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SoftBank Group Corp. has reported past first-quarter 2026 results, with sales rising to ¥2,019.59 billion while net income eased to ¥347.33 billion, alongside disclosures of a new stake in Capital One and a sale of 71.5% of its Taiwan Semiconductor Manufacturing holding. The combination of higher revenue but lower per-share earnings and a sharp portfolio shift toward U.S. financials and away from a major semiconductor holding gives investors fresh insight into how SoftBank is reshaping its...

Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.

With TSMC controlling 70% of the global foundry market, its stock has risen dramatically throughout the AI chip craze.

Earlier this week, Amkor Technology’s board approved a quarterly cash dividend of US$0.08352 per share, payable on September 22, 2026 to shareholders of record as of September 2, 2026. Beyond the income payout, investors are closely watching Amkor’s growing advanced-packaging pipeline, underpinned by partnerships with TSMC and NVIDIA in AI and high-performance computing. We’ll now examine how Amkor’s expanding advanced-packaging opportunities could shape its investment narrative following...

Taiwan Semiconductor Manufacturing stock has rallied hard over the past few years, yet its current price screens as expensive on a Discounted Cash Flow (DCF) intrinsic value estimate while earnings based multiples still suggest room for optimism. That split has put valuation in sharp focus after a strong run in the share price. Over the last 3 years, Taiwan Semiconductor Manufacturing has delivered a very large total return of about 3.8x, which puts extra scrutiny on whether today’s price...

Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several legacy semiconductor names. Most notably, the firm increased its core equity position in Amazon.com Inc (NASDAQ:AMZN) by more than 1,000% to 541,600 shares, while simultaneously more than doubling its call options on the e-commerce giant. Against that backdrop, D

TOKYO—When Sony said in March that it was offloading its television business to a new joint venture with a Chinese rival, many in Japan felt a pang of nostalgia for the heyday of the country’s consumer-electronics industry. This is true even though he has worked for the company since 1987, and is fluent in corporate lore about when color TV—and later, the Walkman and PlayStation—made Sony a household name. Since taking the top job last year, Totoki has made the TV deal, brought in chip giant TSMC to collaborate on Sony’s valuable image sensor and spun off Sony’s financial arm—a unit he once ran.

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

Soros Capital’s biggest single addition was the iShares MSCI South Korea ETF (EWY) at $42.8 million, giving broad exposure to Korean chip giants.

Tracey Ryniec and John Blank debate the slowing job market while AI spending is also booming.

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks.

TAIPEI, Aug 14 (Reuters) - Taiwan's tech-reliant economy is expected to grow at its fastest pace in nearly four decades this year, the statistics agency said on Friday, upgrading its forecast due to

Broadcom and Taiwan Semiconductor have a lot of work to do to join the $4 trillion market cap club.

Strong earnings may no longer be enough for chip investors

The trio is playing a major role in the AI revolution.

The most profitable corner of the technology market pays income investors a pittance -- and each of these four companies has a different reason.

Elon Musk wants to build a chip factory so large it dwarfs every structure humans have ever assembled, on a dried-up reservoir outside Houston, for a purpose that sounds more like science fiction than a construction permit.

Elon Musk wants to build a chip-making facility in rural Texas so enormous it dwarfs every building on Earth, but the legal fine print buried in SpaceX's own filings tells a very different story about how real this project actually is.

Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...

The companies are combining Sony's sensor designs with TSMC manufacturing to build next-generation smartphone components in Japan.

Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)’s most advanced chipmaking machines, said this week that it’s confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to […]

TSMC and Sony are set to form a JV in Japan to develop and manufacture smartphone image sensors, with volume production set for 2029.

Apple is reportedly testing CXMT memory across products including iPhones and MacBooks, even after the Chinese supplier refused to offer the cheaper DRAM pricing Apple wanted.

The foundry giant's monthly numbers keep setting records. The share price assumes they stop.

Microsoft New AI Chip May Create a Fresh Threat to Nvidia

Microsoft's expanding Maia program could lower inference costs while reducing its reliance on externally supplied accelerators.

Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC’s strong revenue update. The year-to-date share price return of 57.56% and 1-year total...