Semiconductor manufacturing giant TSMC reported better-than-expected quarterly and annual results Thursday morning. But the real winners could be the companies that provide services to TSMC.

Paul Ausick

1 month ago

Why Needham Added Applied Materials to Conviction List; What It Sees for Sector Growth Ahead

Semiconductor equipment company stocks have had a strong 12-month run, and Needham has selected Applied Materials as its top pick going forward.

Paul Ausick

2 months ago

6 Semiconductor Equipment Firms Poised for More Growth

While chipmaking giant Intel may be having manufacturing difficulties with its latest chip designs, the makers of semiconductor manufacturing equipment are flourishing.

Paul Ausick

7 months ago

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