The past couple of years have been absolutely phenomenal for technology stocks, which is evident from the 90% gains clocked by the Nasdaq-100 Technology Sector index during this period, and artificial intelligence (AI) is one of the main reasons behind this outstanding surge.
Looser regulatory restrictions and an increased focus on AI from the incoming presidential administration could be a boon to leaders in the space.
(Reuters) -Taiwan Semiconductor Manufacturing Company has notified Chinese chip design companies that it is suspending production of their advanced AI chips from Monday, Financial Times reported on Friday, citing three people familiar with the matter.
The method scales up wafer size and improves reproducibility, marking a significant step forward in semiconductor development for AI and cognitive computing.
Taiwan Semiconductor is a fantastic AI investment because it doesn't require you to pick a winner in the space. With AI revenue becoming a meaningful part of the business, TSMC has risen to the top as one of the best investments you can make today.
ON Semiconductor has been hit by falling sales to auto makers and sluggish sales of its industrial chips. That’s about to change—and its earnings picture looks bright.
Taiwan Semiconductor Manufacturing's (NYSE:TSM) revenue for October rose 29.2% year-over-year to about NT$314.24B. Revenue for October grew 24.8% compared to September 2024 when the company generated NT$251.
The resilience of Taiwan's semiconductor industry remains unwavering, even as the US undergoes political transition. This perspective was shared by Etron Technology Chairman Nicky Lu and Pegatron Chairman T.
Jensen Huang, the CEO of Nvidia discussed on the No Priors AI-focused podcast the concept of "Hyper Moore’s Law."
A majority of Big Tech stocks got a boost on Wednesday after former President Donald Trump won his reelection bid. But Trump’s comeback could escalate the chip war between the U.S. and China.
Read here for an analysis of Taiwan Semiconductor's (TSM) potential growth and valuation in the AI market through Discounted Cash Flow Analyses.
The semiconductor sector has more than rebounded from some volatility earlier this year, with the SOXX index making some solid gains to kick off November. This index is still roughly 15% off its all-time high,