The Daily Upside16d agoneutral
ASML Inks Advanced EUV Lithography Deals With Chip Titans TSMC, SamsungBarclays analysts called the announcement a “positive” for High NA EUV machines, which are viewed as crucial to ASML’s revenue growth.
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Stocktwits16d agoneutral
INTC Stock Slips Overnight: AMD Reaffirms TSMC Ties Amid Intel Foundry Buzz — But Keeps Supplier Options OpenUBS said last month that TSMC packaging constraints could steer AMD and other customers toward Intel’s EMIB-T tech, potentially in 2027.
StockStory16d agoneutral
Intel, Amkor, Nova, Qualcomm, and FormFactor Stocks Trade Up, What You Need To KnowA number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu
StockStory16d agoneutral
Applied Materials, AMD, Broadcom, Lam Research, and Marvell Technology Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu
GuruFocus.com16d agoneutral
AMD Guides to $70 Billion of 2027 Data Center RevenueAnthropic joins Meta and OpenAI as a named anchor customer
GuruFocus.com16d agoneutral
Bank of America Sees ASML Stock's Next Big AI TriggerThree chip giants may have quietly changed the equation
TheStreet16d agoneutral
An AI chip machine so pricey, three rivals had to say yesSamsung, TSMC and Intel rarely move in lockstep. This time, all three are betting on the same piece of equipment.
Investor's Business Daily16d agobullish
TSMC, IBD Stock Of The Day, Rises Above Early Buy Point As Chip Stocks RallyTaiwan Semiconductor Manufacturing is the IBD Stock Of The Day. TSM stock hit an early-entry buy point on Tuesday.
GuruFocus.com16d agobullish
ASML Shares Jump on Breakthrough Chipmaking Plans With Intel and TSMCASML Stock Rallies as Samsung, TSMC and Intel Advance High-NA Plans
Motley Fool16d agobullish
Taiwan Semiconductor Just Set a New Company Record. A New All-Time High Stock Price Is ComingTaiwan Semiconductor is a top AI investment.
Benzinga16d agoneutral
AI Could Eventually Crack Cancer and Drug Discovery, Says Arm CEO — But This Is What’s Holding It BackArm Holdings PLC CEO Rene Haas said artificial intelligence could help find a cure for cancer within our lifetime, but warned that chip shortages are limiting the expansion of AI infrastructure. Haas said AI could eventually solve complex problems in...
24/7 Wall St.16d agobullish
Intel Climbs 5% on High-NA EUV Production Lead, ASML and Taiwan Semiconductor Advance 3%Intel just hit a lithography milestone that puts every rival chipmaker years behind, and the stock is surging against a falling market. Whether that lead translates into a lasting foundry turnaround is the question investors are now pricing in real time.
24/7 Wall St.16d agoneutral
Nvidia Is Worth $5 Trillion. But This Could Be the Next Big Catalyst for the StockNvidia just crossed $5 trillion in market cap and posted triple-digit revenue growth, yet analysts argue the most powerful catalyst for the stock has not even hit full stride yet.
Quartz16d agoneutral
TSMC and Samsung commit to ASML High NA EUV machines for AI chipsBoth companies also joined an industry initiative to transition to larger 12-inch photomasks, which are expected to cut chipmaking costs by 2033
GuruFocus.com16d agoneutral
ASML Stock Rises 3% on TSMC and Samsung CommitmentsSamsung starts in 2028, TSMC in 2030, joining Intel on High NA EUV
Stocktwits16d agobullish
INTC Stock Jumps Premarket As Intel Takes Early Lead In ASML's Next-Gen Chipmaking Technology – Samsung, TSMC Are NextIntel is already using the machines in production, while Samsung and TSMC have now committed to using them in the coming years.
Bloomberg16d agobullish
ASML Wins Over TSMC, Samsung for New EUV Machines as AI Demand SurgesASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking on a broader agreement to meet surging demand for more powerful artificial intelligence technology.
GuruFocus.com17d agoneutral
TSMC Rises Nearly 3% as $265 Billion Becomes Taiwan's Diplomatic CurrencyGlobal factories strengthen political access while testing the margins that made TSMC indispensable.
GuruFocus.com17d agoneutral
TSMC's $265 Billion U.S. Bet Is Becoming Part of Taiwan's Chip DiplomacyTSMC's $265 Billion U.S. Bet Is Becoming Part of Taiwan's Chip Diplomacy
24/7 Wall St.17d agoneutral
Arm Expands Into AI Accelerators With Samsung — But It’s Not the Data Center Goldmine Investors Hope ForArm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.
24/7 Wall St.17d agoneutral
South Korea’s ‘AI for All’ Is Great for Chipmakers, but It Will Run Into Wall of RealitySouth Korea just promised free, unlimited AI to 51 million citizens, and the chipmakers supplying the hardware are already booking it as a win. But the gap between that promise and the compute reality behind it exposes something investors are missing.
Insider Monkey17d agobullish
Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips SoarsDiamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology […]
Zacks17d agoneutral
Wall Street Analysts Think TSMC (TSM) Is a Good Investment: Is It?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?
Zacks17d agobullish
Taiwan Semiconductor Retains 73% Foundry Share: Is the Stock a Buy?TSMC holds a 73% foundry share as AI demand surges, while N2, N3 and advanced packaging investments fuel its growth outlook.