Taiwan Semiconductor Manufacturing Co. (TSMC) is a key player in the AI-driven semiconductor market, benefiting from its advanced wafer technology and packaging capabilities. AI demand now forms a structural part of its business, with high-performance computing making up 61% of its revenue and advanced nodes 74% of wafer sales. Despite some valuation and execution risks, TSMC's dominant market position and rapid financial growth make it a recommended buy for long-term investors.
The global Application-Specific Integrated Circuit (ASIC) market is projected to grow from $20.95 billion in 2025 to $38.47 billion by 2035, at a CAGR of 6.3%. This growth is fueled by rising demand for AI accelerators from hyperscalers like Google a...
On June 23, 2026, the leveraged semiconductor ETF SOXL fell sharply by 23.06% in a single session, much more than its non-leveraged peers SOXX and SMH, which dropped around 7-8%. SOXL aims to deliver 3 times the daily performance of the semiconductor...
A potential U.S.-Iran deal is leading to a drop in oil prices as the Strait of Hormuz is set to reopen. This development benefits emerging markets, especially in Asia, which rely heavily on fuel imports. ETFs like Goldman Sachs' GSEE, focused on emer...
The Schwab Emerging Markets Equity ETF (SCHE) is recommended as a buy due to its growth potential driven by top holdings like Taiwan Semiconductor, Tencent, and Alibaba. The fund offers broad diversification, a low expense ratio of 0.06%, and a leadi...
Taiwan Semiconductor (TSMC) has been upgraded back to a buy rating due to robust demand driven by AI technology. The company's disciplined capital expenditure, strategic pricing, and advanced EUV technology maintain its leading foundry position despi...
