Duan Yongping says Buffett’s railroad is near-monopoly, cites TSMC

Premarket Movers | Chip Stocks Drop With SOXL Down 8%; Marvell Technology Sinks 9%; Lumentum Gains 4%; Instacart Jumps 6%

Wedbush Analyzes TSMC CoWoS Price Hike Rumors: Supply Chain Bottleneck Returns, Intel Competitive Pressure May Ease

Samsung Sets Record Quarterly Profit on AI Chip Demand Surge

CoreWeave and Other AI Stocks Rise as Anthropic Restores the Market's Faith in Sustained Spending

Philadelphia Semiconductor Index Opens 1% Higher at 11,229.49 Points

ETF Daily Report (10.27) | AI Financing Cools, Semiconductor Equipment Falls Again, Brazilian Assets Hit by Triple Blow

TSMC’s AI Chip Packaging Prices Could Jump 20%

ARK Invest trims AMD stake, shifts capital toward Circle and defense tech names

TSMC Said to Raise Advanced Packaging Prices by 10%-20%, Putting Cost Pressure on NVIDIA and AMD

Pre-Market Brief: Philadelphia Semiconductor Index Jumps 2.8%; Central Bank Creates Swap Facility for Large Non-Bank Bond Fund Redemptions

Taiwan Dual-Listings Monitor: Chip ADR Spreads Snap Back; Close UMC, Hold TSMC, ASE and ChipMOS

Jefferies Stays Bullish on Semiconductor Equipment Boom Despite AI Payback Fears, Sees Growth Running Through 2028

ETF Daily Report (Oct 26): Rising Middle East Tensions Lift Oil and Energy; Cooling Overseas AI Trade Pressures Semiconductor Equipment

24H | SK Hynix Jumps 3.6% as It to Distribute $12 Billion Special Dividend; Micron Rises 1.8%; iShares MSCI Brazil ETF Tumbles 19%