News

MediaTek unveiled the Dimensity 9600 Pro on Sept. 15, its first flagship smartphone chip on TSMC’s 2-nanometer process, aiming more directly at Qualcomm’s premium Android position.

Any slowdown in future demand could hit ASML the hardest, since it makes the building blocks of the factories that produce AI chips.

GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.

Most semiconductor ETFs bury foundry exposure under layers of chip designers, equipment makers, and memory producers, which is exactly the problem a new fund called AIFR is built to fix. Whether its narrow foundry mandate justifies a premium fee and serious geopolitical concentration is a harder question than the ticker suggests.

Taiwan Semiconductor Manufacturing (NYSE:TSM) moves its 2nm process into commercial production as part of a new advanced manufacturing push. The chip producer accelerates investment in cutting edge fabrication capacity and raises capital expenditure targets to support 2nm roll out. Management frames the higher spending as preparation for an intensifying global semiconductor arms race among leading foundries and chip designers. The faster 2nm commercialization and higher capital spending only...

Rising AI infrastructure costs are putting pressure on chip and cloud pricing.

Taiwan Semiconductor Manufacturing (NYSE:TSM) just picked up fresh attention after MediaTek chose its 2-nanometer process for the new Dimensity 9600 Pro, while keeping the broader 9600M line on TSMC’s 3nm technology. That MediaTek win comes on top of a strong run for Taiwan Semiconductor Manufacturing, with the share price up 34.62% year to date and a 1-year total shareholder return of 61.47%. However, the stock is down 6.89% over the past 90 days, which indicates that while long-term...

MediaTek's dual-node launch turns TSMC's newest process into a consumer product without abandoning 3 nanometers.

TSMC dominates AI silicon and just raised its growth outlook, yet one corner of GlobalFoundries' business is quietly outpacing it on a percentage basis while the stock sits near a 52-week low. The case for the underdog gets more specific than most investors expect.

Camtek stock has averaged a 48% annualized return over the past 10 years.

Defiance's new foundry ETF trades at a moment when long-duration rates and Taiwan Strait tensions could either turbocharge or torpedo the entire thematic bet, and the first few weeks of price discovery will reveal which force wins.

Intel is chatting with SK Hynix, Reuters reported, to forge a deal that would see the latter make memory chips in the US for the first time.

MediaTek's dual-node launch turns TSMC's newest manufacturing process into a consumer product with near-term commercial visibility.

Intel stock inches higher on reports of a potential deal with SK Hynix. But does that warrant buying INTC shares today? Let’s find out!

Another chipmaker’s newest processor claims faster AI and stronger gaming performance.

Could investors see their investment double in that time?

GlobalFoundries is expanding partnerships across AI, optical networking, power and quantum technologies, but commercialization remains key.

ASML wins commitments from Samsung, TSMC for new chipmaking

Both ASML and TSMC crushed Q2 expectations, yet investors keep misreading what actually drives each business. The real story lives in two overlooked monopolies that most earnings headlines never touch.

The MTIA 450, code-named Arke, is expected to outperform Nvidia chips on energy and cost when running AI models

ASML and TSMC both crushed their latest quarters riding the same AI wave, but only one of them wins no matter which chipmaker comes out on top. Figuring out which is the cleaner bet requires understanding exactly where each company sits in the supply chain.

Apple, Taiwan and Alphabet's have been highlighted in this Investment Ideas article.

MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node into a flagship mobile chip. MediaTek also has $3.5 billion of financing from NVIDIA Corporation (NASDAQ:NVDA) and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. The smartphone launch is another […]

Taiwan Semiconductor’s revenue rose in August, making shares of TSM stock look even more compelling.

Meta stock gains on confirmed plans of deploying AI processors into data centers in the first half of 2027. Dan Niles recommends buying META shares at current levels.

AI's biggest manufacturing winner is proceeding unusually carefully

ASML's $400 million lithography machine powers every cutting-edge AI chip on the planet, yet one stubborn physical constraint keeps chipmakers stitching together workarounds that quietly erode margins. The fix exists on paper, but the timeline creates a problem no one in the AI supply chain wants to talk about.

Meta has committed to more than a gigawatt of the chips over twelve months

Investing.com -- Meta Platforms (NASDAQ:META) shares rose 2% Tuesday morning after Bloomberg reported the company plans to deploy new in-house artificial intelligence chips in data centers during the first half of next year. The stock later pared gains to up 0.75%.

Taiwan Semiconductor's August revenues jump 53.3% year over year, underscoring strong AI-driven demand for advanced chips and leading-edge technologies.