TSMC’s record Q4 revenue surges on smartphone and AI demand, with a fast 2026 ramp expected. Read the latest analysis on the ...

Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...

It's built to flourish with or without current AI hype.

Intel was first to market with backside power delivery.

Intel's newest CEO, Lip Bu-Tan, took the helm in March 2025 and doubled down on its commitment to manufacturing its own chips ...

The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by ...

The company will boost its capital expenditure, which includes big-ticket purchases such as lithography machines, to expand its advanced node capacity. TSMC expects to invest between $52 billion and ...

Just weeks before OpenAI unveiled its pioneering AI chatbot ChatGPT in late 2022, Berkshire spent US$4.12 billion buying ...

Apple could seek an alternative Apple chip manufacturer for lower-end chips as TSMC prices rise and AI demand tightens supply ...

Taiwan Semiconductor Manufacturing Company Limited powers AI chips globally as U.S. fabs ramp. Click for an updated look at ...

A smaller version of existing 16nm technology According to industry sources, TSMC is planning to introduce a 12 nanometer half-node process to enhance competition with 28nm and lower process nodes… A ...