Inside TSMC, the Taiwanese chipmaking giant that’s building a new plant in Phoenix

As the world grapples with an ongoing chip shortage, a quiet giant among chipmakers has committed to investing $100 billion over three years to ramp up production. Taiwan Semiconductor Manufacturing Company may not be a household name, but with a market value of over $550 billion, it’s one of the world’s 10 most valuable companies. … Read more

Stocks making the biggest moves premarket: UnitedHealth, Wells Fargo, Walgreens and more

Check out the companies making headlines before the bell: UnitedHealth (UNH) – The health insurer’s shares rose 2.2% in the premarket after beating on the top and bottom lines for the third quarter and raising its full-year earnings forecast. UnitedHealth earned $4.52 per share, 11 cents above consensus, helped by revenue gains at its Optum … Read more

Chip machine maker ASML will grow into a $500 billion business next year, tech investors predict

ASML Holding Semiconductor company logo seen displayed on smart phone. ASML is a Dutch company and currently the largest supplier in the world of photolithography systems for the semiconductor industry. ( SOPA Images | LightRocket | Getty Images LONDON – ASML, a Dutch firm that makes high-tech machines used in semiconductor manufacturing, will see its … Read more

Semiconductor chip shortage could extend through 2022, Marvell CEO says

Narumon Bowonkitwanchai | Moment | Getty Images The semiconductor chip shortage that is hamstringing the production of products ranging from cars and computers to appliances and toothbrushes will extend into 2022 and potentially beyond that, the CEO of semiconductor company Marvell Technology said. “Right now, every single end market for semiconductors is up simultaneously; I’ve … Read more

China’s power crunch is a bigger concern than Evergrande, says top fund manager

China is facing power outages as a result of a coal supply shortage, tighter emissions reduction targets and greater electricity demand from manufacturers. Source link

Goldman Sachs picks 6 Chinese chip stocks — some with over 50% upside

Workers work on a Panasonic SMT machine at guiyang Zhenxin Technology Co., Ltd. in Guiyang, Guizhou Province, China, July 27, 2021. Costfoto | Barcroft Media | Getty Images Analysts at Goldman Sachs have picked their top Chinese semiconductor stocks that they say are set for growth — some with a potential upside of more than … Read more

Credit Suisse picks 6 stocks to ride shift to 5G smartphones — and one has 40% upside

People listen to a speech with the theme of 5G during day one of the 2019 Consumer Electronics Show (CES) Asia at Shanghai New International Expo Centre on June 11, 2019 in Shanghai, China. Gao Yuwen | VCG | Getty Images Swiss investment bank Credit Suisse identified stocks in Asia it said would benefit as … Read more

Analysts name the chip stocks set to pop on the electric vehicle boom

Firms that make chips for cars are set to see big benefits if electric car sales continue rise. Here are some of Goldman, UBS and Morgan Stanley's stock picks. Source link

China’s regulatory crackdown is creating value in parts of its market, investor says

The bottom fishing in China’s market has begun. The country’s new restrictions on its education and technology companies should come as “par for the course” for emerging market investors, Astoria Portfolio Advisors founder and chief investment officer John Davi told CNBC’s “ETF Edge” this week. “There’s always regulatory risk investing in China,” he said in … Read more