Silicon shock is the big ‘26 theme
In the early 2000s, the world of fine spirits broke. Demand for aged whiskey and fine wine exploded…
TSMC Shares Hit Record After Goldman Raises Target on AI Demand
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) shares advanced by the most since April,…
Nvidia Stock Rises as China Orders Surge for H200 AI Chips
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares rose about 1% on Wednesday morning after the company…
Better Artificial Intelligence Stock: ASML vs. Taiwan Semiconductor
ASML (NASDAQ: ASML) and Taiwan Semiconductor (TSMC) (NYSE: TSM) are arguably the two most essential artificial intelligence (AI)…
TSMC Kumamoto plant leaves concerns over water impact
KIKUYO, KUMAMOTO PREF. – While the local economy has been boosted by the full-scale launch of operations at…
3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
Nvidia’s chips are still the best picks and shovels for the AI gold rush. TSMC manufactures Nvidia’s chips…
Which Artificial Intelligence (AI) Stock Is a Better Buy Right Now?
Nvidia and Taiwan Semiconductor Manufacturing dominate the markets in which they operate. Both companies have wide moats protecting…
As AI Data Center Demand Surges, Taiwan Semiconductor Manufacturing Could Be the Biggest Long-Term Beneficiary
The AI data center market is booming, with AI infrastructure spending expected to exceed $3 trillion by 2030.…
Taiwan shares plunge almost 1,000 points amid Fed concerns
Taipei, Nov. 21 (CNA) Shares in Taiwan took a hit Friday, falling almost 1,000 points after heavy losses…
China’s chip leaders bank on AI, EVs, RISC-V as industry’s future growth engines
The use of chips for artificial intelligence and electric vehicles (EVs) will offer strong demand underpinning the development…
TSMC’s Slowing Monthly Sales Fuel AI Sustainability Debate
(Bloomberg) — Taiwan Semiconductor Manufacturing Co. reported slowing growth in monthly revenue, highlighting uncertainty over the sustainability of…
Is TSMC Stock a Buy Now?
Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) delivered another quarter of solid growth powered by surging demand for its…