The Trillion Dollar Club (i.e. stocks valued at over US$1tn) now boasts 16 members. When Apple became the first to crack the US$1tn mark in 2018, it was a major…
The Most Expensive Group Project in History
Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all…
Record Margins, AI Demand Still Accelerating
TSMC (NSDQ:TSM) continues to show real pricing power. Demand is clearly accelerating in advanced semiconductor nodes below 7nm, and that is exactly where TSMC’s…
Have you ever heard of TSMC (Taiwan Semiconductor Manufacturing Company)? If you haven't, there are good reasons why you should know about it.
Namely, because it is a major force in…
Semiconductor stocks are amongst the most important companies on the market. This is because they produce the components that enable modern technology such as computers, smartphones, and other electronic devices.
So they…