Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
Apple's M5 chip is rumored to be in mass production - but we're still waiting for M4 MacBook Airs
We're still awaiting Apple's M4 Ultra chip (plus M4-powered MacBook Air laptops), but rumors of M5 chips going to production ...
Advance in opto-magnetic technology leads to five-fold increase in torque efficiency
Researchers at Tohoku University have achieved a significant advancement in opto-magnetic technology, observing an ...
TechnoSports9h
Apple M5 Chip Enters Mass Production: What’s New & Which Devices Will Get It First?
Apple is taking a major leap forward with its next-generation M5 chip, which has officially entered mass production. This ...
Digi Times13h
SiPh progress exceeds TSMC's expectations; optical communication CPO heats up ahead of schedule
Despite TSMC estimating that the mass production of silicon photonic (SiPh) co-packaged optics (CPO) technology will still require more than one to one and a half years, the optical communication ...
Digi Times16h
Premiumization drives Qualcomm's 1Q25 growth amid flat mobile market, cites TSMC price hikes and DeepSeek's impact
During an earnings call on 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments ...
Hosted on MSN19h
Apple rumored to kick off M5 chip production using TSMC performance-enhanced 3nm node
South Korean website claims that TSMC has started high-volume production of Apple's M5 processors using N3P fabrication ...