Hello, everyone, and welcome to Atomera's fourth quarter and fiscal year 2024 update call. I'd like to remind everyone that ...
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.
OpenAI is nearing the launch of its first custom-designed AI chip. Reuters expects the company to send the chip design to ...
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 ...
Oliver Blanchard from The Futurum Group in a latest program on Schwab Network said that Intel (NASDAQ:INTC) is a wait-and-see ...
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 ...
Nvidia can’t deliver a generational uplift on the level of the RTX 4090 unless transistors get smaller, and that’s becoming ...
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