ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared ...

The latest revenue and guidance miss, which led to the recent record plunge in ASML stock, is likely to be in the rearview ...

While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.

AWS latest to go nuclear, big AI powered anti-Harris/Walz bot network mapped out; and thanks to AI, the chips are both down ...

Taiwan Semiconductor Manufacturing Co, the world's largest contract chipmaker, raised its expectation for annual revenue ...

Taiwan Semiconductor Manufacturing Chief Executive C.C. Wei said revenue from AI-related servers and processors was expected to triple this year. TSMC's optimistic take on AI revenue prospects quelled ...

That sparked a rally in some AI stocks on Thursday, though Nvidia shares (NVDA) pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's ...

Both ASML and TSMC are rated 'Buy' due to their monopolistic dominance and reasonable forward P/Es around 30x. Learn more ...

Taiwan Semiconductor Manufacturing Company's blowout third quarter earnings and optimism over AI demand boosted chip stocks ...

A monthly report on retail sales could provide clues to whether the Fed will go for "no cut" at its next meeting.