Notícias

ADI, TSM, TXN, NVDA and ACMR could benefit as surging semiconductor sales and solid AI demand fuel optimism for chip stocks.

Shares closed at $1,016.59 as chip stocks rallied and investors continued to bet on tight AI-memory supply

By Ben Blanchard and Wen-Yee Lee TAIPEI, Sept 7 (Reuters) - Taiwan flexed its chip diplomacy muscles at a major trade show last week, portraying itself as a democratic and reliable supplier for the AI

Hitting the milestone by the end of 2028 takes about 14% a year -- from a business growing about three times that fast.

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s Groq 3 LPX rack is in full production and will be deployed alongside its Vera CPUs and Rubin GPUs at neocloud Nebius later this year, Nvidia senior director Dion Harris told reporters. The rack marks the commercialization of technology from Nvidia’s $20 billion purchase of Groq’s assets in December, […]

ASML's monopoly is more established.

Investing.com -- South Korea’s exports have reached $709.4 billion so far this year, already surpassing the country’s full-year record set in 2025 as booming global demand for artificial intelligence chips fuels semiconductor shipments, Reuters reported on Saturday.

Cadence Design Systems (CDNS) recently reported first pass compliance for its PCIe 6.0 PHY and controller IP on TSMC’s N3 process, which has put a fresh spotlight on the stock after a weaker year of returns. Despite the PCIe 6.0 milestone, Cadence Design Systems’ recent share price performance has been weak, with the stock down 22.19% over 90 days and 13.16% over 30 days. The 1-year total shareholder return of 16.61% contrasts with longer term gains of 22.99% over three years and 75.41% over...

Investing.com -- Japan is making progress on a $550 billion investment initiative with the United States, with artificial intelligence and semiconductor projects expected to play a central role in the next phase of the agreement, Bloomberg reported on Friday.

TSMC (TSM) reached $428.91 at the closing of the latest trading day, reflecting a +2.85% change compared to its last close.

The stock market fell this week before bouncing. Nvidia, Micron, Sandisk are new buys, but for how long? Apple, inflation data loom.

Taiwan Semiconductor is on course for strong revenue growth next year.

ASML plans to increase its Japan workforce from 500 to about 700 by 2030 as Rapidus and TSMC expand advanced chip production.

TSMC's equipment requirements grew 1.9 times in six months, validating ASML's aggressive capacity expansion.

The modest site targets faster supplier validation rather than another multibillion-dollar fabrication plant.

AI hyperscalers have no plans to slow down spending in 2027.

A market crash could come at any time; investors need to be ready.

Goldman Sachs says the AI spending cycle is just getting started, but the stocks that made investors rich in the last leg may not be the ones that do it in the next one. Knowing which part of the stack to own now is the question worth answering.

A supplier's Taiwan expansion reveals the overlooked materials required to keep advanced AI-chip fabs running.

Citi expects the iPhone 18 Pro and Pro Max models to cost about $200 more than their predecessors.

When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines look like a distraction.

TSMC is a key partner for every member of the "Magnificent Seven."

SpaceX surpassed a $2 trillion market valuation for the first time in nearly two months, driven by strong analyst forecasts, integration with Tesla's upcoming Cybercab, and a broader surge in major technology stocks.

Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn fresh attention after detailing plans to invest about $265b in Arizona and roughly $4.06b in its first European factory, extending its global manufacturing footprint. The share price of Taiwan Semiconductor Manufacturing has eased over the past three months, with a 90 day share price return of 6.61% in contrast to a 30.0% year to date share price return and a very strong 81.10% one year total shareholder return. This suggests long term...

These two chip stocks have different businesses entirely.

A government estimate reveals fresh investment plans from unnamed Taiwanese firms, stacked on top of TSMC’s already massive US commitment.

Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc. (NASDAQ:MU) share count by 41.4%, while increasing Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) for a sixth consecutive quarter. The filing does not disclose Tepper’s rationale. The positions instead contrast a cyclical […]

Apple's (AAPL) upcoming debut foldable iPhone could contribute about $14 billion to the company's De

Taipei is selling political reliability while overseas expansion tests whether TSMC can preserve extraordinary fabrication economics.

We explore the rise of China's AI Tigers.