Arm and AMD stocks drop 5% after jury rules against Arm in Qualcomm licensing case.
A Delaware jury ruled that Arm breached its chip architecture license agreement with Qualcomm, causing Arm’s stock to fall 5%. AMD shares also dropped 5%, while Taiwan Semiconductor’s shares declined 2%. The verdict threatens Arm’s core business mode…
Barclays raises Taiwan Semiconductor’s price target after record profit and 51% revenue growth.
Barclays raised its price target for Taiwan Semiconductor Manufacturing Company (TSMC) to $670, reflecting confidence after the company reported its sixth consecutive quarter of record profits and a 51% increase in third-quarter revenue. Despite stro…
TSMC posts record profits but stock retreats to month-ago levels amid margin and capex concerns
Taiwan Semiconductor Manufacturing (TSMC) reported its sixth consecutive quarter of record profits and raised its full-year growth outlook to about 44%, driven by strong AI demand. Despite this, the stock price fell back to levels seen a month ago du…
Taiwan plans $4B Texas industrial parks to boost Nvidia and TSMC suppliers amid chip supply crunch
Taiwan’s government supports building $4 billion industrial parks in Texas to house suppliers for Nvidia and TSMC, aiming to ease chip supply constraints. These parks will host smaller suppliers near U.S. assembly sites, reducing shipping delays and …
VanEck Semiconductor ETF rated Buy on strong AI-driven growth and sector correction entry point
The VanEck Semiconductor ETF (SMH) is recommended as a Buy due to strong capital expenditure growth driven by AI investments and a recent sector price correction. SMH offers diversified exposure to leading semiconductor companies like NVIDIA, TSMC, A…
