Demand for memory, storage and CPUs are bolstering chip makers thanks to the artificial intelligence buildout.
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The bank reiterated its outperform rating on the semiconductor manufacturer and hiked its price target.
Higher prices on chips are boosting margin projections through 2027.
The semiconductor sector was approaching perilous heights, making it susceptible to any fears that the AI trade could lose…
F.L.Putnam's chief market strategist Ellen Hazen is nearly certain an AI bubble will happen, but recommends TSMC as one of the…
Selling prices are causing "nosebleeds" in the middle of the artificial intelligence supply chain.
Memory capacity has quickly emerged as a bottleneck in the AI build-out.
