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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 […]

A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated

A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated

Morgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy fix can close, and the timeline for when this imbalance reshapes global labor markets is far longer than most analysts expect.

Taiwan Semiconductor has a specific advantage over other AI stocks.

Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR