Taiwan Semiconductor Manufacturing Co. Aktie News

No matter where you are on the artificial intelligence (AI) debate -- for or against -- there's no denying that it's transforming the way people work. Companies of all shapes and sizes are integrating into their daily workflows, and new industries are popping up because of it.

It can pay substantial dividends to follow the smart money billionaires in certain stocks.

The U.S. is reportedly weighing canceling waivers that allow some global chipmakers to send American technology to China, according to The Wall Street Journal. A Commerce Department official told Samsung Electronics, SK Hynix and Taiwan Semiconductor this week that it may cancel the waivers allowing U.S. chip-making technology into their Chinese factories, the Journal reported.

Intel (NASDAQ:INTC) has been fully committed to transforming itself into a global foundry leader, especially as the competition for next-generation 2-nanometer (nm) chips intensifies with its 18A process at the heart of its strategy. Over the last four years, the company has poured more than $90 billion into capital expenditures aimed at expanding its foundry operations and narrowing the gap wi...

SoftBank Group Corp founder Masayoshi Son is seeking to team up with Taiwan Semiconductor Manufacturing Co to build a trillion-dollar industrial complex in Arizona to build robots and artificial intelligence, Bloomberg News reported on Friday citing people familiar with the matter.

TSMC's CoWoS margins now exceed 60–65%, with packaging volume expected to triple by year-end FY 2025. AI and HPC now contribute 59% of revenue, up from 46% YoY, driving structural re-rating potential. Advanced nodes (7nm and below) made up 73% of wafer revenue in Q1 FY 2025, including 22% from 3nm.

Apple (AAPL 0.53%) has been a huge winner in the smartphone era, which it pioneered with the iPhone. Now, it looks to be at risk of falling behind in the age of artificial intelligence (AI), cloud computing, and mixed reality.

Artificial intelligence (AI) stocks have been the must-own stocks over the past few years, but we're still a long way away from full AI deployment, so many AI stocks are still worth buying, even at their current levels.