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Silicon Starvation: Amazon Feasts on Legacy GPUs
MarketBeat79d agoneutral
Silicon Starvation: Amazon Feasts on Legacy GPUs

Amazon is ramping proprietary Trainium chip production and raising GPU prices, while TSMC's 3nm foundry capacity runs at full utilization, driving analyst price target hikes for both companies.

Amkor Technology (AMKR) Expected to Benefit From Pivot Toward Advanced Packaging Technologies
Insider Monkey81d agoneutral
Amkor Technology (AMKR) Expected to Benefit From Pivot Toward Advanced Packaging Technologies

Amkor Technology Inc. (NASDAQ:AMKR) is one of BlackRock’s 30 most important AI stocks right now. In a June 25 report, B. Riley highlighted that Amkor is expected to benefit from a favorable shift toward advanced packaging technologies, which typically carry better margins. It also noted other factors, including improved scale, a solid pipeline of customer […]

Broadcom Is Quietly Dominating AI Chips. Here Are 5 Overlooked Stocks Powering the Same Boom
24/7 Wall St.85d agoneutral
Broadcom Is Quietly Dominating AI Chips. Here Are 5 Overlooked Stocks Powering the Same Boom

Broadcom’s custom AI silicon business has become the market’s shadow story, but the real fortunes are being made in the unglamorous plumbing behind it. Taiwan’s IC industry alone is projected to hit NT$8,445.0 billion (US$270.7B) in 2026, a 30% jump from 2025, and every one of those chips has to be packaged, tested, cooled, and ... Broadcom Is Quietly Dominating AI Chips. Here Are 5 Overlooked Stocks Powering the Same Boom

Taiwan Semiconductor Manufacturing (NYSE:TSM) Teams With Amkor In Arizona For AI Chip Packaging
Simply Wall St.88d agoneutral
Taiwan Semiconductor Manufacturing (NYSE:TSM) Teams With Amkor In Arizona For AI Chip Packaging

TSMC (NYSE:TSM) has entered a 10 year partnership with Amkor Technology to expand advanced semiconductor packaging and testing capacity in Arizona. The collaboration focuses on supporting high performance computing and AI chips while strengthening the US supply chain for advanced semiconductors. Amkor plans to provide advanced packaging and test services near TSMC's Arizona fabs, aligning manufacturing and backend operations in one US hub. Taiwan Semiconductor Manufacturing is a central...

Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Insider Monkey89d agobullish
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership to expand advanced semiconductor packaging and testing capabilities in Arizona. By aligning their operations, the companies aim to strengthen the US semiconductor supply […]

What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
Insider Monkey91d agobullish
What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock jumped 98.28% over the past year and increased 36.54% year-to-date. On June 22, TheFly reported that Susquehanna analyst Mehdi Hosseini increased the price target on Taiwan Semiconductor Manufacturing to $575 from $500 […]

Amkor Technology (AMKR) Stock Could Be 26% Below Fair Value After TSMC Arizona Deal
Simply Wall St.97d agoneutral
Amkor Technology (AMKR) Stock Could Be 26% Below Fair Value After TSMC Arizona Deal

Amkor Technology (AMKR) is back in focus after Taiwan Semiconductor Manufacturing Company agreed to a 10-year collaboration for advanced packaging and testing in Arizona, tying the stock more closely to long-term AI and high-performance computing demand. See our latest analysis for Amkor Technology. The TSMC agreement lands after a powerful run in Amkor Technology's stock, with the share price up 38.02% over the past month and a 1-year total shareholder return of 348.12%, signalling strong...

Why Amkor Technology (AMKR) Is Up 18.8% After Securing 10-Year TSMC Arizona Packaging Deal
Simply Wall St.97d agoneutral
Why Amkor Technology (AMKR) Is Up 18.8% After Securing 10-Year TSMC Arizona Packaging Deal

Taiwan Semiconductor Manufacturing Company recently announced a 10-year agreement with Amkor Technology to expand advanced semiconductor packaging and testing capacity in Arizona, supporting a more integrated U.S. supply chain. This long-term collaboration effectively links TSMC’s Arizona fabs with Amkor’s nearby advanced packaging campus, creating a local end-to-end pathway from wafer fabrication to finished, tested chips for high-performance computing and AI applications. We’ll now examine...