Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)

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.

Tesla and Lam Research are soaring post-earnings, while Twitter is plunging. Here's a look at what's driving the moves.

Despite playing the industry and macro blame game on the conference call, TXN execs may have overstated the significance of those factors in the company's poor report and outlook.

The tech sector has been the victim of the recent "on again, off again" rotation. That may really just mean that the group has been victimized by its own success.

The chip manufacturing giant issued strong Q4 sales guidance, offered upbeat remarks about 2020 5G phone demand and hiked its capital spending budget.

Though gaining significant share from Nvidia in the lucrative and fast-growing AI training accelerator market might prove easier said than done, a slew of companies are making big bets in this space.

Samsung and Western Digital both suggest memory demand is improving following a very rough first half of the year. And Lam Research's outlook suggests industry supply growth is falling sharply.

Blaming China woes for the slip, some advise growth ahead for Advanced Micro Devices.

NXP and many other chip stocks still trade at reasonable valuations. But the group's margin of safety has diminished some following recent gains, and industry news remains pretty mixed.

Though it would likely take a while for Apple to begin using its own 5G modem, doing so could yield major cost savings and also carry other benefits.

The chip manufacturing giant issued upbeat Q3 sales guidance and forecast this year's capital spending will be at the high end of a prior guidance range.

The chip manufacturing giant, whose clients include Apple, Nvidia, AMD and Qualcomm, just reported strong June sales and beat its Q2 revenue guidance.

Benchmarks for AMD's soon-to-launch third-gen desktop CPUs appear to validate expectations that the chips will deliver a lot of bang for the buck compared to offerings from Intel.

The Taiwanese chip manufacturing giant has a blue-chip client list and is intent on maintaining its manufacturing technology edge. And its valuation looks reasonable.

Following a big rally in recent months, KLA's shares are lower Tuesday after the company maintained a cautious view of near-term chip equipment demand.

Intel investors had a bad flashback on Friday.

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.