Arm Stock vs. Taiwan Semiconductor Stock: Wall Street Says Buy One and Sell the Other

Chipmakers Arm Holdings (NASDAQ: ARM) and Taiwan Semiconductor Manufacturing Company (NYSE: TSM) play critical roles in the artificial intelligence economy by supplying many of the largest technology companies. But Wall Street analysts expect the stocks to move in opposite directions over the next 12 months.Those price targets imply that it's time to sell Arm and buy Taiwan Semiconductor. Here's what investors should know.British semiconductor company Arm designs central processing units (CPUs) and compute subsystems, including systems management solutions and software tools that streamline the development of artificial intelligence (AI) applications. Arm does not sell CPUs, but rather licenses its intellectual property to clients that use it to build custom chips. The company generates revenue through licensing fees and per-device royalties.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool