News

NVIDIA's new B300 AI chip production has reportedly been pulled forward to May: will use TSMC 5nm process (N4P) and CoWoS-L ...
TSMC operates as the backbone of the semiconductor industry, serving as the primary manufacturer of chips for companies like Nvidia, Apple, and Broadcom. Unlike Nvidia, which focuses on designing and ...
In October 2024, I rated TSMC stock as overvalued due to AI euphoria, and recent declines validated my Sell rating. TSM's ...
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, ...
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 ...
TAIPEI (Reuters) - Taiwan's trade-reliant economy likely grew at a quicker pace in the first quarter of 2025 compared with ...
Huawei is preparing to test its new AI chip, the Ascend 910D, in China by reaching out to various tech companies, The Wall ...
In other words, investors shouldn't expect Intel's turnaround efforts to bear fruit anytime soon. But can the chipmaker's new ...
Restrictions on U.S. chips have pushed the Chinese government to invest billions into its domestic supply chain.
BofA Securities maintained its Buy rating on Taiwan Semiconductor Manufacturing (NYSE:TSM) following the company's 2025 ...
Two that I'm most excited about are Taiwan Semiconductor (NYSE: TSM) and The Trade Desk (NASDAQ: TTD). Taiwan Semi is the ...
In connected car news are Quantum Computing, Nextchip, Cadence & TSMC.