Baird analyst Tristan Gerra says there are discussions from the Asia semiconductor supply chain that the U.S. government will get involved in ...

Maker of most of the world's cutting-edge chips, TSMC, is reportedly accelerating its plans to produce modern 3 nm chips in ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

OpenAI recruited a team of 40 engineers to develop the processor, recruiting former Google chip designer Richard Ho to head ...

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

OpenAI is working with TSMC to design its first in-house AI chips, aiming to cut dependency on Nvidia and control computing costs.

Intel (INTC) was in focus on Wednesday as Baird said it has heard discussions from the supply chain about a potential ...

South Korean website claims that TSMC has started high-volume production of Apple's M5 processors using N3P fabrication ...

To reduce its reliance on NVIDIA and other AI chip suppliers, OpenAI is expected to have its first in-house AI chip taped out at TSMC in the first half of ...

Apple has begun mass production of its next-generation M5 series chips for key products such as the next-generation Mac and ...

TSMC, which manufactures Apple’s chips, had issues with the initial standard 3nm process. It was costly, and yields (the number of viable chips in a semiconductor production wafer) were lower ...