TSMC to increase capex by 34%, driven by AI spends and N2 node ramp. Peak margins expected, but structural improvements may ...
Major tech firms may have to remain dependent on Taiwan-based plants, increasing their exposure to geopolitical risks.
AI leaders are ready to bring a new "Intelligence Age" to the US, but several challenges await those building the ...
This “law” has unleashed a gold rush. To make AI smarter, you need exponentially more computing power. In the past decade, ...
OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.
AI competition is not a zero-sum game. Instead, the world’s superpowers need to work together to make sure AI benefits ...
Taiwan Semiconductor Manufacturing is an AI stock that is poised to deliver market-beating gains to shareholders in 2024 and ...
OpenAI has announced a partnership with Japanese conglomerate SoftBank and tech giant Oracle to build several AI-focused data ...
Google‘s mid-range Pixel A-series has been great for those seeking a flagship-level camera and a good build quality without ...
Chris Caso, a senior analyst at Wolfe Research, discussed key trends in the semiconductor industry in an interview with CNBC.
Most Asian markets extended a global rally Wednesday as investors gave a cautious welcome to Donald Trump's first full day in ...
Intel Corporation (NASDAQ:INTC), the once-dominant force in the semiconductor industry, finds itself at a critical juncture as it navigates a challenging landscape marked by intense competition, ...