Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Two pieces of newsflow positively impacted the stock in June, and there could be more to come.

TSMC builds key components of the AI revolution, and that unique position could make it the next company to join the exclusive $3 trillion market-cap club.

The technology company is priced for growth ... but can it grow enough?

TSMC is reportedly set to raise prices across all its advanced chipmaking nodes.

Taiwan Semiconductor (NYSE:TSM) has outperformed the market over the past 5 years by 17.86% on an annualized basis producing an average annual return of 29.32%. Currently, Taiwan Semiconductor has a market

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The chipmaker's massive rerating just met its first serious stress test.

These two semiconductor titans have delivered terrific gains over the past year, and they can continue soaring thanks to the industry's secular growth.

A terrible June offers a buying opportunity for my top July pick.

The AI boom may depend on one overlooked chip giant, but its biggest strength also creates one of the market's most fascinating risks.

As high-end chipmakers build new production lines to meet soaring demand, they'll need more of Lam Research's equipment.

After a 20%-plus drawdown, QCOM is pursuing $15 billion in data center revenue by fiscal 2029, backed by Meta and Microsoft deployments of its Dragonfly C1000 server CPU.

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Taiwan Semi, SpaceX, Broadcom, Tesla, Meta, Micron, Eli Lilly, and Berkshire Hathaway, there are a handful of bargains and pretenders.

Altimetry Research values SpaceX at $1.3 to $1.5 trillion and sees balanced risk, while favoring ASML, Northrop Grumman, and GE Vernova as cleaner plays on AI and space infrastructure.

This cohort is linked by one common theme.

This is one more step for the business to expand into robotics and AI.

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AI infrastructure stocks experienced a sell-off after a report said OpenAI was considering delaying its IPO.

This is a dominant chip foundry with pricing power.

Expectations are high, but only one of these companies dominates processor manufacturing.

ASML stock fell as China export-control risks grew, but AI chip demand, Western fab spending and EUV dominance still support its long-term case.

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Intel's revival is a step closer to becoming a reality.

Apple has agreed to partner with Intel to design and manufacture chips in the US, diversifying its supply chain ahead of an expected AI-driven device cycle.