Oracle and IBM are both gaining market share in the cloud computing industry, but one of them appears to be the clear winner.

As a reminder, back in my previous Taiwan Semi update, I indicated why it was time for me to upgrade the stock. Unfortunately ...

Flex Ltd. FLEX and Jabil Inc. JBL are among the leading electronics manufacturing services (EMS) providers, benefiting from ...

ASML Holding N.V. and Taiwan Semiconductor Manufacturing Company Limited both raised 2026 revenue and capex outlooks. Read ...

Tech sell-off after TSM margin squeeze: SMH head-and-shoulders risk, Nasdaq weakness, Natural Gas breakout, gold/yields ...

This drove diluted earnings per share (EPS) to a record NT$27.25, up 77% year over year and 23% quarter over quarter. Demand ...

Shares of Taiwan Semiconductor Manufacturing Co Ltd TSM tanked in early trading on Friday amid a global AI selloff. While the ...

TSMC will invest an additional $100 billion in the U.S. to build at least four more chipmaking plants and advanced packaging facilities in Arizona.

IONQ plunges 36% in a month despite strong revenue growth and a higher 2026 outlook. Can Q2 earnings confirm the selloff was ...

Abbott Laboratories (NYSE:ABT) released second-quarter financial results and hosted an earnings call on Thursday. Read the ...

Guidance for 2026 net revenue (€43–€45B) and Q3 revenue (€11.5B) beat expectations, with gross margin guidance 56% vs ...