TSMC has made no official announcements about expanding in the U.S. at the board meetings this week, but the rumor mill ...

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia ...

Japan has attracted big silicon names to set up shop in the countryAnd some of them are already getting into production with ...

Artificial intelligence (AI) is rapidly transforming our world, promising to revolutionize everything from human interaction ...

ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology. Christophe Fouquet, CEO of ASML, ...

Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...

We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V. (ASML)’s share was trading at ...

ASML will launch its new high lithography machine, allowing smaller and more powerful chips. Intel will be the first to ...

Three experts in the high technology industry have said that US President Donald Trump’s pledge to impose higher tariffs on Taiwanese semiconductors is part of an effort to force Taiwan Semiconductor ...