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Data center spending could require $3 trillion in the next three years, and Iren, Broadcom, and TSMC each supply a different layer. Demand for Broadcom's XPUs is soaring, and Wall Street analysts expect Iren's fiscal 2029 EBITDA to reach nearly $10 billion.

Taiwan Semiconductor Manufacturing earns an A- Gunderson Grade, ranking in the top 2% of tracked stocks and is rated Buy. TSMC's 2nm node now represents 8% of wafer revenue, driving both top-line growth and near-term margin pressure amid heavy investment. Trailing 12-month EPS grew 41–63% YoY for four quarters, but gross margin fell 1.3 points due to new node ramp and overseas expansion costs.

The Undercovered Dozen highlights 12 lesser-covered stocks with actionable investment theses and recent catalysts. Featured companies include i-80 Gold, Hercules Capital, and Aya Gold & Silver, each rated Buy or Strong Buy for unique growth or yield drivers. Several stocks, such as Corning and AeroVironment, are rated Hold, with valuation and risk concerns tempering bullish sentiment despite recent price declines.

The Taiwan Semiconductor Industry Association (TSIA) said on Thursday it supports the government's efforts to ​assess the possible restart of the country's nuclear power ‌plants, citing the need for a

If you had invested $25,000 in each of these semiconductor stocks 15 years ago, each position would now be worth well over $1 million.