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TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

Analysts raise targets after a standout quarter, with Reuters reporting a $165 billion Arizona plan that signals a longer growth runway.

Applied Materials Draws Fresh Upgrades as Chip Spending Accelerates

TSMC Ramps 2026 Spending and Growth Targets on AI Chip Boom

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

TSMC Expansion Gains Pace as U.S. Investment Talk Swells, Japan Site Paused for Redesign

Intel Rallies on Reports Apple Is Testing Its 18A Node for Future M Chips

White House Weighs Delaying Planned Chip Tariffs Despite Public Denials

New Analysis Names TSMC the Top AI Stock, Citing Potential 2030 Upside

Nexperia China Defies Dutch Control as Export Curbs Squeeze Europe’s Auto Supply

Bank of America Reaffirms Buy on TSMC as September Revenue Jumps on AI Orders

Samsung Lands $16.5 Billion Tesla Chip Deal as TSMC’s AI Foundry Grip Holds

TSMC Extends Foundry Lead to 38% in Q2 as AI Demand Lifts Sector, Counterpoint Says

Trump Says Chip Import Tariffs Coming ‘Very Shortly’ for Firms Without U.S. Production

Applied Materials Beats Q3 Estimates but Shares Slide on Weak Q4 Guidance

Samsung Embeds Internal Cooling Chip in Exynos 2600 for Galaxy S26