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TSMC Sets Profit Record and Raises 2026 Outlook on Soaring AI Chip Demand

Results across the chip supply chain point to demand outpacing available capacity.

TSMC March Sales to Test AI Chip Supply on April 10

JPMorgan Backs Nvidia, Broadcom, Micron as Top AI Chip Picks Ahead of Earnings

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

ASML Re-Rated as Top 2026 Chip Pick as BofA and JPMorgan Hike Price Targets

Broadcom Rally Deepens on AI Deals, Upgrades, and Fresh Institutional Buying

TSMC October Sales Up 17% as Growth Hits Weakest Pace Since February 2024, Nvidia Seeks More Capacity

ASML Price Targets Rise on Strong EUV Bookings as Bernstein Flags Limited Disruption Risk

ASML Seen as Prime Beneficiary of Projected AI Infrastructure Boom

AI Investment Split Widens: Goldman Backs Buildout as Citi Puts $1 Trillion Price on OpenAI Plans

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

Morgan Stanley Upgrades Micron to Overweight on AI-Memory Strength

HSBC Lifts ASML Target to EUR 1,018 as UBS Boosts Outlook on AI Demand

Deutsche Bank Upgrades Lam Research to Buy, Raises Price Target to $150

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

U.S. Backs Nvidia’s Bid to Restart H20 AI Chip Exports to China