The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor ...

Despite TSMC estimating that the mass production of silicon photonic (SiPh) co-packaged optics (CPO) technology will still ...

President Donald Trump has threatened to impose tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest ...

Microsoft is planning $80 billion on AI capital expenditures in 2025. Other companies are following with large commitments. These capital expenditures should benefit Nvidia in 2025, although its ...

Discover why NVIDIA's stock dropped and how U.S. tariffs on Taiwanese semiconductors are reshaping the tech industry. NVIDIA ...

Asian semiconductor stocks climbed Thursday, following a strong rally in Nvidia (NASDAQ:NVDA) after major tech firms, ...

Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 ...

The US-listed shares of TSMC fell 13 per cent last Monday on the DeepSeek news before recouping some of the losses later in ...

Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...

Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.

DeepSeek’s release sparked a rout in global chipmaking stocks, especially TSMC customer Nvdia, as investors questioned the ...