TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
Been some time since Leo did a 'Leo Says' - but he put together this article discussing Intel Nodes and details on what has happened so far and his opinions of what might happen next. Let us know your ...
Why it matters: Management provided upbeat guidance for 2025 and beyond. TSMC expects revenue to grow in the mid-20s in 2025 and average 20% over the next few years. This is higher than the previous ...
AMD had delayed the 16 core Ryzen 9 3950X until November - TSMC issues 03:03 AMD will launch Zen 2 Threadripper with 24-cores ...
Even with its dominant market share, we believe TSMC can deliver above-industry growth through a higher proportion of more valuable 10 nm to 1.6 nm logic and 28 nm to 12 nm specialty products ...
EU investment in the push for ever smaller and more powerful microchips is helping support innovation in AI, the space industry and beyond. By Anthony King On 1 June 2024, a spacecraft touched down on ...