United Microelectronics Stock Forum

Leading financial institutions, including Bank of America (BofA), UBS Group, and JPMorgan, forecast sustained growth for the semiconductor industry, with a peak not expected until mid-2026. Analysts attribute the robust industry performance to technological advancements and diversification, predicting a bullish trend for semiconductor stocks based on positive market dynamics and earnings potential.
BofA: Chip Stocks Won't Peak Until M...

Shares of two critical chip firms TSMC and ASML fell ahead of U.S.-based artificial intelligence chip designer Nvidia’s
earnings report.
Nvidia is set to report its fourth-quarter earnings after the U.S. market closes Wednesday. Wall Street will parse commentary from Nvidia CEO Jensen Huang for an indication of how long the company’s massive growth can last.
Shares of Taiwan Semiconductor Manufacturing Co...

The third entity will be a standalone foundry, which Richard says could end up being the second largest foundry in the world, behind TSMC.Richard writes: "Intel may be the only viable alternative to TSMC's leadership, particularly in high-performance applications such as AI integrated circuits, CPUs, GPUs and FPGAs. "
Earlier, Dutch lithography giant Asmax said it had begun shipping the most central components of its first state-of-the-art chip-making machine to a chip factory owned...