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The chip cycle that investors have grown accustomed to (boom, glut, correction, repeat) may be giving way to something different. According to IDC analyst Jeff Janochowicz, speaking on Marketplace’s “All-in-One” segment about Middle East tensions putting tech supply chains under pressure, the price spikes hitting semiconductors right now are the leading edge of a multi-year ... Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing

TSMC (NYSE:TSM) has decided to delay deployment of ASML’s high numerical aperture EUV lithography machines for several years. The company plans to keep pushing its current EUV and DUV tools for upcoming chip generations instead of moving quickly to the newest gear. At the same time, TSMC is expanding partnerships around next generation AI silicon design with key industry customers and ecosystem players. This shift affects how quickly leading edge manufacturing and AI focused chips may roll...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Stocks that Billionaire Druckenmiller and Jim Cramer like. On April, 22,2026, Cadence (CDNS) deepened its partnership with Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to expedite AI semiconductor development. Under the partnership agreement, Cadence provides comprehensive design infrastructure and certified flows for Taiwan Semiconductor Manufacturing Company […]

As Taiwan Semiconductor Manufacturing Company cashes out of Arm Holdings, should you follow suit?

ASML Holding (ENXTAM:ASML) raised its 2026 revenue projections on strong AI infrastructure and memory chip demand, as large orders from SK Hynix and Samsung offset timing uncertainty from TSMC’s delayed high NA EUV adoption. See our latest analysis for ASML Holding. The share price has moved with recent news, with a 2.5% 1-day share price return and 5.29% 30-day share price return, while the 1-year total shareholder return of 102.36% highlights strong longer-term momentum. If strong AI demand...

Apple is facing supply constraints for its latest iPhones because of a shortage of advanced processors from TSMC.

We just covered Here is How Billionaire Philippe Laffont’s Top 10 Picks Crushed The Market. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see the Here is How Billionaire Philippe Laffont’s Top 5 Picks Crushed The Market). YTD Stock Performance: +33% Philippe Laffont’s Stake: $2.62 Billion Taiwan Semiconductor (NYSE:TSM) shares recently jumped after regulators in Taiwan eased limitations that would […]

TSMC (TSM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

TSM stock is in a cup-with-handle base and trading near a high. The leading chipmaker is preparing for robust AI-driven demand.