TSMC's leading-edge demand, stronger growth and lower valuation give it the edge over GlobalFoundries, though GFS has solid growth drivers.

AMKR's advanced packaging growth, AI and HPC expansion, and strategic partnerships could sharpen its edge against ASX and TSM.

Optics are emerging as the next AI infrastructure bottleneck. These three ETFs offer diversified exposure to the photonics boom.

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

TSMC and Sony are set to form a JV in Japan to develop and manufacture smartphone image sensors, with volume production set for 2029.

Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.

Dividend-growth stocks like Dell Technologies, Taiwan Semiconductor and three others offer income, growth and resilience as rate hike concerns ease.

MU and semiconductor sales surge as AI demand supports chip growth, with four stocks highlighted for potential upside.

Sony's planned sensor venture could sharpen its technology and scale, but earthquake exposure, setup costs and smartphone weakness threaten durable returns.

Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona