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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.

Russian troops are collapsing the northern part of the Ukrainian salient in Kursk Oblast after intensified operations in the area that follow the U.S. blocking intelligence sharing with Kyiv, ...

The Office of the US Trade Representative is to hold a hearing tomorrow into older Chinese-made “legacy” semiconductors that ...

The news has attracted fierce criticism from many members of the Chinese Nationalist Party (KMT), spearheaded by former president Ma Ying-jeou (馬英九), who is claiming that the move would hollow out ...

Taiwan Semiconductor Manufacturing's (NYSE:TSM) revenue for February 2024 jumped 43% year-over-year to NT$260.01B, amid ...

Despite bans put in place by the U.S. and Europe on the supply of electronic components to Russia, dozens of Russian ...

We recently published a list of Top 10 Stocks Analysts are Watching as AI Selloff Deepens. In this article, we are going to take a look at where NVIDIA Corp (NASDAQ:NVDA) stands against other top ...

The founder of TSMC, Morris Chang, and former Intel CEO Craig Barrett, both seasoned veterans in the semiconductor industry, ...

TSMC's bold expansion into Arizona represents one of the most consequential shifts in global semiconductor geography in ...

Vietnam has been positioning itself as a key player in the global semiconductor and AI industries, in a bid to attract ...

The International AI-Semiconductor Conference 2025 (AISC 2025) will be held from March 12-16 in Vietnam 's Hanoi and Da Nang. The conference will be attended by around 1,000 experts and executives ...