In October 2024, reports surfaced that OpenAI had scrapped its global foundry goals, and was instead partnering with Broadcom (NASDAQ:AVGO) and TSM to design its own chips. In the meantime, OpenAI ...

Japan has attracted big silicon names to set up shop in the countryAnd some of them are already getting into production with the type of cutting-edge chips ...

Further proof that Wall Street is clueless In further proof that Wall Street is clueless about technology, Intel shares have ...

Sources say proposal calls for TSMC to provide technical support for production of advanced chips | Feb. 13, 2025 18:02 ...

Rumors suggest the U.S. government may push Intel into a joint venture with TSMC to revive its struggling foundry business, potentially securing CHIPS Act funding and strengthening domestic ...

Samsung Electronics is contemplating whether or not to heed SoftBank CEO Masayoshi Son’s open call to join The Stargate ...

China's semiconductor equipment purchases are expected to decline in 2025 after three years of growth, according to Canadian ...

Intel ( INTC) stock rose nearly 3% in early trading Wednesday, extending gains from the prior day, when Vice President JD Vance made bullish comments about domestic chip manufacturing.

We expect GAAP gross margin to increase from 28% in 2023 to about 35% by 2029 as the firm should be able to increase utilization in its fabs. This level of gross margin is comparable with ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

Shares of Intel Corp. were surging on Tuesday after Vice President J.D. Vance made bullish comments about semiconductor manufacturing in the U.S. at an artificial-intelligence summit in Paris. Intel ...

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...