NVIDIA's new B300 AI chip production has reportedly been pulled forward to May: will use TSMC 5nm process (N4P) and CoWoS-L ...

Huawei's next-gen Ascend 910D AI chip has been teased, with China's latest tech only rivaling NVIDIA's previous-gen Hopper ...

After being Intel’s CEO for about one month, Lip-Bu Tan is taking swift action to address the company’s challenges. This ...

In connected car news are Quantum Computing, Nextchip, Cadence & TSMC.

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 ...

Taiwan is facing increased uncertainty and instability due to Trump’s unpredictable approach to its defense, with internal ...

In October 2024, I rated TSMC stock as overvalued due to AI euphoria, and recent declines validated my Sell rating. TSM's ...

TSMC announces plans to build 24 new factories worldwide, boosting chip production to meet growing global AI demand.

Today's high-end processors, especially those powering data centers and AI workloads, already rely on multi-chiplet designs ...

The potential venture could involve TSMC taking a 20% stake and providing manufacturing expertise to Intel. Both companies have significant operations in Arizona, making the state a potential ...

His more immediate predecessors have been less illustrious. Mr Tan inherits a company that has lost its edge. Intel is ...

TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced ...