Notícias

Barclays analysts called the announcement a “positive” for High NA EUV machines, which are viewed as crucial to ASML’s revenue growth.

UBS said last month that TSMC packaging constraints could steer AMD and other customers toward Intel’s EMIB-T tech, potentially in 2027.

A 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

A 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

Amkor Technology is boosting its capital footprint in Arizona with a massive Phase 2 expansion driven by soaring customer demand.

Anthropic joins Meta and OpenAI as a named anchor customer

Stocks fell Tuesday as oil prices and Treasury yields rose, but AMD and HPE led AI plays flashing buy signals. An Apple iPhone event is on tap.

Three chip giants may have quietly changed the equation

Intel Stock Leads Semiconductor Surge as AMD, Qualcomm and Broadcom Rally

Samsung, TSMC and Intel rarely move in lockstep. This time, all three are betting on the same piece of equipment.

Taiwan Semiconductor Manufacturing is the IBD Stock Of The Day. TSM stock hit an early-entry buy point on Tuesday.

ASML Stock Rallies as Samsung, TSMC and Intel Advance High-NA Plans

Taiwan Semiconductor is a top AI investment.

Arm 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...

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.

Nvidia 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.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Both companies also joined an industry initiative to transition to larger 12-inch photomasks, which are expected to cut chipmaking costs by 2033

These AI companies are grabbing plenty of headlines these days.

Samsung starts in 2028, TSMC in 2030, joining Intel on High NA EUV

TSMC, Samsung and Intel are moving forward with ASML's High-NA EUV technology

Intel is already using the machines in production, while Samsung and TSMC have now committed to using them in the coming years.

ASML 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.

Global factories strengthen political access while testing the margins that made TSMC indispensable.

TSMC's $265 Billion U.S. Bet Is Becoming Part of Taiwan's Chip Diplomacy

Arm'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.

South 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.

Diamond 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 […]

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?

TSMC holds a 73% foundry share as AI demand surges, while N2, N3 and advanced packaging investments fuel its growth outlook.