Those capabilities help solve bandwidth and yield limits for next-generation AI chips. TSMC is also expanding geographically.

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Taiwan Semiconductor is in a great position to benefit from the rising sales of every top chipmaker in the AI race.

is a senior science reporter covering energy and the environment with more than a decade of experience. She is also the host of Hell or High Water: When Disaster Hits Home, a podcast from Vox Media ...

Chip designers such as Nvidia, Advanced Micro Devices, and Broadcom remain some of the most popular semiconductor stocks.

The remarks frame TSMC Arizona’s $165 billion Phoenix campus not as tactical geographic diversification but as foundational infrastructure for what Wei characterizes as a protracted technology cycle.

I believe the whole bull case on Intel Corporation hinges on Intel Foundry winning credible tier-one external customers. Read ...

In a different timeline, the Apple–Intel story ended with a breakup tweet and a clean block-and-unfollow. In 2020, Apple walked away from Intel’s x86 roadmap and built its own M-series silicon, ...

We came across a bullish thesis on Amkor Technology, Inc. on SixSigmaCapital: Navigating the Financial Markets’s Substack by SixSigmaCapital and Michel. In this article, we will summarize the bulls’ ...

The semiconductor industry powers almost everything in today's world, from smartphones to cars, and in 2025, the sector's ...