Indirect macro effects from weaker US consumer demand and a strong Taiwan dollar will likely be tempered by sustained AI-led ...

Applied Materials' strong fundamentals, diverse portfolio, and role in semiconductor trends support up to 50% upside ...

Dallas-based Texas Instruments Inc. touted plans to spend more than $60 billion on semiconductor plants in the US, making it ...

Texas Instruments will invest over $60 billion to build and expand seven semiconductor plants in Texas and Utah, creating ...

Taiwan Semiconductor's financial strength, superior performance versus Intel, and attractive forward P/E and DCF valuation ...

Nvidia shareholders have been on a rollercoaster this year. The stock peaked at $153.13 early in 2025, before dropping to a 52-week low of $86.62 in April. The announced pause in U.S.-China tariffs ...

The memo likely isn’t a complete surprise for Intel employees. As we mentioned, CEO Lip-Bu Tan alerted employees to the ...

The South China Morning Post reported that on Jun. 15, the International Trade Administration of Taiwan added Huawei, SMIC ...

This marks a significant shift in Taiwan approach, encouraged by US pressure for stricter export controls to protect its ...

Despite efforts, including the announcement of the Foundry 2.0 strategy to reduce its stated market share and address ...

TAIPEI] Taiwan joined a yearslong US campaign to curtail China’s technological ascent when it blacklisted the country’s ...

A symbolic political move Taiwan has added China's leading foundry operator Semiconductor Manufacturing International Co.