TSMC just delivered its sixth consecutive record profit quarter and raised its full-year growth outlook, yet the stock quietly slid back to where it traded a month ago. Something in the details…
Alex Sirois Jensen Huang admits Nvidia can only fill about 70% of current demand, and Taiwan's government just backed a multibillion-dollar bet that moving suppliers to Texas soil changes that equation for both Nvidia…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock trades at $418.90, down 3% even after the chipmaker posted a sixth consecutive quarter of record profit. A record report from the world’s…
Seoul's circuit breakers fired before most U.S. investors finished their morning coffee, and a surprise inflation print from Washington is making a bad situation worse for anyone holding Korean chipmakers.
Taiwan Semiconductor keeps raising its own growth targets while its share price moves in the opposite direction, and third-quarter results will determine whether that gap closes in investors' favor or widens into…
An investment boom can create real businesses and still leave shareholders paying too much for them. Artificial intelligence presents just that scenario: chip suppliers collect revenue today, while their customers must turn…
NVIDIA's revenue is growing triple digits and analysts keep raising their targets, yet a closer look at supply constraints, export bans, and rising customer payment delays reveals how much uncertainty surrounds every…
Intel has shed a fifth of its value since September while burning through billions in its foundry division, and the round-number level traders have been watching now sits within arm's reach of…
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) reports earnings on October 15, and Wall Street may be underestimating just how powerful its AI-driven growth has become. Despite soaring demand for advanced…
KLA builds the machines that catch chip defects before they become costly scrap, and that narrow specialty turned one quiet semiconductor stock into one of the market's most surprising long-term compounders. Here…
TSMC prints the chips and ASML prints the machines that make them possible, but five years from now only one of these AI supply chain giants looks positioned to justify its valuation…
Nvidia grabs the AI headlines, but every leading-edge chip it sells has to pass through one company's factories first, and that company trades at a fraction of its biggest customer's valuation.
A $10,000 bet on AMD in 2011 grew into more than $1.2 million, but the AI boom that sent shares soaring 211% in a single year raises a harder question: how much…
Three chip and software giants sent dividend checks to shareholders on the same day, but their records tell very different stories about which boards are sharing their growth and which are quietly…
Morgan Stanley just raised its NVIDIA target as the stock closes in on all-time highs, but margin compression and a $50 billion financing controversy raise real questions about how much runway this…
