MarketPulse

semiconductors

24 articles
The Motley FoolThe Motley Fool··Keithen Drury

Tech Sector Volatility Creates Entry Points for Growth-Focused Investors

Tech stock pullbacks have created buying opportunities in companies like TSMC, Nvidia, and Microsoft, which maintain strong fundamentals despite recent price declines.
NVDAMSFTAMZNTSMAVGOAI chipsvaluation
BenzingaBenzinga··Surbhi Jain

Taiwan Displaces China as Top U.S. Supplier Amid AI Hardware Demand Surge

Taiwan surpasses China as top U.S. supplier, driven by AI hardware demand and semiconductor needs. Chinese exports fell 44% in December as tariff exemptions favor Taiwan's tech sector.
NVDAAMDTSMAVGOSMH+1supply chaintariffs
The Motley FoolThe Motley Fool··Danny Vena, Cpa

TSMC's Path to $3 Trillion Valuation Draws Investor Attention

TSMC, valued at $1.9 trillion, could join the $3 trillion club by 2029 on strong semiconductor demand and AI-driven growth projections.
NVDAAMDGOOGGOOGLAAPL+2data centersrevenue growth
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