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These might be the two best chip stocks, period.

Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC...

<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>

TSMC's accelerating monthly sales reinforce ASML's decision to expand lithography capacity by approximately 30% annually.

Intel Stock Falls as Chip Giant Unveils $15 Billion AI-Focused Funding Plan

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs.

Custom silicon could reshape Microsoft's AI cost structure

A Chinese company is reportedly manufacturing its own DUV systems.

The company has been in talks with TSMC to secure manufacturing capacity for more than 300,000 units for delivery in 2027

On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for image sensors. It pairs Sony’s sensor design expertise with TSMC’s manufacturing scale, and it lands while both companies already show momentum in their core businesses. The […]

Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SP

(Update with Microsoft's response to a request for comment.) Microsoft (MSFT) intends to greatly

Microsoft is ramping up its custom silicon strategy by preparing to unveil the Maia 300 AI chip this fall while securing TSMC manufacturing capacity to reduce reliance on expensive Nvidia hardware.

TSMC's record monthly revenue confirms extraordinary AI-chip demand, but investors appear to have already priced in exceptional growth.

The company could unveil Maia 300 as soon as September and is reportedly seeking TSMC capacity for more than 300,000 chips.

The companies reportedly plan to build next-generation image sensors for smartphones, cars and physical AI.

Dividend-growth stocks like Dell Technologies, Taiwan Semiconductor and three others offer income, growth and resilience as rate hike concerns ease.

TSMC said its sales in July rose nearly 6% from June and 45% year over year thanks to strong demand for AI chips.

Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens of thousands of Maia 200 chips produced to date. The longer-term ambition is capacity for more than one million units, though component supplies and ongoing packaging negotiations could constrain that target.

Nvidia takes a breather after jumping 12% last week. The stock is in a cup base with a buy point of 236.54.

(Bloomberg) -- Microsoft Corp. is planning to “significantly” increase production of its next-generation AI chips, the Information reported.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaBehind Bessent Moves, Wall Street Sees a Bond-Market AngstThe company has been

The manufacturing project will be carried out through a joint venture, with Sony holding about 60% and TSMC 40%.

Shares of semiconductor tool makers jumped after Taiwan Semiconductor posted a jump in revenue for July.

Microsoft (MSFT) intends to greatly increase production of its internally designed artificial intell

Micron and TSMC are at the core of the AI build-out.

Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about where this company is actually headed.

Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

The joint venture would build next-generation sensors for phones, cars, and robotics from 2029

Sony and TSMC Eye $6.3B Image Sensor Factory in Japan