AI chip and memory leaders MU, INTC and TSM stand out for August as AI demand, growth and targets support upside.
Biglari Sardar reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) by 29.1% during the undefined quarter, according to the company in its most recent 13F filing
TSMC remains a buy as robust growth, margin improvement, and capacity expansion plans reinforce the bullish thesis. Q2 revenue grew 36.0% YoY in local currency, with HPC leading at 66% growth and 2nm
TSMC (TSM) remains a BUY, with a 15% upside to a $475 target, driven by robust AI-led demand and a clear technology roadmap. Despite a post-earnings dip on margin and CapEx concerns, TSM's advanced no
Taiwan Semiconductor ups its 2026 capital budget to as much as $64 billion, betting on long-term AI and HPC demand while expanding capacity without expected bottlenecks.
Taiwan Semiconductor is a critical part of the AI build-out. More data centers will boost TSMC's business.
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Taiwan Semiconductor retains a hold rating after a 110% rally, as the current valuation exceeds aggressive fair value estimates. Geopolitical risks have eased, with U.S. export restrictions rolled bac

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Taiwan Semiconductor Manufacturing Company is rated Buy, offering unmatched resilience and infrastructural dominance in global chip production. TSM's business model is insulated from AI price wars, wi
The semiconductor market, which has significantly outperformed the broader market in 2026 is seeing a pullback in July. The factors driving this rise include aggressive profit-taking, valuation concer
Artificial intelligence (AI) infrastructure is hitting a physical wall. As large language models grow exponentially in size, the legacy approach of throwing large, monolithic graphics processing units
Nvidia and Broadcom are supplying a massive amount of computing equipment to data centers. Taiwan Semiconductor Manufacturing only needs increased spending to do well.
Taiwan Semiconductor Manufacturing Company delivered strong Q2 results, with EPS up 74% and revenue up 34%, but shares declined on CapEx concerns. TSM's elevated CapEx guidance ($60–64B) and $100B e
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