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 ...
AI Honeymoon Is Over for Chip Equipment Industry
This week brought a reckoning as ASML’s disappointing results revealed an uneven market.
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 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 ...
Chip Stocks Fall While Energy For AI Moves Into Spotlight
The big story on Tuesday was a warning from chipmaker ASML of a slower than expected recovery in some areas of the chip ...
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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.