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

TSMC is banning shipments of even more cutting-edge chips to China including powerful GPUs used to train AI models.

SMIC is the third-largest foundry globally, owning over 6% of the market in 2024, behind TSMC and Samsung; and overtaking GlobalFoundries and UMC. Intel is classified not as a foundry but as an ...

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

Intel Corporation, Qualcomm Incorporated, NVIDIA Corporation, Advanced Micro Devices Inc. Read The Tokenist (Timothy Fries)'s ...

ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology. Christophe Fouquet, CEO of ASML, ...

Meta is reportedly in talks to acquire South Korean AI chip startup FuriosaAI. Citing unnamed sources familiar with the matter, Forbes reported that the deal could close as early as this month, adding ...

These days, however, Sputnik is remembered as the moment of national reckoning rather than a knee-jerk response to a Cold War ...

The U.S. government has given the Taiwanese semiconductor manufacturer TSMC three proposals to keep producing with the country, which brought up several challenges.

Three experts in the high technology industry have said that US President Donald Trump’s pledge to impose higher tariffs on Taiwanese semiconductors is part of an effort to force Taiwan Semiconductor ...

Feb 10 (Reuters) - TSMC (2330.TW), opens new tab, the world's biggest contract chipmaker, said on Monday its first-quarter revenue would be closer to the lower end of its guidance, as it expects a ...

TAIWAN Semiconductor Manufacturing Company’s (TSMC) sales growth decelerated from the December quarter as Nvidia’s main chipmaker grapples with industry-wide questions surrounding artificial ...