MarketPulse

semiconductor foundry

6 articles
The Motley FoolThe Motley Fool··James Hires

Intel's Unexpected Turnaround: Q1 2026 Gains Signal Foundry Strategy Shift

Intel reports 7.2% revenue growth and expanding margins in Q1 2026, with major deals from Amazon and Google validating its foundry strategy shift.
AMZNGOOGGOOGLAAPLTSM+1AI chipssemiconductor foundry
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Tower Semiconductor, Axiro Deliver Next-Gen Defense Radar Chips from U.S. Facilities

Tower Semiconductor and Axiro Semiconductor launch next-generation U.S.-made radar beamforming chips for defense, strengthening domestic supply chains amid military modernization.
TSEMsemiconductor foundrydomestic supply chain
The Motley FoolThe Motley Fool··Dave Kovaleski

Amazon and TSMC Eclipse Walmart as Top Megacap Picks on Valuation Divergence

Analysts favor $AMZN and $TSM over $WMT as Walmart's 43x earnings valuation becomes stretched following 6% pullback.
WMTNVDAMSFTAMZNGOOG+2valuationcapital expenditures
The Motley FoolThe Motley Fool··Adam Spatacco

Tech Giants' $720B AI Spending Spree Signals Windfall for TSMC

Tech companies plan $720B in 2026 AI spending. TSMC, the world's leading chipmaker, profits from virtually every dollar invested, offering attractive valuation at forward P/E of 23.6.
NVDAAMDMETAMSFTAMZN+4hyperscalerscapital expenditure
The Motley FoolThe Motley Fool··Dan Caplinger

Taiwan Semiconductor's Critical Role in Global AI Infrastructure

TSMC is critical to global AI infrastructure, manufacturing cutting-edge processors for major tech firms. Its foundry model and advanced capabilities position it to benefit from sustained AI demand.
TSMPHGTXNAI investmentTaiwan Semiconductor Manufacturing
The Motley FoolThe Motley Fool··Patrick Sanders

Three Semiconductor and Cloud Leaders Emerge as AI Investment Alternatives

Alphabet, TSMC, and Oracle emerge as top AI investment plays, each offering distinct exposure to semiconductor manufacturing, cloud infrastructure, and AI spending growth.
GOOGGOOGLORCLORCLpDTSMcloud computingAI infrastructure