The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the ...
Recently, the company reported outstanding quarterly earnings, and the CEO said something unbelievable in the quarterly conference call. The results in one sector of the chip market have blown away ...
Nvidia led a surge in market value among global firms in October, buoyed by unrelenting demand for its new supercomputing ...
TL;DR: Huawei's new Ascend 910B AI chip was found to contain a TSMC chip, potentially breaching US export restrictions aimed ...
TSMC's wafer yields at the new Arizona factory are up to its standards. The company will need to utilize these new facilities with the booming demand for AI tools. The stock looks expensive, but can ...
We initiated a new position in Taiwan Semiconductor Manufacturing Company. Click here for our brief investment thesis on TSM ...
OpenAI is working with Broadcom and TSMC to build its first in-house chip designed to support its AI systems, with AMD and ...
OpenAI is reportedly working with Broadcom Inc. and Taiwan Semiconductor Manufacturing Co. Ltd. to build a new artificial ...
TSMC is strengthening its partnerships with OSAT providers, outsourcing key stages of its CoWoS packaging technology. ASE's ...
The company’s CEO Sam Altman has long been pushing for it to develop its own AI chips and had been seeking investment to ...
OpenAI is undoubtedly a winner in the current artificial intelligence boom — and now it’s reportedly developing its own chips ...
TSMC posts a 54% increase in net profit, reaching $10.1 billion for Q3, driven by surging AI demand, with revenue growing 36% year-on-year. Elevance Health shares plummet 10% after Q3 earnings ...