Myron Xie says TSM stock is the only game in town for AI chips. Nvidia and hyperscalers building their own chips rely heavily on TSMC.
The semiconductor industry has received a major shot in the arm from the rapid advancement of artificial intelligence (AI) technology: The size of the semiconductor market jumped by an estimated 19% last year to $630 billion,
We recently compiled a list of the 7 Best Semiconductor Stocks to Buy Now. In this article, we are going to take a look at where Applied Materials, Inc.
Artificial intelligence (AI) isn't just a trend that will disappear in the next few years. AI is fundamentally how we do business, and the impacts will be felt for decades to come
UF researchers are looking for sustainable methods for semiconductor manufacturing as the United States works to become self-reliant on its production.
Both Nvidia and Broadcom have talked about customers deploying AI chip clusters of 1 million or more in the near future, which is a huge jump from what recent AI models have been trained on. Today, most chipmakers,
We recently compiled a list of the 7 Best Semiconductor Stocks to Buy Now. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against the other semiconductor stocks.
Shares of AMD have cratered over the past year, making it a rare example of a chip stock that has fallen out of favor with investors.
AI chip stocks rally on news of Taiwan Semiconductor's upbeat quarterly report and new US regulations on chip exports to China, impacting companies like Nvidia and Apple.
TSM remains a long-term Buy due to its leading N3/ N5 market share and the hyperscalers' promising AI/ data center demand growth over the next few years.
Oppenheimer analysts have spotlighted four semiconductor stocks as top picks for 2025, citing their strong alignment with the rapidly expanding AI sector. They anticipate sustained growth fueled by AI-driven demand,
Analyst Charles Shi reiterates a Buy rating for Taiwan Semiconductor with $225 price target. Company expects AI revenue to double in 2025.