TSMC, Global Wafers Company and MediaTek

Taiwan Semiconductor Manufacturing Company, Limited at Hsinchu Science Park. Shares of the world’s largest chip maker Taiwan Semiconductor Manufacturing Company rose as much as 5% on Wednesday morning in Asia after Morgan Stanley recommended the stock. Annabelle Chih | Getty Images News | Getty Images Shares of the world’s largest chip maker Taiwan Semiconductor Manufacturing … Read more

Apple stock dips on report the company is bailing on plans to boost iPhone 14 production

Customers try out new iPhones at an Apple store as iPhone 14 series go on sale on September 16, 2022 in Shanghai, China. VCG | Visual China Group | Getty Images Shares of Apple fell about 3% on Wednesday on a report that the company has told suppliers to bail on plans to increase iPhone … Read more

Intel says Moore’s Law is still alive. Nvidia says it’s over.

Patrick Gelsinger, Intel CEO, at the WEF in Davos, Switzerland on May 23rd. 2022. Adam Galica | CNBC Two of the most important American semiconductor companies disagree about the pace of chip advancements and whether Moore’s Law still applies. Intel CEO Pat Gelsinger said on Tuesday at a company launch event that Moore’s Law, a … Read more

How India is trying to turn itself into a semiconductor powerhouse

The government of India’s Prime Minister Narendra Modi has looked to boost the country’s chipmaking prowess. Money Sharma | AFP | Getty Images India could have a large role to play in the semiconductor industry, analysts say, as the world’s fifth-largest economy looks to boost its domestic chip sector. Along with other countries like the … Read more

Semiconductor alliances between the US and Asia could hold back China

Leading chipmaking nations including the US are forming alliances, in part to secure their semiconductor supply chain and to stop China from reaching the cutting-edge of the industry, analysts told CNBC. Places including the United States, South Korea, Japan and Taiwan, which have strong semiconductor industries, have looked to forge partnerships around the critical technology. … Read more

Semiconductor alliances between the US and Asia could hold back China

Leading chipmaking nations including the US are forming alliances, in part to secure their semiconductor supply chain and to stop China from reaching the cutting-edge of the industry, analysts told CNBC. Places including the United States, South Korea, Japan and Taiwan, which have strong semiconductor industries, have looked to forge partnerships around the critical technology. … Read more

Morgan Stanley picks stocks tapping new tech growth, electric vehicles

Morgan Stanley says tech supply chains are about to see growth in the next big thing: smart tech features such as electric vehicle batteries, chips and self-driving tech. Electric vehicles are becoming more popular, and the market is set to reach $287 billion by 2025 — as big as the PC market and about 60% … Read more

China needs Taiwan’s biggest chipmaker — more than the other way around

Taiwan is home to more than 90% of the manufacturing capacity for the world’s most advanced semiconductors, according to a 2021 Boston Consulting Group report. Pictured here is a TSMC building in Taiwan on April 8, 2022. Bloomberg | Bloomberg | Getty Images BEIJING — When it comes to semiconductors, China needs Taiwan more than … Read more

Paul Meeks reveals his ‘must own’ semiconductor firms

After years of market-beating returns, chip stocks have endured a difficult year so far, but top tech investor Paul Meeks believes there is still one stock that investors “must own.” The ProShares UltraShort Semiconductors ETF, an inverse ETF that bets against the sector, has returned nearly 30% this year, while the iShares Semiconductor ETF is … Read more

Morgan Stanley on market bottom and tech stocks, Nasdaq

Stocks have broadly rallied in July, with the Nasdaq bouncing off earlier declines. And Wall Street is debating if markets have hit the bottom yet. Growth stocks such as tech have slumped broadly this year on the back of monetary tightening, recession and other risks. And Morgan Stanley in an Aug. 3 report warned that … Read more