Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Tesla plans to build and operate its own AI chip fab, Terafab, raising questions about costs and execution ahead of its Oct. 21 earnings report amid a stretched valuation.

Taiwan Semiconductor's stock doesn't always react well to earnings reports.

Semiconductor companies are positioned for long-term growth as artificial intelligence (AI) hyperscalers continue to plow unprecedented sums into data centers.

AI needs more than GPUs, and these companies are delivering.

Investors could see at least a 60% return.

Elon Musk wants to design his own chips for Tesla and SpaceX.

TSMC's Oct. 15 earnings report could supercharge the stock and send it on a bull run through the end of the decade.

The manufacturing leader is driving growth across multiple dimensions.

Every Rule Breaker investor eventually has to ask whether great leadership can outlive the people who built a company.

ASML supplies the lithography systems chipmakers use and relies on four customers for about 61% of its sales, while TSMC manufactures chips for 534 customers and carries the risk of production concentrated in Taiwan.

The current pace of AI development would not be possible without these semiconductor companies.

The company has been growing fast, but at $2.3 trillion in market cap, its valuation has swelled significantly.

Taiwan Semiconductor's monthly revenue report indicates it will have a strong quarter.

Druckenmiller's second-largest position is Taiwan Semiconductor.

TSMC stock has the potential to double in the next three years.

ASML is thinking years ahead of the AI industry, ensuring it remains an industry leader well into the 2030s.

All eyes will be on the bellwether of the semiconductor sector.

The AI chip giant won't report for weeks. What can its chipmaker's results show investors first?

Some of the world's most important artificial intelligence (AI) stocks are noticeably absent from the S&P 500.

It plays a critical role in AI development.

Taiwan Semiconductor reports Q3 earnings on Oct. 15.

Google may become a major AI chipmaker, and there are some clear winners from that development.

As the CEO of SpaceX and Tesla, Elon Musk exercises significant purchasing power.

Intel's biggest rival is encroaching on one of the company's biggest growth catalysts.