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 ...

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 ...

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 ...