Al Gore’s Firm Sells Alibaba Stock, TSMC, and Shopify. It Bought TI.

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...

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 Slashes Stake in Taiwan Semi. What Else Buffett Sold.

Berkshire Hathaway slashed its stake in Taiwan Semiconductor during the fourth quarter and nearly eliminated what had been a large stake in U.S. Bancorp according to filings late Tuesday. Berkshire Ha...

Credit Suisse, Just Eat, Alibaba, and More Market Movers

Text size Wall Street is quiet Monday with traders off for Martin Luther King Jr. Day. Yuki Iwamura/AFP via Getty Images Global stocks and U.S. stock-index futures drifted on Monday.  Investors remain...

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.

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American Executives in Limbo at Chinese Chip Companies After U.S. Ban

SINGAPORE—American workers hold key positions throughout China’s domestic chip industry, helping manufacturers develop new chips to catch up with foreign rivals. Now, those workers are in limbo under ...

Why Is the Stock Market Up Today? It’s Complicated.

“Stop making sense,” the Talking Heads once sang. The stock market took it literally on Thursday with a massive rally following an inflation reading that everyone agreed was way too hot. So what gives...

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 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...

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 Chip Sector Has a New Worry in Plant Shutdown for Key PFAS Chemicals

Text size PFAS chemicals are used in the etching process for chip manufacturing. Dreamstime The fragile semiconductor supply chain has one more thing to worry about. Chips have been relatively scarce ...

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...