Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...

Intel was first to market with backside power delivery.

TSMC’s record Q4 revenue surges on smartphone and AI demand, with a fast 2026 ramp expected. Read the latest analysis on the ...

Intel's newest CEO, Lip Bu-Tan, took the helm in March 2025 and doubled down on its commitment to manufacturing its own chips ...

The company will boost its capital expenditure, which includes big-ticket purchases such as lithography machines, to expand its advanced node capacity. TSMC expects to invest between $52 billion and ...

In the AI boom of 2026, one company shines as a clear victor—regardless of who emerges as the leader in the chip wars: TSMC.

A smaller version of existing 16nm technology According to industry sources, TSMC is planning to introduce a 12 nanometer half-node process to enhance competition with 28nm and lower process nodes… A ...

Just weeks before OpenAI unveiled its pioneering AI chatbot ChatGPT in late 2022, Berkshire spent US$4.12 billion buying ...

The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by ...

ASE Technology stock is poised for AI-driven packaging growth from 2026 as TSMC outsources CoWoS. Learn more about the ...

Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world's largest contract chipmaker, reported a larger than expected quarterly performance this week, with net income rising 35% ...