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 ...

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 ...

Taiwan Semiconductor's essential role in enabling the AI infrastructure ecosystem worldwide makes it relatively resilient to ...

Palantir stock shot up 22% in extended trading following the release of its fourth-quarter 2024 results on Feb. 4. The company's top and bottom lines exceeded expectations, with its revenue growing 36 ...

TSMC has recently notified a large group of Chinese mainland IC (Integrated Circuit) design companies that shipments of ...

A new Counterpoint Research report forecasts a 20% revenue growth for the global foundry industry in 2025, driven by strong AI demand and with TSMC as a ...