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INSANE: 17 | Vintage Vibes

All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?

TSMC heads into 2026 riding a massive AI wave, but rising costs could test its dominance.

Taiwan Semi's Blowout Q1 Makes the AI Foundry Too Cheap to Ignore

Taiwan Semi's Blowout Q1 Makes the AI Foundry Too Cheap to Ignore

Taiwan Semiconductor's preliminary Q1 revenue performance shows that the AI boom shows no signs of letting up. The pure-play foundry is still plowing forward, full steam ahead.

Bank of America Wants You to Buy the Dip in These 2 Picks-and-Shovels AI Stocks

Bank of America Wants You to Buy the Dip in These 2 Picks-and-Shovels AI Stocks

Bank of America just upgraded its semiconductor outlook and flagged Cadence and Synopsys as top AI "picks-and-shovels" buys. Here's what investors need to know.

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Earnings Preview: What to Expect From ON Semiconductor's Report

ON Semiconductor will release its first-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

Micron Stock Is Up on Ceasefire News. Should You Buy MU Here?

Micron stock pops following news of a two-week ceasefire deal as the stock looks to regain momentum.

Could AMD's former foundry be quietly building up to become a major Arm — and AMD — rival?

Could AMD’s former foundry be assembling a RISC-V lineup to challenge Arm licensing?

Broadcom Is Getting a New CFO. What Does That Mean for AVGO Stock?

As Broadcom ushers in its first CFO change in over a decade, is the stock worth buying now?

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Taiwanese chip makers call on government to stockpile helium, liquid natural gas — TSIA pleads for strategic supplies as US and Iran sign ceasefire in Middle East

Taiwanese chip makers call on government to stockpile helium, liquid natural gas — TSIA pleads for strategic supplies as US and Iran sign ceasefire in Middle East

Taiwan's semiconductor industry alliance is urging the government to expand its strategic stockpiles of LNG and helium, find alternative suppliers, and restart nuclear power plants to ensure stability during times of crisis.

Tom’s Hardware

China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment

China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment

Taiwan's National Security Bureau claims that China is intensifying efforts to steal semiconductor process technologies and other chip-related know-how from Taiwan as international restrictions get more severe.

Tom’s Hardware

Steve Yao Manchester Overcoming Addiction and Finding Purpose in Sales

Steve Yao Manchester Overcoming Addiction and Finding Purpose in Sales

For many professionals, career growth follows a steady and predictable path. For others, it is shaped by disruption, hardship, and the need to rebuild from the ground up.

Dear Taiwan Semi Stock Fans, Mark Your Calendars for April 16

Dear Taiwan Semi Stock Fans, Mark Your Calendars for April 16

Taiwan Semiconductor's upcoming earnings may show a growing divide between the company's newer AI and legacy segments.

As Broadcom Expands AI Deals With Google and Anthropic, Should You Buy AVGO Stock?

As Broadcom Expands AI Deals With Google and Anthropic, Should You Buy AVGO Stock?

Broadcom has strengthened its position in the AI hardware ecosystem through expanded partnerships with Alphabet’s Google and AI startup Anthropic.

An All-Time High Plus Great Revenue and Earnings Has This Tech Stock Towering Above the Rest

An All-Time High Plus Great Revenue and Earnings Has This Tech Stock Towering Above the Rest

Tower Semiconductor (TSEM) has strong technical momentum and is trading at new all-time highs. Shares are up 490% over the past 52 weeks. TSEM maintains a 100% “Buy” technical opinion from Barchart. Analyst sentiment is mixed, with price targets ranging from $54 to $217 and several “Hold” ratings, reflecting valuation...

Intel joins Elon Musk's TeraFab project — 'Intel is proud to join the Terafab project with SpaceX, xAI, and Tesla to help refactor silicon fab technology'

Intel joins Elon Musk's TeraFab project — 'Intel is proud to join the Terafab project with SpaceX, xAI, and Tesla to help refactor silicon fab technology'

As Intel joins Elon Musk's TeraFab project, Lip-Bu Tan expects Elon Musk to reimagine the semiconductor industry.

Tom’s Hardware

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God on their side, the bill on ours: Counting the real cost of the war in West Asia for India

With guns in their hands and God on their side – Bob Dylan John Mearsheimer writes in The Tragedy of Great Power Politics: “States rarely go to war unless they think that rapid success is likely.”It has been more than a month since Benjamin Netanyahu and Donald Trump started the…

Here's What to Expect From NXP Semiconductors' Next Earnings Report

NXP Semiconductors is gearing up to release its first-quarter results this month, and analysts are expecting a double-digit increase in earnings.

AMAT, LRCX: Bank of America Is Still Pounding the Table on These 2 Chip Stocks

AMAT and LRCX still look like high‑conviction ways to play the AI and advanced‑node capex cycle, but they sit firmly in “quality growth at a premium” territory rather than obvious bargains.

Tom’s Hardware

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker.

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This New Spinoff Is a Nuclear and AI Chip Beneficiary Worth Watching

Nuclear and AI semiconductor supply chains in the United States rely on Solstice Advanced Materials, and shares are gaining handsomely.

Memory Wipe: The Great TurboQuant Miscalculation

A recent market selloff in Micron, Western Digital, and Applied Materials may represent a significant buying opportunity based on strong AI demand.

Tom’s Hardware

Nvidia market share in China falls to less than 60% — Chinese chip makers deliver 1.65 million AI GPUs as the government pushes data centers to use domestic chips

Local chip makers take 41% of the Chinese AI semiconductor market, while Nvidia's market share falls to 55% — down from the company's claimed high of 95%.

Bye Bye, AMD! Cathie Wood Ditches 57K Advanced Micro Shares

Cathie Wood offloads AMD along with a bunch of other tech stocks as she moves away from semiconductor.

The Conversation

How Taiwan came to dominate the global chip industry

One firm, Taiwan Semiconductor Manufacturing Company (TSMC), produces more than 90% of the world’s most advanced semiconductor chips. These chips are essential for smartphones, artificial intelligence, high-performance computing and cutting-edge military systems.

Tom’s Hardware

Chinese chip industry leaders admit the country lags five to ten years behind in AI data center chips — AI demand is straining equipment and talent supply

Senior Chinese semiconductor executives said AI-driven demand is creating bottlenecks across equipment, passive components, and workforce capacity.

From a dentist's basement to half a trillion dollars and AI: Here's how memory manufacturer Micron Technology got there

Just call me the 'Potato Consumer Gamer' from now on.

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