Nonetheless, Huawei continues to acquire millions of Ascend 910B and Ascend 910C for its internal AI projects and external ...

But we digress. The gap in market share between TSMC and Samsung Foundry increased sequentially from 55.6% in Q3 to 59% in Q4 ...

China has become the world's No.1 country in publishing semiconductor-related papers, more than the following three ranked ...

The Trump administration's announcement that TSMC will invest US$100bn in US semiconductor manufacturing without subsidies is ...

Chipmaking tool biz ASML plans to open a new facility in China this year amid rising trade tensions between Washington and ...

Trump Commerce Department nominee is very concerned that Huawei obtained hundreds of thousands of TSMC-made chips.

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Daan Rijnberk. In ...

Huawei has resources to produce about 750,000 advanced AI chips amid US trade restrictions, a report says. More details here.

China shifts strategy on US tech rivalry ... While Intel's advanced sub-7nm technology remains dependent on TSMC, its collaborations with "second-tier manufacturers" like UMC provide a potential ...

The AI industry is more exciting than ever, but the chip situation is very precarious and requires drastic action.