Rising Complexity and Development Costs of Chip Manufacturing Drive Tokyo Electron's Sales Growth
Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...
The Jakarta Post2hOpinion
The crisis in Western AI is real
China’s growing AI capabilities were well known to the AI research community and even to the interested public.
Nvidia might never top the RTX 4090
Nvidia can’t deliver a generational uplift on the level of the RTX 4090 unless transistors get smaller, and that’s becoming ...
If I Could Only Buy 1 Semiconductor Stock, This Would Be It
Taiwan Semiconductor's essential role in enabling the AI infrastructure ecosystem worldwide makes it relatively resilient to ...
2 Monster Stocks to Hold for the Next 5 Years
One of the best ways to make money in the stock market is by buying and holding solid companies for the long run, as this ...
MediaTek prepares for Trump’s tariffs on Chips from Taiwan
MediaTek’s CEO Rick Tsai said that the brand has been preparing for the possibility of the upcoming Trump tariffs ...
Top Taiwan Chip Designer MediaTek Running Simulations for Possible US Tariffs
Tech firms in Taiwan, home to the world's largest contract chipmaker TSMC, face the possibility U.S. President Donald Trump will follow through on threats to put tariffs on imported chips, having ...
TechNode2d
Global foundry industry revenue expected to grow 20% this year
A new Counterpoint Research report forecasts a 20% revenue growth for the global foundry industry in 2025, driven by strong AI demand and with TSMC as a ...
Tesla Dojo: Elon Musk’s big plan to build an AI supercomputer, explained
For years, Elon Musk has talked about Dojo — the AI supercomputer that will be the cornerstone of Tesla’s AI ambitions. It’s ...
Taiwan Semiconductor Manufacturing Company (TSM): Leading the AI Chip Race with 1nm Process
We recently published a list of 12 AI News and Ratings Investors are Keeping Their Eye On. In this article, we are going to ...
iThinkDifferent3d
Apple’s M5 chip enters mass production for 2025 MacBook Pro and iPad Pro
Apple’s upcoming M5 chip is already in mass production, as reports from South Korean media indicate that the company has ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...