Generation Investment Management, chaired by former Vice President Al Gore, recently made big changes in its portfolio, reshuffling its holdings in the semiconductor business as its money managers cit...
Tag: TW:2330
Samsung Knocks Longtime Patent Leader IBM Off Its Perch
In a year when the U.S. issued the smallest number of patents since 2018, Korean electronics giant Samsung Electronics nosed past IBM with the most new patents, the first time in 29 years that IBM fai...
Taiwan Semiconductor Braces for Downturn Despite Record Profit
Taiwan Semiconductor Manufacturing has reported a record net profit and beat analysts’ expectations for its fourth quarter but warned of waning demand in 2023. Taiwan Semiconductor (ticker: TSM), the...
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...
Berkshire Bought Taiwan Semi Stock. Here’s What Else It Bought and Sold.
We’ve detected you are on Internet Explorer. For the best Barrons.com experience, please update to a modern browser. We’ve detected you are on Internet Explorer. For the best Barrons.com e...
TSMC Reports Record Profit, Gains Exemption From U.S. Chip Curbs on China
Taiwan Semiconductor Manufacturing Co. said that its third-quarter net profit rose 80% to a new record, and that it had been granted a one-year exemption from new U.S. restrictions on China’s chip sec...
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 ...
Why Mark Mobius thinks U.S. stocks haven’t bottomed — and where he sees emerging-market opportunities
U.S. markets have provided plenty of excitement this year to keep investors on their toes. But as badly as U.S. and European stocks have performed since the start of the 2022, emerging-market equities...
Intel and Qualcomm Are Gaining New Fans
Text size The PHLX Semiconductor Index has fallen 23% in 2022. Kobi Wolf/Bloomberg Semiconductor stocks have taken a beating in recent months, and there’s still plenty of nervousness to go around, acc...
Intel Stock Could Be Worth More Dead Than Alive. Why This Analyst Sees 50% Upside.
Text size Intel was once the most valuable chip maker in the U.S. David Paul Morris/Bloomberg While badly wounded, Intel isn’t dead yet. And at least one analyst thinks there could be considerably mor...