Notícias
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AI demand could push semiconductor market toward $1.5 trillion
Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.
Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.
Crypto scores a big Senate win, Boeing stock takes a hit, Cerebras swings IPO focus to tech, and more news to start your day.
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
Applied Materials’ outlook suggests a windfall from AI chipmaking equipment could be coming sooner than expected.
Apple Inc. (NASDAQ:AAPL) is included among the 10 Best US Stocks to Invest in According to Billionaires. Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. (NASDAQ:AAPL) made headlines on May 8 when a Wall Street Journal report revealed that the tech giant has reached a preliminary […]
TAIPEI, May 15 (Reuters) - TSMC, the world's largest contract chipmaker, said on Friday it plans to sell up to 152 million shares in Vanguard International Semiconductor through a block trade to
Why Taiwan Semiconductor Manufacturing (TSM) Is Back on Investor Radar Taiwan Semiconductor Manufacturing (TSM) has drawn fresh attention after a strong year to date, with the stock up 30.70% and a 117.15% total return over the past year. Those figures stand alongside reported annual revenue of US$4.10b and net income of US$1.91b. This context allows investors to assess how current pricing lines up with the company’s recent financial profile. See our latest analysis for Taiwan Semiconductor...
Taiwan Semi sees AI and high-performance computing driving a much larger semiconductor market by 2030.
AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...
The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.
Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares rose about 4% in after-hours trading on Thursday after the semiconductor equipment maker reported stronger-than-expected fiscal second quarter results and issued upbeat guidance, supported by continued demand tied to artificial intelligence...
A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
Applied Materials (NasdaqGS:AMAT) is acquiring ASMPT's NEXX business, adding advanced panel level packaging tools to its portfolio. The deal is directly linked to Applied Materials' recent AI chip development work with TSMC and global academic partners at the EPIC Center. Together, these moves expand Applied Materials' role in packaging technologies used for next generation AI chip designs. For you as an investor, this development sits at the intersection of equipment, packaging, and AI...
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the stocks discussed by Jim Cramer. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares are up by 110% over the past year and by 23% year-to-date. Despite […]
As Trump and Xi meet in Beijing, ASML stock is expected to emerge as a key winner from any easing in U.S.-China chip tensions.
TSMC raised its global semiconductor market forecast to exceed US$1.5b by 2030, citing stronger demand linked to AI and high performance computing. The company outlined rapid capacity expansion, including nine new wafer fab and packaging phases across multiple countries. TSMC is increasing its overseas production footprint in the U.S., Japan, and Germany, signaling a broader shift in the semiconductor supply chain. Taiwan Semiconductor Manufacturing (NYSE:TSM) is updating its long term...
It’s an opportunity for investors to earn 50% while the company’s market capitalization marches toward $8 trillion. This, of course, is about Nvidia the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy. As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026.
The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM), the world's largest contract chipmaker, now expects the global semiconductor market to exceed $1.5 trillion by 2030, a 50% upgrade on its previous forecast of $1 trillion, driven by surging demand for artificial intelligence and...
Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.
Applied Materials Stock in Focus Ahead of Key AI-Driven Earnings Test
SK Hynix is on the verge of topping a $1 trillion market value, just weeks after Samsung Electronics crossed the milestone, as strong demand for artificial intelligence places South Korea at the heart of Asia's AI boom. SK Hynix shares have risen more than 200% this year, after rising an eye-watering 274% in 2025, driven by AI-related demand for both conventional memory chips and high-bandwidth memory (HBM) chips used in AI servers. If SK Hynix joins Samsung above the trillion-dollar threshold, South Korea would become the first country outside the United States to have more than one trillion-dollar company.
TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping its previous forecast of $1 trillion, according to its presentation materials ahead of a tech symposium on Thursday. • AI and high-performance computing are expected to account for 55% of the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities in 2026.
TSMC, the world's largest contract chipmaker, expects the global semiconductor market to exceed $1.5 trillion by 2030, topping its previous forecast of $1 trillion, according to its presentation materials ahead of a tech symposium on Thursday. • AI and high-performance computing are expected to account for 55% of the $1.5 trillion market, followed by smartphones with 20%, and automotive applications with 10%, according to TSMC. • TSMC said it has been expanding capacity at a faster pace in 2025 and 2026 and plans to build nine phases of wafer fabs and advanced packaging facilities in 2026.