Guardcap Asset Management Ltd, managed by Steve Bates, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing ...

Generation Investment Management LLP, managed by David Blood, recently executed a significant transaction involving Taiwan Semiconductor ...

In a bid to encourage local chip production, U.S. President Donald Trump has recently threatened 100% tariffs on semiconductor imports, particularly on ...

TSMC and Samsung chipmakers get U.S. tariff exemptions, shielding Bitcoin mining firms like Bitdeer from impact. BTC cools, ...

Intel's next-gen Nova Lake-S desktop CPU leaks: up to 52 cores with 16 Coyote Cove P-Cores, X3D competitor, new LGA 1954 socket and late 2026 release.

Apple will not face the new chip tariffs after pledging $100 billion more in US investments. Smaller chipmakers could still face tariffs of up to 100% if they do not produce in the US. Apple shares ...

A group of four former Intel board members called for Intel to split its chip manufacturing assets into a new independent ...

Taipei Times quoted expert Arisa Liu who noted that Donald Trump previously used a "carrot strategy," using incentives such as raising the investment tax credit for chip makers to 35% to encourage inv ...

Semiconductor stocks continue to trend as big tech giants invest in AI and Taiwan Semiconductor secures exemption from tariffs.

Billionaire David Tepper has been trimming stakes in Nvidia, AMD, and TSMC. He's been loading up on Broadcom shares instead.

(Reuters) -Intel CEO Lip-Bu Tan is already facing an uphill battle in turning around the ailing chipmaker. Now, U.S.

The tensions center on whether Intel should remain in the costly business of manufacturing its own chips, according to the Wall Street Journal.