Taiwan Semiconductor Manufacturing

Yahoo Finance • 36 minutes ago

Tesla's $25 Billion Bet Raises A Bigger Question

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) might be doing more than just building chips, at least if Wedbush is right, with its new Terafab project alongside SpaceX potentially hinting at a much bigger long term plan.... Full story

Yahoo Finance • 3 hours ago

Arm Enters Chip Market With $15 Billion Ambition

This article first appeared on GuruFocus. Arm Holdings (NASDAQ:ARM) rose 13.20% in pre-market trading after announcing it will begin selling its own chips for the first time, targeting a business it expects to generate $15 billion annuall... Full story

Yahoo Finance • 5 hours ago

OpenAI Flags Microsoft as ‘Top Risk’ in Pre-IPO Document

ChatGPT-maker OpenAI listed its reliance on Microsoft (MSFT) as a top risk in an investor document ahead of a potential IPO (initial public offering), per CNBC. The company relies on Microsoft for “a substantial portion of our financing an... Full story

Yahoo Finance • 6 hours ago

1 Top Stock to Play the Data Center Boom

Top tech companies' capital expenditures (capex) in data centers are projected to reach $602 billion this year. The St. Louis Federal Reserve has said that the "scale and speed of recent AI investment have prompted comparisons with IT inve... Full story

Yahoo Finance • 7 hours ago

RAMageddon Arrives: AI’s Endless Appetite Just Killed the PC Comeback

Quick Read AMD (AMD) and Intel (INTC) raised CPU prices by roughly 15% year-to-date in March, with both chipmakers rationing scarce processor supply to AI hyperscalers that offer higher margins. HP (HPQ), Dell Technologies (DELL), Hewlett... Full story

Yahoo Finance • 11 hours ago

UPS opens $100 million Taiwan logistics hub to meet tech boom demand

TAOYUAN, Taiwan, March 25 (Reuters) - United Parcel Service opened a new $100 million logistics centre in ‌Taiwan on Wednesday, its largest in the Asia ‌Pacific, riding a wave of demand from tech companies. Taiwan is home ​to TSMC, the wo... Full story

Yahoo Finance • 20 hours ago

Will Nvidia's Financial Results Be Hurt by the Iran War and High Oil Prices?

Key Points Nvidia is, no doubt, facing higher supply chain costs, mainly due to higher transportation costs stemming from soaring crude oil prices. Nvidia’s GPUs are in such great demand that it might be able to pass at least part of its... Full story

Yahoo Finance • 21 hours ago

TSMC Stock In Spotlight -- Broadcom Exec Says Chipmaker Is Reaching Capacity Limits

This article first appeared on GuruFocus. Taiwan Semiconductor (TSM) stock came into focus Tuesday after a Broadcom executive said the chipmaker is reaching production capacity limits amid surging demand for AI chip. We are seeing that T... Full story

Yahoo Finance • 21 hours ago

4 Stocks In Focus As Market Sends Mixed Signals

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), Oracle (NYSE:ORCL), Taiwan Semiconductor (NYSE:TSM) and CoreWeave (NASDAQ:CRWV) are all in focus Tuesday, with markets moving a bit unevenly as investors juggle geopolitic... Full story

Yahoo Finance • 21 hours ago

Musk Unveils $5T--$13T Terafab Chip Plan Targeting 1 Terawatt Compute

This article first appeared on GuruFocus. Elon Musk signaled a potentially aggressive expansion into semiconductor manufacturing over the weekend, outlining plans that could position Tesla (NASDAQ:TSLA), alongside xAI and SpaceX, closer t... Full story

Yahoo Finance • yesterday

Arm unveils new AI chip, expects it to add billions in annual revenue

By Max A. Cherney SAN FRANCISCO, March 24 (Reuters) - Arm Holdings announced a new artificial intelligence data center chip on Tuesday which it said will add billions of dollars of revenue and ‌represent a significant shift in the company... Full story

Yahoo Finance • yesterday

Broadcom Weighs $970m Defense Deal Against AI Supply Constraints

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom (NasdaqGS:AVGO) has secured a five year, $970 million blanket purchase agreement with the Defense Information Systems Age... Full story

Yahoo Finance • yesterday

TSMC Hitting Production Capacity Limits, Says Broadcom

Fabless chipmaker Broadcom is dealing with production capacity constraints at Taiwan Semiconductor Manufacturing. Broadcom stock fell on Tuesday, while TSM stock rose. Continue Reading... Full story

Yahoo Finance • yesterday

CMoney Opens a Data Window Into Taiwan's 7th-Largest Equity Market at New York Alternative Data Conference

NEW YORK, March 24, 2026 /PRNewswire/ -- At the Eagle Alpha Alternative Data Conference, Jack Yeh, COO of CMoney, revealed how Taiwan's $2.5 trillion equity market has transitioned from a hardware-centric hub into a premier destination for... Full story

Yahoo Finance • yesterday

Nvidia’s Huang Says Human-Level AI Has Arrived. Don’t Get Too Excited.

Nvidia stock has flatlined in recent months but CEO Jensen Huang is positive about the potential of artificial intelligence. Continue Reading... Full story

Yahoo Finance • yesterday

Want $1 Million in Retirement? Invest $10,000 in These 3 Stocks and Wait 20 Years.

Every investor's dream is to find that one stock that can turn them into a millionaire. If your goal is to make a million by retirement, you can plan to have a diversified portfolio with a mix of growth and value stocks that can help you a... Full story

Yahoo Finance • yesterday

Assessing Taiwan Semiconductor Manufacturing (TWSE:2330) Valuation After A Strong Year Of Share Price Momentum

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Why Taiwan Semiconductor Manufacturing stock is on investors’ radar today Taiwan Semiconductor Manufacturing (TWSE:2330) continue... Full story

Yahoo Finance • 2 days ago

Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report

[Close-up of AI processor chip on futuristic motherboard with glowing circuits and digital connections symbolizing artificial intelligence technology. 3D Rendering] peshkov A Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) executiv... Full story

Yahoo Finance • 2 days ago

Broadcom flags supply constraints, says TSMC capacity a bottleneck

By Wen-Yee Lee TAIPEI, March 24 (Reuters) - Chip designer Broadcom said it is seeing supply chain constraints, including capacity limits at its manufacturing partner ‌TSMC, highlighting the ripple effects of soaring demand for AI chips on... Full story

Yahoo Finance • 2 days ago

Energy Risks Put TSMC And Global AI Chip Supply In Focus

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Geopolitical tensions around the Iran war and risks to the Strait of Hormuz are raising fresh co... Full story