In the early days of the new year, some (including my colleague Alex Wissner-Gross) are pointing out the solid position (to say the least) of the Taiwan Semiconductor Manufacturing Company or TSMC.

I don't cover Taiwan Semiconductor Manufacturing Company Limited (TSM) aka TSMC as frequently as I cover similar-sized tech stocks, with my only research piece dating back to December 2024. I had a ...

TSM is rapidly gaining foundry market share and now has a credible path to high 40s, or even 50%, 5‑year revenue CAGR, helped by Nvidia's incremental H200 demand for China shipments. TSM's 2026 price ...

The project is part of Build The Earth, a global initiative launched by YouTube creator PippenFTS to recreate the entire ...

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Chinese firms have ordered 2 million H200 chips, say sources Their demand for the chips far exceeds inventory with Nvidia, say sources TSMC expected to start work on expanded output in Q2 2026, says ...

Both companies dominate their specific niches in the AI value chain. Nvidia has visibility into nearly $500 billion in combined Blackwell and Rubin revenue from the start of 2025 through the end of ...

GameSpot may get a commission from retail offers. The next Minecraft update hasn't been revealed yet, as Mounts of Mayhem was only recently released, on 9 December. Usually, the next Minecraft update ...

Intel's 18A process node has reportedly drawn interest from Nvidia, though the chipmaker has yet to commit to using the technology, according to Reuters, citing ...

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the best stocks for the next decade. Wall Street analysts continue to be bullish on TSMC. Earlier on December 7, Bernstein raised the ...

TSMC controls 68% of global semiconductor revenue, far ahead of Samsung's 8%. Market concentration poses both risks and opportunities for semiconductor investors. TSMC's advanced manufacturing ...