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

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

There aren't many deep value turnaround opportunities in the technology world these days. However, Intel (NASDAQ: INTC) is an interesting case. After falling behind Taiwan Semiconductor Manufacturing ...

Being key players in the PC market, Intel and Microsoft have always worked closely as one developed PC hardware, and the other delivered PC software. Thus, we saw the long-running dominance of 'Wintel ...

Q4 2024 Earnings Conference Call February 4, 2025 4:30 PM ETCompany ParticipantsClaire McAdams - IRJeff Andreson ...

Yang Guang-lei, former director of TSMC’s R&D Division and a former senior technical advisor to Intel, told TV network CAN ...

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 ...

TSMC is gearing up to hold its first-ever board meeting in the US on 11, 2025. The board will convene to announce senior ...

TAIPEI (Taiwan News) — Industry sources said OpenAI plans to send its finalized chip design to TSMC in the coming months, ...

According to sources referenced by Reuters, the company is apparently in the final months of finalizing the design for the in ...