Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Taiwan Semiconductor reports Q3 earnings on Oct. 15.

Google may become a major AI chipmaker, and there are some clear winners from that development.

As the CEO of SpaceX and Tesla, Elon Musk exercises significant purchasing power.

Intel's biggest rival is encroaching on one of the company's biggest growth catalysts.

This under-the-radar chip design software company just landed a multibillion-dollar vote of confidence from Nvidia, TSMC, and OpenAI.

It's going to release third-quarter earnings.

SK Hynix trades at a fraction of TSMC's valuation multiple, while TSMC generates nearly double the free cash flow, a tension that defines the 2026 choice.

Qualcomm trades at a discount valuation, while Taiwan Semiconductor Manufacturing commands a premium reflecting its foundry dominance and 45% net margin.

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A basket of these five semiconductor stocks should produce strong returns in the coming years.

Nvidia and Micron are frequently named in headlines featuring AI chip stocks, but another company may be the better long-term buy.

Taiwan Semiconductor supplies nearly every competitor in the AI arena with chips.

Nvidia's 55.6% net margin and $96.7B free cash flow dwarf Taiwan Semi's, but geopolitical risks and customer concentration pose distinct threats to each.

If TSMC joins Musk's chip venture, what does its only named chip partner stand to lose?

NVIDIA shares broke out to record highs in October, with analyst price targets up to $515 and earnings growth estimates near 70%, boosting the case for continued gains ahead of Q3 results.

The rocket launch, satellite, and artificial intelligence (AI) company got a double dose of good news.

Altimetry's Joel Litman favors First Citizens BancShares as bank oversight eases and warns MP Materials' federal stake has not fixed its profit margin problem.

The tech sector can continue outperforming the S&P 500 over the long term.

The tech giant has a fantastic moat.

This company is the backbone of the AI infrastructure trade.

The AI build-out isn't slowing down anytime soon.

Intel's foundry business may turn a profit in the near future.