With TSMC maintaining caution toward Chinese AI chip clients amid US-China tensions, industry observers suggest Chinese ...
At the same time, some analysts are forecasting Nvidia to generate $200 billion in revenue from sales of data center chips in fiscal 2026. That's higher than the overall revenue that the company is ...
TSMC plans to build 2nm chips at one of its U.S. fabs in Arizona by 2028. As great as that sounds for U.S. tech companies ...
Samsung recently asked TSMC to take on manufacturing Exynos chipsets but the latter rejected this proposition.
Nvidia's most sophisticated AI chip, named Blackwell, is composed of several chips merged using a complex chip on wafer on ...
AMD getting Ryzen 9000 series chips is another feather in the Arizona fab’s cap and suggests that confidence in TSMC’s U.S.
Samsung Electronics targets Chinese clients as TSMC distances itself from Huawei links Samsung Electronics aggressively seeks ...
The world’s most advanced contract chipmaker has severed its ties with a Singapore-based company after a client review ...
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range ...
As for foundry market share, TSMC (TSM.US) topped the list with 64% market share, mainly driven by high capacity utilization ...
TSMC is set to achieve new revenue and profit records in 2024, driven by strong AI orders, according to industry sources. The ...
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Long-Term Pick’s Substack by ...