After being Intel’s CEO for about one month, Lip-Bu Tan is taking swift action to address the company’s challenges. This ...

TSMC operates as the backbone of the semiconductor industry, serving as the primary manufacturer of chips for companies like Nvidia, Apple, and Broadcom. Unlike Nvidia, which focuses on designing and ...

TSMC unveiled its next-generation A14 manufacturing process during a symposium in the US last week. It will enter production ...

In October 2024, I rated TSMC stock as overvalued due to AI euphoria, and recent declines validated my Sell rating. TSM's ...

NVIDIA's new B300 AI chip production has reportedly been pulled forward to May: will use TSMC 5nm process (N4P) and CoWoS-L ...

In other words, investors shouldn't expect Intel's turnaround efforts to bear fruit anytime soon. But can the chipmaker's new ...

Nvidia is a bet on a single company's ability to innovate ahead of the competition, which has been a good bet for years.

SK hynix has showcased its next-gen HBM4 to the public: next-gen AI memory has up to 16-Hi stacks, 2TB/sec memory bandwidth, ...

Baron Emerging Markets Fund increased in the first quarter of 2025, outperforming its benchmark, the MSCI EM Index. Read more ...

A mix of circumstances is giving Intel a chance to get back to leadership ...

Large eucalyptus farms are being built in Brazil for Apple's climate neutrality project. Ecologists criticize this.

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are ...