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

As of September 2024, AMD had $4.5 billion in cash and cash equivalents against total debt of $1.7 billion. AMD took on debt to acquire Xilinx, but Xilinx generates healthy cash flow, and now that AMD ...

The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph ...

The rest of TSMC’s businesses – consumer devices, automotive, IoT, and other kinds of chips – are considerable smaller and, from our point of view, are not all that interesting. But TSMC should make ...

Companies need engineers across all disciplines and universities are stepping up to deliver them; schools reap benefits, too.

For years, Elon Musk has talked about Dojo — the AI supercomputer that will be the cornerstone of Tesla’s AI ambitions. It’s ...

Taiwan Semiconductor Manufacturing Co (TSMC ... for future computer development, Huang said, adding that he believed the AI industry would become the mainstream of the global industrial development, ...

Is the Taiwanese semiconductor industry a security guarantee for the island or just another incentive for Beijing to claim it for its own?

Rumors of a new Steam Console using RDNA4 are greatly exaggerated, but there's clearly a future for Steam-branded hardware.

It looks like we're all going to have to make some tradeoffs between raw performance (particularly for graphics), power ...

Advanced Micro Devices may be losing its competitive edge, Wolfe Research analyst Chris Caso argued as he downgraded shares of the chip maker from Buy to Peer Perform. Shares of Lam Research, KLA ...

There isn’t yet a sci-fi AI mastermind, but we do have an escalating technological arms race between two major powers—the United States and China—of the likes depicted in Oppenheimer. And despite ...