The increase in 2025 is primarily driven by two companies. TSMC, with plans to increase capex 34% y-o-y to between $38 ...

The Nikkei report also cited increased chip output from China as a reason behind slower capacity expansion by other major ...

Intel ex-CEO Pat Gelsinger has thrown shade on Taiwanese chipmaker TSMC's plans to build fabrication plants in the USA, ...

TSMC's U.S. chip production efforts won't be making the latest chips for Apple products for the foreseeable future, with ...

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies ...

According to UBS analyst Timothy Arcuri, Intel is closing in on scoring Nvidia ( NVDA -2.01%) as a foundry customer. While ...

This information comes from Digital Chat Station (translated from Chinese). In a post on the Chinese social media platform Weibo, the tipster shared details about Qualcomm's 2026 chipsets. The ...

We recently published a list of 10 Best Semiconductor Stocks to Buy According to Billionaires. In this article, we are going ...

The information comes from Timothy Arcuri, an analyst at Swiss investment bank UBS. He stated in a press note to investors ...

How much does it cost TSMC to start up its new chip-manufacturing plants on US soil? According to a new study by TechInsights ...