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Wall Street has spent years pricing AI chip stocks on one core assumption: raw computing power wins. More transistors, more speed, more performance. That was the race, and investors bid up names including Nvidia (NVDA), Taiwan Semiconductor Manufacturing Company (TSM), and Broadcom (AVGO) ...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 28, Reuters reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) said that the rapid growth of AI is increasing electricity demand and making energy efficiency a more important challenge than computing power in […]
TSMC Shares Soar as Nvidia Deepens AI Investment Push
Nvidia CEO Jensen Huang introduces the new RTX Spark laptop lineup powered by the Blackwell RTX GPU. This is a major collaboration with Microsoft and other industry partners to reinvent the personal computer for the AI era.
TSMC's ADR premium dropped to 13.7% in May as Taiwan-listed shares outpaced US-listed gains.
We just covered the 10 Best Stocks to Buy Right Now According to AI and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks 1st on this list. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest dedicated pure-play semiconductor foundry, serving as the essential manufacturing backbone for the global technology industry. Operating an advanced manufacturing […]
Advanced Micro Devices (AMD) is back in focus after confirming that its next generation EPYC Venice data center CPUs are ramping on TSMC’s 2nm process, paired with a planned US$10b commitment to Taiwan’s AI supply chain. See our latest analysis for Advanced Micro Devices. The stock’s recent run has been sharp, with a 30 day share price return of 43.15% and a 90 day share price return of 170.28%, while the 1 year total shareholder return of 350.23% reflects strong momentum around AI and data...
The AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
Nvidia's AI Reach Expands Beyond Data Centers as TSMC and Foxconn Scale Adoption
Broadcom's AI chip and networking businesses are driving rapid growth, with revenue and earnings projected to more than double by FY27.
CNBC’s Dominic Chu confirmed this morning that Nvidia’s new PC chip lands in Dell and Lenovo laptops and desktops starting fall 2026, runs on Microsoft Windows, and targets thin-and-light form factors capable of running large AI models and higher-end games. That is a frontal assault on Intel’s last fortress in mainstream computing. Five US-listed stocks ... Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory
NVIDIA (NASDAQ:NVDA) revealed that Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is deploying a range of its artificial intelligence and accelerated computing technologies throughout semiconductor development and manufacturing processes, deepening the partnership between the two companies.
In May 2026, Advanced Micro Devices said its next‑generation EPYC “Venice” data center CPUs had entered production on TSMC’s advanced 2nm process in Taiwan, with plans to expand manufacturing to TSMC’s Arizona facility and extend 2nm across its future EPYC roadmap. This early move onto 2nm for high‑performance computing underpins AMD’s push to be a core supplier for AI infrastructure, tying together cutting‑edge process technology, global manufacturing capacity, and growing AI‑oriented CPU...
(Bloomberg) -- Local investors are driving the premium on Taiwan Semiconductor Manufacturing Co.’s US-listed shares to a two-year low as they pile into the chipmaker’s stock in Taipei on bets the AI boom has further to run.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionStrait of Hormuz Ship Transits Are Rising Thanks to US HelpA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmeric
(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectAmericans Injured in Iranian Missile St
(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe
(Bloomberg) -- Nvidia Corp. is entering the PC market with a new chip aimed at loosening the stranglehold of Intel Corp. technology in that arena and modernizing the machines for the AI era.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixe
Advanced Micro Devices Inc (NASDAQ:AMD) is one of Renaissance Technologies’ top semiconductor stock picks. In the past month, AMD stock has gained more than 40%. Moreover, this semiconductor stock has jumped by about 125% year to date. Advanced Micro Devices Inc (NASDAQ:AMD has started ramping production of its next-generation EPYC processor (Venice) using Taiwan Semiconductor […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Renaissance Technologies’ top semiconductor stock picks. TSMC shares have gained around 30% year-to-date and more than doubled over the past year. On May 15, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), also known as TSMC, announced plans to reduce its stake in Vanguard International Semiconductor Corporation. The […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and ASML Holding N.V. (NASDAQ:ASML) ranks 11th on this list. ASML Holding N.V. (NASDAQ:ASML) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings […]
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks 10th on this list. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in […]
Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires. Mizuho analyst Vijay Rakesh raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $540 from $500 on May 27. He reiterated an Outperform rating on the shares. The firm also increased its wafer fab […]
AI expected to drive a new phase of CPU demandWolfe Research believes the rise of agentic artificial intelligence and orchestration computing will create a significant expansion in processor demand, projecting that the total addressable CPU market will grow by approximately 30% by 2028. The firm argues that access to manufacturing capacity at Taiwan Semiconductor Manufacturing Company is likely to be a more important factor in determining competitive success than raw chip performance over the ne
Investing.com -- Taiwan criticized China’s decision to expel a New York Times reporter over the newspaper’s interview with President Lai Ching-te, saying the island would continue to communicate its position to the international community, Bloomberg reported on Sunday.
TSMC’s recent performance snapshot Taiwan Semiconductor Manufacturing (NYSE:TSM) has quietly posted sizable gains over the past year, with the stock up 5.2% over the past month and 13.4% over the past 3 months, while one day performance has been weaker. See our latest analysis for Taiwan Semiconductor Manufacturing. The share price is now at US$418.45. Despite a 1 day decline of 1.51%, the 30 day share price return of 5.23% and year to date share price return of 30.93% sit alongside a very...
Investing.com -- Investors are increasingly turning to Asian technology suppliers and infrastructure companies as potential beneficiaries of the next phase of artificial intelligence spending, Bloomberg reported on Sunday.
(Bloomberg) -- The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the US, and investors are increasingly honing in on the Asian supply chain.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug
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