#taiwansemiconductor — Public Fediverse posts

ASML vs. Taiwan Semiconductor: Which Semiconductor Monopoly Is the Safer Investment?

In the chip world, there’s really only one monopoly: ASML Holding (NASDAQ: ASML). ASML makes a machine that…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #it #TaiwanSemiconductor #TaiwanSemiconductorManufacturing
https://www.europesays.com/netherlands/43443/

https://www.europesays.com/ie/664138/ Not Nvidia. Not AMD. This Semiconductor Giant Will Be the Ultimate Winner of the Artificial Intelligence (AI) Hardware Race. #AdvancedMicroDevices #AI #AMD #ArtificialIntelligence #ArtificialIntelligence #Éire #IE #Ireland #Motley #MotleyFool #Nvidia #StockAdvisor #taiwan #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #Technology

TSMC vs. ASML: Which Semiconductor Giant Is the Better Stock Buy?

Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML) are two vital companies for the world economy, even…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #TSMC
https://www.europesays.com/netherlands/41447/

https://www.europesays.com/people/204988/ Peter Thiel’s Hedge Fund Takes $118 Million Stake in Amazon During Q2 — BigGo Finance #Alphabet #Amazon #AWS #DavidTepper #PalantirTechnologies #PeterThiel #PhilippeLaffont #StanleyDruckenmiller #TaiwanSemiconductor #ThielMacro

3 Artificial Intelligence (AI) Stocks Hedge Funds Are Buying Hand Over Fist https://www.byteseu.com/2312710/ #AI #Alphabet #amazon #AmazonWebServices #ArtificialIntelligence #CoatueManagement #HedgeFunds #TaiwanSemiconductor

https://www.europesays.com/people/200973/ AMD Is Investing More Than $10 Billion in Taiwan to Build Advanced Chip Packaging With TSMC. Here’s What Lisa Su Is Actually Buying With That Money. #AdvancedMicroDevices #LisaSu #PackagingTechnologies #PackagingTechnology #SiliconwarePrecisionIndustries #Taiwan #TaiwanSemiconductor

https://www.europesays.com/people/200201/ AMD Is Investing More Than $10 Billion in Taiwan to Build Advanced Chip Packaging With TSMC. Here’s What Lisa Su Is Actually Buying With That Money. #AdvancedMicroDevices #LisaSu #PackagingTechnologies #PackagingTechnology #SiliconwarePrecisionIndustries #Taiwan #TaiwanSemiconductor

https://www.europesays.com/ie/653712/ 8 Billionaire Money Managers Dumped Micron in the Second Quarter, With Several Favoring This Foundational AI Stock Instead #AI #AQRCapitalManagement #ArtificialIntelligence #ArtificialIntelligence #billionaire #DavidSiegel #DavidTepper #Éire #IE #Ireland #MicronTechnology #Point72AssetManagement #StanleyDruckenmiller #TaiwanSemiconductor #Technology

Billionaire Stanley Druckenmiller Just Sold Some Sandisk Stock and Bought These 3 Unstoppable Artificial Intelligence (AI) Stocks

Billionaire hedge fund manager Stanley Druckenmiller, who runs the Duquesne Family …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #Alphabet #Amazon #ArtificialIntelligence #hedgefundmanager #investingactivities #sandisk #SandiskStock #StanleyDruckenmiller #TaiwanSemiconductor #Technology
https://www.newsbeep.com/us/822647/

Billionaire Stanley Druckenmiller Just Sold Some Sandisk Stock and Bought These 3 Unstoppable Artificial Intelligence (AI) Stocks

Billionaire hedge fund manager Stanley Druckenmiller, who runs the Duquesne Family …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #Alphabet #Amazon #ArtificialIntelligence #hedgefundmanager #investingactivities #sandisk #SandiskStock #StanleyDruckenmiller #TaiwanSemiconductor #Technology
https://www.newsbeep.com/us/822647/

https://www.europesays.com/ie/651348/ Billionaire Stanley Druckenmiller Just Sold Some Sandisk Stock and Bought These 3 Unstoppable Artificial Intelligence (AI) Stocks #AI #Alphabet #Amazon #ArtificialIntelligence #ArtificialIntelligence #Éire #HedgeFundManager #IE #InvestingActivities #Ireland #SanDisk #SandiskStock #StanleyDruckenmiller #TaiwanSemiconductor #Technology

Taiwan Semiconductor vs. ASML: Which Semiconductor Titan Is the Better Buy Today?

The semiconductor industry is incredibly important to today’s artificial intelligence (AI) market. Without chips, none of the successes…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #semiconductorindustry #TaiwanSemiconductor
https://www.europesays.com/netherlands/39231/

Taiwan Semiconductor vs. ASML: Which Semiconductor Titan Is the Better Buy Today?

The semiconductor industry is incredibly important to today’s artificial intelligence (AI) market. Without chips, none of the successes…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #semiconductorindustry #TaiwanSemiconductor
https://www.europesays.com/netherlands/39129/

https://www.europesays.com/ie/?p=640150 These 5 AI Stocks Have Returned 300%-Plus Over the Past 3 Years — and 1 Still Looks Dirt Cheap #AdvancedMicroDevices #AI #ArtificialIntelligence #ArtificialIntelligence #DataCenters #EarningsPerShare #Éire #IE #Ireland #MicronStock #MicronTechnology #nasdaq #Nvidia #SharePricesSurge #TaiwanSemiconductor #TechCompanies #Technology

https://www.europesays.com/ie/638874/ Not Nvidia. Not AMD. This Chip Stock Will Be the Biggest Winner of the Historic AI Semiconductor Boom #AdvancedMicroDevices #AI #AMDStock #ArtificialIntelligence #ArtificialIntelligence #EarningsGrowth #Éire #IE #Ireland #Nvidia #TaiwanSemiconductor #Technology

Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

Bloomberg: #TaiwanSemiconductor reported a 45% rise in monthly sales, a sign of sustained demand for #AI #hardware.

Asia’s wild AI frenzy stock swings ignite and destroy dreams of getting rich

https://www.cnn.com/2026/08/06/business/asia-tech-stocks-volatility-intl-hnk

https://archive.is/tvFpw

#ai #china #crypto #daytrading #etf
#finance #hsi #japan #korea #kospi
#nikkei #nvidia #samsung #skhynix
#sti #stockmarket #stocks #taiwan
#taiwansemiconductor

Asia’s wild AI frenzy stock swings ignite and destroy dreams of getting rich

https://www.cnn.com/2026/08/06/business/asia-tech-stocks-volatility-intl-hnk

https://archive.is/tvFpw

#ai #china #crypto #daytrading #etf
#finance #hsi #japan #korea #kospi
#nikkei #nvidia #samsung #skhynix
#sti #stockmarket #stocks #taiwan
#taiwansemiconductor

Asia’s wild AI frenzy stock swings ignite and destroy dreams of getting rich

https://www.cnn.com/2026/08/06/business/asia-tech-stocks-volatility-intl-hnk

https://archive.is/tvFpw

#ai #china #crypto #daytrading #etf
#finance #hsi #japan #korea #kospi
#nikkei #nvidia #samsung #skhynix
#sti #stockmarket #stocks #taiwan
#taiwansemiconductor

Asia’s wild AI frenzy stock swings ignite and destroy dreams of getting rich

https://www.cnn.com/2026/08/06/business/asia-tech-stocks-volatility-intl-hnk

https://archive.is/tvFpw

#ai #china #crypto #daytrading #etf
#finance #hsi #japan #korea #kospi
#nikkei #nvidia #samsung #skhynix
#sti #stockmarket #stocks #taiwan
#taiwansemiconductor

Asia’s wild AI frenzy stock swings ignite and destroy dreams of getting rich

https://www.cnn.com/2026/08/06/business/asia-tech-stocks-volatility-intl-hnk

https://archive.is/tvFpw

#ai #china #crypto #daytrading #etf
#finance #hsi #japan #korea #kospi
#nikkei #nvidia #samsung #skhynix
#sti #stockmarket #stocks #taiwan
#taiwansemiconductor

ASML vs. TSMC: Which Semiconductor Supply Chain Stock Is the Better AI Play?

I have long thought that one of the best ways to invest in artificial intelligence (AI) and its…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #SemiconductorChip #semiconductormanufacturing #semiconductorsupply #TaiwanSemiconductor #technologies
https://www.europesays.com/netherlands/35600/

https://www.europesays.com/people/172171/ Can Nvidia Reclaim $5 Trillion? Jensen Huang’s Bullish AI Call Says Yes #AppliedMaterials #BlackwellUltra #JensenHuang #Nvidia #RevenueGrowth #TaiwanSemiconductor #Top10AIStocks

ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?

ASML Holding ASML and Taiwan Semiconductor TSM are two key players in the semiconductor equipment market serving chip…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #EUV #Increase #manufacturingsystems #semiconductormanufacturing #TaiwanSemiconductor #ZacksInvestmentResearch
https://www.europesays.com/netherlands/35036/

Zacks Investment Ideas feature highlights: Taiwan Semiconductor and ASML

For Immediate Release Chicago, IL – July 22, 2026 – Today, Zacks Investment Ideas feature highlights Taiwan Semiconductor…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #ASMLHolding #StrongBuy #TaiwanSemiconductor #ZacksRank
https://www.europesays.com/netherlands/33103/

https://www.europesays.com/ie/597596/ This Is My Favorite Artificial Intelligence Stock to Buy Right Now (Hint: Not Nvidia, Broadcom, or Alphabet) #AI #ArtificialIntelligence #ArtificialIntelligence #Éire #IE #Ireland #Nvidia #PalantirTechnologies #TaiwanSemiconductor #Technology #WarrenBuffett

Fortune Tech: EU’s new Google rules, Wonder IPO, TSMC’s $100B investment

Good morning. A New York State school district is piloting a humanoid rob…
#Belgium #BE #Europe #Europa #EU #Alphabet #Apple #België #belgien #Belgique #belgium #China #DeliveryHero #EuropeanCommission #EuropeanUnion #FortuneTech #google #MarcLore #Nachrichten #Netflix #Nieuws #nocopyright #Nouvelles #Robotics #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #TSMC #UberTechnologies
https://www.europesays.com/3142169/

Earnings From Taiwan Semiconductor and ASML Show Soaring Demand, So Why Are AI Stocks Falling? (And Here’s What Investors Should Do Next.)

Artificial intelligence (AI) stocks have been on fire in recent years, leading the S&P 500 higher in this…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #AIrevolution #AIstory #artificialintelligence #Nvidia #PalantirTechnologies #reportedearnings #TaiwanSemiconductor
https://www.europesays.com/netherlands/32115/

https://www.europesays.com/dk/130999/ Fortune Tech: EU’s new Google rules, Wonder IPO, TSMC’s $100B investment #Alphabet #Apple #Belgium #Brussels #China #DeliveryHero #EuropeanCommission #EuropeanUnion #FortuneTech #Google #MarcLore #netflix #NoCopyright #Robotics #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #TSMC #UberTechnologies

https://www.europesays.com/be/29228/ Fortune Tech: EU’s new Google rules, Wonder IPO, TSMC’s $100B investment #Alphabet #Apple #Brussels #China #DeliveryHero #EuropeanCommission #EuropeanUnion #FortuneTech #google #MarcLore #Netflix #NoCopyright #Robotics #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #TSMC #UberTechnologies

https://www.europesays.com/people/155596/ Fortune Tech: EU’s new Google rules, Wonder IPO, TSMC’s $100B investment #Alphabet #apple #China #DeliveryHero #EuropeanCommission #EuropeanUnion #FortuneTech #Google #MarcLore #Netflix #NoCopyright #Robotics #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #TSMC #UberTechnologies #UrsulaVonDerLeyen

https://www.europesays.com/people/155385/ Fortune Tech: Apple-OpenAI lawsuit, SK Hynix stock paradox, Meta data center drama. #apple #ArtMuseums #FortuneTech #IPOs #JamesMurdoch #Meta #Museums #NoCopyright #OpenAI #SamAltman #Samsung #SouthKorea #SpaceX #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #TSMC

TSMC raises capex and revenue forecast, highlighting growing AI chip demand

What happened: Taiwan Semiconductor Manufacturing (TSM) stock moved 4% lower in premarket trading on Thursday. What’s behind the…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #CapitalSpending #premarkettrading #revenueoutlook #semiconductormanufacturer #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #Technology #UK #UnitedKingdom
https://www.newsbeep.com/uk/694922/

https://www.europesays.com/uk/1092951/ TSMC raises capex and revenue forecast, highlighting growing AI chip demand #AI #ArtificialIntelligence #CapitalSpending #PremarketTrading #RevenueOutlook #SemiconductorManufacturer #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #Technology #UK #UnitedKingdom

https://www.europesays.com/ie/588640/ TSMC raises capex and revenue forecast, highlighting growing AI chip demand #AI #ArtificialIntelligence #ArtificialIntelligence #CapitalSpending #Éire #IE #Ireland #PremarketTrading #RevenueOutlook #SemiconductorManufacturer #TaiwanSemiconductor #TaiwanSemiconductorManufacturing #Technology

Google Just Went All in on Its Deal With Intel

One of the key tenets of Alphabet’s (NASDAQ:GOOGL) (NASDAQ:GOOG) artificial intelligence (AI) strategy has long been the company’s…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #Alphabet #ArtificialIntelligence #customprocessors #Google #Intel #TaiwanSemiconductor #Technology #TheMotleyFool
https://www.newsbeep.com/us/706602/

TSMC Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

(Bloomberg) — Taiwan Semiconductor Manufacturing Co.’s global chip supply will fall short of AI-fueled demand for years to…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Business #Bloomberg #TaiwanSemiconductor
https://www.newsbeep.com/us/683814/

Bloomberg: Taiwan Semiconductor’s #chip #supply will fall short of #AI-fueled demand for years to come, CEO C.C. Wei said, suggesting production capacity remains a bottleneck in the buildout of #computing #infrastructure. #TaiwanSemiconductor

Bloomberg: Taiwan Semiconductor’s #chip #supply will fall short of #AI-fueled demand for years to come, CEO C.C. Wei said, suggesting production capacity remains a bottleneck in the buildout of #computing #infrastructure. #TaiwanSemiconductor

AI Chip Surge Elevates Taiwan, Korea in Global Equity Rankings

(Bloomberg) — The artificial intelligence boom has triggered a seismic reshuffling of global equity markets, …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #Asianmarkets #Bloomberg #Europe #Europeannations #globalequitymarkets #portfoliomanager #skhynix #southkorea #stockmarket #Taiwan #TaiwanSemiconductor #techstocks #Technology
https://www.newsbeep.com/us/606790/

AI Chip Surge Elevates Taiwan, Korea in Global Equity Rankings

(Bloomberg) — The artificial intelligence boom has triggered a seismic reshuffling of global equity markets, …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #Asianmarkets #Bloomberg #Europe #Europeannations #globalequitymarkets #portfoliomanager #skhynix #southkorea #stockmarket #Taiwan #TaiwanSemiconductor #techstocks #Technology
https://www.newsbeep.com/us/606790/

The AI trade is fueling the market to record highs despite Iran war

The AI trade has fueled the market to all-time highs, even with continuing uncertainty in the Middle East.…
#NewsBeep #News #BreakingNews #breakingnews #chipmanufacturers #Iran #iSharesSemiconductorETF #MorganStanley #TaiwanSemiconductor
https://www.newsbeep.com/492439/

Yahoo Finance | Billionaire Philippe Laffont Sold CoreWeave and Bought This Artificial Intelligence (AI) Stock Instead

Billionaire Philippe Laffont sold Coatue Management's stake in CoreWeave (CRWV), the AI data center company it had backed since 2024 and which became its largest holding, after the stock fell about 50% from its peak following construction delays and concerns over its high leverage and cash flow negative profile despite strong AI-driven demand and a growing revenue backlog.

Instead, Laffont significantly increased Coatue's position in Applied Materials (AMAT), the world's largest wafer fabrication equipment provider, citing its critical role in supplying chipmakers like Taiwan Semiconductor and Micron as they expand capacity to meet surging demand for AI accelerators and high-bandwidth memory, with Applied expecting over 20% equipment business growth in 2026 and continued momentum into 2027.

Applied Materials trades at 30 times forward earnings, which Laffont views as attractive given its growth outlook and margin expansion potential, with analysts forecasting 25% earnings-per-share growth in 2027, reinforcing his strategy of shifting from high-risk, pre-profit AI infrastructure plays to more established, essential suppliers in the AI supply chain.

Read more: https://finance.yahoo.com/markets/stocks/articles/billionaire-philippe-laffont-sold-coreweave-212000163.html

#philippelaffont #appliedmaterials #taiwansemiconductor #ai #chipmakers

Yahoo Finance | Billionaire Philippe Laffont Sold CoreWeave and Bought This Artificial Intelligence (AI) Stock Instead

Billionaire Philippe Laffont sold Coatue Management's stake in CoreWeave (CRWV), the AI data center company it had backed since 2024 and which became its largest holding, after the stock fell about 50% from its peak following construction delays and concerns over its high leverage and cash flow negative profile despite strong AI-driven demand and a growing revenue backlog.

Instead, Laffont significantly increased Coatue's position in Applied Materials (AMAT), the world's largest wafer fabrication equipment provider, citing its critical role in supplying chipmakers like Taiwan Semiconductor and Micron as they expand capacity to meet surging demand for AI accelerators and high-bandwidth memory, with Applied expecting over 20% equipment business growth in 2026 and continued momentum into 2027.

Applied Materials trades at 30 times forward earnings, which Laffont views as attractive given its growth outlook and margin expansion potential, with analysts forecasting 25% earnings-per-share growth in 2027, reinforcing his strategy of shifting from high-risk, pre-profit AI infrastructure plays to more established, essential suppliers in the AI supply chain.

Read more: https://finance.yahoo.com/markets/stocks/articles/billionaire-philippe-laffont-sold-coreweave-212000163.html

#philippelaffont #appliedmaterials #taiwansemiconductor #ai #chipmakers

Yahoo Finance | Billionaire Philippe Laffont Sold CoreWeave and Bought This Artificial Intelligence (AI) Stock Instead

Billionaire Philippe Laffont sold Coatue Management's stake in CoreWeave (CRWV), the AI data center company it had backed since 2024 and which became its largest holding, after the stock fell about 50% from its peak following construction delays and concerns over its high leverage and cash flow negative profile despite strong AI-driven demand and a growing revenue backlog.

Instead, Laffont significantly increased Coatue's position in Applied Materials (AMAT), the world's largest wafer fabrication equipment provider, citing its critical role in supplying chipmakers like Taiwan Semiconductor and Micron as they expand capacity to meet surging demand for AI accelerators and high-bandwidth memory, with Applied expecting over 20% equipment business growth in 2026 and continued momentum into 2027.

Applied Materials trades at 30 times forward earnings, which Laffont views as attractive given its growth outlook and margin expansion potential, with analysts forecasting 25% earnings-per-share growth in 2027, reinforcing his strategy of shifting from high-risk, pre-profit AI infrastructure plays to more established, essential suppliers in the AI supply chain.

Read more: https://finance.yahoo.com/markets/stocks/articles/billionaire-philippe-laffont-sold-coreweave-212000163.html

#philippelaffont #appliedmaterials #taiwansemiconductor #ai #chipmakers

5 AI Stocks That Could Replicate NVIDIA’s Decade of Dominance

24/7 Wall St. Palantir (Nasdaq: PLTR) delivered 138% returns in 2025 versus NVIDIA’s 37%. Revenue grew 63% year-over-year…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #AIaccelerator #ArtificialIntelligence #ASML #Broadcom #extremeultravioletlithography #NVIDIA #TaiwanSemiconductor #Technology
https://www.newsbeep.com/us/404707/