Within the next several weeks, Intel is likely to be broken up into at least two, possibly even three or more pieces, as the ...
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
I believe Nvidia's earnings report scheduled for February 26th will be the most pivotal. Read why I maintain my strong buy ...
If I could only buy one chip stock, TSMC (as it's commonly called) would be it. If you don't own shares right now, there's ...
A surprise dinner at Morris Chang's home in 2010 led to Apple becoming TSMC's biggest client, a partnership that reshaped the semiconductor industry and remains critical today, with Apple accounting ...
An icon in the shape of a lightning bolt. Impact Link President Donald Trump's pledge to impose tariffs on semiconductors made in Taiwan could deal a fresh blow to Nvidia, whose shares dropped by ...
Alphabet CEO Sundar Pichai also told investors on the company’s earnings call that the tech giant intends to continue its “strong relationship ... shares of Nvidia partners, including chip designer ...
Intel's golden era seems to have ended, and now, its rivals TSMC and Broadcom are circling the company’s carcass, both eyeing potential deals that would essentially split the U.S. chipmaking icon in ...
President Donald Trump has said companies wouldn't want to pay a "25%, 50%, or even a 100% tax."Melina Mara/Pool/AFP via Getty Images President Donald Trump is threatening to impose tariffs of up ...
Intel shares surged 11% amid reports of Broadcom and TSMC weighing potential bids, raising speculation over a possible ...
The current version of that GB202 die based on TSMC’s 4N process node ... a paid business relationship with Alienware (Dell), AMD and Nvidia.