TSMC's 30% growth is driven by soaring AI and HPC chip demand. Click to read more on my updated look at TSM and its Q2 ...

The title of the story has been corrected to reflect that the outlook was raised, instead of the erroneous “outlook cut” ...

Super Micro Computer (NASDAQ:SMCI) announced on Wednesday that it has begun shipping advanced 4-socket servers to support ...

The Trump administration’s Section 232 investigation into semiconductors is shaping up to be a major policy lever with potential consequences across the U.S. chip industry.

Taiwan Semiconductor Manufacturing TSM raised its full-year revenue growth guidance by 30% in USD terms from the mid-20s. Its ...

ASML Holding remains a Hold as valuation concerns, tariff impacts, and supply chain risks weigh on growth prospects. Learn ...

The Dutch semiconductor equipment manufacturer ASML has shocked investors with a pessimistic outlook for 2026, causing its ...

Currency risk is limited as most transactions are made in USD. Intellectual property theft is a major risk. The most high-profile incident was TSMC’s settlement with SMIC, in which the firm received ...

Once the king of chipmaking, Intel’s decline has been one for the ages, with its stock down two-thirds from its 2020 high.