Arm Holdings should see a double benefit from the iPhone 16. Cirrus is the company with the biggest ties to the iPhone's success.
I calculated an upside of about 70% for TMC, supporting my buy recommendation. Key partnerships with AI leaders like NVIDIA, AMD, and Apple ensure a steady revenue stream and highlight its critical ro

3 Top Stocks To Buy For AI Exposure

09:10am, Saturday, 14'th Sep 2024
Chip stocks have been on a rather rocky ride over the past few weeks, as a range of headwinds have hit this sector hard.
TSMC's improved addressable market indicates that it could sustain its impressive growth for a long time. Healthy growth and an attractive valuation show why the foundry giant could deliver stronger g
AI stocks have driven the bull market for the last two years. Good value in AI stocks can be hard to find.
Unlike the dot-com bubble that ballooned in the late 1990s and early 2000s, the AI boom is here to stay and aid stocks such as NVIDIA, Broadcom and TSMC.

Trade Tracker: Rob Sechan buys Taiwan Semi

12:59pm, Friday, 13'th Sep 2024
Rob Sechan, CEO of NewEdge Wealth, joins CNBC's "Halftime Report" to describe his semiconductor strategy.
The rapid scaling of AI infrastructure by major tech companies has led to challenges in estimating AI investment costs and returns for enterprises, but this is temporary, in my view. Despite TSMC's cr
TSMC is set to benefit from a new wave of iPhone demand. AI-related products are expected to grow at a rapid pace.
Taiwan Semiconductor Manufacturing Co. shares rose on Thursday after Nvidia CEO Jensen Huang called the chip maker "the world's best."
Taiwan Semiconductor's chip business will benefit regardless of who wins the AI race. Meta Platforms is only valued for its ad business right now.

Why Intel's Foundry Troubles Are TSMC's Gains

04:15am, Wednesday, 11'th Sep 2024
Intel's foundry business has struggled, with a recent rejection by Broadcom the latest blow to the unit. Intel's woes are TSMC's gains, as it should help eliminate potential capacity increases at its
I reiterate a ‘Buy' rating for Linde with a one-year target price of $520 per share, driven by double-digit EPS growth and effective cost management. Linde reported 3% growth in underlying revenue a
Phelix Lee from Morningstar says the future for TSMC is quite bright despite geopolitical risks.
TSMC (TSM) reachead $162.43 at the closing of the latest trading day, reflecting a -0.22% change compared to its last close.
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