News

Our base-case fair value estimate for MediaTek is TWD 1,660 per share, at which MediaTek would be trading on a forward price/earnings ratio of 22 times, an enterprise value/EBITDA ratio of 19 times, ...
Once the go-to for in-vehicle chips, Nvidia is facing defections from Chinese carmakers amid delays, performance setbacks, ...
Crucial contract requires South Korean semiconductor business to address production issues and corporate culture ...
GlobalFoundries is becoming the face of chip-making in the U.S. Click here to check out my earnings analysis of GFS stock.
Tesla’s $16.5B Samsung deal goes beyond chipmaking, boosting AI ambitions, strengthening supply chains, and reshaping its ...
Few companies dominate their industry like Taiwan Semiconductor Manufacturing (NYSE: TSM) (TSMC) does in the semiconductor ...
Elon Musk has been rebranding Tesla as an AI and robotics company for over a year. Tesla's latest deal could easily be ...
A California-based company that designs chips used in artificial intelligence reached a big milestone before well-known tech ...
Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this ...
A California-based company that designs chips used in artificial intelligence has reached a big milestone even before Apple ...
Musk noted Tesla is working with TSMC to make AI5 chips, which just finished the design. The AI5, a generation that is primarily built for FSD, will initially be made in TSMC’s Taiwan factory and then ...
China’s indium selenide wafer breakthrough marks a leap beyond silicon. It won’t upend the chip industry overnight, but ...