insideHPC22h
TSMC Holds 2nm Capacity Expansion Ceremony, Volume Production Slated for Second Half of Year
TSMC today held a 2 nanometer (2nm) capacity expansion ceremony at the construction site of Fab 22 in the Southern Taiwan ...
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Rihard Jarc. In ...
TSMC's Supercycle Is Just Warming Up
Discover how TSMC's 3nm nodes, rising HPC demand, and AI accelerator growth fueled revenue gains, despite overseas expansion ...
TSMC confirms commitment to Taiwan with new domestic fab, Reuters says
Amid recent speculation that TSMC’s (TSM) investment in the U.S. will lessen its presence “at home,” a company official, speaking at an ...
TSMC Expects $2 Trillion of Products to Use Its Next Chip Technology Within 5 Years
Taiwan Semiconductor Manufacturing’s next chip-manufacturing technology will be a big deal. On Monday, TSMC held an event ...
KLA Corp raised to Buy, Morgan Stanley sees 'rich catalyst path'
Morgan Stanley upgraded KLA Corp to Overweight from Equal-weight on Monday, raising its price target for the stock to $870 from $748, citing expectations that the company will outgrow wafer ...
Is Artificial Intelligence (AI) GPU Giant Nvidia Poised to Be a Victim of Its Own Success?
For more than two years, no headlines have dominated Wall Street more than those dealing with the rise of artificial ...
Top Automotive Stocks To Add to Your Watchlist – March 29th
Tesla, NVIDIA, Taiwan Semiconductor Manufacturing, Costco Wholesale, Micron Technology, Bank of America, and QUALCOMM are the seven Automotive stocks to watch today, according to MarketBeat’s stock ...
Zacks Investment Research on MSN6d
Lam Research Stock Trades at a Discount: Time to Hold or Cash Out?
Lam Research Corporation LRCX, a major player in semiconductor fabrication equipment, has been on a steady rebound in 2025, ...