At the same time, some analysts are forecasting Nvidia to generate $200 billion in revenue from sales of data center chips in fiscal 2026. That's higher than the overall revenue that the company is ...
With TSMC maintaining caution toward Chinese AI chip clients amid US-China tensions, industry observers suggest Chinese ...
Under the new export rules, foundries and packaging providers will have to obtain a license before they can export “certain ...
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range ...
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Long-Term Pick’s Substack by ...
U.S. government wants to prohibit shipments of all advanced chips with over 30 billion transistors to China to everyone ...
Taiwan Semiconductor Manufacturing (TSM) is set to report Q4 earnings with analysts expecting a significant profit jump, ...
Artificial intelligence (AI) is fueling a significant increase in data center manufacturing due to its specialized ...
NET PROFIT: The Taiwanese chip maker is expected to post a 55% rise in quarterly net profit to 370.64 billion New Taiwan dollars, equivalent to US$11.24 billion, according to the consensus estimate of ...
Apple Inc (NASDAQ:AAPL) is finalizing the verification of its “made in America” processor chips from Taiwan Semiconductor Manufacturing Co’s (NYSE: ...
TSMC is set to achieve new revenue and profit records in 2024, driven by strong AI orders, according to industry sources. The ...
As the largest manufacturer of advanced chips, Taiwan Semiconductor looks poised to continue to benefit from this dynamic. ASML, meanwhile, is well positioned given its monopolistic position in EUV ...