Restrictions on U.S. chips have pushed the Chinese government to invest billions into its domestic supply chain.

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

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Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to ...

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

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, ...

In connected car news are Quantum Computing, Nextchip, Cadence & TSMC.

Nvidia is a bet on a single company's ability to innovate ahead of the competition, which has been a good bet for years. However, it makes Nvidia a much riskier stock than TSMC, with TSMC holding most ...

Taiwan is facing increased uncertainty and instability due to Trump’s unpredictable approach to its defense, with internal ...

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

Two that I'm most excited about are Taiwan Semiconductor (NYSE: TSM) and The Trade Desk (NASDAQ: TTD). Taiwan Semi is the ...

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