Semiconductor stocks have been in impressive form on the market over the past three years, as the demand for chips used for ...

TSMC's unparalleled market position, growth prospects, and undervaluation, with a potential 93% upside by FY26. Click here to ...

Ming-Chi Kuo has debunked rumors of a major reduction in Nvidia's 2025 CoWoS wafer orders at TSMC, confirming expansion remains on track.

Dell'Oro Group forecasts data center spending to reach $1 trillion by 2029, representing a compound annual growth rate of 21% ...

While Trump's tariff plans are causing widespread market jitters, many AI companies aren't shifting their longterm plans.

So, TSMC presents a less volatile option than individual chip designers when it comes to investing in AI. At a valuation of ...

Today’s AI models require vast campuses of high-tech data centers, abundant energy sources, cutting edge microchips and a new ...

U.S. President Donald Trump's nominee to a post overseeing export policy on Thursday called reports about Taiwan ...

As Meta builds record-size data centers and Microsoft recalibrates its expansion plans, Apple's latest investment reveals ...

Thanks to the artificial intelligence (AI) boom, Taiwan Semiconductor Manufacturing Company (TSMC), the world's largest ...

Despite the US's heightened curbs on AI chips against China, TSMC's 3nm and 5nm fab utilization rates have topped 100% in the first quarter of 2025, according to industry sources.

SK hynix has reportedly achieved a yield of 70% for its next-gen HBM4 12-Hi memory, ready for NVIDIA's next-gen Rubin R100 AI ...