Brace for Pricier Chips: Taiwan Semiconductor Reportedly Plans up to 10% Price Hike

Taiwan Semiconductor Scrambles to Feed the AI Boom

Taiwan Semiconductor (TSM) scales up equipment buys amid tight capacity. Get the full stock analysis, ETF exposure, and outlook.

What's Going On With Taiwan Semiconductor Stock Wednesday?

Taiwan Semiconductor fell premarket as broad tech sentiment cooled, despite strong 12-month gains and high long-term analyst targets.

Billionaire Investor Raises TSMC Stake 67% as Profit Soars 77%, Revenue Climbs 36%

Daniel Loeb increased his TSMC stake from 275,000 to 460,000 shares as AI demand drives strong revenue growth and record capital spending.

Shares of semiconductor and chip companies are trading higher. The broader industry may be rallying alongside memory and storage-related peers.

$1.3 Trillion in Projected Data Center Spending in 2027 Makes These Stocks No-Brainer Buys

Nvidia disclosed that the big five AI hyperscalers are expected to spend $1.3 trillion in capital expenditures during 2027. The article identifies four semiconductor stocks positioned to benefit most from this massive spending: Nvidia and Broadcom (fabless design firms), and Taiwan Semiconductor and Micron (chip manufacturers). Taiwan Semiconductor is highlighted as the only company with production capacity to meet massive AI demand, while Micron benefits from a memory chip supply crunch expected to last through 2027-2028.

Is iShares Emerging Markets Equity Factor ETF (EMGF) a Strong ETF Right Now?

The iShares Emerging Markets Equity Factor ETF (EMGF) is a smart beta ETF launched in 2015 with $1.94 billion in assets under management. It offers a low expense ratio of 0.26% and has delivered strong performance with 26.35% gains year-to-date and 37.91% over the past year. However, the article suggests investors consider cheaper alternatives like VWO (0.06% expense ratio) and IEMG (0.09% expense ratio) for lower-cost, lower-risk exposure to emerging markets.