Intel died when mobile cost it its software differentiation; if the U.S. wants a domestic foundry, then it ought to leverage the need for AI chips to make an independent Intel foundry viable.
In recent weeks we've been hearing about some of the proposed price increases coming for TSMC's N2 process starting next year ...
South Korea accounted for 17.7% of the global semiconductor market in 2022, according to the Center for European Policy ...
Mandel has nearly halved Lone Pine Capital's position in the world's leading chip fabrication company in favor of a currently struggling, but nevertheless beloved consumer brand.
Intel should have focused on artificial intelligence rather than trying to become a contract chipmaker, the founder of Taiwan ...
Broadcom unveils its new 'cutting-edge' 3.5D XDSiP platform technology: enabling consumer AI customers to develop next-gen ...
TSMC's new 2nm manufacturing yields are 'better than expected' in trial runs at its fab in Taiwan, mass production expected ...
ASML is one of the most important companies in the world, trading at a P/E multiple in line with their 2022 lows. Read why I ...
We recently compiled a list of the 12 AI News and Ratings Investors Probably Missed. In this article, we are going to take a ...
At a national security event, Gina Raimondo said tariffs are not enough to boost U.S. semiconductor production.
Apple reportedly plans to follow up Sinope with more capable custom modems. In 2026, the company is expected to debut a ...
The consensus among analysts polled by FactSet is for the companies in the PHLX Semiconductor Index SOX to show a weighted 23.1% increase in sales per share in 2025, compared with a12.5% increase for ...