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

While Intel Foundry is the future growth driver, it will take time because of the long product cycle. Read why INTC stock is ...

If you want to look at AI revenues as a share of TSMC HPC revenues, it looks like the chart above – and again ... Street that the first fab in the United States has entered volume production on the N4 ...

Spitballing Nvidia's RTX 5090 GPU die manufacturing costs — die could cost as little as $290 to make When you buy through ...

TSMC's improved production capacity and sales suggest that ... start from the end of this month), as seen in the following chart, and TSMC's revenue growth last month suggests that those estimates ...

With growing demand for semiconductors and a need for diversified supply chains, Bangladesh is evaluating how it can play a meaningful role in this critical industry ...

Intel will face investor scrutiny on its CEO search when it reports quarterly results on Thursday, as the chipmaker stares at another big decline in revenue due to weak PC sales and its shrinking ...

The growing assumption is that 'big business' benefits when red tape is relaxed, but that's not always the case ...

When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter ...

After a revenue surprise and optimistic market outlook, traders are focusing on crucial chart levels to gauge TSMC’s forthcoming action. TSMC’s robust profits, along with its dominance in ...