SEMICONDUCTORS News & Analysis

We continue to view Taiwan Semiconductor stock as undervalued.

A data management firm and a narrow-moat company that designs critical software for semiconductor chips are two ways investors could get exposure to...

For those who don't want to chase the latest hot stock but are bullish on semiconductors, there are plenty of Morningstar-rated options

Chip stocks are on the rise after a disappointing 2022, but these names still look cheap.

Capital Group’s Matt Reynolds sees significant investment opportunities in AI, healthcare, and industrial companies helping with...

Why we think the stock price of this high-quality company still looks cheap today.

Semiconductor stocks took a beating in 2022, leaving many names trading at a discount.

Year-to-date underperformance creates opportunities for patient investors.

Long a favourite of funds invested in the far east, TSMC is facing unprecedented pressure, but it's not just geopolitics at play

Shares of microchip-parts suppliers, including Teradyne and ASML, are available at steep discounts, and the companies are poised for long-term...