Taiwan may limit currency switching for TSMC dollar dividends to once a year, sources say

Taiwan's central bank plans to require foreign investors receiving U.S. dollar-denominated dividends ​from companies including TSMC to stick with ‌one currency choice and not switch frequently, with authorities currently leaning toward allowing changes only once ​a year, three sources familiar with the ​matter said.

Reuters • 6 hours ago

NVIDIA Could 10X Its Sales. One Bottleneck Is Stopping It

Gavin Baker, the tech investor whose track record gives him an audience whenever he sits down with Patrick O'Shaughnessy, floated a number on a recent podcast that should make anyone modeling NVIDIA's (NASDAQ:NVDA | NVDA Price Prediction) future do a double-take.

24/7 Wall Street • 3 hours ago

Billionaire families bet on semiconductor and energy stocks in first quarter during Iran war

Private investment firms of billionaires like David Tepper bet on chipmakers even as the Iran war put pressure on data center economics in the first quarter of 2026. These moves have already paid off, with semiconductor stocks jumping in recent months.

CNBC • 5 hours ago

Google Reveals Plan to Dominate AI: Copy Apple

Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot.

24/7 Wall Street • 4 hours ago

The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure

Taiwan Semiconductor is rated a tactical buy with a $468 price target, reflecting an 18% upside from current levels before shifting to Hold/Avoid. TSM's near-term upside is driven by depreciation arbitrage, delayed High-NA EUV adoption, and Silicon Photonics, but capped by U.S. data center buildout delays and overseas margin dilution. Gross margin is expected to plateau at 66–67% due to overseas expansion, private energy costs, and multi-patterning throughput limits, challenging consensus forecasts of further margin expansion.

Seeking Alpha • 2 hours ago

Tokyo Electron's Taiwan unit says it will not appeal ruling in TSMC trade secrets case

Tokyo Electron's Taiwan ​unit told Reuters ‌in a written response on ​Thursday that ​it respects the judicial ⁠process, takes ​the court ruling ​seriously and will not appeal in ​the TSMC ​trade secret case.

Reuters • 14 hours ago

3 Stocks in Focus That Recently Declared Dividend Hikes Amid High Inflation

TSM, QGEN and AG recently raised dividends as inflation, rising Treasury yields and oil prices fuel market volatility and economic concerns.

Zacks Investment Research • May 20, 2026

Top China Tech Plays in US Markets Amid Trade Deal Progress

Kingsoft Cloud and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2026.

Zacks Investment Research • a day ago

Did the US-China Summit Make TSMC More Vulnerable?

The image from last week's state banquet at the Great Hall of the People told two stories at once.

24/7 Wall Street • May 19, 2026

Can TSM's Stock Reach $600 By 2028?

Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction | TSM Price Prediction) just delivered a quarter that should end the debate about who owns the AI buildout.

24/7 Wall Street • May 19, 2026