What TSMC's $231M Arm exit means for semiconductor stocks

Taiwan Semiconductor Manufacturing Co has sold its remaining stake in Arm Holdings for about $231 million, completing its exit from the British chip designer after gradually cutting the position over the past year, according to a company filing. The sale was carried out by TSMC Partners, a TSMC subsidiary, which disposed of 1.11 million Arm shares between April 28 and April 29 at $207.65 each.

Invezz • 4 hours ago

Taiwan's TSMC exits Arm with $231 million share sale

Taiwan Semiconductor Manufacturing Co , the world's largest ​contract chipmaker, has sold its ‌remaining stake in Arm Holdings , according to a company filing on Wednesday.

Reuters • 5 hours ago

Why TSMC Is Jacking Up 2nm Production By 70% To Power The AI Future

Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) is ramping up next-generation chip production and global capacity, with analysts broadly optimistic on AI-driven growth while flagging valuation and concentration risks.

Benzinga • 20 hours ago

Why This Week Could Be Huge For AI Stocks

AI stocks jumped in the wake of strong earnings reports this week. Most of the "Magnificent Seven" will report earnings this week.

The Motley Fool • Apr 28, 2026

Dow Jones AI Leader Caterpillar, Nvidia Chipmaker TSMC In Buy Zones

Dow Jones AI leader Caterpillar and Nvidia chipmaker TSMC are in buy zones in the ongoing stock market rally.

Investors Business Daily • 14 hours ago

4 Best-Performing ETF Areas of Last Week

Cannabis, semis, crude & hydrogen ETFs led last week as AI momentum, policy boost and Middle East tensions shaped market trends.

Zacks Investment Research • 20 hours ago

TLC International Equity Portfolio Q1 2026 Leaders And Laggards

The International Equity portfolio declined 6.5% gross during 1Q vs a 1.2% decline for the MSCI EAFE Index, as both sector exposure and stock selection were headwinds to relative performance. BAE Systems PLC shares returned 26% during 1Q'26, as the company is well positioned to benefit from defense spending growth across NATO member countries over the coming decade. Taiwan Semiconductor Manufacturing Company Limited continued to benefit from attractive demand fundamentals and raised its revenue outlook after consistently exceeding sales expectations in prior quarters.

Seeking Alpha • 7 hours ago

2 Unstoppable Growth Stocks That Could Soar 20% and 26% in 2026, According to Wall Street Analysts

Taiwan Semiconductor is up more than 25% YTD, and analysts see another 20% upside for the chipmaker. ASML stock is up 31% this year, and Wall Street analysts see the stock gaining another 26% in 2026.

The Motley Fool • Apr 27, 2026

TSMC vs. Lam Research: Which AI Infrastructure Stock Has an Edge?

LRCX may outshine TSM now as AI chip demand lifts profits, while TSM faces heavier spending and geopolitical risks despite booming growth.

Zacks Investment Research • Apr 27, 2026

Invesco EQV International Equity Fund Q1 2026 Portfolio Review

Invesco EQV International Equity Fund trailed the index primarily due to stock selection in financials and industrials. Stock selection in financials and industrials, along with an underweight and stock selection in energy, detracted the most from relative return. Conversely, an underweight allocation in communication services and stock selection in consumer staples added to relative performance.

Seeking Alpha • Apr 26, 2026