Steven Cohen of Point72 Asset Management just raised the fund's position in foundry specialist Taiwan Semiconductor Manufacturing.

Dr Seena Rejal examines the implications of increased competition in the semiconductor market on AI development.

We recently published a list of 15 AI News Updates Wall Street Is Monitoring. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other AI news updates that Wall Street is monitoring.

President-elect Donald J. Trump has signaled he might cut funding to efforts to re-shore semiconductor manufacturing in the US and instead penalize China and other nations with tariffs to kickstart things here.

Citadel Advisors, run by billionaire investor Ken Griffin, is one of the most prestigious hedge funds on Wall Street, and while reviewing the 13F it filed on Nov. 14, I noticed something. In the third quarter, the fund increased its stake by 172% in a semiconductor stock that isn't Nvidia.

TSMC's Q3 2024 growth and demand for AI chips highlight its strength. See why TSM stock is a buy with robust financials and a bullish Q4 outlook.

Both Nvidia and Taiwan Semiconductor have seen double-digit sales growth thanks to demand for AI chips. Taiwan Semiconductor's three-nanometer chip manufacturing process gives it an edge against competitors.

CRN rounds up the 10 hottest semiconductor startups of 2024, which includes firms building AI chips such as Groq and Tenstorrent as well as those building complementary silicon like Celestial AI and Enfabrica.

Japan's startup scene is undergoing a dynamic transformation. With the help of a fresh surge in foreign capital, it is now emerging as an international startup hub.

Taiwan's semiconductor industry accounts for over 90% of the global market, and contributed roughly 13 to 15% of Taiwan's GDP in recent years. The move comes as the country is not only trying to diversify its economy toward industries like AI, but also ...

Read more about these developments by accessing 10 Best AI Data Center Stocks and 10 Buzzing AI Stocks According to Goldman Sachs.

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The U.S.