Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)

Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.

At a time when chip stocks have done much to price in a second-half recovery, TSMC avoided doing anything to spoil the fun.

The two tech firms made the surprising announcement on Tuesday afternoon.

An ad-supported Amazon music service wouldn't be much of a threat to Spotify's subscription business. But it would help Amazon further scale an ad business that's now a major company priority.

Nvidia and AMD are now getting very little revenue from sales of graphics cards to cryptocurrency miners.

Samsung is setting yet another bearish standard for semis and smartphones in the first half of 2019.

The virtualization software firm has reportedly hired Goldman Sachs to explore a potential sale. PE firms are likely to at least kick the tires.

The semiconductor sector surge could send some standby industrial stocks higher with it.

Lowered expectations are the best kind of expectations and they can make for great markets.

For those seeking to be more aggressive, especially on the tech side, I would look towards a higher growth name.

Chip stocks have been among the best performers this year, but Taiwan Semi has been lagging some of the top names.

A published report said that TSM has seen orders for 7nm chips ramp higher.

Crypto could be carrying, rather than crashing semi stocks once again.

Reports of a smartphone market recovery from Taiwan Semiconductor is taking the sector higher.

The tech giant makes up such a large part of the Korean stock index that its woes can't help but be a drag on the market as a whole.

A well-known semiconductor name has formed a 'bullish reversal pattern.'

Among other things, Apple is now looking to hire wireless engineering talent in Qualcomm's hometown of San Diego.

Are the semis right, and the bottom has been reached, or are the industrials right, and there is another leg down to come?

Proofpoint and Symantec's earnings reports just gave a fresh lift to a security tech space that continues seeing healthy growth. Here are a couple of relatively low-risk options for playing it.

The iPhone maker is a show-me stock ahead of its fiscal first-quarter results

The one-day pops that could be fleeting might only be an appetizer to the entrée that is the nascent fourth industrial revolution that semiconductors will need to underwrite.

Against an already uncertain backdrop, Intel emerges with unique issues.

Shares of the giant chipmaker are up on indications that a bottom may be building in the semiconductor sector.

So far 2019 is proving to be a year where things have a habit of working out right.

A potential peel-back of trade restrictions is taking TSM higher, but politics still play a role.

The company may be benefitting from current low expectations.

The long-term demand bolstered by secular shifts in technology are keeping many onboard the ship for semiconductors in the long term.