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04.05.26 - 21:42
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Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April (24/7 Wall St.)
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The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April...
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04.05.26 - 13:48
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XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom (24/7 Wall St.)
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The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom...
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04.05.26 - 05:06
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Commentary: Intel names TSMC as key partner; insider drives its comeback (Digitimes)
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One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings call, he said the debate a year ago centred on whether Intel could survive. Today, the focus has shifted to how quickly it can expand capacity and scale its supply chain to meet surging demand....
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04.05.26 - 04:06
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United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand (Digitimes)
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United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases of 46.5% year-on-year and 76.15% year-on-year, respectively, the firm announced. The engineering and cleanroom contractor said it holds nearly NT$150 billion in orders and aims to reach NT$100 billion in annual revenue in 2026, while comfortably exceeding NT$10 billion in after-tax net profit, positioning itself as a leading profitable player in factory engineering services....
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04.05.26 - 00:24
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ESMC confirmed to be on schedule — and sets its sights on AI (Digitimes)
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The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027. On April 29, the German Trade Office Taipei confirmed that construction is progressing as scheduled and expressed confidence in the timely delivery of the first batch of chips....
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02.05.26 - 07:18
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Megatrend Folger: Neue Rubrik – der heimliche KI-Profiteur (Der Aktionaer)
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Der KI-Boom hat in den vergangenen Monaten für spektakuläre Kursgewinne gesorgt. Nvidia, Broadcom, TSMC – die üblichen Verdächtigen kennt mittlerweile jeder. Doch die wirklich interessanten Chancen liegen oft eine Ebene tiefer. Bei Unternehmen, die im Hintergrund dafür sorgen, dass der Megatrend Künstliche Intelligenz überhaupt funktioniert....
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30.04.26 - 01:36
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Price Prediction: TSM Sees 21% Upside as AI Boom Powers $477 Target (24/7 Wall St.)
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I am opening with the bottom line. Taiwan Semiconductor Manufacturing (NYSE:TSM) trades at $392.34 after a 143% one-year run, and our 24/7 Wall St. price target points to $477.06 over the next 12 months. That implies 21.59% upside, with our model carrying a 90% confidence score. The recommendation is buy. Metric Value Current Price $392.34 ... Price Prediction: TSM Sees 21% Upside as AI Boom Powers $477 Target...
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30.04.26 - 00:36
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AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply (24/7 Wall St.)
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Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) is a semiconductor foundry, which means it manufactures chips for other companies like Advanced Micro Devices, Inc. (AMD) and NVIDIA Corporation (NVDA) and 530 other companies. AMD and Nvidia, on the other hand, are fabless semiconductor companies that design and sell their own chips but outsource the manufacturing to ... AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply...
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