Form 4 TAIWAN SEMICONDUCTOR For: Jul 03 Filed by: Chang Tzonz-Sheng

Go back to Form 4 TAIWAN SEMICONDUCTOR For: Jul 03 Filed by: Chang Tzonz-Sheng

2 Asian CPU stocks to buy as AI boom continues: Mizuho

July 8, 2026 3:00 PM EDT

In a note to clients this week, Mizuho raised its server CPU shipment forecasts significantly, identifying two names it sees as key beneficiaries of surging artificial intelligence infrastructure demand, while warning that DRAM supply constraints could become a critical bottleneck through 2027.

Taiwan Semi (NYSE: TSM) and Ibiden are the stocks in... More