Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan ...
ASML is the leading semiconductor equipment company with 90% market share. TSMC manufactures the most advanced AI processors ...
TSMC has recently announced that it’s limiting its production capacity, as demand for chips has grown faster than the company ...
Chinese tech giants rush to buy Nvidia’s powerful H200 AI chips as US eases exports, triggering global supply strain and ...
It's unnerving how much of the global economy is dependent on $400 million lithography machines.
On the day the Justice Department arrested several men for trying to smuggle NVIDIA chips into China, the president announced the United States would permit NVIDIA to sell its advanced graphics ...
TSMC, the world's largest contract chipmaker, is considering producing artificial intelligence-related semiconductors at its ...
Hyperion, Loftus Peak and Munro Partners are nursing heavy losses following a brutal sell-off that intensified last week.
TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production Sources said TSMC is considering a ...
Alphabet is one of the best-positioned companies for the future of AI. You don't need a lot of money to start investing. With ...
Samsung plans to debut HPB thermal tech with Exynos 2600, aiming to cut chip heat by 30% and win back clients like Apple and ...
Nvidia has been the leading AI stock ever since the infrastructure spending surge began in early 2023, and the success of its ...
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