Taiwan Semiconductor Manufacturing Company Limited

Every AI chip, every smartphone processor, and every data center upgrade has to pass through the same tollbooth.

As new U.S. chip fabs get funded, the toolmakers and the chipmakers won't be paid at the same time. Here's where six chip stocks sit in that line.

Every major AI chip bears the fingerprints of one manufacturer, and that company just raised its full-year growth outlook for the third time.

Intel can now build a transistor that rivals anyone in the world, yet its foundry business is bleeding billions while TSMC signs hundreds of outside customers. The two latest earnings reports expose a gap that transistor specs alone cannot close.

A look at Harvard Management Company's latest public filings reveals a massive concentration in tech and AI leaders such as SpaceX, TSMC, Cerebras, Amazon, and Alphabet.