ASML is the leading semiconductor equipment company with 90% market share. TSMC manufactures the most advanced AI processors ...

Taiwan Semiconductor faces long-term margin pressure as onshoring to the US and EU increases costs, even as risk declines.

Now, it’s worth noting Stock Advisor’s total average return is 962 % — a market-crushing outperformance compared to 193% for ...

While chip designers like Nvidia tend to grab the most investor attention, they are not the only important players in the ...

Both semiconductor stocks have experienced significant growth over the past few years. Nvidia's stock price has climbed over ...

TSMC’s stock has more than tripled over the past five years. The booming AI, HPC, and data center markets are driving its growth. Its stock still looks cheap relative to its growth potential. Taiwan ...

TSMC's record-breaking revenue and margins position it to gain as AI demand grows and competition shifts. Click for this ...

Taiwan Semiconductor Manufacturing TSM raised its full-year US dollar revenue growth outlook to the mid-30s from 30% and the lower bound of capital expenditure by 5% to $40 billion. Third-quarter ...

Bernstein now expects TSMC’s CoWoS (chip-on-wafer-on-substrate) capacity to reach 125,000 wafers per month exiting 2026, with ...

TSMC is scrambling to expand and outsource its advanced CoWoS packaging as soaring AI chip demand overwhelms its capacity.