Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)

Chip stocks in general are selling off following a downgrade that's arguably only bad news for certain parts of the sector.

Advanced Micro Devices trades higher after the chipmaker says it signed a deal in which Samsung will licence AMD graphics IP.

AMD's newest desktop CPUs leave it well-positioned to add to recent share gains. Intel, meanwhile, is working hard to strengthen its notebook position.

New product releases from Advanced Micro Devices convince Stifel analyst Kevin Cassidy the chipmaker is poised for market share gains.

The Taiwanese chip manufacturing giant has a blue-chip client list and is intent on maintaining its manufacturing technology edge. And its valuation looks reasonable.

Amid tougher competition from AMD, Intel plans to roll out new server CPUs at a very rapid pace, assuming a leaked partner slide is accurate.

Dr. Venkata Renduchintala outlined how the chip giant plans to becomes nimbler and less 'monolithic' following years of manufacturing stumbles.

The chip giant expects very little sales and earnings growth through 2021. But it also promises to launch cutting-edge data center and notebook products in the coming years, and to improve its manufacturing position.

Following a big rally in recent months, KLA's shares are lower Tuesday after the company maintained a cautious view of near-term chip equipment demand.

While its near-term sales remain pressured by GPU inventory corrections and soft console processor demand, AMD continues forecasting that new products will provide a major second-half sales boost.

Intel investors had a bad flashback on Friday.

Inventory corrections, CPU shortages, tougher competition and soft Chinese and enterprise demand all appear to be weighing on Intel. But figuring out how much each factor is to blame is not easy.

Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.

At a time when chip stocks have done much to price in a second-half recovery, TSMC avoided doing anything to spoil the fun.

TSMC (TWSE: 2330, NYSE: TSM), today filed its 2018 annual report on Form 20-F with the U.

The two tech firms made the surprising announcement on Tuesday afternoon.

An ad-supported Amazon music service wouldn't be much of a threat to Spotify's subscription business. But it would help Amazon further scale an ad business that's now a major company priority.

Nvidia and AMD are now getting very little revenue from sales of graphics cards to cryptocurrency miners.

The mobile chip and patent giant is expanding its addressable market by entering the fast-growing -- and highly competitive -- market for AI inference accelerators.

Samsung is setting yet another bearish standard for semis and smartphones in the first half of 2019.

The virtualization software firm has reportedly hired Goldman Sachs to explore a potential sale. PE firms are likely to at least kick the tires.

Stocks close up following reports the U.S. and China have resolved most of their trade agreement issues.

Plus, one chipmaker holds clues for how Apple, Samsung and AMD are doing.

The semiconductor sector surge could send some standby industrial stocks higher with it.

Lowered expectations are the best kind of expectations and they can make for great markets.

For those seeking to be more aggressive, especially on the tech side, I would look towards a higher growth name.

Chip stocks have been among the best performers this year, but Taiwan Semi has been lagging some of the top names.

Here's what Jim Cramer says that investors need to watch in the semiconductor sector.