Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Alphabet reported strong demand for cloud and AI solutions.

IBM said Monday that it will invest $150 billion in the U.S. over the next five years, including quantum computing. IBM stock gained.

Apple's smartest move amidst tariff pressure is to invest in India for assembly & US component suppliers. A fully US-made iPhone is not feasible.

Huawei is preparing to test its most powerful AI chip, the Ascend 910D, aiming to rival Nvidia's top processors and reduce reliance on U.S. technology amid ongoing sanctions.

The power in the semiconductor industry centers around one company.

Stocks rallied this week on hopes of a thaw in the trade war, but key economic reports and upcoming earnings will determine if the rally has legs

Intel's stock drops after disappointing Q2 guidance. Analysts say uncertain economic landscape and competition may hinder turnaround plans.

Intel CEO explores partnership with TSM to boost struggling chipmaker's prospects, plans to cut operational expenses and tap TSM for advanced chips

Based on a technical and fundamental analysis of NYSE:TSM we can say: TAIWAN SEMICONDUCTOR-SP ADR (NYSE:TSM), a strong growth stock, setting up for a breakout.

TSM showcases A14 chip at tech symposium, plans 1.4-nm chip production in 2028. A14 offers faster computing and greater power efficiency.

A semiconductor expert on AlphaSense broke down the industry's shifting dynamics with tariffs, trade wars, and other geopolitical uncertainties. While not named by the platform, the expert drew clear lines between those who are poised to win big amidst this chaos and those who stand to lose.

Economic uncertainty and trade tensions have spooked the market, but buying these top AI stocks could be a genius move in hindsight.

Former Intel executive William Huo highlights China's breakthrough in producing 5nm chips without EUV technology, sparking concerns from Chamath Palihapitiya that the U.S. risks losing its technological edge to China without urgent innovation.