Intel has pushed back its efficiency-focused Clearwater Forest server CPU to 2026. While the Intel 18A process is performing ...
The sudden success of the Chinese AI startup took the tech world by surprise. Newsweek explores the impact on the U.S.'s lead in the industry ...
While taking everything a management team says at face value can be an investing error, checking its historical predictions against actual results is a good way to start trusting what management says.
Samsung Electronics, South Korea’s leading chipmaker, is struggling to keep up with Taiwan’s TSMC, the world’s largest semiconductor contract manufacturing (foundry) company, in the global chip ...
We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against ...
Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a ...
Why it matters: Management provided upbeat guidance for 2025 and beyond. TSMC expects revenue to grow in the mid-20s in 2025 and average 20% over the next few years. This is higher than the previous ...
While the tariffs aim to boost domestic manufacturing, they are unlikely to divert production from Asia immediately.
Chinese smartphone maker Huawei Technologies is eyeing a global comeback, boosting the number of markets where it sells ...
Taiwan Semiconductor Manufacturing Company (TSMC) has responded to President Trump's recent threats to implement trade tariffs on electronics.
Taiwan promises to support chip industry amid US tariff threats. Taiwan's trade surplus with US surged 83% in 2024, with ...
We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at ...