Taiwan Semiconductor shares drop after Buffett reveals stake sale

Shares of Taiwan Semiconductor Manufacturing Co. dropped on Wednesday following news that Berkshire Hathaway slashed its stake in the third-party silicon-wafer fabricator late last year. In Taipei, sh...

Berkshire Hathaway’s 4Q Equity Buys and Sales to Be Disclosed in Filing Tuesday

What were Warren Buffett and his colleagues at Berkshire Hathaway up to with their $350 billion equity portfolio last quarter? Investors will find out very soon. A regulatory filing expected Tuesday s...

These 20 AI stocks are expected by analysts to rise up to 85% over the next year

There are always fads in the stock market, but now we are in the midst of what could turn out to be a revolutionary trend that will last much longer than any fad — artificial intelligence. In the Need...

Large U.S. Pension Sells Alibaba, TSMC, MGM Stock. It Bought Harley-Davidson.

One of the largest U.S. public pension plans made big changes in its investments, including Asian tech giants. The New York State Common Retirement Fund cut its investments in Alibaba Group Holding (t...

Intel stock’s dividend sticks out among chip makers. But a cut may be coming.

Semiconductor stocks have been on a tear so far this year, following a difficult 2022. But now that we’re in the thick of fourth-quarter earnings season, investors will be questioning whether or not I...

Taiwan Semiconductor Manufacturing reports record net profit and revenue on chip demand

Taiwan Semiconductor Manufacturing Co. said Thursday that fourth-quarter net profit rose to a new record thanks to growing demand for high-speed computing and better margins. The world’s largest contr...

Look for a big cut to TSMC’s 2023 outlook as a bullish sign for chips, one analyst says ahead of earnings

The best thing Taiwan Semiconductor Manufacturing Co. can do in its earnings report Thursday is to cut its outlook for 2023 big, indicating a bottoming in the first half of the year, according to one ...

Apple, AMD confirm they’re among TSMC’s first Arizona customers, while Intel preps for return to cutting edge in 2023

Apple Inc. Chief Executive Tim Cook confirmed at an event Tuesday that the tech giant will be one of Taiwan Semiconductor Manufacturing Co.’s first Arizona fab customers, while Intel Corp. hopes to jo...

Buy Taiwan Semi Stock Into a Weak Chip Market, Says J.P. Morgan

J.P. Morgan says investors should overlook any near-term softness in the chip business and buy Taiwan Semiconductor Manufacturing Company shares for the company’s robust future prospects. On Tuesday, ...

18 semiconductor stocks that shine when compared with Nvidia this earnings season

Nvidia Corp., which said yesterday that quarterly sales slumped, exemplifies the cyclical nature of the semiconductor industry despite the company’s inroads into fast-growing markets. Still, many chip...

Warren Buffett’s chip-stock purchase is a classic example of why you want to be ‘greedy only when others are fearful’

This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disclosed its investments in other companies as of the end of the third quarter, and one name — and one ...

Berkshire Hathaway discloses stakes in TSMC, Jefferies, Louisiana-Pacific, sending those stocks higher

Berkshire Hathaway Inc. added positions in materials manufacturer Louisiana-Pacific Corp., investment bank Jefferies Financial Group and chip manufacturer Taiwan Semiconductor Manufacturing Co. Ltd. d...

TSMC’s stock slumps after reported diss of U.S. chip efforts; industry downgrades also weigh on sector

Chip stocks lagged behind the broader market Monday following one report that Taiwan Semiconductor Manufacturing Co. is pessimistic about U.S. efforts to build domestic capacity, and another that said...

Taiwan Semi reports stronger-than-forecast profit

Third-party silicon-wafer manufacturer reported Taiwan Semiconductor Manufacturing Co. reported a stronger-than-forecast 80% increase in profit for the third quarter. The chipmaker said earnings rose ...

Taiwan Semiconductor Is a Top Pick in a Weak Chip Market, Says Analyst

Text size The Taiwan Semiconductor Manufacturing building in Taichung, Taiwan. I-Hwa Cheng/Bloomberg Bernstein believes investors should look through any immediate hiccups and focus on Taiwan Semicond...

Semiconductor stocks have been hit hard, but many are poised for rapid growth. Here are 15 expected to shine through 2024

In December, we listed analysts’ favorite semiconductor stocks for 2022. That hasn’t turned out well. But after chipmakers’ stocks have been hammered, the group is now trading at “normal-level valuati...

Taiwan Semi shares rise after earnings, sales beat forecasts

Shares of Taiwan Semiconductor Manufacturing Co. rose on Thursday after the third-party silicon wafer manufacturer reported forecast-beating earnings and sales in its June-ending quarter. TSMC TSM, +2...

The end of one-chip wonders: Why Nvidia, Intel and AMD’s valuations have experienced massive upheaval

It wasn’t too long ago that Intel Corp. was the unquestioned king of U.S. chip makers and the largest semiconductor company by market capitalization. It’s also not long since most computing was done w...

Taiwan Semi Stock Is Rising. An Analyst Sees More Demand From Intel and Apple.

Text size Morgan Stanley analyst Charlie Chan upgraded Taiwan Semiconductor to Overweight from Equal Weight. I-Hwa Cheng/Bloomberg Taiwan Semiconductor Manufacturing shares are trading higher Monday, ...

Opinion: Amid a global chip shortage, Intel is making less money — how did that happen?

Intel INTC, -2.48% was the world’s largest chipmaker until 2021, when it was dethroned by Samsung. Though Samsung’s main business is memory chips, which is a different segment of the market to Intel’s...

Taiwan Semi Stock Kicked Off 2022 With Its Best Day in Years. Here’s Why.

Text size Taiwan Semiconductor ADRs saw their biggest percentage gain on Monday since mid-2020. SAM YEH/AFP/Getty Images The first trading day of 2022 was a breakout one for Taiwan Semiconductor Manuf...