http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 31 Jul 2026 06:35:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+31++Filed+by%3A+Tseng+Fang+Churng/26846368.html si-local-file:///var/storage/secattach/20260731/26846368.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+31++Filed+by%3A+Tseng+Fang+Churng/26846368.html Fri, 31 Jul 2026 06:35:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+31++Filed+by%3A+Tseng+Fang+Churng/26846368.html si-local-file:///var/storage/secattach/20260731/26846368.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+31++Filed+by%3A+Tseng+Fang+Churng/26846368.html Fri, 31 Jul 2026 06:35:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+31++Filed+by%3A+Tseng+Fang+Churng/26846368.html si-local-file:///var/storage/secattach/20260731/26846368.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+31++Filed+by%3A+Tseng+Fang+Churng/26846368.html Fri, 31 Jul 2026 06:35:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/Investing/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html <p data-path-to-node="0">Intel’s stock remains strong today despite a report from <em data-path-to-node="0" data-index-in-node="57">The Information</em> indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. </p> <p data-path-to-node="1">Here is why Intel’s stock is holding up today, despite the long-term threat from TSMC.</p> <p data-path-to-node="3">The report from <em data-path-to-node="3" data-index-in-node="16">The Information</em> detailed that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Taiwan Semiconductor</span></span> Manufacturing Co. http://www.streetinsider.com/Investing/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html Thu, 30 Jul 2026 09:29:43 -0400 INTC META MSFT TSM http://www.streetinsider.com/Investing/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html <p data-path-to-node="0">Intel’s stock remains strong today despite a report from <em data-path-to-node="0" data-index-in-node="57">The Information</em> indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. </p> <p data-path-to-node="1">Here is why Intel’s stock is holding up today, despite the long-term threat from TSMC.</p> <p data-path-to-node="3">The report from <em data-path-to-node="3" data-index-in-node="16">The Information</em> detailed that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Taiwan Semiconductor</span></span> Manufacturing Co. http://www.streetinsider.com/Investing/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html Thu, 30 Jul 2026 09:29:43 -0400 INTC META MSFT TSM http://www.streetinsider.com/Investing/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html <p data-path-to-node="0">Intel’s stock remains strong today despite a report from <em data-path-to-node="0" data-index-in-node="57">The Information</em> indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. </p> <p data-path-to-node="1">Here is why Intel’s stock is holding up today, despite the long-term threat from TSMC.</p> <p data-path-to-node="3">The report from <em data-path-to-node="3" data-index-in-node="16">The Information</em> detailed that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Taiwan Semiconductor</span></span> Manufacturing Co. http://www.streetinsider.com/Investing/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html Thu, 30 Jul 2026 09:29:43 -0400 INTC META MSFT TSM http://www.streetinsider.com/Investing/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html <p data-path-to-node="0">Intel’s stock remains strong today despite a report from <em data-path-to-node="0" data-index-in-node="57">The Information</em> indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. </p> <p data-path-to-node="1">Here is why Intel’s stock is holding up today, despite the long-term threat from TSMC.</p> <p data-path-to-node="3">The report from <em data-path-to-node="3" data-index-in-node="16">The Information</em> detailed that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Taiwan Semiconductor</span></span> Manufacturing Co. http://www.streetinsider.com/Investing/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html Thu, 30 Jul 2026 09:29:43 -0400 INTC META MSFT TSM http://www.streetinsider.com/General+News/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html <p data-path-to-node="0">Intel’s stock remains strong today despite a report from <em data-path-to-node="0" data-index-in-node="57">The Information</em> indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. </p> <p data-path-to-node="1">Here is why Intel’s stock is holding up today, despite the long-term threat from TSMC.</p> <p data-path-to-node="3">The report from <em data-path-to-node="3" data-index-in-node="16">The Information</em> detailed that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Taiwan Semiconductor</span></span> Manufacturing Co. http://www.streetinsider.com/General+News/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html Thu, 30 Jul 2026 09:29:43 -0400 INTC META MSFT TSM http://www.streetinsider.com/General+News/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html <p data-path-to-node="0">Intel’s stock remains strong today despite a report from <em data-path-to-node="0" data-index-in-node="57">The Information</em> indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. </p> <p data-path-to-node="1">Here is why Intel’s stock is holding up today, despite the long-term threat from TSMC.</p> <p data-path-to-node="3">The report from <em data-path-to-node="3" data-index-in-node="16">The Information</em> detailed that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Taiwan Semiconductor</span></span> Manufacturing Co. http://www.streetinsider.com/General+News/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html Thu, 30 Jul 2026 09:29:43 -0400 INTC META MSFT TSM http://www.streetinsider.com/General+News/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html <p data-path-to-node="0">Intel’s stock remains strong today despite a report from <em data-path-to-node="0" data-index-in-node="57">The Information</em> indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. </p> <p data-path-to-node="1">Here is why Intel’s stock is holding up today, despite the long-term threat from TSMC.</p> <p data-path-to-node="3">The report from <em data-path-to-node="3" data-index-in-node="16">The Information</em> detailed that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Taiwan Semiconductor</span></span> Manufacturing Co. http://www.streetinsider.com/General+News/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html Thu, 30 Jul 2026 09:29:43 -0400 INTC META MSFT TSM http://www.streetinsider.com/General+News/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html <p data-path-to-node="0">Intel’s stock remains strong today despite a report from <em data-path-to-node="0" data-index-in-node="57">The Information</em> indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel’s Foundry business. However, the prospect of TSMC neutralizing this advantage hasn’t dented Intel’s share price, as the broader tech market is buoyed by massive AI spending commitments from companies like Microsoft and Meta. </p> <p data-path-to-node="1">Here is why Intel’s stock is holding up today, despite the long-term threat from TSMC.</p> <p data-path-to-node="3">The report from <em data-path-to-node="3" data-index-in-node="16">The Information</em> detailed that <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Taiwan Semiconductor</span></span> Manufacturing Co. http://www.streetinsider.com/General+News/TSMC+is+moving+in+on+Intel%E2%80%99s+turf%3B+Why+Intel+is+up+anyway/26840422.html Thu, 30 Jul 2026 09:29:43 -0400 INTC META MSFT TSM http://www.streetinsider.com/Rumors/TSMC+Develops+AI+Chip+Packaging+Tech+to+Counter+Intel+-+Information/26840230.html (Updated - July 30, 2026 9:06 AM EDT) <p>TSMC Develops AI Chip Packaging Tech to Counter Intel - Information</p><ul><li>Taiwan Semiconductor Manufacturing Co. is developing an advanced chip-packaging technology similar to what Intel already offers.</li></ul> http://www.streetinsider.com/Rumors/TSMC+Develops+AI+Chip+Packaging+Tech+to+Counter+Intel+-+Information/26840230.html Thu, 30 Jul 2026 09:06:12 -0400 INTC TSM http://www.streetinsider.com/Rumors/TSMC+Develops+AI+Chip+Packaging+Tech+to+Counter+Intel+-+Information/26840230.html (Updated - July 30, 2026 9:06 AM EDT) <p>TSMC Develops AI Chip Packaging Tech to Counter Intel - Information</p><ul><li>Taiwan Semiconductor Manufacturing Co. is developing an advanced chip-packaging technology similar to what Intel already offers.</li></ul> http://www.streetinsider.com/Rumors/TSMC+Develops+AI+Chip+Packaging+Tech+to+Counter+Intel+-+Information/26840230.html Thu, 30 Jul 2026 09:06:12 -0400 INTC TSM http://www.streetinsider.com/Trader+Talk/TSMC+Develops+AI+Chip+Packaging+Tech+to+Counter+Intel+-+Information/26840230.html (Updated - July 30, 2026 9:06 AM EDT) <p>TSMC Develops AI Chip Packaging Tech to Counter Intel - Information</p><ul><li>Taiwan Semiconductor Manufacturing Co. is developing an advanced chip-packaging technology similar to what Intel already offers.</li></ul> http://www.streetinsider.com/Trader+Talk/TSMC+Develops+AI+Chip+Packaging+Tech+to+Counter+Intel+-+Information/26840230.html Thu, 30 Jul 2026 09:06:12 -0400 INTC TSM http://www.streetinsider.com/Trader+Talk/TSMC+Develops+AI+Chip+Packaging+Tech+to+Counter+Intel+-+Information/26840230.html (Updated - July 30, 2026 9:06 AM EDT) <p>TSMC Develops AI Chip Packaging Tech to Counter Intel - Information</p><ul><li>Taiwan Semiconductor Manufacturing Co. is developing an advanced chip-packaging technology similar to what Intel already offers.</li></ul> http://www.streetinsider.com/Trader+Talk/TSMC+Develops+AI+Chip+Packaging+Tech+to+Counter+Intel+-+Information/26840230.html Thu, 30 Jul 2026 09:06:12 -0400 INTC TSM http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+28++Filed+by%3A+Tien+Bor-Zen/26838042.html si-local-file:///var/storage/secattach/20260730/26838042.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+28++Filed+by%3A+Tien+Bor-Zen/26838042.html Thu, 30 Jul 2026 06:24:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+28++Filed+by%3A+Tien+Bor-Zen/26838042.html si-local-file:///var/storage/secattach/20260730/26838042.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+28++Filed+by%3A+Tien+Bor-Zen/26838042.html Thu, 30 Jul 2026 06:24:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+28++Filed+by%3A+Tien+Bor-Zen/26838042.html si-local-file:///var/storage/secattach/20260730/26838042.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++TAIWAN+SEMICONDUCTOR++++++For%3A+Jul+28++Filed+by%3A+Tien+Bor-Zen/26838042.html Thu, 30 Jul 2026 06:24:00 -0400 2330 O.00652945 TSM http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24530+at+Needham/26815910.html (Updated - July 27, 2026 7:09 AM EDT) <p>Needham analyst Charles Shi raised the price target on Taiwan Semi (NYSE: TSM) to $530.00 (from $480.00) while maintaining a Buy rating.</p><p>The analyst commented: "We are updating our AI Wafer Demand Model (refreshed very six months) and dialing in TSMC's recent earnings results into our TSMC company model. With this note, we are also rolling our TSMC estimates forward to 2028. We forecast TSMC to deliver 40% and 24% top-line growth, and $80B and $90B CapEx in 2027 and 2028, respectively. Under the substantial CapEx estimates, we see WFE spending from TSMC to http://www.streetinsider.com/Analyst+PT+Change/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24530+at+Needham/26815910.html Mon, 27 Jul 2026 07:09:51 -0400 TSM http://www.streetinsider.com/Analyst+Comments/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24530+at+Needham/26815910.html (Updated - July 27, 2026 7:09 AM EDT) <p>Needham analyst Charles Shi raised the price target on Taiwan Semi (NYSE: TSM) to $530.00 (from $480.00) while maintaining a Buy rating.</p><p>The analyst commented: "We are updating our AI Wafer Demand Model (refreshed very six months) and dialing in TSMC's recent earnings results into our TSMC company model. With this note, we are also rolling our TSMC estimates forward to 2028. We forecast TSMC to deliver 40% and 24% top-line growth, and $80B and $90B CapEx in 2027 and 2028, respectively. Under the substantial CapEx estimates, we see WFE spending from TSMC to http://www.streetinsider.com/Analyst+Comments/Taiwan+Semi+%28TSM%29+PT+Raised+to+%24530+at+Needham/26815910.html Mon, 27 Jul 2026 07:09:51 -0400 TSM http://www.streetinsider.com/Analyst+Comments/BofA+on+EU+Semiconductors%3A+%27Sell-Off+Creates+a+Compelling+Entry+Point%27/26815562.html <p>BofA on EU Semiconductors: 'Sell-Off Creates a Compelling Entry Point'.</p><p>The analyst comments "Peak-to-now the SOX has underperformed the S&P 500 by c18%. Looking at the last 15 years, this is in line with prior historical corrections (2015 China slowdown = -17.3% u/p; 2018 China/US trade tensions/Fed hiking cycle = -17%) but not as deep as the historical c30% drawdown seen in downturns (2011/12 = 28%; 2022 post COVID = -29%; 2024/25 trade tensions = -32%). Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average ’28 css multiples and semicaps specifically at 6-7x discount. http://www.streetinsider.com/Analyst+Comments/BofA+on+EU+Semiconductors%3A+%27Sell-Off+Creates+a+Compelling+Entry+Point%27/26815562.html Mon, 27 Jul 2026 06:29:25 -0400 ASML TSM http://www.streetinsider.com/Analyst+Comments/BofA+on+EU+Semiconductors%3A+%27Sell-Off+Creates+a+Compelling+Entry+Point%27/26815562.html <p>BofA on EU Semiconductors: 'Sell-Off Creates a Compelling Entry Point'.</p><p>The analyst comments "Peak-to-now the SOX has underperformed the S&P 500 by c18%. Looking at the last 15 years, this is in line with prior historical corrections (2015 China slowdown = -17.3% u/p; 2018 China/US trade tensions/Fed hiking cycle = -17%) but not as deep as the historical c30% drawdown seen in downturns (2011/12 = 28%; 2022 post COVID = -29%; 2024/25 trade tensions = -32%). Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average ’28 css multiples and semicaps specifically at 6-7x discount. http://www.streetinsider.com/Analyst+Comments/BofA+on+EU+Semiconductors%3A+%27Sell-Off+Creates+a+Compelling+Entry+Point%27/26815562.html Mon, 27 Jul 2026 06:29:25 -0400 ASML TSM http://www.streetinsider.com/Hot+Comments/BofA+on+EU+Semiconductors%3A+%27Sell-Off+Creates+a+Compelling+Entry+Point%27/26815562.html <p>BofA on EU Semiconductors: 'Sell-Off Creates a Compelling Entry Point'.</p><p>The analyst comments "Peak-to-now the SOX has underperformed the S&P 500 by c18%. Looking at the last 15 years, this is in line with prior historical corrections (2015 China slowdown = -17.3% u/p; 2018 China/US trade tensions/Fed hiking cycle = -17%) but not as deep as the historical c30% drawdown seen in downturns (2011/12 = 28%; 2022 post COVID = -29%; 2024/25 trade tensions = -32%). Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average ’28 css multiples and semicaps specifically at 6-7x discount. http://www.streetinsider.com/Hot+Comments/BofA+on+EU+Semiconductors%3A+%27Sell-Off+Creates+a+Compelling+Entry+Point%27/26815562.html Mon, 27 Jul 2026 06:29:25 -0400 ASML TSM http://www.streetinsider.com/Hot+Comments/BofA+on+EU+Semiconductors%3A+%27Sell-Off+Creates+a+Compelling+Entry+Point%27/26815562.html <p>BofA on EU Semiconductors: 'Sell-Off Creates a Compelling Entry Point'.</p><p>The analyst comments "Peak-to-now the SOX has underperformed the S&P 500 by c18%. Looking at the last 15 years, this is in line with prior historical corrections (2015 China slowdown = -17.3% u/p; 2018 China/US trade tensions/Fed hiking cycle = -17%) but not as deep as the historical c30% drawdown seen in downturns (2011/12 = 28%; 2022 post COVID = -29%; 2024/25 trade tensions = -32%). Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average ’28 css multiples and semicaps specifically at 6-7x discount. http://www.streetinsider.com/Hot+Comments/BofA+on+EU+Semiconductors%3A+%27Sell-Off+Creates+a+Compelling+Entry+Point%27/26815562.html Mon, 27 Jul 2026 06:29:25 -0400 ASML TSM http://www.streetinsider.com/Investing/Pullback+in+chip+stocks+is+a+buying+opportunity%2C+Citi+says/26811036.html <p>Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.</p><p>The bank said data centers remain the strongest end market for chips, accounting for 34% of total semiconductor demand, and are on track to exceed the entire semiconductor total addressable market (TAM) by 2030.</p><p>Citi also pointed to a recovery underway in the auto and industrial segment, which makes up 21% of the market, while demand from PCs, handsets and consumer electronics, a combined 42% of the market, continues to weaken http://www.streetinsider.com/Investing/Pullback+in+chip+stocks+is+a+buying+opportunity%2C+Citi+says/26811036.html Fri, 24 Jul 2026 08:26:49 -0400 AMKR INTC NVDA SOX SOXX TSLA TSM