After being Intel’s CEO for about one month, Lip-Bu Tan is taking swift action to address the company’s challenges. This ...

TSMC unveiled its next-generation A14 manufacturing process during a symposium in the US last week. It will enter production ...

Intel is still the world's largest manufacturer of x86 CPUs for PCs and servers. But between the third quarter of 2016 and ...

NVIDIA's new B300 AI chip production has reportedly been pulled forward to May: will use TSMC 5nm process (N4P) and CoWoS-L ...

In October 2024, I rated TSMC stock as overvalued due to AI euphoria, and recent declines validated my Sell rating. TSM's ...

Nvidia is a bet on a single company's ability to innovate ahead of the competition, which has been a good bet for years.

A mix of circumstances is giving Intel a chance to get back to leadership ...

Restrictions on U.S. chips have pushed the Chinese government to invest billions into its domestic supply chain.

SK hynix has showcased its next-gen HBM4 to the public: next-gen AI memory has up to 16-Hi stacks, 2TB/sec memory bandwidth, ...

Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are ...

Taiwan is facing increased uncertainty and instability due to Trump’s unpredictable approach to its defense, with internal ...