Taiwan Semiconductor Manufacturing Is Overvalued amid AI Demand
I’m currently neutral on Taiwan Semiconductor Manufacturing (TSM), also known as TSMC, as I consider it overvalued amid high ...
NVIDIA Is About To Beat Estimates Again
Nvidia is experiencing a perfect storm of positive catalysts, including strong demand for AI accelerators and upcoming ...
The Manila Times on MSN5h
TSMC sued for alleged discrimination
WASHINGTON, D.C. ― More than a dozen US-based employees of Taiwanese chipmaking giant Taiwan Semiconductor Manufacturing Co. (TSMC) have sued the company for apparent discrimination against non-Asian ...
The Economist6h
TSMC walks a geopolitical tightrope
As a critical supplier to American tech giants based on an island claimed by China, TSMC is in an awkward spot. But until ...
Analysts revise Nvidia stock price targets as supply players update outlook
Key supply-chain players updated their AI-demand outlooks ahead of Nvidia's fiscal-third-quarter earnings next week.
PCMag on MSN9h
TSMC Finds Unexploded Bomb at Chip Factory Site
TSMC finds a corroded bomb at one of its upcoming chip factory sites in Taiwan, but says construction is still on schedule.
malaymail14h
US staff sue Taiwanese chipmaker TSMC, claim non-Asians subject to humiliation, left out of Mandarin business talks
More than a dozen US-based employees of Taiwanese chipmaking giant TSMC have sued the company for apparent discrimination ...
The US-China tech race is moving from chips to the raw materials they're made of
The US is considering expanding its export limits on AI chips to China and its allies. Experts say the race for AI dominance ...