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INSANE: 4 | Vintage Vibes

AI Party Is Not Over, Goldman Sachs Issues Top Picks

Goldman Sachs is doubling down on artificial intelligence, highlighting infrastructure and data management as prime investment opportunities despite market concerns over high valuations.

Benzinga

Taiwan Semiconductor Surges Past 52-Week High As AI Boom Fuels Record Market Rally

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) topped its 52-week high of $196.72 on Monday as the continued artificial intelligence frenzy spurred investor optimism.

Benzinga

Taiwan Rejects 50–50' Chip Production Demand, Ming-Chi Kuo Explains Real Bottleneck Lies In America's Labor And Regulation, Not TSMC

Earlier this month, Taiwan firmly rejected the Donald Trump administration's proposal for an even split in semiconductor production between the U.S. and Taiwan.

Benzinga

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What's Really Inside Huawei's 'Domestic' AI Chips?

Huawei's latest AI chips, promoted as a milestone in China's push for technological self-reliance, continue to rely on critical components from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Samsung (OTC:SSNLF), and SK Hynix, a teardown by TechInsights reveals.

Benzinga

This Semiconductor Stock Seems Unstoppable

Taiwan Semiconductor (TSM) hit new all-time highs in Thursday morning trading. TSM boasts a 100% “Buy” opinion from Barchart, trades above key moving averages, and has gained 27% in the past month. Fundamentals remain robust, with projected revenue and earnings growth and widespread analyst support. While TSM faces geopolitical risks,...

Barchart

Taiwan Keeps Chip Edge While Eyeing US Deal

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) remains at the heart of U.S.-Taiwan trade talks as they explore a U.S. chip production strategic partnership while preserving Taiwan’s global supply chain moat.

Benzinga

Why This Investor Is Trimming His Largest Holding Taiwan Semiconductor

Contract chipmaker Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended Tuesday as escalating geopolitical tensions sharpen Washington’s push to shift critical semiconductor production to the United States.

Benzinga

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Why Washington Wants Half Of America's Chips Made Locally

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) stock gained on Monday amid renewed geopolitical and supply chain discussions, as the United States intensifies its efforts to onshore semiconductor production.

Benzinga

Taiwan Semiconductor Shuts Down Rumors Of Intel Deal

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) reiterated last week that it has not discussed potential investments or partnerships with any company, ending rumours regarding Intel (NASDAQ: INTC) linkups.

Benzinga

Trump's Chip Plan Could Mean Big Trouble For Apple And Dell

The Trump administration is preparing a sweeping plan to cut U.S. dependence on foreign-made semiconductors and expand domestic manufacturing.

Benzinga

Intel Stock Pops On Report CEO Engages TSMC, Apple

Intel Corp. (NASDAQ: INTC) CEO Lip-Bu Tan has been working aggressively to line up funding and customer partnerships critical to the company's turnaround.

Benzinga

Taiwan Semiconductor Unveils Ultra-Advanced Chip Tech

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) shares were trending on Thursday as the company showcased its new A14, or 1.4nm, logic process technology at its North America Technology Symposium in Santa Clara, California.

Benzinga

Taiwan Semiconductor Plans Ultra-Advanced Chips By 2028 With Massive Taichung Fab

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) stock trended on Wednesday following reports that the contract chipmaker plans to break ground on a new 1.4-nanometer fabrication plant in Taichung next quarter.

Benzinga

Forget Nvidia—Tepper Just Banked $57 Million On This Under-The-Radar AI Play

David Tepper, billionaire hedge fund manager at Appaloosa Management, is quietly reaping big rewards this summer. While Nvidia Corp (NASDAQ:NVDA) grabs headlines, Tepper's under-the-radar bet on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has surged nearly 25% in under three months, generating roughly $57 million in paper gains.

Benzinga

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Benzinga

Taiwan Semiconductor, MediaTek Discuss Plans To Develop Next-Gen Chips On US Soil

Taiwan mobile chip developer MediaTek is in talks with Taiwan Semiconductor Manufacturing Co (NYSE:TSM) to produce some of its chips on U.S. soil, Nikkei Asis reported on Monday.

Benzinga

TSMC Confirms Chiayi Plant On Track Debunking Rumors

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reaffirmed Thursday that construction of its second advanced packaging plant in Chiayi County remains on schedule, countering reports that the project had been suspended and its equipment diverted to the U.S.

Benzinga

MediaTek Adopts Taiwan Semiconductor 2nm Breakthrough For Flagship Chip

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s leading contract chipmaker, is enabling its long-term partner, MediaTek, to adopt its most advanced 2-nanometer (nm) process for an upcoming flagship system-on-a-chip (SoC). This collaboration underscores a major technological leap for both companies.

MarketBeat

This Stock Quietly Benefits From Oracle and NVIDIA’s AI Surge

Oracle's new earnings breakout suggests that Taiwan Semiconductor should follow suit as the root provider of this new infrastructure growth.

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Benzinga

TSMC Launches Its Own Honey Brand 'Ji Mi' As Bees, Fireflies Return To Restored Ecosystem Around Chip Plants

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) has introduced its own brand of honey, ‘Ji Mi,’ which is a result of the company’s environmental and sustainability initiatives.

Benzinga

Taiwan Semiconductor To Strengthen Chipmaking Network With Pingtung Service Hub

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) announced plans to launch its first multifunctional service center in Pingtung County in mid-2027 to bolster Taiwan’s high-tech facility construction ecosystem.

Benzinga

What's Going On With Taiwan Semiconductor Stock Thursday?

Taiwan Semiconductor Manufacturing Co. (TSMC) is simultaneously reshaping the Arizona economy and solidifying its leadership in advanced chipmaking.

Benzinga

Taiwan Semiconductor Extends Growth Streak With Strong August Sales

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock gained on Wednesday after reporting August 2025 sales figures bearing testimony to the continued artificial intelligence frenzy.

Barchart

Wall Street Loves Taiwan Semi. Should You Buy TSM Stock Now?

TSMC continues to be the backbone of artificial intelligence and advanced computing.

Benzinga

Taiwan Semiconductor Stock Climbs As AI Boom Fuels Record Equipment Investments And Global Chip Growth

Taiwanese contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) trended on Tuesday as the global industry association for the semiconductor industry projects upside for the sector, backed by Taiwan’s moat, driven by the artificial intelligence frenzy.

Benzinga

Taiwan Semiconductor Analysts Expect Minimal Risk From Nanjing Plant Setback

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is confronting near-term operational risks at its Nanjing facility after the U.S. government withdrew its fast-track authorization for importing chipmaking equipment, according to analysts.

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