Smartphone slump no match for AI’s server appetite TSMC has kicked off 2025 by smashing revenue targets, thanks to ravenous demand for AI silicon—even as mobile chip orders fell flat. For the first ...

TSMC, ASML earnings; 2nm processor; HBM4; touch controllers for foldable OLED displays; $500B AI supercomputer buildout; NVIDIA, AMD export licenses; Cadence's acquisition; DRAM, NAND flash; rare ...