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Taiwan Semiconductor Manufacturing (TSM) Is AI Demand Making The Stock Look Fully Valued

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, …

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, …

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 …

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 …

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 …

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

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 …

Taiwan Semiconductor Stock And 2 Export Giants Facing The New Tariff Reality

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 …

TSMC Is Reportedly Developing Advanced Chip Packaging Tech to Challenge Intel's Dominance

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Taiwan Semiconductor Manufacturing Co. is reportedly developing an advanced packaging technology, which could erode Intel Corp.'s competitive advantage. Intel's stock is trading 4.62% higher in Friday's pre-market …

Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Looks Reasonable Despite Its 335% Run

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Taiwan Semiconductor Manufacturing stock has surged over the past three years, yet the latest valuation checks suggest it now sits close to its estimated intrinsic value rather …

Apple Stock Plunges 9.6% as Analyst Cuts Target, Proposes Intel

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), a consumer-technology company producing iPhones and Mac computers, plunged approximately 9.6% by Friday's close as analysts assessed supply constraints and a weaker revenue forecast. Melius Research analyst Ben Reitzes maintained a buy rating but reduced his …

Intel Stock Rises as Analyst Sees Apple Supply Opportunity

This article first appeared on GuruFocus. Intel (NASDAQ:INTC), a U.S. semiconductor manufacturer operating its own chip factories, rose approximately 1.3% in Friday's regular session as investors assessed an analyst proposal involving Apple's supply chain. Melius Research analyst Ben Reitzes suggested Apple (NASDAQ:AAPL) could use …

Semiconductor ETFs Draw Cash This Week as Chip Stocks Rally

This article was originally published on ETFTrends.com. Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in the most new …

Intel Scores Needed Win, But Bigger Test Remains

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) completed a four-year U.S. government program validating its 18A manufacturing technology for secure defense applications, giving its struggling foundry business a useful credibility boost. However, Wedbush warned that small government volumes will not resolve the larger …

Lam Research Stock Soars 18.9% on $8.1 Billion AI Forecast

This article first appeared on GuruFocus. Lam Research (NASDAQ:LRCX), a semiconductor-equipment company supplying chip-production systems, soared approximately 18.9% in Thursday's regular-session trading after issuing stronger-than-expected quarterly guidance. The company forecast revenue of $8.1 billion, plus or minus $400 million, for the quarter ending September …

TSMC's next AI chip move sends Intel stock soaring

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares jumped about 12% and Taiwan Semiconductor Manufacturing (NYSE:TSM) gained nearly 7% on Thursday after a report said TSMC is developing a new advanced chip-packaging technology similar to Intel's approach. TSMC is working on a packaging …

TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract chipmaker, jumped approximately 7% in Thursday's U.S. regular-session trading as Microsoft's results renewed investor confidence in AI infrastructure demand. The Philadelphia Semiconductor Index increased approximately 6.7%, placing it on course …

Intel's Rare AI Advantage Faces a New Threat

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM) is reportedly developing an advanced chip-packaging process resembling Intel's (NASDAQ:INTC) EMIB technology, escalating competition over one of AI infrastructure's most important bottlenecks. The move could help TSMC retain customers seeking cheaper or more flexible …

Cathie Wood Invests $28.7 Million in Two High-Stakes Tech Stocks

This article first appeared on GuruFocus. Cathie Wood's ARK Invest added roughly $28.7 million of Taiwan Semiconductor Manufacturing (NYSE:TSM) and SpaceX (NASDAQ:SPCX) shares while trimming Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL) and Shopify (NASDAQ:SHOP), signalling a sharper rotation toward semiconductor production and space infrastructure as major …

Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock

Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC's dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries …

TSMC is moving in on Intel’s turf; Why Intel is up anyway

Intel's stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel's Foundry business. However, the prospect of TSMC neutralizing this advantage hasn't dented …

Fund Update: 55,557 TAIWAN SEMICONDUCTOR MANUFACTURING (TSM) shares added to Carnegie Investment Counsel portfolio

TSMC Stock Drops 4.1% as $2 Trillion AI Rout Spreads

This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world's largest contract chipmaker, fell approximately 4.1% in Wednesday's U.S. regular-session trading as a severe Asian AI-stock rout spread across semiconductor markets. TSMC's Taipei-listed shares closed 3.5% lower. South Korea's KOSPI fell as …

Muse Semiconductor and True Circuits Launch PLL IP Access Program for Universities at Low Cost

Streamlining access to top-tier IP and MPW services for academic research. SAN JOSE, Calif., July 29, 2026 /PRNewswire/ -- Muse Semiconductor, a subsidiary of GS Microelectronics US, Inc. (GSME) and a leading provider of multi-project wafer (MPW) services, and True Circuits, Inc. (TCI), a …

Update: Market Chatter: Taiwan Semiconductor Manufacturing, Toyota Operations Hit by Japan Earthquake

(Updates to include a statement from Taiwan Semiconductor Manufacturing in the fourth paragraph.) PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? …

Amkor (AMKR) Lands 10 Year TSMC Arizona Deal After Record Q2 Revenue

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Amkor Technology (NasdaqGS:AMKR) reported record Q2 revenue in 2026. The company announced a 10 year manufacturing partnership with TSMC for an advanced packaging facility in Arizona. Amkor …

Taiwan's UMC raises 2026 capex, expands Singapore and Taiwan fabs for AI demand

By Wen-Yee Lee TAIPEI, July 29 (Reuters) - Taiwanese chipmaker United Microelectronics Corp (UMC) said on Wednesday ‌that its board approved an expansion ‌plan, including additional cleanroom capacity at its Singapore facility and ​a new fab building at its flagship Tainan campus in Taiwan, …

Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Faces Fresh Questions Over China Tools And AI Spending

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Investors are watching Taiwan Semiconductor Manufacturing (NYSE:TSM) as concern grows over rising Chinese competition in advanced chipmaking tools, including ultraviolet etching technology. At …

EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The first wave of the AI boom crowned Nvidia Corp. and memory leader SK Hynix Inc. as Wall Street's biggest winners. But as AI infrastructure spending broadens, …