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TSM News30 articles
Chip ETF Inflows Surge as AI Trade Broadens Beyond Nvidia
The VanEck Semiconductor ETF (SMH) attracted $6.93 billion in net inflows on Monday, marking a shift in the AI chip trade as investors moved from leveraged Nvidia bets to broader semiconductor exposure.
TSMC ADRs Rise as Market Awaits June Sales Data
TSMC's US-listed shares rose 1.5% to $468.85 early Monday, outperforming tech peers, as the market awaits June sales data that could validate Q2 guidance.
Intel Stock Surges 10.6% on Apple Partnership Hints, But Upside Looks Limited
Intel shares surged 10.64% to $133.99 after Trump announced Apple's plans to collaborate on U.S. chip design and manufacturing, adding $64.8B in market value, but the rally faces skepticism without official confirmation.
Pelosi Family Maintains Large AI and Tech Holdings Despite Recent Sales
House filings show Pelosi family retains major positions in top tech stocks despite recent large sales, as semiconductor gains boost Nasdaq.
Intel Shares Hit Record After Apple Foundry Hint, Micron Test Looms
Intel shares closed at a record $133.99 after Trump said Apple is partnering on chip design, but details remain unconfirmed. Micron earnings this week will test AI demand.
Chip Stocks Rally as Micron Earnings and Inflation Data Approach
Tech stocks edged higher in a holiday-shortened week, led by chip names. Intel jumped 10.6% after President Trump said Apple would work with Intel on U.S. chip design. All eyes are on Micron's earnings and key inflation data.
Amkor, TSMC Arizona Pact Highlights Chip Packaging Push
Amkor Technology shares jumped 4.7% after sealing a 10-year advanced packaging deal with TSMC in Arizona, as investors bet on U.S. supply chain gains.
TSMC Outpaces Nvidia in Holiday-Shortened Trading Week
TSMC's U.S.-listed shares jumped 6.9% to $462.12, outpacing Nvidia's 3.0% gain, as investors favored chip manufacturing exposure amid easing inflation fears and strong AI demand.
Intel Surges Past AMD After Trump's Apple Chip Remarks
Intel surged 10.6% to a record $133.99 after President Trump said Apple agreed to work with Intel on US chip design and production, though details remain unconfirmed. AMD rose 4.9% as the chip sector hit a record close.
Nasdaq Futures Lead Holiday Gains as Rate Worries Loom
Nasdaq 100 futures gained 1.18% in thin Juneteenth trading, led by chip stocks, as investors weigh renewed Fed rate hike risks and rising inflation forecasts.
Intel Hits Record High on Apple Foundry Deal, Foundry Progress
Intel shares closed at an all-time high of $133.99 after President Trump revealed Apple will work with Intel on chip design and manufacturing in the U.S., boosting confidence in Intel's foundry ambitions.
Nasdaq Surges on Tech Rebound, Intel Rally, and Iran Deal Optimism
The Nasdaq rallied 1.91% on Thursday, led by a 10.6% surge in Intel after Trump announced an Apple partnership, while an Iran deal lowered oil prices and eased inflation fears.
Intel Hits Record High on Apple Chip Deal Hopes
Intel shares soared to a record high after Trump said Apple will work with Intel on US chip design and production, a potential boost for Intel's foundry business.
TSMC Hits Near-Record Levels Ahead of Holiday as AI Rally Lifts Taiwan Market
TSMC shares approached record highs in Taipei before the Dragon Boat Festival holiday, buoyed by sustained AI chip demand. The Taiex index closed at a new record, with TSMC adding over 200 points.
Intel Jumps on Trump's Apple Chip Partnership Claim
Intel shares surged over 7% premarket to a record $129.84 after Trump said Apple will partner with Intel for US chip design and production, though neither company has confirmed the deal.
Futures Advance on Tech Rebound; Intel Surges on Apple Deal
U.S. stock futures rose Thursday, led by a tech rebound as Intel surged 9.3% after Trump announced Apple will partner with Intel for U.S. chip design and manufacturing.
Intel Shares Surge on 18A-P Milestone and Server CPU Demand Uptick
Intel shares rose 3.5% to $121.10 after its 18A-P process entered risk production and Bernstein lifted its price target to $100 on improved server CPU demand.
Citi Bullish Call on AI Capex Drives ASML Shares to New Highs
ASML shares jumped 4.1% in Amsterdam after Citi boosted its bull-case estimates for wafer-fab equipment spending tied to AI build-outs. Risks remain from China export controls.
G7 Leaders Debate AI Model Access Amid OpenAI's $1T IPO Plan and Rising China Competition
G7 leaders debate AI model access as OpenAI files for a $1T IPO. Anthropic restricts models, China boosts local AI, and cybersecurity deals surge.
US Chip Policy Tightens as SandboxAQ Gets $500M, Intel 18A-P Enters Risk Production
US chip policy tightens with a $500M SandboxAQ award and Intel's 18A-P risk production, while AI startups challenge Nvidia and export controls on China lag.
Intel Stock Tumbles Despite 18A-P Chip Milestone Amid Sector Rout
Intel shares dropped 8.5% premarket to $117.05 after announcing its advanced 18A-P chip process entered risk production, as a broader semiconductor selloff and concerns over yields and customer wins overshadowed the milestone.
Intel Shares Steady Near Highs as Foundry Deals and AI Demand Awaited
Intel shares hover near $128, little changed after a chip rally, as investors focus on Q2 earnings for foundry deal updates and AI-driven demand.
Intel Shares Jump on BofA Upgrade Amid Foundry Optimism
Intel shares surged 6.5% to $124.57 after Bank of America upgraded the stock to Buy with a $135 target, citing confidence in CPU and foundry growth. The next key catalyst is the July 23 earnings report.
Intel Rallies on Foundry Hopes, Approaches 52-Week High
Intel shares jumped 6.51% to $124.57 on foundry optimism from a Google TPU order and BofA upgrade, but trade above analyst targets with negative earnings, increasing risk before Q2 results.
Nvidia's Market Cap Nears $5 Trillion as AI Demand Signals Diverge
Nvidia's market cap nears $5 trillion amid strong AI demand signals from a $10 billion infrastructure fund and Vera China launch, but risks like stalled GPU shipments and high valuation persist.
Intel Surges on AI Foundry Optimism, BofA Upgrade
Intel shares jumped 6.5% to $124.57 after a Bank of America upgrade, fueled by AI foundry hopes and reported Google orders. Q2 earnings are the next key catalyst.
Intel Soars 9% on BofA Upgrade and AI Demand Surge
Intel shares surged 9.27% after Bank of America upgraded the stock to Buy, citing strong AI and foundry prospects. A reported Google order for 3 million chips added to the rally.
Google's AI Chip Sourcing Talks with Samsung Weigh on Alphabet Shares
Alphabet shares slipped 1% Thursday as reports emerged of Google in talks with Samsung for next-gen AI chip production, underperforming a broader market recovery.
BofA Upgrade Fuels Intel Rally on Foundry Optimism
Intel shares surged after Bank of America upgraded the stock to Buy, citing strong foundry prospects and server CPU growth, despite ongoing operational losses.
Oracle's $95 Billion Capex Plan Sparks AI Funding Anxiety, Semis Slide
Oracle's $95 billion capex plan and $40 billion financing spooked investors, sending the PHLX Semiconductor Index down 3.57% as AI optimism gave way to funding anxiety.