55% of the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities in 2026.
TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping its previous forecast of $1 trillion, according to its presentation materials ahead of a tech symposium on Thursday. • AI and high-performance computing are expected to account for 55% of the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities in 2026.
Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 10 years by 19.34% on an annualized basis producing an average annual return of 33.08%. Currently, Taiwan Semiconductor has a market capitalization of $2.08 trillion. Buying $100 In TSM: If an investor had bought $100 of TSM stock 10 years ago, it would be worth $1,729.99 today based on a price of $401.79 for TSM at the time of writing. Taiwan Semiconductor's Performance Over Last 10 Years Finally -- what's the point of al
These two chipmakers have two different investment profiles.
With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered April revenue figures that affirmed strong demand for artificial intelligence chips. The company’s April revenue was up 17.5% year over year to $13.08 […]
Sony is betting its future on AI-ready image sensors as robotics and autonomous systems reshape tech demand.
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]
Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s Institutional Class returned -12.04% in the quarter, compared to -4.22% for the Bloomberg U.S. 1000 Index. Despite recent performance challenges, the Fund maintains a positive outlook on […]
Sony Group Corporation (NYSE:SONY) is one of the 10 Best Affordable Stocks to Buy According to Wall Street Analysts. On May 11, 2026, Benchmark analyst Mike Hickey lowered the firm’s price target on Sony Group Corporation (NYSE:SONY) to 3,900 yen from 4,250 yen while maintaining a Buy rating following what the firm described as a […]
nVent Electric and Whirlpool have been highlighted as Zacks Bull and Bear of the Day
This company is often overshadowed by Nvidia and other chipmakers, but AI chips don't get made without it.
Applied Materials, Inc. (NASDAQ:AMAT) is one of the best semiconductor equipment stocks to buy. On May 11, the company announced a partnership with Taiwan Semiconductor Manufacturing Company Limited at Applied’s EPIC Center in Silicon Valley. The companies plan to work on materials, equipment, and process technologies needed to scale next-generation semiconductor devices, with the goal […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI enabler stocks to buy now. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) sits close to the center of the AI supply chain because the industry’s largest chip designers still need advanced manufacturing capacity before AI demand can become shipped silicon. That showed up clearly […]
Intel Corp secured a major boost to its foundry business after Apple Inc agreed to a manufacturing deal. Still, Intel shares are down during Tuesday’s premarket session, trading 4.7% lower, as traders digest AI-related commentary highlighting intensifying competition in data-center...
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is accelerating its AI-driven expansion as surging demand for advanced semiconductors pushes the company to ramp up production capacity worldwide. Taiwan Semiconductor Expands AI Chip Production Taiwan Semiconductor's board approved about $31.28 billion in capital spending to expand advanced chip manufacturing capacity, construct new fabs and install facility systems to support rising demand for AI, 5G and high-performance computing chips. T
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 14.1% in the afternoon session after reports surfaced that Apple has engaged in preliminary discussions with the company about manufacturing processors in the United States.
Apple and Intel are reported to be working on a foundry agreement that could trigger a multi billion euro order for ENXTAM:ASML lithography systems. The potential order focuses on next generation chip manufacturing capacity at a time when TSMC is delaying adoption of ASML's latest High-NA EUV systems. This development reinforces ASML's monopoly position in advanced lithography equipment as Western tech companies diversify their manufacturing partnerships. For readers tracking ENXTAM:ASML,...
The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.
Earlier this week, Applied Materials announced that Arizona State University, Rensselaer Polytechnic Institute, Stanford University and TSMC will collaborate at its US$5.00 billion EPIC Center in Silicon Valley to accelerate materials, equipment and process technologies for next-generation, energy-efficient AI chips. The EPIC Center, which Applied describes as the largest-ever U.S. investment in advanced semiconductor equipment R&D, positions the company as a central hub linking leading...
Taiwan Semiconductor jumps 33% YTD as AI demand and advanced-node expansion fuel growth, but valuation and margin pressures may limit upside.
Insightful Moves in First Eagle Investment (Trades, Portfolio)'s First Quarter 2026 13F Filing
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