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

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, plans to build a 1 nm process fab ...

Taiwan Semiconductor's essential role in enabling the AI infrastructure ecosystem worldwide makes it relatively resilient to ...

This industry application has become more difficult in recent years due to regulatory and market pressure to increase ...

TSMC is expected to produce OpenAI’s chips using advanced 3-nanometer technology, a process that promises enhanced ...

OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation ...

KLA Corporation's KLAC second-quarter fiscal 2025 Semiconductor Process Control revenues reached $2.76 billion, surpassing the Zacks Consensus Estimate by 5.17%. The segment posted a strong 25.6% ...

OpenAI is finalizing its first in-house AI chip design, aiming to reduce reliance on Nvidia. The chip, set for TSMC ...

President Sheinbaum shared a plan to strengthen Mexico's semiconductor industry and touched on GMO corn and the U.S. DEA on ...