Browsing: Semiconductor

Few stocks are as much of a guaranteed winner from the AI build-out as Taiwan Semiconductor (NYSE: TSM) is. Taiwan Semiconductor is the world’s largest chip foundry by far, and it’s the only one with the technology and expertise to produce the cutting-edge chips needed to power devices like GPUs from Nvidia or smartphones from…

Last week was the worst stretch for chip stocks in over a year. The Philadelphia Semiconductor index dropped more than 11%, a hot inflation print raised the cost of funding every data center on the drawing board, and the impact of worries about CoreWeave’s (NASDAQ: CRWV) debt load spread to every company selling into AI…

Generative AI models run on powerful chips known as GPUs, which depend on stacks of specialized memory chips packaged with the processor. To meet growing demand for memory, Samsung is building a massive new semiconductor manufacturing complex in Pyeongtaek, South Korea. Three fabs already operate around the clock, and a fourth is coming online. Construction…

State Street Technology Select Sector SPDR ETF (NYSEMKT:XLK) offers broad, lower-cost exposure to the technology sector, while iShares Semiconductor ETF (NASDAQ:SOXX) provides a concentrated, higher-volatility play specifically on the chip industry.

Anyone who has invested in the artificial intelligence (AI) space for a while knows how good of an AI investment Taiwan Semiconductor Manufacturing (NYSE: TSM) is. However, TSMC just proved it once again with another blowout quarter, driven by impressive AI demand.

ASML Holding (NASDAQ:ASML) primarily generates its revenue by researching, developing, manufacturing, marketing, and servicing the advanced lithography systems utilized globally by its customers to produce complex integrated circuits.

Between 2023 and 2025, Nvidia (NASDAQ: NVDA) was the market’s most obvious artificial intelligence (AI) trade. During this period, the stock went parabolic, surging by 1,180% and turning the chipmaker into the world’s most valuable company by market cap. On a split-adjusted basis, that was a climb from about $14 per share to $186 by…

Analog Devices, Inc. (ADI) and Alif Semiconductor released information that the two companies have come into a definitive agreement under which ADI will acquire Alif in an all-cash transaction for $1.35 billion.