Taiwan Semiconductor (TSM), Nvidia, and ASML dominate the AI semiconductor supply chain, with TSM planning a 10% price increase next year due to pricing tensions with ASML and delayed equipment installations. Despite capital expenditure expansions by these companies, supply remains tight, keeping AI operational costs high and potentially driving AI-related inflation. This pricing power and supply constraint are critical for investors watching AI industry economics and semiconductor market dynamics.
GlobalFoundries announced Q3 2026 results with revenue of $1.899 billion, a 13% increase year-over-year, and a non-IFRS net income of $298 million despite an IFRS net loss of $270 million due to a $441 million non-cash charge. The company highlighted...
Taiwan Semiconductor (TSMC) continues to attract investment due to its critical role in manufacturing advanced AI chips for all major designers. Despite a recent 15.69% share price drop, TSMC's strong revenue growth of 41.2% in Q3, high profitability...
Taiwan Semiconductor Manufacturing Company (TSMC) exceeded its Q3 revenue guidance by $920 million, driven by AI-focused high-performance computing now making up 68% of its revenue. The company is accelerating its 2nm chip production, aiming to more ...
Cathie Wood's ARK Invest sold millions in top AI chip stocks AMD and Taiwan Semiconductor to invest in Robinhood and two air taxi startups, Archer Aviation and Joby Aviation. This move reflects a shift from established AI winners to riskier, innovati...
