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The South Korean market has run sharply thanks to AI-driven gains in Samsung and SK Hynix.

In the most recent trading session, TSMC (TSM) closed at $410.12, indicating a -2.11% shift from the previous trading day.

A number of stocks fell in the afternoon session after investors trimmed chip exposure to reduce portfolio risk ahead of Nvidia's highly anticipated earnings report.

Samsung's collapse and Nvidia's approaching earnings test are triggering profit-taking across the semiconductor supply chain.

The company is taking greater control of its technology stack

Hedge funds are divided on TSMC, but record AI-driven results and strong U.S. expansion give the bulls plenty of reason to stay confident.

GF Securities Sees Big AI Chip Opportunity for Marvell and Intel

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.

NVDA heads into fiscal Q2 earnings with AI infrastructure spending fueling surging data center demand and strong adoption of its newest AI platforms.

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

The company aims to boost domestic chip output and develop 2nm technology amid state-backed funding plans.

This company has the technology and scale to benefit from the continued AI build-out.

Artificial intelligence (AI) stocks are leading to a divide among Wall Street's savviest billionaire investors.

Chinese smartphone maker Xiaomi on Monday unveiled a new version of its in-house Xring handset processor, betting that deeper control over key components will help strengthen its supply chain ‌and reduce reliance on external chip suppliers. The introduction of Xring O3 comes a year after Xiaomi launched ‌its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung ​Electronics and Huawei in developing its own chips. TSMC will manufacture the new chip using its 3-nanometre production technology, two people familiar with the matter said.

Chinese smartphone maker Xiaomi on Monday unveiled a new version of its in-house Xring handset processor, betting that deeper control over key components will help strengthen its supply chain ‌and reduce reliance on external chip suppliers. The introduction of Xring O3 comes a year after Xiaomi launched ‌its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung ​Electronics and Huawei in developing its own chips. TSMC will manufacture the new chip using its 3-nanometre production technology, two people familiar with the matter said.

AMD's biggest AI challenge may no longer be winning customers but making enough hardware to serve them.

Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.

Taiwan Semiconductor's latest move shows that more chip production capacity needs to come online to meet demand.

The AI boom has crowned two near-unassailable monopolies in semiconductors, but when hyperscaler budgets tighten and rivals scramble to break their grip, only one of these giants may prove truly unconquerable.

Taiwan Semiconductor is reasonably priced for its growth and market position.

The world’s largest chipmaker, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported July revenue of NT$467.58 billion, or about $14.5 billion, up by 45% from a year earlier. That’s actually ahead of the company’s own recently raised full-year guidance of slightly above 40% growth in dollar terms. Chairman C.C. Wei called AI-related demand “extremely robust.” European […]

Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That’s starting to change. The Information reports Microsoft is preparing to launch its new Maia 300 AI chip this fall, possibly as soon as next month. It is already in talks with TSMC […]

The world's largest foundry is rebounding as investors prepare for the earnings report that could reset semiconductor expectations.

Taiwan Semiconductor raises 2026 CapEx to $60B-$64B and plans higher dividends as AI, HPC and 5G demand fuels growth.

Paul Tudor Jones has been taking a cautious view of the market, which can be seen in his portfolio.

The average brokerage recommendation (ABR) for TSMC (TSM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Laffont's firm had $48.6 billion in assets under management as of the end of the second quarter.

Artificial intelligence (AI) is a big theme for Wall Street's savviest asset managers.

Taiwan Semiconductor Manufacturing Co. is the world’s largest chipmaker. Here’s how it grew into the semiconductor behemoth it is today.