Taiwan Semiconductor Manufacturing (TSMC) reported a strong Q1 2026 with $35.9 billion revenue and a record 66.2% gross margin, driven by robust AI-related demand. High-performance computing now accounts for 61% of wafer revenue, highlighting TSMC's leadership in the AI chip market. Despite recent profit-taking and geopolitical risks, analysts see potential upside with a consensus 12-month target around $473, while a $600 share price by 2028 is considered achievable if AI demand and production ramps meet expectations. Key risks include geopolitical tensions in the Taiwan Strait that could disrupt growth.
Marvell Technology's stock surged over 300% in a year but recently dropped sharply due to overextended investor positions and weak earnings, with a trailing P/E of 91 and declining net income. Most of its revenue depends on data center customers who ...
The Columbia EM Core ex-China ETF (XCEM) gained about 38% year-to-date through June 3, 2026, significantly outperforming the S&P 500 ETF (SPY), which rose roughly 11%. This strong performance is driven by XCEM's focus on emerging markets like Taiwan,...
The SPDR S&P Semiconductor ETF (XSD) and the iShares Semiconductor ETF (SOXX) differ mainly in weighting: XSD uses equal weighting across semiconductor firms, while SOXX concentrates on the largest companies like NVIDIA and Broadcom. SOXX has outperf...
In Q1 2026, the Financials and Industrials sectors contributed positively to portfolio performance, while Consumer Discretionary and Energy sectors detracted. Western Digital shifted its revenue focus towards cloud customers, now the majority of its ...
The VanEck Semiconductor ETF (SMH) has gained 77.13% in just over five months, far outpacing the S&P 500's 10.61% return year-to-date. This surge is driven by strong AI-related capital expenditures across the semiconductor supply chain, including chi...
