The once undisputed king of the chip market is on its knees. Here’s what it needs to do to get back on its feet.

More money spent to build data centers will almost certainly lead to more revenue for TSMC, as its top customers include major players in AI and tech like Nvidia, Broadcom, Arm, and AMD, so it's ...

UMC seeks to improve capital efficiency by requiring guarantee payments for customers who want to reserve capacity. The company has more than TWD 30 billion in customer prepayments on its books, which ...

Is the Taiwanese semiconductor industry a security guarantee for the island or just another incentive for Beijing to claim it for its own?

China established a colossal US$8.2 billion AI investment fund, intensifying the already heated technology war with the ...

AI competition is not a zero-sum game. Instead, the world’s superpowers need to work together to make sure AI benefits ...

Intel is benefiting from broad industry growth trends. Read why I rate INTC stock a Buy rating for short-term value trading, ...

Silicon Motion is already developing its first SSD controller for drives with a PCIe 6.0 interface. The new controller is ...

TSMC's strong FY24 performance driven by AI chip demand and 3nm chip production, with continued growth projected despite ...

We came across a bullish thesis on KLA Corporation (KLAC) on Substack by Quality Equities. In this article, we will summarize ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack ...

TSMC has been promised $6.6 billion under the Biden-administration’s CHIPS and Science ACT to help build three cutting-edge ...