Among semiconductor stocks, the winners this earnings season have been those with heavy exposure to the artificial intelligence megatrend. Astera Labs showed that with its beat-and-raise third-quarter ...

Taiwan’s labored energy transition is straining its industry, and a series of price increases has made it so Taiwan Semiconductor ...

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In April, prices surged by 11% on average, with TSMC and other major industrial users experiencing a 25% hike. Last month, ...

Nvidia and TSMC saw significant gains in market value in October, driven by sustained demand for artificial intelligence (AI) ...

Nvidia's market cap rose 9.3% in October to $3.26 trillion, while the company's supplier, TSMC, saw its market value increase 6.5% to $832.8 billion. The gains came after the world's largest contract ...

In 2024, TSMC remains the dominant microchip foundry and has experienced strong stock market performance. Will it last?

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Intel CEO Pat Gelsinger has made a series of stumbles since taking over the company in 2021, according to a Reuters special ...

The company dominates the market in third-party chip manufacturing with an estimated market share of 62% -- and around 90% ...

We initiated a new position in Taiwan Semiconductor Manufacturing Company. Click here for our brief investment thesis on TSM ...