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Taiwan Semiconductor Manufacturing Company (TSM) is up 40% in 2026 alone as investors price in a much larger chip market and a deeper role for the company in its most profitable layers. As demand for AI accelerates, TSMC just reported that it now sees the semiconductor market reaching $1.5 trillion ...
TSM ramps up AI chip and packaging capacity as soaring HPC demand drives its 2026 revenue growth outlook above 30%.
AI Chip Leader TSMC Drops After Unexpected Share Sale Announcement
Applied Materials (AMAT) appears well-positioned given its leading position in DRAM and advanced log
Investing.com -- Bank of America reiterated its Buy rating on Taiwan Semiconductor Manufacturing Co. in a note Friday following the chipmaker's technology symposium in Taiwan.
Cathie Wood Just Sold TSMC at an All-Time High
Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead
AI demand could push semiconductor market toward $1.5 trillion
Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.
Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.
Crypto scores a big Senate win, Boeing stock takes a hit, Cerebras swings IPO focus to tech, and more news to start your day.
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
Applied Materials’ outlook suggests a windfall from AI chipmaking equipment could be coming sooner than expected.
Apple Inc. (NASDAQ:AAPL) is included among the 10 Best US Stocks to Invest in According to Billionaires. Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. (NASDAQ:AAPL) made headlines on May 8 when a Wall Street Journal report revealed that the tech giant has reached a preliminary […]
TAIPEI, May 15 (Reuters) - TSMC, the world's largest contract chipmaker, said on Friday it plans to sell up to 152 million shares in Vanguard International Semiconductor through a block trade to
Why Taiwan Semiconductor Manufacturing (TSM) Is Back on Investor Radar Taiwan Semiconductor Manufacturing (TSM) has drawn fresh attention after a strong year to date, with the stock up 30.70% and a 117.15% total return over the past year. Those figures stand alongside reported annual revenue of US$4.10b and net income of US$1.91b. This context allows investors to assess how current pricing lines up with the company’s recent financial profile. See our latest analysis for Taiwan Semiconductor...
Taiwan Semi sees AI and high-performance computing driving a much larger semiconductor market by 2030.
AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...
The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.
Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares rose about 4% in after-hours trading on Thursday after the semiconductor equipment maker reported stronger-than-expected fiscal second quarter results and issued upbeat guidance, supported by continued demand tied to artificial intelligence...
A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
Applied Materials (NasdaqGS:AMAT) is acquiring ASMPT's NEXX business, adding advanced panel level packaging tools to its portfolio. The deal is directly linked to Applied Materials' recent AI chip development work with TSMC and global academic partners at the EPIC Center. Together, these moves expand Applied Materials' role in packaging technologies used for next generation AI chip designs. For you as an investor, this development sits at the intersection of equipment, packaging, and AI...
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the stocks discussed by Jim Cramer. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares are up by 110% over the past year and by 23% year-to-date. Despite […]
As Trump and Xi meet in Beijing, ASML stock is expected to emerge as a key winner from any easing in U.S.-China chip tensions.
