TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

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 ...

The new M4 MacBook Air is coming “ relatively soon ” and for Apple, it may not be soon enough. It’s not that there’s anything ...

While there has been some recent volatility in the sector, technology stocks are still one of the best places to invest ...

TSMC has become an invaluable part of the semiconductor value chain, where its leading 3-nanometer and 5nm technologies are used to produce the world's most advanced chips, including graphics ...

As India accelerates its AI efforts, questions arise on whether it's lagging behind the U.S. and China or if its unique ...

Despite TSMC estimating that the mass production of silicon photonic (SiPh) co-packaged optics (CPO) technology will still require more than one to one and a half years, the optical communication ...

The silicon-proven Synopsys MIPI® M-PHY IP, compliant with the latest MIPI M-PHY v4.1 specification, supports multiple gears and a broad range of high-speed interfaces for applications including the ...