MarketPulse

foundry market

7 articles
The Motley FoolThe Motley Fool··James Hires

Chip Stock Selling Pressure Eases as SMH Rebounds 30% in a Month

Semiconductor ETF $SMH rebounds 30% monthly, up 40% YTD, signaling renewed investor confidence in AI chip demand amid easing selling pressure.
NVDAMUTSMAVGOSMHcapital expenditureAI infrastructure
The Motley FoolThe Motley Fool··Dave Kovaleski

TSM and ASML Poised for Double-Digit Gains as Chip Boom Defies Market Volatility

Taiwan Semiconductor and ASML Holding show resilience with 20-26% upside potential through 2026, buoyed by strong earnings and analyst support despite equipment spending concerns.
NVDAAMDAMZNAAPLTSM+2semiconductor stocksearnings growth
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC's AI Dominance Drives Strong Case for $1,000 Investment Before Earnings

TSMC trades at 25x forward earnings with 35% YoY revenue growth and 72% foundry market share, ahead of April 16 earnings release.
NVDAAMDAAPLTSMAVGO+1semiconductor stocksearnings growth
The Motley FoolThe Motley Fool··Will Healy

AI Inference Market Set to Explode to $255B: Why $ASML Is the Ultimate Winner

ASML's EUV lithography monopoly positions it as the essential infrastructure supplier for the $255 billion AI inference market by 2030, offering recurring revenue and unmatched competitive moat.
TSMASMLAI inference marketsemiconductor manufacturing
The Motley FoolThe Motley Fool··James Hires

Prediction Markets Boom, But $TSM Offers Better AI Chip Play

Prediction markets gain traction, yet private platforms limit access. $TSM dominates semiconductor foundry market, positioning it as superior AI trend investment vehicle.
NVDADKNGTSMQCOMIBKR+1AI chipsprediction markets
The Motley FoolThe Motley Fool··James Hires

Data Center Capex Boom Reaches $650B as AI Demand Accelerates

Global data center spending hits $650B in 2024, up 32% YoY, driven by AI infrastructure demand. TSMC poised to benefit with dominant 72% foundry market share.
NVDAAMDAAPLTSMAVGO+3data center spendingsemiconductors
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC Leverages AI Dominance to Drive Growth as Foundry Market Consolidates

TSMC controls 99% of advanced AI chip foundry market, achieving 36% revenue growth in 2025 with valuations suggesting upside potential as AI infrastructure demand accelerates.
NVDAGOOGGOOGLTSMAI chipsearnings growth