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

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

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

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

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

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

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

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

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.