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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 ...
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 ...
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.
Taiwan has three rules: latest technology must stay in Taiwan, critical IP must not leave, and national security takes ...
Artificial intelligence (AI) growth is still a key part of the market. Nvidia and Taiwan Semiconductor are benefiting from ...
Taiwan is among several countries experiencing an energy crisis, with its supply of power struggling to keep up with demand ...
OpenAI has revealed that it has ‘no active plans’ to use Google’s in-house chips (Tensor Processing Units, or TPUs) for its ...
Specs for the GeForce RTX 5080 SUPER reveal that it's going to receive 24GB of VRAM with faster GPU and memory clocks pushing ...
In a bid to capitalize on rising local demand spurred by US export restrictions, Chinese chip startups Moore Threads and ...
Micron Technology has not just filled in a capacity shortfall for more high bandwidth stacked DRAM to feed GPU and XPU ...
OpenAI has clarified that it has no active plans to use Google's in-house artificial intelligence chips, known as Tensor ...
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