What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results will be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling ...
‘Just The Beginning’ For AI Demand Surge As Big Chip Stocks Gain $250 Billion
TSMC’s induction to the trillion-dollar club also spurred a rally for its ally Nvidia, whose shares rose 4% to an all-time ...
U.S. chip stocks rally as TSMC's AI-backed outlook impresses investors
U.S. chip stocks rose on Thursday after industry bellwether TSMC's strong sales forecast boosted investor optimism about ...
Chip giant TSMC reports blockbuster results even as questions over AI mania loom
The demand for AI "is real," said CC Wei, TSMC's chairman and CEO.
AI Honeymoon Is Over for Chip Equipment Industry
This week brought a reckoning as ASML’s disappointing results revealed an uneven market.
AI Chip Manufacturer Breaks Out – Nvidia May Be Next, Consumer Splurges, Fed Spiked The Punch
In earnings of note, Elevance Health Inc ELV, one of the largest licensee of Blue Cross Blue Shield, reported worse than ...
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TSMC's Record Profit and Ambitious Expansion Plans Highlight AI Surge
TSMC, the world's largest contract chipmaker, reported a 54% increase in quarterly profit driven by high demand for AI chips.
An AI Robot Trader Dumped AI Chip King Nvidia. What It Picked Instead.
Meanwhile, its other large-cap fund (QRAFT), which isn’t geared toward momentum stocks, has zero exposure to the chip maker.