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

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

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

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

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 ...

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock surged 256% in last 5 years as a leading chipmaker for top companies ...

The US government already prohibits the export of chips with more than 30 billion transistors, which are manufactured with 14 nm or 16 nm processes or smaller nodes-unless the manufacturer receives a ...

TSMC plans to increase its investment in Arizona, expanding its fabs to cooperate with the 'manufacture in USA' policy pushed ...

Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...

Samsung is making strides in semiconductor technology with its Exynos 2600, built on the company’s advanced 2nm ...

Nvidia can’t deliver a generational uplift on the level of the RTX 4090 unless transistors get smaller, and that’s becoming ...

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