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Intel shares rise on reports of Nvidia, Apple manufacturing deals
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NVIDIA Feynman Architecture Generation will reportedly seek Intel cooperation
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ASML stock target lifted at UBS on 'too strong' momentum
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Micron stock rises 5% amid memory sector strength and insider buying
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Taiwan Semi (TSM) PT Raised at TD Cowen as 'Manufacturing Excellence Drives Beat/Raise'
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TSMC stock target raised at Morgan Stanley on margins strength
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Why TSMC’s capex upgrade is a bigger win for ASML than peers?
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Lutnick: $250 billion commitment from Taiwan companies includes $100 billion prior investment from Taiwan semiconductor
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Trump plans to cut Taiwan tariffs to 15%
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Taiwan Semi (TSM) PT Raised to $470 at BofA Securities
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TSMC (2330:TT) (TSM) PT Raised to NT$2,360 at BofA Securities
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TSMC (2330:TT) (TSM) PT Raised to NT$2,600 at Goldman Sachs
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Active options: TSM PFE WBD OXY C WMT TTD VZ PYPL F POET
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Chip equipment stocks soar after TSMC’s bullish forecast
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Taiwan Semi (TSM) PT Raised to $410 at Needham
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European chip stocks rally after TSMC blowout earnings; ASML hits record high
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Aletheia on Taiwan Semi (TSM): 'aggregate capex may exceed $200bn in the next several years', Stays in Alpha Portfolio
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Taiwan Semi (TSM) Tops Q4 EPS by 30c
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TSMC Q4 Net Income T$505.7 bln, Bloomberg Est. T$467 billion
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TSMC set for strong AI-driven quarter as Mizuho lifts outlook
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Taiwan Semi (TSM) call put ratio 1 call to 1.7 puts into quarter results
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Lynx Equity on Taiwan Semi (TSM): 'We expect management to raise its AI CAGR outlook as inference workloads kick in'
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Taiwan Semi (TSM) call put ratio 1.4 calls to 1 put into quarter results
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Taiwan Semi (TSM) call put ratio 1.2 calls to 1 put into quarter results
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Shibaura Mechatronics Corp (6590:JP) PT Raised to JPY32,000 at Aletheia Capital, 'We expect new record orders in 3Q26E'
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Taiwan Semi (TSM) call put ratio 1.2 calls to 1 put into quarter results
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US Deal With Taiwan Would Include TSMC - NYT
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Analysts turn more bullish on TSMC on stronger pricing power, earnings outlook
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TSMC (2330:TT) (TSM) PT Raised to NT$2,300 at HSBC
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TSMC (2330:TT) (TSM) PT Raised to NT$2,150 at BofA Securities
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Citi Adds on Taiwan Semi (TSM) to Pan-Asia Focus List
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TSMC (2330:TT) (TSM) PT Raised to NT$2,450 at Citi, 'We add TSMC to our Pan-Asia Focus List'
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Citi Opens 30-day Upside Catalyst Watch Taiwan Semi (TSM)
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Citi Opens 30-day Upside Catalyst Watch on TSMC (2330:TT) (TSM)
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TSMC December Sales T$335.0 billion, up 20.4% y-o-y
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This 'high-quality growth story' is a must-own stock: analyst
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TSMC (2330:TT) (TSM) PT Raised to NT$2,100 at JPMorgan
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Buy this mega-cap AI chip stock ahead of this catalyst next week: Morgan Stanley
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Amkor Technology (AMKR) PT Raised to $50 at Needham
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This is Bernstein top Asia semiconductor pick as AI demand stays strong into 2026
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TSMC (2330:TT) (TSM) PT Raised to NT$2,330 at Goldman Sachs
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TSMC U.S. Department of Commerce has granted TSMC Nanjing an annual export license for U.S. export-controlled items
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Nvidia taps TSMC to boost H200 output as China demand accelerates - Reuters
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NVIDIA (NVDA) sounds out TSMC on new H200 chip order as China demand jumps - Reuters
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Morgan Stanley recommends adding to this major chip stock ahead of 2026
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Bernstein on Taiwan Semi (TSM): '4Q25 Sales Tracking Ahead of Consensus and Guidance'
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Taiwan Semi (TSM) PT Raised to $330 at Bernstein
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Taiwan Semiconductor Manufacturing Co. Ltd. (2330:TT) (TSM) PT Raised to NT$1,800 at Bernstein SocGen Group
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Taiwan Semi (TSM) call put ratio 1.5 calls to 1 put as share price up 2.3%
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Taiwan Semi (TSM) call put ratio 1 call to 1 put into NVIDIA (NVDA) quarter results and outlook

