Key Takeaways China's CPI hit a three-year high, threatening semiconductor margins through higher raw material costs.PSI focuses on U.S. chipmakers, reducing exposure to China-linked demand and supply-chain inflation risks. U.S.-based manufacturing expansions by key PSI holdings aim to boost domestic semiconductor supply chains. China's latest inflation data takes the global semiconductor landscape to a critical juncture. On Jan. 9, 2026, the National Bureau of Statistics of China reported that consumer pr ...

Taiwan Semiconductor Manufacturing stock seems poised for another year of strong gains.The S&P 500 has been in a bull market for more than three years now, entering this territory in October 2022, and the good news is that the index is expected to sustain its rally in 2026 as well.After recording three consecutive years of double-digit gains, a feat that the index has achieved five times since it came into existence in 1957, Wall Street is looking forward to another year of robust growth in the S&P 500. Deu ...

Key Points The top AI companies use TSMC as their manufacturing foundry. Revenue jumped 40% year over year in the most recent quarter, and the stock rose 53% in 2025. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Dig into the stock market these days, and one could easily be overwhelmed by the investment options. The New York Stock Exchange includes 2,200 companies, and there are another 3,450 stocks listed on the Nasdaq exchange. Let's add to that number the stocks on the over- ...

Key Points A survey by The Motley Fool found investors are confident that artificial intelligence companies will deliver strong returns over the long haul. Nvidia and Alphabet are positioned to benefit from AI for years to come. The AI market is already boosting their revenues, and both are growing new AI-powered businesses. 10 stocks we like better than Nvidia › The rapid rise of the artificial intelligence (AI) sector over the last few years has spurred concerns of an AI bubble. Could the indu ...

Baidu ( BIDU ) just announced that it is going to spin off its chip unit Kunlunxin and officially filed its IPO application with the Hong Kong Stock Exchange. Kunlunxin is Baidu’s semiconductor chip unit thatAnalyst’s Disclosure:I/we have a beneficial long position in the shares of BIDU, BABA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business r ...

This might be the best AI stock you can buy.Artificial intelligence (AI) has been an incredible market driver in 2025. Large companies, such as Nvidia and Alphabet, are enjoying strong gains, while companies like Palantir Technologies and CoreWeave are attracting investor attention and gaining at even faster rates.It remains to be seen whether this trend will continue in 2026, but it appears likely. If you have $1,000 available to invest and are looking for a top AI stock to buy right now, Taiwan Semiconduc ...

Group 1: Company Overview - Photronics, Inc. (NASDAQ: PLAB) is recognized as one of the 10 most undervalued semiconductor stocks to invest in, following a strong earnings report and consecutive analyst upgrades [1] - The company specializes in manufacturing semiconductor chips and provides photomasks that contain microscopic images of the circuits printed on these chips [3] Group 2: Analyst Ratings and Price Targets - D.A. Davidson analyst Thomas Diffely maintained a Buy rating on Photronics and raised the price target from $30 to $45 [1] - Craig-Hallum analyst Christian Schwab also assigned a Buy rating with a price target of $42 on the same day [1] Group 3: Market Dynamics and Company Strategy - The company is experiencing strong momentum, with its stock price doubling in less than a month due to favorable market conditions [2] - Management indicated that they prioritize production for higher-margin products, specifically 22nm and 28nm technologies, to mitigate pricing pressures [2] - Customers have adapted to supply chain disruptions caused by tariffs and geopolitical issues, leading to improved order planning [3]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most widely held stocks by hedge funds in 2025. Reuters reported on December 17 that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the two stocks in the chip equipment space that Morgan Stanley is the most constructive on, with the other being Applied Materials. The firm told investors in a note that the biggest debate is AI semis for the third consecutive year, where the “index weighting is dominated by th ...

S&P 500, Dow, Nasdaq today: The S&P 500 rebounded on Thursday, snapping a four-day losing streak, as investors cheered lighter-than-expected inflation data and strong guidance from chipmaker Micron Technology, as per a report.US Stock Market Today: S&P 500 Surges After Four-Day Slide, Dow Jones and Nasdaq Also GainedThe broad market index climbed 0.79% to close at 6,774.76. The Nasdaq Composite led the gains, rising 1.38% to 23,006.36, while the Dow Jones Industrial Average added 65.88 points, or 0.14%, clo ...

By Marc Jones LONDON, Dec 18 (Reuters) - By Marc Jones, Global Markets Correspondent Investors' top focus today is the delayed - and slightly unusual - U.S. consumer price inflation report, which will be an important marker for whether the Federal Reserve is likely to keep cutting interest rates next year. Meanwhile, Wall Street will be watching the tech sector again after the latest signs of bubble trouble due to ​big spending AI plans at the likes of Oracle. I’ll get into all the market news below. ...