The global semiconductor industry reported a collective revenue of $626 billion in 2024, an 18.1% increase YoY, as per Gartner.

The president’s attack on the key tenet of the Biden administration’s industrial policy has set off concerns that he may claw ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on TSM.

TSMC has announced a US$100 billion investment in the US, including three wafer fabs, two packaging facilities, and an R&D ...

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President Trump says US chip making business was stolen by Taiwan, blames former presidents, reiterates Intel was great under ...

Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably ...

Donald Trump has once again addressed the issue of the U.S. losing its dominance in the semiconductor industry, this time ...

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 ...

While chip stock Intel (INTC) has been almost frantically trying to build its foundry operations, it still outsources quite a bit of its chip ...

Following months of negotiations, the Durham manufacturer in October received a $750 million award to fund its “nearly ...