Why Taiwan Semiconductor's Big News Is Great for These 2 Surprising Companies

Semiconductor companies are known to be early cyclical businesses, and since there's no chip company bigger than third-party foundry Taiwan Semiconductor Manufacturing (TSM 0.97%), it makes sense to follow its financials and end-market commentary closely. That's why the $586 billion market cap company's latest earning report meant so much to the market.Moreover, I think that report spells great news for two companies that might not be immediately apparent to investors -- machine vision company Cognex (CGNX ...