Taiwan Semiconductor Manufacturing Company (TSMC) remains a Buy as its Arizona operations transition from being a margin drag to a profit contributor, supported by strong pricing power and high utilization. Recent margin pressures are explained by monthly revenue patterns and foreign exchange headwinds but are temporary and anticipated within current guidance. The company's revenue growth is now limited by capacity constraints rather than demand, with advanced packaging lines fully booked through 2027. While U.S. investment tariff risks pose strategic challenges, ongoing U.S. expansion supports near-term growth potential.
Intel's stock rose 5% following a milestone of processing over one million wafers using advanced High-NA EUV technology from ASML, positioning Intel years ahead in chip manufacturing innovation. ASML and Taiwan Semiconductor also gained 3% amid stron...
Nvidia recently surpassed a $5 trillion market capitalization, driven by over 100% revenue growth and strong data center demand. Analysts see further upside, with a price target around $301, implying a 32.65% gain, fueled by the Vera Rubin product ra...
Canada has enacted retaliatory tariffs on $20 billion worth of U.S. goods, including steel, aluminum, dairy, and electronics, escalating an 18-month trade dispute. These tariffs range from 15% to 50% and affect key sectors, putting pressure on North ...
TSMC and Samsung, two leading chipmakers, have committed to using ASML's High NA EUV lithography machines, which cost around $400 million each, to produce more advanced chips. Samsung plans to adopt this technology for DRAM memory manufacturing start...
