As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ...

AMD’s recent pullback looks overdone ahead of Q4, as consensus underestimates systems-led monetization and improving AI ...

The days when Apple was TSMC's absolute favorite company are over. The iPhone maker now must pay more for chips and fight for the latest processors.

Citi upgrades shares as TSMC capacity constraints create foundry opportunities. Stock surged 139% with government backing and ...

Tesla aims to restart work on Dojo3, its previously abandoned third-generation AI chip. Only this time, Dojo3 won’t be aimed ...

Culpan says that Nvidia has likely now surpassed Apple as TSMC’s largest client. It makes sense, as growth in smartphone ...

Nvidia is down 5.4% since the beginning of the year, and at $178.66 per share, it is trading 13.7% below its 52-week high of ...

Cathie Wood's ARK Invest adjusted its portfolio last week, showing renewed focus on AI chipmakers, gene-editing firms, and ...

Electric vehicle maker Tesla intends to revive work on Dojo3, its previously shelved third-generation artificial intelligence ...

Taiwan Semiconductor remains a bullish value proposition, driven by superior operating leverage, record profitability, and ...

Financially, Emcor expects $16.7 billion in 2025 revenue (up from $14.6 billion) and ~$25 in earnings per share (EPS). It ...

On January 14, President Donald Trump issued an executive order slapping a 25 percent import tariff on advanced ...