Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

A KOSPI-driven margin cascade triggered trading halts and dragged down U.S. chip stocks like NVIDIA, Broadcom, TSMC and ASML, despite unchanged semiconductor fundamentals.

These leading artificial intelligence companies still have room to run.

Amazon is ramping proprietary Trainium chip production and raising GPU prices, while TSMC's 3nm foundry capacity runs at full utilization, driving analyst price target hikes for both companies.

The AI trade is broadening to more semiconductor companies.

TSMC dominates the AI chip supply chain, but its biggest strength now comes with a valuation test investors cannot ignore.

Is Intel stock finally ready to beat TSMC?

Taiwan Semiconductor is one of the top AI stocks available.

Intel has a lot of ground to make up on Taiwan Semiconductor.

When things seem too perfect on Wall Street, history shows they often are.

Five reports over two weeks will tell investors whether the rally has the earnings to back it up.

Two pieces of newsflow positively impacted the stock in June, and there could be more to come.

TSMC builds key components of the AI revolution, and that unique position could make it the next company to join the exclusive $3 trillion market-cap club.

The technology company is priced for growth ... but can it grow enough?

TSMC is reportedly set to raise prices across all its advanced chipmaking nodes.

Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 5 years by 17.86% on an annualized basis producing an average annual return of 29.32%. Currently, Taiwan Semiconductor has a market

These international stock ETFs from iShares and Vanguard are very different once you look under the surface.

The chipmaker's massive rerating just met its first serious stress test.

These two semiconductor titans have delivered terrific gains over the past year, and they can continue soaring thanks to the industry's secular growth.

A terrible June offers a buying opportunity for my top July pick.

The AI boom may depend on one overlooked chip giant, but its biggest strength also creates one of the market's most fascinating risks.

As high-end chipmakers build new production lines to meet soaring demand, they'll need more of Lam Research's equipment.

After a 20%-plus drawdown, QCOM is pursuing $15 billion in data center revenue by fiscal 2029, backed by Meta and Microsoft deployments of its Dragonfly C1000 server CPU.

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Taiwan Semi, SpaceX, Broadcom, Tesla, Meta, Micron, Eli Lilly, and Berkshire Hathaway, there are a handful of bargains and pretenders.

Altimetry Research values SpaceX at $1.3 to $1.5 trillion and sees balanced risk, while favoring ASML, Northrop Grumman, and GE Vernova as cleaner plays on AI and space infrastructure.