TSMC has notified several Chinese IC design companies that their chips at 16/14 nanometers or smaller nodes lack "approved ...

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

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

OpenAI is nearing the launch of its first custom-designed AI chip. Reuters expects the company to send the chip design to ...

We assign Sumco a Morningstar Uncertainty Rating of High. Sumco operates in the semiconductor industry, which is one of the most cyclical industries. Earnings are volatile, with operating margin ...

The integration of AI in mobile chipsets has transformed the way devices operate, offering unprecedented levels of efficiency ...

Summary TSMC and its smaller rivals are driving a projected 20% chip foundry growth in 2025, fueled by AI demand. Advanced nodes (5/4 nm, 3 nm) maintain high utilization, while mature nodes lag. TSMC ...

To reduce its reliance on NVIDIA and other AI chip suppliers, OpenAI is expected to have its first in-house AI chip taped out at TSMC in the first half of ...

There are two ways to make a programmable switch that can run network applications and accelerate certain network functions.