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…
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…
AI Chips Are Driving a Foundry Boom. Why TSMC Is Winning the Most
This article first appeared on GuruFocus. Global semiconductor foundry revenue rose about 17% year over year to roughly…
What Are 3 of the Best AI Stocks to Hold for the Next 10 Years?
While artificial intelligence (AI) is solidifying its mark in the world, it would be naive not to expect…
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…
Fortune Tech: iPhone Air 2.0, EU vs. Huawei, RIP Facebook buttons.
Good morning. Word on the Hill is that the U.S. government may soon reopen for business. It’s been…