Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Renaissance Technologies’ top semiconductor stock picks. TSMC shares have gained around 30% year-to-date and more than doubled ...
The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, ...
TSMC has sought to engage Nvidia, AMD, Qualcomm, and Broadcom in talks about a potential joint venture to operate Intel’s ...
TSMC benefits strongly from the global AI boom and rising chip demand.The company leads the market in advanced semiconductor ...
Trump says tariffs would have stopped Taiwan’s semiconductor boom — but the history of TSMC tells a far more American story.
Morning Overview on MSN
TSMC just booked every 2nm wafer through 2026 — five fabs now running flat-out as AI customers reserve years of output before a single chip ships
TSMC is building five fabrication plants for its 2nm process node in Kaohsiung, Taiwan, a concentration of cutting-edge ...
TL;DR: Qualcomm and MediaTek plan to adopt TSMC's advanced 2nm N2P process in 2026 to outperform Apple's A20 chips, aiming for higher clock speeds and better performance despite a 20% cost increase.
TSMC and Intel have discussed a preliminary agreement regarding a proposed joint venture (JV) that would see the Taiwanese ...
I am rating Qualcomm a Sell after a sharp rally, as current valuation embeds unproven future catalysts while core revenues contract. QCOM's Q2 FY26 revenues declined 3% YoY, with handset sales down 13 ...
The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, ...
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