TSMC’s stock jumps 5% after announcing a stonking set of 4Q numbers that have positive implications the companies it supplies ...

Taiwan Semiconductor Manufacturing reported a 35% increase it fourth-quarter profit. It works with Nvidia, AMD, Qualcomm, and ...

SMH can be a good pick for investors seeking exposure to hardware driving AI adoption, without betting on a single stock.

Taiwan-based TSMC, the world's largest computer chip maker, says it plans to increase its capital spending by nearly 40% this ...

TSMC , the world's main producer of advanced AI chips, on Thursday posted a forecast-smashing 35% jump in fourth-quarter ...

However, heading into 2026, another semiconductor stock appears to be an even better buy. It's a company that Nvidia and Broadcom are both closely tied to, but it still appears undervalued by the ...

Cadence is gaining momentum from strong demand for its AI-focused solutions, supported by robust design activity across the ...

The Chinese government this week told some tech companies it would only approve their purchases of Nvidia’s H200 AI chips ...

Micron's HBM supply is already sold out, but competitive threats in HBM4 production loom large. Read why I rate MU stock a ...

A good January day to you! There was major chip news last week, most of it coming out of the big CES show in Las Vegas, along with other interesting developments, here’s a fast (11:10) run-down of ...

ASML Holding is known for having too conservative guidance for long-term revenue. See why I feel ASML stock is a short-term ...

Nvidia remains the AI infrastructure leader, but its stock is up huge and the company is facing increased competition. Broadcom has a major opportunity in the ASIC market helping customers design ...