Chip, Storage Shares Rebound. CBRS up over 4%; Wolfspeed, SanDisk up Around 3%; SMCI, Micron up Around 2%; Western Digital, Nvidia up over 1%.

How One Strategist Warned on Semiconductor Stocks Within a Day of Their Top

TSMC Executive Says AI Demand Surge Is Unprecedented in 30 Years, Even With Factory Build Speed Quintupled, Supply Still Falls Short

Market Chatter: Taiwan Semiconductor Manufacturing's Demand for Chipmaking Tools Near Double

TSMC increases estimates of its quarterly chipmaking tool needs, Bloomberg says

Taiwan Semiconductor Manufacturing Company Limited : Stifel Initiates Coverage with Buy Rating; Target Price $515

Chip, Storage Shares Fall. SOXL Down over 4%; Marvell Down Nearly 3%; SK Hynix, Intel, AMD, Micron, SanDisk Down over 1%

TSMC initiated with a Buy at Stifel

Stifel starts three foundries with Buy ratings

Option traders moderately bearish in Taiwan Semi with shares up 0.11%

Goldman Sachs Highlights Five Pivotal Debates Defining the Semiconductor Landscape

Philadelphia Semiconductor Index Drops 3%; Marvell Down Nearly 5%; ARM, Qualcomm Down Around 4%; Intel, AMD Down 3%; Nvidia, SK Hynix Down over 2%

TSMC Makes Minor Adjustment to First-Quarter 2026 Cash Dividend

The Workers' Unions Represent Almost Two-Thirds of the Chipmaker's 15,000 Staff in Taiwan

Option Focus | Taiwan Semiconductor's $2.79 Million OTM Call Selling in 2027 Strikes Signals Institutional Bearish-to-Neutral Stance and Premium-Collection Strategy

Chip, Storage Stocks Jump. SanDisk, Qualcomm, ON Semiconductor, STM up Around 3%; Astera Labs, UMC, SOXL, SK Hynix up over 2%

Update: Market Chatter: SK Hynix Denies Report of Intel Foundry Partnership for HBM4E

Japan's METI Seeks Record ¥7.8 Trillion Budget to Cement AI and Semiconductor Ambitions