Advancements in Artificial Intelligence (AI) continue to disrupt industries. Investors have witnessed this with the software sell-off earlier this month. OpenAI has now released its latest model called GPT-5.3-Codex, while Anthropic has come up with its Claude Opus 4.6 model. And these systems aren’t improving linearly; each is exponentially better than the last one. Moreover, these new models can write code better than humans. So as a consequence, they are much better equipped to improve themselves. The ...

THE HAGUE, Netherlands (AP) — A Dutch court on Wednesday ordered a formal investigation into chipmaker Nexperia and upheld an earlier order suspending its Chinese CEO, citing doubts about the company’s policies and conduct. The written decision by the Enterprise Chamber of the Amsterdam Court of Appeal is the latest step in a saga swirling around the Dutch-based semiconductor company that sent shock waves through the global auto industry. The dispute made world headlines last year when the Dutch governm ...

Group 1: AI Market Growth - The AI market is projected to grow from $375.9 billion in 2023 to $2.48 trillion by 2034, representing a compound annual growth rate of 26.6% [2] Group 2: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is a leading company in semiconductor chip production, essential for powering devices like personal computers, tablets, and smartphones [6] - TSMC is the largest foundry globally, producing over 11,800 products across 288 processes in 2024, which gives it a significant competitive advantage [7] - TSMC's revenue for the fourth quarter was $33.73 billion, reflecting a 25.5% increase year-over-year, with a profit margin of 48.3% [8] - In 2023, TSMC derived more than half of its revenue from chips larger than 7 nanometers, but it is now focusing on producing more advanced 3nm and 5nm chips [9] - In the fourth quarter, 3nm chips accounted for 28% of total shipments, an increase from 23% in the third quarter, while 5nm chips represented 35% of shipments, down from 37% [9]

At the ground level, Celestica offers a number of high-end platform solutions tailored to meet vital technology needs. The company’s server rack integration services include everything from design to deployment, and are only part of the overall hardware solutions available. Celestica can meet the hardware needs of enterprise-scale AI, cloud, and data center installations, including post-deployment testing, after-market services, and logistics support. The after-market aspect is one of Celestica’s key advant ...

Silicon Laboratories Inc. (NASDAQ:SLAB) shares jumped 33.27% to $182.08 in after-hours trading on Tuesday after Dallas-based Texas Instruments Inc. (NASDAQ:TXN) reportedly entered advanced talks to acquire the chip designer for approximately $7 billion.Deal Talks In Advanced StageReuters reported citing source that a deal could be announced in coming days. According to Reuters, The Financial Times was the first to report the negotiations. The potential deal comes as chipmakers see increased demand from tech ...

AMD stock price continued its strong rally this year as demand for semiconductor chips gained steam. It was trading at $246 on Monday, up by 220%5 from its lowest level in 2025, with its market capita... ...

Group 1 - Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is expected to be one of the hottest stocks to buy in 2026, with significant investments planned in Arizona amounting to approximately $165 billion [1] - The Taiwanese President, Lai Ching-te, emphasized the importance of TSMC's investment in Arizona as a key element in strengthening Taiwan-U.S. relations and enhancing semiconductor manufacturing and research in the region [2] - TSMC is central to the trade partnership between Taiwan and the U.S., with Taiwanese tech companies planning to invest around $250 billion in the U.S. [3] Group 2 - Over the past year, TSMC shares have returned over 63%, with 98% of analysts rating the stock as a Buy, indicating strong market confidence [4] - TSMC is the largest supplier of semiconductor chips to major AI companies, involved in the manufacturing, packaging, and selling of integrated circuits and other semiconductor devices globally [5]

Core Insights - The semiconductor sector has been one of the best-performing markets, with potential for continued growth due to structural changes and increased demand for AI infrastructure [1][3]. Group 1: Market Performance - The iShares Semiconductor ETF (SOXX) is predicted to outperform the S&P 500 and Nasdaq 100 in 2026 as spending on AI infrastructure accelerates [3][4]. - Major semiconductor companies such as Applied Materials, Micron Technology, and Advanced Micro Devices have delivered gains of over 18% in 2026, contributing to the ETF's performance [7]. Group 2: Future Outlook - The focus in 2024 and 2025 will be on building the necessary infrastructure to support high growth and demand, with a broader theme of full-scale adoption expected in 2026 [4]. - The investment in the semiconductor sector is projected to continue for years, driven by the ongoing demand for AI-related technologies, which may benefit companies beyond just Nvidia and Broadcom [6].

Core Viewpoint - Taiwan Semiconductor Manufacturing is experiencing strong demand and robust financial performance, making it a key player in the AI and semiconductor markets [1][2]. Financial Performance - The company reported a 35% increase in net income last quarter, marking the eighth consecutive year-over-year profit growth [2]. - Revenue growth was recorded at 21% for the most recent quarter ending December 31, 2025 [2]. Market Position - Taiwan Semiconductor is a leading manufacturer in the semiconductor industry, benefiting from the growing demand for AI-related technologies [1][4]. - The company's market capitalization is approximately $1.8 trillion, positioning it among the most valuable companies globally [7]. Valuation Metrics - The forward price-to-earnings (P/E) ratio is around 26, which is higher than the S&P 500 average of 22, but is considered reasonable given the company's growth potential in AI [6]. - Despite the stock reaching an all-time high, it is suggested that there may still be significant upside potential for future investments [7]. Investment Considerations - The strong profit margins and consistent earnings growth make Taiwan Semiconductor an attractive long-term investment option [4]. - The stock has appreciated by 50% over the past 12 months, indicating strong market interest [2].

Economic Outlook - The U.S. economy is projected to grow again in 2026, avoiding recession, with AI spending becoming a key driver of GDP growth, contributing over 1% of GDP through various sectors [3][7] - Despite rising unemployment and inflation, the overall economic landscape remains diverse and has significant growth potential, with the U.S. economy valued at approximately $30 trillion [7] Labor Market Dynamics - The U.S. unemployment rate has increased to 4.4% from 4% a year ago, with over 1.2 million job losses reported in 2025, marking it as the 7th worst year for layoffs since 1989 [5] - The labor market is characterized by "low hiring, low firing," which is negatively impacting consumer sentiment [1] Consumer Confidence - Consumer confidence has sharply declined, reaching its lowest level since March 2014, influenced by geopolitical uncertainties and economic conditions [6] - The Conference Board consumer confidence index fell significantly, reflecting deteriorating expectations and current situation perceptions among consumers [6] Inflation and Economic Disparities - Consumer Price Inflation has risen to 2.7% from 2.3% in April, exacerbated by tariff-driven inflation [5] - The economy exhibits a K-shaped recovery, where high-income households are faring better than lower-middle-class households amid increasing layoffs [4]