MarketPulse

chip foundry

6 articles
The Motley FoolThe Motley Fool··Bram Berkowitz

Intel Soars on Apple Partnership Talks as Stock Rallies 175% Year-to-Date

Intel shares surge 13% on reports of Apple partnership talks, extending year-to-date gains to 175% amid strong earnings and AI enthusiasm.
AAPLTSMINTCagentic AIstock rally
The Motley FoolThe Motley Fool··Geoffrey Seiler

TSMC at Crossroads: AI Boom Champion or Overvalued Capex Trap?

TSMC dominates AI chip manufacturing but faces valuation concerns at 25.5x forward P/E amid capex risks and competitive threats from Samsung and Intel.
NVDATSMINTCASMLcapital expenditureAI infrastructure
The Motley FoolThe Motley Fool··Jennifer Saibil

Can TSMC Catch Nvidia? Why Taiwan's Chip Giant Faces Valuation Hurdle by 2030

TSMC's strong Q1 growth keeps it pivotal to AI, but Nvidia's faster expansion widens the valuation gap between the $1.9T and $4.9T giants.
NVDAAMZNGOOGGOOGLTSM+1revenue growthartificial intelligence
The Motley FoolThe Motley Fool··Keithen Drury

TSM and Broadcom Emerge as Superior Plays to Magnificent Seven Tech Giants

Taiwan Semiconductor and Broadcom offer faster AI-driven growth trajectories than most Magnificent Seven stocks, with projections significantly outpacing traditional mega-cap tech leaders.
NVDAMETAMSFTAMZNGOOG+5AI chipsinvestment opportunity
The Motley FoolThe Motley Fool··Keithen Drury

TSMC Positioned as Primary Beneficiary of $650B Data Center Investment Wave

TSMC positioned to capture significant revenue from $650B data center investment wave through 2026, benefiting from surging AI chip demand across hyperscalers.
NVDAAMDTSMAVGOINTChyperscalersdata center buildout
The Motley FoolThe Motley Fool··Geoffrey Seiler

Alphabet and TSMC Emerge as Key Beneficiaries of AI Infrastructure Boom

Alphabet and TSMC poised to profit from AI boom—Alphabet dominates search and AI services, while TSMC controls advanced chip manufacturing.
NVDAGOOGGOOGLAAPLTSMcloud computingAI infrastructure