China’s leading memory chipmaker, ChangXin Memory Technologies (CXMT), is pushing into the high-bandwidth memory (HBM) market ...

Singapore's pipeline of local semiconductor talent is still years behind industry demand, even though efforts to build it up ...

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

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

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

Reuters reports that OpenAI is on track to getting its own custom AI chip within the year, made by TSMC using the 3nm process ...

TSMC agreed to build a series of chip plants in the US, with Apple a key customer, using subsidies provided by the bipartisan CHIPS Act. Trump has now called the Act “ridiculous” and wants to renege ...

We assign Sumco a Morningstar Uncertainty Rating of High. Sumco operates in the semiconductor industry, which is one of the most cyclical industries. Earnings are volatile, with operating margin ...

Rigorous testing is still required, but an abstraction layer can significantly reduce errors in the fab while optimizing ...

OpenAI is progressing in its plan to develop custom AI chips to reduce the reliance on NVIDIA. According to a report, the ...

Allegedly, OpenAI will finalize the design of their own AI chip and will start manufacturing starting 2026. Here's the whole ...

Equities researchers at Cantor Fitzgerald dropped their FY2025 earnings per share (EPS) estimates for shares of Onto ...