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Taiwan Semiconductor Manufacturing (TSM) Speeds Up 3nm Output Target To 180,000 Wafers Monthly

Taiwan Semiconductor Manufacturing (TSM) is accelerating its 3nm production target to 180,000 wafers per month due to strong demand from major customers like NVIDIA, AMD, and Broadcom. This move reinforces TSM's role as a critical manufacturer for high-performance computing and AI infrastructure. The company …

Arizona wants Taiwan’s investors to think beyond chips

Arizona is actively seeking to diversify its economic ties with Taiwan beyond the semiconductor industry, which has seen significant investment from TSMC. The Arizona Commerce Authority is pitching real estate opportunities in Phoenix to Taiwanese property developers and family offices, encouraging investment in supporting …

Could Taiwan Semiconductor Manufacturing (TSM) Be the Most Critical Bottleneck in the AI Chip Boom?

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Skillful Craftsman Unit Signs One-Year AI Training Deal With Souche Holdings

Skillful Craftsman (NASDAQ: EDTK) to provide AI training to Souche through 2027

Skillful Craftsman Education Technology Limited, through its subsidiary Skilland Digital Intelligence Limited, has entered into an agreement with Souche Holdings Ltd. to provide AI-based training and support services. The agreement, effective from August 5, 2026, to August 4, 2027, stipulates a monthly fee of …

Semiconductor Sales Continue to Grow on AI Optimism: 4 Stocks to Grab

The recent artificial intelligence (AI)-related chip sell-off may have rattled markets, but the semiconductor industry appears to stay unfazed. Semiconductor demand has been robust over the past three years, thanks to the enthusiasm surrounding AI. This year has particularly been great for the industry, …

LYB, Huntsman using AI in product development

LyondellBasell Industries and Huntsman are integrating artificial intelligence into their product development processes, as reported by Plastics News. This initiative highlights a growing trend in the plastics industry to leverage advanced technologies for innovation and efficiency. The article indicates that AI is being used …

Avior Wealth Management LLC Trims Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Avior Wealth Management LLC reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 67.1% in the second quarter. Despite this, institutional ownership in TSM remains significant at 16.51%, with many other funds increasing positions. Analyst sentiment for TSM is largely positive, holding …

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by 55 North Private Wealth LLC

55 North Private Wealth LLC significantly increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) during the second quarter, nearly doubling its stake to 3,537 shares valued at $1.69 million. This move comes amid positive analyst sentiment, with TSM holding a consensus "Buy" …

Huntsman (HUN) Could Be 29% Undervalued After Results And Dividend Kept

Skillful Craftsman Education Technology Ltd (EDTK) Earnings Forecast: Future EPS & Revenue Growth Estimates

The article provides a financial forecast for Skillful Craftsman Education Technology Ltd (EDTK), focusing on its future EPS and revenue growth estimates. It lists current stock performance and key financial metrics, alongside peer comparisons with other educational services companies. The forecast section specifically highlights …

Huntsman Posts Narrower Loss in Q2, Sales Beat on Higher Volumes

Huntsman Corporation reported a narrower loss and higher-than-expected sales in the second quarter of 2026, driven by increased sales volumes across all segments and strategic pricing actions. Despite higher raw material costs and softness in construction markets, the company benefited from improved MDI prices …

Taiwan Semiconductor Manufacturing Company (TSM) Raised Its 2026 Outlook as AI Demand Accelerated

Antipodes Partners published its "Antipodes Global Strategy" second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries …

Cathie Wood invests a combined $28.7 million in TSMC, SpaceX after trimming investments in Amazon, Alphabet and Shopify

Cathie Wood is making another big bet on the future of artificial intelligence and space technology. Her investment firm, ARK Invest, added roughly $28.7 million of Taiwan Semiconductor Manufacturing (TSMC) and SpaceX [NASDAQ:SPCX] shares — trimming investments in Amazon [NASDAQ:AMZN], Alphabet [NASDAQ:GOOG] and Shopify …

[425] Huntsman CORP Business Combination Communication

Olin Corporation is urging its shareholders to vote on the proposed merger with Huntsman Corporation, emphasizing the importance of their vote before the special meeting, which is less than two weeks away. The Olin Board of Directors unanimously recommends voting FOR all proposals. The …

Taiwan Semiconductor Manufacturing (TSM) Stock Looks Fully Priced After Its 356% Run

Taiwan Semiconductor Manufacturing (TSM) has seen a 356% return over three years, but its current valuation suggests it's fairly priced. While a Discounted Cash Flow (DCF) model indicates it's roughly fair value, its P/E ratio suggests it might be undervalued compared to the semiconductor …

Taiwan Semiconductor Manufacturing (TSM) Eyes Faster 3 Nanometer Output, Is The Stock Expensive?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why the latest TSMC news matters now Taiwan Semiconductor Manufacturing (TSM) is back in focus after reports that it may accelerate production of …

Fund Update: 304,891 TAIWAN SEMICONDUCTOR MANUFACTURING (TSM) shares added to Allen Investment Management, LLC portfolio

Allen Investment Management, LLC has increased its holdings in Taiwan Semiconductor Manufacturing (TSM) by adding 304,891 shares to its portfolio, as per a recent SEC 13F filing for the Q2 2026 reporting period. The article also details recent hedge fund activity, showing both increases …

ETFs Investing in Huntsman Corporation Stocks

This article lists various Exchange Traded Funds (ETFs) that hold stocks of Huntsman Corporation (A0DQGM). The list, sorted by market value, includes details such as issuer, management style, focus, expense ratio, assets under management (AUM), and 3-year NAV total return for each ETF. These …

Is TSMC (TSM) a Buy as Wall Street Analysts Look Optimistic?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Before …

Eastern Bank Has $2.82 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Eastern Bank significantly increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) by 51.3% in the second quarter, bringing its total holdings to approximately $2.82 million. Institutional investors collectively own 16.51% of TSMC, and the company recently reported strong quarterly revenues and increased …

GK Wealth Management LLC Purchases New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

GK Wealth Management LLC recently acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), purchasing 7,015 shares valued at approximately $3.35 million, making it 1.8% of their portfolio. The article highlights other institutional investments in TSM, recent positive and neutral market sentiments …

Bull of the Day: Amkor (AMKR)

Amkor Technology (AMKR) is a $13 billion global pioneer and leader in the Outsourced Semiconductor Assembly and Test (OSAT) industry. Last week, AMKR delivered a strong "beat-and-raise" quarter and analysts pushed up their EPS estimates for this year 18% to $2.62, representing 75% annual …

Huntsman (HUN) Trims Losses And Maintains Dividend After Q2 Results Is The Turnaround Story Real?

Oil prices ease and Asian shares gain on hopes for Mideast deal, as companies report strong profits

BANGKOK (AP) — Asian shares surged and oil prices slipped Wednesday after the U.S. stock market rallied to records, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually lead to an end to the …

Taiwan Semiconductor's AI Push Hits Surprising Milestone

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) may accelerate production of its advanced 3-nanometer chips several months ahead of schedule, giving investors another signal that demand from Nvidia (NASDAQ:NVDA), AMD (NASDAQ:AMD) and Broadcom remains exceptionally strong. The earlier ramp could support …

Skillful Craftsman establishes Hong Kong subsidiary

Skillful Craftsman Education Technology Co., Ltd. (NASDAQ:EDTK) announced the formation of Skilland Digital Intelligence Limited, a new wholly-owned subsidiary in Hong Kong. This subsidiary will concentrate on software development, AI technology services, API services, and related product sales, serving as a platform for the …

Skillful Craftsman’s Hong Kong Unit Targets AI, APIs and Software

Skillful Craftsman Education Technology (NASDAQ: EDTK) has established Skilland Digital Intelligence Limited, a wholly-owned subsidiary in Hong Kong, to expand its international business. This new entity will focus on software development, artificial intelligence technology services, API interface solutions, and related product sales, serving as …

2,568 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Stableford Capital II LLC

Stableford Capital II LLC has acquired 2,568 shares of Taiwan Semiconductor Manufacturing Company Ltd. (TSM), valued at approximately $1.23 million, as part of its new stake in the company. Institutional investors and hedge funds collectively own 16.51% of TSM's stock, while insider activity also …

Craftsman Automation outlines ₹1,500 crore capex plan in Q1FY27 earnings call

Taiwan Semiconductor Manufacturing Company Limited (TSM): An Unmatched Technological Lead in Semiconductors

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its "Fundsmith Equity Fund." A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index …

Keel Point LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Keel Point LLC significantly reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 63.6% in the first quarter, selling 5,518 shares but still retaining 3,159 shares valued at over $1 million. Despite this reduction by Keel Point, other institutional investors like Tiger …

Revenue Beat: Craftsman Automation Limited Beat Analyst Estimates By 12%

Skillful Craftsman delays annual report amid overhaul

Can Huntsman’s (HUN) Dividend and Olin Merger Plan Redefine Its Specialty Chemicals Strategy?

Huntsman Corporation recently reported second-quarter 2026 results, with sales rising to US$1,663 million and its net loss narrowing to US$6 million, and declared a US$0.0875 per share cash dividend payable on September 30, 2026 to shareholders of record on September 15, 2026. The company …

Is Taiwan Semiconductor Manufacturing (TSM) Expensive Or Undervalued On Mixed Valuation Signals?

Taiwan Semiconductor Manufacturing (TSM) is under review, showing mixed valuation signals. While a discounted cash flow (DCF) narrative suggests it's 6.1% overvalued with a fair value of $381, its current P/E ratio of 28.4x is significantly lower than the industry average, implying it might …