Zacks.com featured highlights include Dell, Hewlett Packard and Taiwan Semiconductor - The Globe and Mail

Zacks.com featured a selection of three dividend growth stocks—Dell Technologies, Hewlett Packard, and Taiwan Semiconductor—highlighting their resilience and long-term investment potential amid global... Read original →

As AI deployment shifts from infrastructure to enterprise implementation, demand surges for optimized servers and advanced-node semiconductors. Dell and HPE capitalize on early-mover advantages in AI-ready server platforms, converting technical leadership into cash flow, while Taiwan, China’s TSMC remains irreplaceable due to fully booked 3nm and CoWoS packaging capacity. Despite U.S. CHIPS Act subsidies lowering domestic fab costs, TSMC’s Arizona delays reveal the true expense of supply chain reshoring. Facing NVIDIA’s CPU ambitions and cloud-custom silicon, legacy vendors must accelerate vertical integration. Over the next 12–24 months, hard-tech firms with high dividends, low capex, and sticky enterprise relationships will define a 'defensive growth' paradigm—less a financial tactic, more a survival imperative in a maturing tech cycle.