What TSMC's April chips sales tell us about Nvidia and the AI investment trade

What TSMC's April chips sales tell us about Nvidia and the AI investment trade

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

FACT BRIEF: Has a Taiwanese chip manufacturer pledged $165 billion in Arizona investments?

Has a Taiwanese chip manufacturer pledged $165 billion in Arizona investments? is reporting published by Arizona Center for Investigative Reporting, Arizona's only nonprofit newsroom dedicated to statewide investigative reporting. Yes. Over the past several years, Taiwan Semiconductor Manufacturing Company, or TSMC, has announced plans for about $165 billion in Arizona developments largely focused on chip manufacturing. Has a Taiwanese chip manu…

POLITICS: Taiwan Semiconductor (NYSE: TSM) Rally Live: Revenue Jumped 48% – USSA News – U-S-NEWS.COM

Live Updates Live Coverage Has Ended 2:27 pm At the moment, Taiwan Semiconductor may have another 24% to 42% upside, according to Wall Street analysts. Helping, the company just said April 2025 revenue came in at 349.57 billion New Taiwan dollars, a 48% increase year over year. We also have to consider that a potential trade deal with China could also help boost the semiconductor chip industry. Plus, as TSM noted in late March, “its 2nm technolo…

Morris Chang Once Talked About How Intel Turned Down His Vision For TSMC — Fast Forward To Today And The Taiwanese Chipmaker Has Outgrown Intel In Market Value By Hundreds Of Billions

Decades after Intel Corporation (NASDAQ:INTC) walked away from Morris Chang's pitch to co-invest in Taiwan Semiconductor Manufacturing Co. Ltd (NYSE:TSM), the Taiwanese chip giant has skyrocketed past Intel in market value. What Happened: In a 2014 lecture at Stanford University, Chang, the…

Chips manufacturer reached US$ 11.5 billion per month, an increase of 48% compared to the previous year