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Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor Manufacturing's planned chip price increases and a US$100b Arizona expansion, which underscored long-term equipment demand linked to AI infrastructure. See our latest analysis for Applied Materials. That jump sits against a strong run for Applied Materials, with the share price up 37.14% over the past 90 days and 106.02% year to date, contributing to a 1-year total shareholder return of...

Micron Technology and Taiwan Semiconductor Manufacturing are highlighted as AI infrastructure plays with strong growth driven by rising AI demand.

Coatue Management's latest 13F reveals Philippe Laffont stacking chips on a single concentrated AI infrastructure bet, and one of his five picks has nothing to do with semiconductors at all.

Taiwan Semiconductor raises its 2026 revenue growth outlook above 40% as AI demand and the rapid ramp-up of 2-nanometer technology fuel confidence despite market challenges.

TSMC's latest results make it clear that it is one of the biggest beneficiaries of the AI infrastructure boom.

The supply agreement gives Tesla more certainty as memory prices remain elevated.

Tesla CEO highlights critical memory supply during AI buildout

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks. Reuters and Bloomberg both confirmed the report. Base price increases will range from 5% to 10% depending on the customer and product, and mature-node chips built […]

TSMC just confirmed that the AI build-out is still alive and well.

(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le

(Bloomberg) -- One of the world’s most enticing arbitrage opportunities will remain off limits.Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesSK Hynix Inc. has capped the amount of its South Korea-listed

<p>The region powered gains in VXUS this year.</p>

Earnings must support soaring expectations around the chipmaker's turnaround

Record profits, but more worries.

Micron and TSMC are capitalizing on AI demand with strong revenue growth, expanding profitability and upbeat outlooks as NVIDIA's gains slow.

If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.

As demand for AI chips continues to surge, TSMC is leveraging its pricing power to drive stronger margins and support long-term growth.

Pinnacle West Capital's industrial demand growth, 4.5 GW of committed high-load customers and $7.95B investment plan support long-term earnings prospects.

Taiwan Semiconductor Manufacturing is trying to balance demand implications without getting too ahead of itself.

TSMC just posted 77% profit growth and Wall Street still calls its stock cheap, yet shares have dropped 8% in the past month. Here is whether the world's most powerful chipmaker can turn that tension into a 135% gain by 2031.

Intel heads into Q2 earnings as investors watch AI, foundry progress and manufacturing updates after the chipmaker's strong rebound and rising expectations.

AI demand is driving Taiwan Semiconductor's rapid growth as higher revenue guidance and expanded capacity plans highlight the chip industry's strong momentum.

A major revelation from foundry giant TSMC suggests Intel could deliver stronger-than-expected results and guidance.

TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.

TSMC warns U.S. expansion could pressure margins for years

It reported a blowout quarter, but it wasn't enough to send the stock higher.

New Texas facility targets tens of thousands of server boards monthly

Contract chipmaker looks to offset rising production costsTSMC (NYSE:TSM) is planning to increase chip manufacturing prices by as much as 10% beginning in 2027, according to two sources familiar with the matter. The planned price adjustments are intended to help offset rising expenses linked to raw materials, semiconductor manufacturing equipment and the construction of fabrication plants outside Taiwan, one of the sources said.

TSMC's new investment announcement confirms the AI bull thesis.

Taiwan Semiconductor Manufacturing Company (NYSE:TSM) reported results on July 16, 2026, triggering a selloff that extended the stock’s decline for the month. A Record Quarter, A Falling Stock Taiwan Semiconductor Manufacturing Company (NYSE:TSM) delivered one of the strongest quarters in its history in July 2026. The stock still lost close to 15% of its value […]