The change from current price to fair value is due to three key industry inefficiencies. The Wall Street models extrapolate ...

TSMC leads advanced nodes (74% wafer revenue) as AI demand surges. Click for an updated look at TSM stock and why it appears ...

The race to build larger, more capable AI models is colliding with the physical limits of chipmaking, and one company sits at ...

Apple's long-time manufacturing partner, Taiwan Semiconductor Manufacturing Company (TSMC), is preparing to raise prices for ...

Both companies dominate their specific niches in the AI value chain.

TL;DR: TSMC is advancing its next-generation 1.4nm process node ahead of schedule, investing up to $49 billion in the new Fab 25 facility at Central Taiwan Science Park. Full-scale production is ...

Taiwan Semiconductor Manufacturing Company has set the tone for the next phase of the global chip industry. The world’s ...

Investors in Intel (NASDAQ: INTC) will look back at 2025 with satisfaction, as the chip giant finally stepped on the gas ...

TSMC dominates advanced chip manufacturing, controlling close to 90% of the market, with over half of its revenue from HPC.