Chart 1 CoWoS remains the dominant solution for high-end AI accelerators because of its ability to integrate GPUs with high-bandwidth memory using a silicon interposer.
The tech giant is in a league of its own in its important industry.

Is ‘Chipflation' The Next Hormuz Crisis?

09:00am, Wednesday, 06'th May 2026
Samsung has become the second $1 trillion stock in Asia, and that carries two messages: first, the AI fever is back, and second, “chipflation” could become the next Hormuz-style sticker shock.
Monolithic Power Systems climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends. Microsoft traded down despite delivering robust earnin
Apple Inc. (NASDAQ:AAPL), Amazon.com Inc. (NASDAQ:AMZN) and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) are among the largest companies to deliver earnings "triple plays" this season, adding hea

Apple Explores Intel and Samsung as TSMC Backup

02:56pm, Tuesday, 05'th May 2026
Apple is exploring using Intel and Samsung to produce chips for devices in the US — as a backup to longtime partner TSMC. Peter Elstrom explains.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) is the headline name in every AI portfolio chatroom, and after a 143% one-year run that carried the world's most valuable chipmaker

Up 160% in One Month, This AI ETF Can Still 5X

01:23pm, Tuesday, 05'th May 2026
The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146.

Prediction: TSMC Stock Will Jump 3x by 2030

12:00pm, Tuesday, 05'th May 2026
TSMC is one of the most important companies in the AI infrastructure space, which is why its stock could keep soaring.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel's
These two AI infrastructure companies stand to benefit as capital rotates back to growth stocks.
Top insights from the latest market news from Tuesday, May 5, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.

Best-Performing ETFs of April

09:01am, Tuesday, 05'th May 2026
April's ETF winners surged on oil rally, AI boom and strong earnings. Hydrogen, semis, AI, meme and cannabis funds led the charge.
Semiconductors had a very good month on the back of several earnings blowouts and a tentative U.S.-Iran ceasefire.
Pinterest delivers strong results, Apple looks for new chip manufacturers, and more
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