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China's largest chipmaker SMIC is now the No. 3 foundry in the world, Counterpoint saysThis places SMIC only behind Taiwan's TSMC and South Korea's Samsung Foundry. "SMIC's quarterly results surpassed market expectations, and the company secured the No. 3 position in foundry revenue ...
All Chinese chip stocks inclined after TSMC (TSM.US) is reported to raise its overall advanced process pricing ...
Despite a high valuation level, TSMC's predictable earnings growth and dominance in AI-related technologies provide the stock with plenty of upside potential.
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DeepSeek research suggests Huawei's Ascend 910C delivers 60% Nvidia H100 inference performanceNvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.
TSMC is the only company in the world that can make chips at the small dimensions that enable the manufacturers of these end ...
The DeepSeek news is the “perfect time” for some bulls to take profit on names like Hong Kong-listed Semiconductor ...
The story of the battle for semiconductors was the battle between Liang Mong Song of SMIC /Samsung vs Morris Chang of TSMC and the future of AI. Dwarkesh Patel talked with Dylan Patel and Jon Y of ...
Korea’s KOSPI index fell by 2.5% on Monday, as Trump’s tariff moves could threaten both South Korea’s export-heavy economy, ...
Nvidia's GPUs remain the best solutions for AI training, but Huawei's own processors can be used for inference.
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