Marvell Technology and Taiwan Semiconductor Manufacturing (TSMC) reported strong Q2 earnings, highlighting their key roles in the AI infrastructure boom. TSMC, a leading-edge chip foundry, saw 36% revenue growth driven by advanced nodes critical for AI, while Marvell, specializing in custom XPUs and optical interconnects for hyperscalers, posted a 36.5% revenue increase. Both companies benefit from AI demand, with TSMC providing broad exposure across all AI chip designers and Marvell tied to specific hyperscaler projects. Looking ahead, TSMC focuses on ramping 2nm technology, while Marvell expects its custom silicon business to more than double in fiscal 2028, making them complementary investments in the AI chip space.
The iShares MSCI Taiwan ETF is recommended as a buy due to Taiwan's central importance in AI and semiconductor industries, with TSMC dominating its holdings. The ETF's valuation metrics are reasonable for the tech sector, though TSMC's higher valuati...
Defiance ETFs filed for a 2X daily bearish fund against Taiwan Semiconductor Manufacturing (TSMC) on August 26, 2026, and launched a long semiconductor foundry fund, Defiance Global Foundries ETF (AIFR), on September 1, 2026. This move allows the fir...
Elon Musk is developing a massive chip manufacturing campus in Grimes County, Texas, touted as a $119 billion project but with only $16.8 billion confirmed for the first phase. The campus will be one of the largest buildings on Earth, supporting Tesl...
