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The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event is on tap.
On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V. (NASDAQ:ASML) announced a collaborative industry initiative to transition the semiconductor sector to a 12-inch Extreme Ultraviolet (EUV) photomask format. Currently, chipmakers use 6-inch masks for High NA EUV systems. Shifting to 12-inch photomasks aims to boost scanner productivity, eliminate stitching constraints on […]
In the latest trading session, TSMC (TSM) closed at $451.15, marking a +1.03% move from the previous day.
Cadence Design Systems (CDNS) is back in focus after partnering with Global Unichip Corp to support advanced custom silicon for AI accelerators and hyperscale systems built on TSMC’s latest process technologies. Recent price action reflects that story. Cadence Design Systems has a 7 day share price return of 10.43% and a 1 day move of 2.03%. However, the 90 day share price return is down 16.06% and the 1 year total shareholder return is down 13.41%, while the 5 year total shareholder return...
Taiwan chip exports hit a record $30.8 billion as AMD and Micron break out of the triangles that capped them since July.
Customer adoption strengthens ASML's monopoly while shifting attention toward throughput, installation schedules and manufacturing returns.
Supplier co-location can shorten qualification cycles, but operations remain three years away and capacity is undisclosed.
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strategy returned 17.5% net (YTD 10.5%), outperforming the S&P 500 (15.2%) and Bloomberg U.S. Mid Cap Index (11.1%). Patient discipline during Q1’s sell-off drove these […]
Taiwan Semiconductor offers plenty of upside potential with little risk.
Arm's royalty model compounds reliably across billions of devices. TSMC's factories build the chips that power every major AI system in the world. Both are essential, but only one is truly irreplaceable.
Taiwan Semiconductor holds a massive market share advantage.
Some institutional investors bought a large volume of Taiwan Semiconductor (TSM) call options expiring in almost 9 months. The strike price is higher (out of the money), implying they are bullish on TSM.
The arrival of mainstream agentic AI is forcing many to rethink their CPU demand forecast. AMD's Lisa Su thinks we're only getting started.
Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis to actually work.
According to the average brokerage recommendation (ABR), one should invest in TSMC (TSM). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Taiwan Semiconductor's A14 process technology is gaining strong customer traction, with tape-outs ahead of schedule and volume production targeted for 2028.
AI infrastructure stocks AMKR, CIEN and TTMI have rallied over 30% in 2026 yet trade more than 30% below 52-week highs.
Taiwan’s Taiex gained as continued positive sentiment around AI and tech stocks on Wall Street sent the Nasdaq to another record high.
The Thornburg Investment Income Builder fund’s “nerdy” investment strategy has delivered a one-year return of 29%.
A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.
Intel just staged one of its fastest rallies in years, but the analyst who called the price target before the surge thinks the move is still missing its most important catalyst.
Kaohsiung's new validation hub could shorten qualification cycles without adding disclosed production capacity.
TSMC (TSM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
ASML is one of the most important companies in the AI semiconductor ecosystem.
Key TakeawaysTSMC’s gross margin expanded from 59% in the June 2025 quarter to 68% in June 2026, even as management guided the next quarter down to 66% on 2 nanometer ramp dilution, a step back that is small next to the year’s climb. Quarterly capital expenditure jumped to $15.
Stock markets climbed on Tuesday as the success of Meta's new AI agent and US-China talks on artificial intelligence fanned a tech-led rally.- AI apocalypse - US and Chinese economic officials met Sunday in New York for closely watched talks on trade and artificial intelligence to lay the groundwork for the meeting.
TSMC's advanced-packaging industrial park signals a surge in chip manufacturing complexity, and the companies that profit most will not be the ones building the packages. Three equipment suppliers sit at a critical chokepoint where every additional package produced forces a spending decision manufacturers cannot easily avoid.
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