As global tensions rise over semiconductor supply chains, this article explores why the U.S. relies on Taiwan, China’s attempts to catch up, and the technological gaps that still exist.

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

That is big news for both the semiconductor industry and U.S.-China relations. Nvidia stock plunged in April when it said it ...

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s main producer of advanced artificial intelligence (AI) chips, is expected to post a 52-percent jump in second-quarter (Q2) profit to record ...

Tyler Crowe: Taiwan Semiconductor's earnings say full steam ahead for AI, and the housing market is getting some of its best ...

Wall Street is showing concern as to whether ASML Holding NV can grow demand for the cutting-edge chipmaking machines it ...

ASML is a tech stock with a wide moat, as it's the only company that manufactures EUV lithography systems. Taiwan ...

Vanessa Lee, Vice President of Materials Management at Taiwan Semiconductor Manufacturing Co. (TSMC), has drawn ...

Beyond reciprocal tariffs, a significant impact on the semiconductor industry comes from the US Section 232 tariff review ...

Taiwan Semiconductor dominates AI chip manufacturing, benefits from surging demand, and trades at a discount. Click here to ...

Investors’ concerns are understandable, as the belief that the appreciation of the NT dollar leads to declining export competitiveness, reduced profits and falling equities seems reasonable on the ...