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.
Taiwan Semiconductor Manufacturing Company (TSMC) posted impressive Q2 results, with earnings per share rising 74% and revenue up 34%. Despite this strong performance, TSMC's shares fell due to market worries over its elevated capital expenditure gui...
Semiconductor ETFs like VanEck Semiconductor ETF (SMH), Corgi Lithography & Semiconductor Photonics ETF (EUV), and iShares MSCI Taiwan ETF (EWT) have seen strong gains but recently experienced a pullback. Despite this dip, the demand for semiconducto...
TSMC is investing $200 billion in U.S. semiconductor manufacturing following President Trump's 2025 return, driven by political pressure to produce chips domestically. This expansion raises production costs by 20-50% compared to Taiwan, squeezing pro...
TSMC and ASML have confirmed that demand for AI memory remains exceptionally strong, but industry supply growth is limited by fully booked EUV capacity through 2028. The US and Japan are investing billions to support Micron Technology's manufacturing...
