Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)

It may not be too late to take part in the positive market action on semiconductor stocks, but be cautious. Here is how things stand.

BlackRock's doin' it, Microsoft's doin' it, so all traders should think about ESG-based investing.

TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.

CSX is one of the few names to give us an idea of how the economy is doing as a whole.

Does such a large increase in Chinese spending on U.S. 'stuff' give reason to doubt that future action lives up to words on a page (or 86 pages for that matter)?

As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.

MagnaChip Semiconductor and Ichor Holdings have joined the ranks of industry firms to announce that their Q4 sales were better than previously expected.

Capex trends, chip demand and IT spending commentary are among the things to watch as dozens of tech companies report this earnings season.

Intel CPU shortages and the end of a business PC upgrade cycle are both likely to weigh on near-term PC demand.

While chip stocks are now pricing in a lot of optimism, the latest headlines aren't exactly giving bulls cold feet.

AMD's latest notebook processor launches put it on much stronger footing in the market for 15-watt processors going into ultrabooks and other thin-and-light notebooks.

Chip announcements, automotive reveals and display technology advances are among the things to keep an eye on.

Like the Zen 2 microarchitecture that powers AMD's latest desktop and server CPUs, the upcoming Zen 3 microarchitecture should deliver healthy performance gains.

With 'FOMO' investors helping the Nasdaq surge towards 9,000 in recent weeks, it might not take a lot of bad news for tech stocks to correct in early 2020.

RealMoney's Eric Jhonsa offers some predictions for what the tech world will witness in the new year.

Confirming recent reports, Intel said on Monday that it has spent about $2 billion to buy AI accelerator startup Habana Labs.

In a challenge to Broadcom and others, Cisco plans to sell a new switching/routing processor and license its routing software to other hardware makers.

If TSMC makes good on its latest promise, it could hold onto its recently-won chip manufacturing lead for some time.

The mobile chip giant just unveiled a new flagship mobile processor, along with several other products.

The PC giants said they now expect Intel CPU shortages to continue into 2020, with Dell indicating costlier CPUs are now also affected. That could spell a bigger opening for AMD.

During a talk with TheStreet, AMD exec Forrest Norrod highlighted new supercomputer deals and an expanded partnership with AWS. He also suggested AMD's next-gen server CPUs will deliver healthy performance gains.

Whereas Intel is charging far less per CPU core for its latest high-end desktop CPUs relative to a year ago, AMD is going in a different direction with its newest offerings.

Investors must understand that the narrative around trade with China has evolved as the two sides work on a 'Phase One' mini-trade deal, but this is about much more than that.

Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.

AMD delivered another quarter of strong growth for its PC and server CPU businesses. However, weak game console demand ahead of next year's console launches is a near-term headwind.

iPhone sales and pricing trends, Chinese demand and wearables and services growth are among the things to watch as Apple reports.

Do I want to buy equity here? I have enough exposure to the semis as whole right now.

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