TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom
Bloomberg, company filings (Bloomberg) — Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital…
Mizuho Picks Nvidia, Broadcom, Lumentum as Top AI Chip Stocks for 2026
This article first appeared on GuruFocus. Mizuho Securities highlighted AI-driven demand as a key factor for semiconductor stocks…
Cambricon’s 500,000 Gamble to Replace Nvidia
This article first appeared on GuruFocus. China’s AI chip race is entering a new phase, and Cambricon is…