TSMC: AI Foundry Leader For GPUs And ASICs
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
TSMC: DeepSeek Worries Create Attractive Buying Opportunities, And I'm Adding More To My Portfolio
TSMC's AI demand and robust financial health highlight its growth. Find out why TSM stock, along with DeepSeek’s ...
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...
Meet the Monster Stock That Continues to Crush the Market
Chipmaker Taiwan Semiconductor Manufacturing (NYSE: TSM), also called TSMC, is one such monster stock that continues to crush ...
Semiconductor Engineering7d
Chiplets: Where Are We Today?
Chuck was also the moderator for the opening plenary session Chiplets: Where We Are Today. The speakers were Jim Handy of ...
Nvidia's RTX 5080 is Actually an RTX 5070
Take a hard look at the specs, and you'll see the RTX 5080 is just an RTX 5070 in disguise. Nvidia's greed may be at play, ...
TechNode5d
Global foundry industry revenue expected to grow 20% this year
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 ...
Macworld on MSN6d
Apple’s M3 nightmare is coming to an end
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 ...
3 Leading Tech Stocks to Buy in 2025
While there has been some recent volatility in the sector, technology stocks are still one of the best places to invest ...
AOL9d
Meet the Monster Stock That Continues to Crush the Market
which the company says is the industry's most advanced semiconductor technology and is far ahead of even advanced 5nm manufacturing. TSMC will likely keep this competitive advantage because it ...