I’m currently neutral on Taiwan Semiconductor Manufacturing (TSM), also known as TSMC, as I consider it overvalued amid high ...

Nvidia is experiencing a perfect storm of positive catalysts, including strong demand for AI accelerators and upcoming ...

As a critical supplier to American tech giants based on an island claimed by China, TSMC is in an awkward spot. But until ...

Key supply-chain players updated their AI-demand outlooks ahead of Nvidia's fiscal-third-quarter earnings next week.

More than a dozen US-based employees of Taiwanese chipmaking giant TSMC have sued the company for apparent discrimination ...

TSMC has become the primary manufacturer of the company's AI-focussed chips, taking its market cap to over $1 trillion from ...

Moreover, TSMC has its own expansion strategy, which includes notable projects in the United States, Japan, and Europe. More ...

AI and sustainability. These are the changes technology leaders can expect under the new Trump administration. The ...

Trump’s hardline nationalism will also not go amiss, and could play a key role in defining US-China relations in the near ...

Shares in Samsung Electronics, the world's top memory chip maker, fell on Wednesday to their lowest level in more than four ...

The reports come merely days after media reports indicated that TSM had stopped production of advanced AI chips for Chinese ...

Intel is expected to deliver its next-generation 18A process in 2025, which will power its next-generation CPU lineup, which ...