The artificial intelligence boom has created one of the largest semiconductor investment cycles in history.
Intel Corp‘s (NASDAQ:INTC) foundry ambitions are often measured by manufacturing milestones—new process nodes, advanced packaging and winning external customers. Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted a 77% jump in second-quarter net profit and raised its capital spending forecast for the year, as the world's largest contract chipmaker r
Memory chip and storage stocks fell sharply on Thursday as investors extended a broad semiconductor selloff following Taiwan Semiconductor Manufacturing Co.'s quarterly results, despite the world's la

Why Is Micron Stock Still Falling?

10:36am, Thursday, 16'th Jul 2026
Investors are wrong to sell Micron stock today.

TSMC Q2: The AI Panic Creates Your Second Chance

10:36am, Thursday, 16'th Jul 2026
Taiwan Semiconductor Manufacturing Company delivered spectacular Q2 results, with 36% YoY revenue growth and a 56% net profit margin, despite a 5% stock dip. TSMC raised full-year guidance and announc
TSMC's Q2 earnings outperformance and significant capex raise reinforces the durability of robust AI and HPC demand critical to Nvidia's outlook. The accelerating N3 ramp and higher HPC mix provide ta
Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) stock is leading chip stocks lower today, down 2% to trade at $411.01 this morning.
Investors taking profits in AI memory names like SK Hynix (SKHY) and Samsung overseas is something Tom White sees hitting U.S. stocks. TSMC's (TSM) earnings added volatility to the tech trade even aft
Taiwan Semiconductor delivered stellar Q2 2026 results, with revenues up 34% y/y to $40.2B and robust margin expansion driven by AI demand. TSM's HPC segment grew 47.4% y/y, now 66% of revenues, while
AMD, Dell, Intel, and Micron shares fall as Wall Street questions how long the AI spending boom can last.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Q2 2026 Earnings Call Transcript
Taiwan Semiconductor Manufacturing (TSMC) expands its U.S. chip investment by $100B, raising its total commitment to $265B and planning four new 2nm fabs. TSMC's Phoenix fab began 4nm chip production
Shares in Taiwan Semiconductor Manufacturing Corp., or TSMC, declined on Thursday as investors likely sought to gain profit after a record quarter for the chipmaker giant, with expectations for the st
Taiwan Semiconductor Manufacturing NYSE: TSM raised its 2026 capital spending plan and full-year revenue outlook as executives said demand for leading-edge chips tied to artificial intelligence remain
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