TSMC

Trump-Xi AI Alert Plan Lands as Asian Chip Stocks Rally

A proposed U.S.–China alert channel for serious artificial-intelligence incidents is arriving at a convenient moment for chip investors: Asian technology…

4 days ago

Samsung lost a third of its foundry share. It raised prices anyway

Article BriefKey Takeaways4 Points24s Read01The Move-Samsung raised advanced contract chipmaking prices by 5 to 15 percent from July, according to…

1 month ago

TSMC 2nm revenue starts a 3–4 point margin test

TSMC has moved 2-nanometer manufacturing from a roadmap slide to a revenue line, and the economics are arriving in the…

2 months ago

Intel Apple Chip Deal: Why INTC Surged 15%

Intel's Apple spike is not really a nostalgia trade. It is not a simple bet that Apple is about to…

5 months ago