TSMC’s sales quicken in first two months in upbeat note for AI
TSMC's revenue surges 39% in 2025, driven by AI chip demand, amid uncertainties over US tariffs and investments.
Famous Fund Manager Explains Why He Sold NVIDIA (NVDA) Position After Earnings — ‘I Saw The Wind’
Steve Weiss, founder and managing partner at Short Hills Capital Partners, explained in a latest program on CNBC why he sold ...
Broadcom: Don't Overthink The Buying Opportunity
Broadcom remains resilient despite market challenges, driven by strong AI prospects. Learn why AVGO stock is a buy amid ...
The Next Platform1d
Broadcom And Marvell Ride The Compute Engine Independence Wave
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably ...
An Intel deal now seems less likely. These clues may hold the key to its future.
Another big drawback for Intel was its loss of process-technology leadership in recent years. Intel has made some big strides with its next-generation process, called 18a, but it is still seen as ...
1 Artificial Intelligence (AI) Semiconductor Stock to Buy on the Dip Hand Over Fist Right Now (Hint: It's Not Nvidia or AMD)
Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right ...
Broadcom has won. 70 percent of large VMware customers bought its biggest bundle
The biggest of those bundles is VMWare Cloud Foundation (VCF) and on Broadcom’s earnings call CEO Hock Tan told investors “We ...
The Information3d
Bessent’s Cheap Joke; TSMC Goes on the Defense
What country is Treasury Secretary Scott Bessent living in? Apparently not the U.S., judging by his statement on Thursday ...
AI Chip Leaders Nvidia, AMD, Broadcom Slide Amid Marvell Earnings and US Policy Concerns
AI chip stocks trading lower in sympathy with Marvell's weak guidance. Concerns over US chip subsidies and tariffs impacting ...
TSMC's Arizona chip fab production is sold out through late 2027
As TSMC's capacities are fully booked through late 2027, its customers asked for more capacity in the U.S., says C.C. Wei.
TSMC's $100 billion U.S. deal shows Taiwan's ruling party is 'selling out Taiwan,' say critics
Critics say that TSMC's move to invest more in the U.S. will lead to the reduction of Taiwan's strategic importance on the ...
Taiwan’s President Tries to Ease Fears Over U.S. Chip Investment
The Taiwanese chip giant TSMC’s plan to invest $100 billion in the United States has been met with anxiety and criticism in ...