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Taiwan Semiconductor Manufacturing

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

Goldman sets a $600 target, saying AI risks are already priced in.

Goldman Punctures AI Jobs Panic After Block Cuts, Citing Local Gains but No Broad Productivity Lift

TSMC Sets Record January Sales, Approves $44.96 Billion Budget for AI Capacity

AI Buildout Splits Market as Infrastructure Stocks Slide and Compute Leaders Press Ahead

TSMC Plans 2026 Packaging Outsourcing as AI Demand Overwhelms CoWoS Capacity