Historic Expansion at Chipmaker: Equipment Orders Surge Nearly 90% in Six Months Driven by AI Frenzy

Philadelphia Semiconductor Index Falls 2%; Western Digital, Broadcom down over 5%; Seagate Tech, SK Hynix down over 4%; ASML, SMCI down over 3%; Micron, SanDisk down over 2%

14th Semiconductor Equipment and Materials Expo Signals Sustained Sector Momentum as STAR Semiconductor Equipment ETF Huatai-PineBridge Sees Continued Capital Inflows

Semiconductor Sector Faces Crowding Correction; Analysts Flag Fundamental Plays for September

Taiwan Semiconductor Initiated at Buy by Stifel

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