Over the past few years, U.S. policymakers have developed a high degree of anxiety about America's need for onshore, leading-edge fab capabilities. The press has been ...

With the US presidential election on the horizon, Republican Donald Trump and Democrat Kamala Harris have drawn attention for ...

Advanced Micro Devices has a wealth of digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of ...

TSMC's water use will not push Phoenix over the edge, but it's part of a broader set of questions around the semiconductor ...

Taiwan Semiconductor is set to double its production capacity for advanced packaging, a move driven by the increasing demand ...

Recently, the company reported outstanding quarterly earnings, and the CEO said something unbelievable in the quarterly conference call. The results in one sector of the chip market have blown away ...

It's good that TSMC is not only clear of any wrongdoing but also did the right thing even though it knew what was going to ...

Intel CEO Patrick Gelsingers remarks about Taiwans stability reportedly strained ties with TSMC, leading to the loss of a 40% ...

The chip market has always been cyclical, often swinging from high demand to surplus. However, the current downturn is unique ...

But if Intel or AMD launched a chip with the kinds of capabilities just announced for Apple's brand new M4 Pro, with the kind ...

We think AMD can carve out a decent portion of the AI accelerator market over time. Over the next five years, we model AMD’s data center revenue growing at a 41% CAGR. We expect AMD’s data center ...

Broadcom shares have outperformed, which defied my personal expectations of a strong sell due to geopolitical risks, particularly their exposure to China. Read more here.