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Chatter: Marvell Technology Plans to Use Taiwan Semiconductor Manufacturing's A14 Process to Stay Competitive in AI Race","url":"https://stock-news.laohu8.com/highlight/detail?id=2644702686","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644702686?lang=en_us&edition=fundamental","pubTime":"2026-06-18 18:20","pubTimestamp":1781778040,"startTime":"0","endTime":"0","summary":"Marvell Technology  plans to adopt Taiwan Semiconductor Manufacturing's  1.4-nanometer process for future chips, Nikkei Asia reported Thursday, citing chief operating officer Chris Koopmans.Marvell has begun working with TSM on its A14 process, which is due to enter production in 2028, and plans to continue using the foundry's technology as long as it remains the industry leader, the report cited Koopmans as saying in an interview.Marvell has committed $1 billion in prepayments and is providing suppliers with five-year demand forecasts to secure manufacturing capacity, the report said.Marvell and Taiwan Semiconductor did not immediately reply to MT Newswires' request for 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the link between Apple's 'unavoidable' price hikes and all-time highs for emerging markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2644014387","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644014387?lang=en_us&edition=fundamental","pubTime":"2026-06-18 17:38","pubTimestamp":1781775480,"startTime":"0","endTime":"0","summary":"Tim Cook's says price hikes are 'unavoidable' owing to the rising price of memory and storage chips. Tim Cook, on a previous trip to China. South Korean, Taiwan and Japanese stocks hit new record highs on Thursday.Just hours after Apple CEO Tim Cook said price hikes would be needed to cover the cost of microchips, the producers of those semiconductors pushed markets in South Korea and Taiwan to record highs.On Wednesday  Apple's chief executive Tim Cook told the Wall Street Journal that price rises on its products were \"unavoidable\" owing to the steep increases in the price of chips used in their manufacture. This surging demand for memory and storage chips is the chief propellant behind the all-time highs recorded today for the Korean KR:180721 and Taiwanese TW:Y9999 stock markets.It also partly explains why Japan's Nikkei 225 JP:NIK also racked up its best-ever closing price.The drag on performance emanates from China. With a 25% weighting in the 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Investment Pro Is Leaning Into Risk. Why He Likes Defense, Ag Tech, and Infrastructure. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2644377480","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644377480?lang=en_us&edition=fundamental","pubTime":"2026-06-18 13:00","pubTimestamp":1781758800,"startTime":"0","endTime":"0","summary":"Alex Chaloff, the chief investment officer and head of investment and wealth strategies at Bernstein Private Wealth Management, says he likes to push his clients to take more risk than they might prefer.Geopolitical and economic uncertainties have many investors on edge, and price/earnings ratios for U.S. market leaders are at historic highs. But Chaloff, who has been with Bernstein for two decades, isn't changing his bullish tune.Corporate earnings remain strong, for one. Some analysts say that annualized corporate growth within the S&P 500 index could surpass 23% this year, according to FactSet. \"If we get earnings growth rates for the S&P in the mid- to high teens or low 20s this year, the rest will take care of itself,\" Chaloff says.At Bernstein, AllianceBernstein's private wealth and investment management unit, Chaloff oversees $156 billion. 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vs. TSMC: Which AI Chip Stock Has More Upside?","url":"https://stock-news.laohu8.com/highlight/detail?id=2644726848","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644726848?lang=en_us&edition=fundamental","pubTime":"2026-06-18 02:49","pubTimestamp":1781722140,"startTime":"0","endTime":"0","summary":"Cerebras Systems ($CBRS) and Taiwan Semiconductor Manufacturing ($TSM) are both major AI semiconductor stocks, but they offer very different types 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index's climb is giving fund managers a fear of heights, Bank of America finds","url":"https://stock-news.laohu8.com/highlight/detail?id=2643752428","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643752428?lang=en_us&edition=fundamental","pubTime":"2026-06-16 20:28","pubTimestamp":1781612880,"startTime":"0","endTime":"0","summary":"Eight in 10 respondents to bank's global fund-manager survey say they view semiconductors as a crowded trade. Semiconductors may well be the riskiest trade right now.A day after the Philadelphia Semiconductor Index SOX racked up another all-time high with a 5% spike, institutional investors, as reflected in the monthly Bank of America global fund-manager survey, are warning that the chip trade is the most crowded long position among risk assets.The iShares Semiconductor exchange-traded fund is now up 99% for the year, mirroring moves of a similar dimension for the Asian chip makers Taiwan Semiconductor , Samsung Electronics  and SK Hynix . A record 80% of respondents to Bank of America's survey thought semiconductors were the most consensus long position, but, as other findings from the poll illustrated, this doesn't necessarily mean that investors will sell them.The major tail risks highlighted by Hartnett are \"second-wave inflation\" resulting from the energy crisis and an \"AI 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