TSM

ICM Asia and Concord Capital Management launched a U.S. Sunbelt industrial real estate fund targeting areas linked to Taiwan Semiconductor Manufacturing (NYSE:TSM) and other chip producers.

TSMC’s reported price hike could signal strong AI chip demand while raising concerns that Intel’s technology is not yet exerting enough competitive pressure on TSMC.

Key TakeawaysTSMC stock fell 11% in October, and two sessions did most of the damage: the chip selloff after Lam Research’s Oct. 21 report and Intel’s weak outlook on Oct.

The foundry giant can still become a multibagger following a stellar run over the past five years.

Taiwan Semiconductor Manufacturing's latest quarter hit $46.7 billion, while Applied Materials' revenue gap continues to narrow with accelerating growth.

Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter. The Fund delivered a strong third quarter of 2026, with its Platform Class returning 5.4% and outperforming the MSCI World ex-Australia Index, which gained 1.5%.

Key TakeawaysTSMC’s third-quarter revenue rose 41. 2% to a record $46.

TSMC's Q3 revenues jump 41.2% as AI chip demand and 2-nanometer production fuel its 2026 outlook, offering investors another way to capitalize on AI growth.

Key TakeawaysTSMC shares rose 3% today after Taiwan’s Commercial Times reported that the company is preparing to raise prices for its CoWoS AI chip packaging by up to 20%.

Both stocks have climbed in the triple digits over three years.

TSMC and Micron beat earnings estimates but their stocks have pulled back. Discover which semiconductor stock offers stronger AI-driven growth and better value.

TSM's third-quarter 2026 earnings highlight surging AI demand, a raised revenue outlook and aggressive advanced-chip expansion despite rising cost pressures.