Taiwan Semiconductor is among the most impressive firms, with ~50% operating margins in 2024, generating ~$27B in free cash ...

Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rollout China is making significant strides in ...

The new bismuth-based transistor could revolutionize chip design, offering higher efficiency while bypassing silicon’s limitations.

With billions of transistors inside each smartphone application processor, having these patterns appear on the wafer without ...

It's been another busy week in the chip world, with the announcement of a new Intel CEO spurring fears of larger layoffs and ...

Taiwan Semiconductor Manufacturing Company (TSMC) is planning a major move. The chipmaker is reportedly proposing a joint ...

Despite US sanctions aimed at crippling its semiconductor advancements, Huawei has managed to manufacture nearly 750,000 ...

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

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

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

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

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