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TSMC


TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

CoWoS packaging capacity is expanding 3.6x by 2026

TSMC

+10

Intel's Ex-CEO Just Bet $150M on Breaking ASML's Monopoly

Intel's Ex-CEO Just Bet $150M on Breaking ASML's Monopoly

FELs promise 4x the power of ASML's EUV systems

TSMC

+8

Top 5 Chip Undervalued Stocks | November 2025

Top 5 Chip Undervalued Stocks | November 2025

One monopoly at a discount. One diversifying into $50B markets. Three at trough valuations

TSMC

+8

Why NVIDIA Still Rules the AI Chip Market in 2025

Why NVIDIA Still Rules the AI Chip Market in 2025

NVIDIA beat estimates again. And guided even higher

TSMC

+10

CHIPS Act 2.0: $52 Billion in Subsidies Just Redrew the Global Semiconductor Map

CHIPS Act 2.0: $52 Billion in Subsidies Just Redrew the Global Semiconductor Map

New fabs go live 2025-2027. From 12% to 20% by 2030. That's the ambitious goal.

TSMC

+7

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