Taiwan Semiconductor Manufacturing Co Ltd

• Memory chip giants spark global semiconductor rally as shortages stoke price hikes - Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year.
• Here are 5 bear cases for Nvidia — and why each one of them is wrong - It's a brutal parade of horrors, so steel yourself, and — spoiler alert — I don't believe any of it.
• Nvidia can sell the more advanced H200 AI chip to China — but will Beijing want them? - Nvidia received the green light from the U.S. to sell its advanced H200 chip to China. But there are questions over whether Beijing will allow this to happen.
• A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices - The AI infrastructure buildout is creating shortages of components including various types of chips that are also used in consumer electronics.
• Intel stock holds 10% rise after analyst predicts major Apple deal - Intel's share price was down slightly premarket after a 10% spike on Friday after analyst Ming-Chi Kuo said the chip giant was nearing a deal to supply Apple.