Semiconductor News & Analysis Feed

On July 4, 2026, Insider Monkey reported that Taiwan Semiconductor Manufacturing Company (TSMC) is strengthening its credit outlook through its dominant position in the AI chip market. S&P Global upgraded TSMC’s long-term issuer credit rating to ‘AA-’ on June 23, citing robust EBITDA and free cash f

Taiwan Semiconductor Manufacturing Company (TSMC) has strengthened its credit outlook due to its dominant position in the AI chip market. S&P Global noted that TSMC has solidified its leadership in the global semiconductor foundry sector through robust revenue growth and healthy margins, driven by i

Tower Semiconductor (TSEM) has regained market attention following a shift in S&P’s credit outlook to positive and the ramp-up of radar chips using its SiGe process for U.S. defense systems. Despite a strong stock performance with a 51% 90-day return and 72.5% YTD gain, current valuation suggests th