News

Taiwan Semiconductor Manufacturing Co and Sony Semiconductor Solutions said on Friday ‌they plan to form a new joint venture ‌in Japan to develop and manufacture next-generation image sensors. The venture will combine ​Sony’s sensor design expertise with TSMC’s manufacturing and process technology strengths, deepening a long-standing partnership of the two companies. It will be majority-owned by Sony, and will set up development and ‌production lines in ⁠the Japanese company's new fabrication plant in Koshi City in the Kumamoto region.

(Bloomberg) -- Sony Group Corp. said it will buy back as much as ¥500 billion ($3.2 billion) of its shares after rising memory prices weighed on the entertainment group’s annual outlook.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through

AVGO, TSM and NVDA combine AI-driven growth with dividend payouts, giving income-focused investors exposure to the booming tech trade.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated

These leaders have helped power impressive gains for the chip industry.

While these three dividend-paying tech stocks aren't high-yield, the bullish EPS outlooks paired with rock-solid growth outlooks can't be overlooked by income-focused investors looking to obtain some AI exposure.

Investing.com -- Semiconductor equipment giant ASML is expected to benefit more from strong demand for existing EUV lithography systems than from the industry’s next-generation High-NA technology over the next several years, according to a new research report from BofA Securities.

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Earlier this week, Elon Musk officially announced the Terafab Initiative, a Texas-based chip fabrication facility intended to produce processors for Tesla (TSLA), SpaceX, and xAI.

Apple stock on Thursday cleared a five-month consolidation pattern and hit a record high. In morning trades on the stock market today, Apple hit an all-time high of 292.13. In recent trades, Apple stock rose more than 1% to 290.91.

The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

OpenAI's IPO is still months away, but its influence over artificial intelligence (AI) stocks is already taking shape.

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

7.51am: Shell, BAE and JD Shell has announced a new $3 billion share buyback as it reports higher first quarter profits, supported by stronger trading and improved refining margins, while maintaining a steady outlook. Adjusted earnings rose to $6.9 billion from $3.3 billion in the previous...

Emerging market stocks are hitting new highs, driven by Asian AI firms and Latin American commodity exporters.

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.

Elon Musk's SpaceX (SPAX.PVT) has filed plans to invest $55 billion into building a Terafab facility in Texas, which will allow the company to produce in-house chips for its AI and robotics projects. Yahoo Finance Senior Autos Reporter Pras Subramanian dives into the details.

<body><p>STORY: Advanced Micro Devices' shares jumped to an all-time high on Wednesday as its strong outlook boosted investor confidence about sustained demand for AI infrastructure, sparking a rally across global semiconductor stocks.</p><p>"Whether it's AMD, Nvidia, Intel, you name it, Taiwan Semiconductor, across the board, all of these names have tons of demand," Weinand said.</p><p>And with first-quarter earnings as a whole showing "margin growth, bottom line growth [and top line growth, I don't know where this train's really going to end," he added.</p></body>

In late April 2026, Apple reported second‑quarter results showing revenue of US$111.18 billion and net income of US$29.58 billion, alongside a 4% dividend increase and board approval of a new US$100 billion share repurchase program. At the same time, Apple began early discussions with Intel and Samsung about diversifying chip production away from sole reliance on TSMC, while managing legal settlements and supply constraints tied to rising AI-related memory demand. We’ll now examine how...

Luckily, it shouldn't slow down the chipmaker's momentum.

Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can buy dividend growth funds that pay you almost nothing today on the promise of bigger checks a decade out. JPMorgan Dividend Leaders ETF ... This New Dividend Fund Is Chasing Yield And Growth At The Same Time

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best stocks to buy in 2026 according to billionaire George Soros. TSM stock has climbed around 30% over the past six months and soared more than 120% over the past 12 months. The Street believes the stock has more room to go up. On April […]

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

Apple is in early exploratory talks with Intel and Samsung about producing some of its processors outside of TSMC. The discussions are aimed at easing chip supply constraints and reducing supply chain and geopolitical risk. The move comes as global semiconductor shortages and rising AI related demand continue to pressure capacity. For investors watching NasdaqGS:AAPL, this potential shift in chip suppliers sits alongside a stock that has seen strong multi year returns, with the share price...

Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced packaging. While Taiwan Semiconductor Manufacturing Company’s (TSM) (TSMC) Chip on Wafer on Substrate (CoWoS) platform has become the industry standard for high-performance AI ... AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology

Samsung becomes the second Asian company after TSMC to reach the milestone as AI memory demand lifts Korea's market.

Samsung crossed the $1 trillion valuation mark after shares surged on AI-driven chip demand, making it only the second Asian company after TSMC to hit the milestone.

The South Korean chipmaker becomes the second Asian company to hit the milestone, after TSMC, as its Kospi benchmark tops 7,000 for the first time

Samsung reaches $1 trillion market cap on booming demand for high-bandwidth memory for AI.