Despite the 2026 lower estimates, BofA remains bullish long-term. The firm noted that even with export bans, ASML’s 2030 ...

Taiwan Semiconductor Manufacturing is proving to be the engine of growth for the artificial intelligence megatrend.

In our call of the day, Newton has a bigger point to make, flagging Apple (AAPL) as a crucial stock to watch in the coming weeks and player in tech outperformance. That follows Monday's action in ...

Needham & Company has outlined a roadmap for Taiwan Semiconductor Manufacturing Co. to grow its AI revenue to $90 billion by 2029, citing expanding silicon content, technology transitions, and rising ...

Needham Company has raised its price target for Taiwan Semiconductor Manufacturing Co. (TSMC) to $270 from $225, reaffirming a Buy rating based on a bullish long-term AI growth outlook. In a new note, ...

Taiwan Semiconductor (TSM) was in the spotlight on Tuesday as investment firm Needham said it sees a pathway to $90B in ...

Taiwan is among several countries experiencing an energy crisis, with its supply of power struggling to keep up with demand ...

Chinese AI chipmakers Moore Threads and MetaX aim to raise $1.65 billion via Shanghai IPOs, leveraging US export curbs to boost demand for local GPU alternatives.

BEIJING (Reuters) -Two Chinese artificial intelligence chip startups are seeking to raise a combined 12 billion yuan ($1.65 ...

Specs for the GeForce RTX 5080 SUPER reveal that it's going to receive 24GB of VRAM with faster GPU and memory clocks pushing ...

Progress for glass-core substrates and RDL interposers highlighted ECTC’s 75th anniversary conference.

TSMC Arizona chips are Made in the USA, but are reportedly being flown back to Taiwan for advanced packaging: US semiconductor supply chain needs Taiwan.