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The world depends on Taiwan’s semiconductors, but Taiwan’s survival must depend on more than just faith in external intervention.
Investing.com -- Morgan Stanley analysts say NVIDIA’s plan to resume shipments of its H20 GPUs to China could create clear winners and losers across the semiconductor supply chain, depending on ...
But Nvidia now says that Trump, having met personally with Huang, is promising to issue those licenses, which would enable ...
Key Points Taiwan Semiconductor has several key clients in the AI race.It just announced stellar monthly growth.10 stocks we ...
On the memory front, the Dimensity 8350 takes the lead with faster LPDDR5x RAM running at 4.2 GHz, while the Snapdragon 7 Gen ...
Technology stocks have delivered stunning returns to investors in the past couple of years, and that's not surprising. The ...
Broadcom has launched its latest Tomahawk Ultra Ethernet switch chip, fabricated using TSMC's 5nm process, targeting ...
Asian markets mostly opened lower Wednesday after US crypto bills stalled in the House. Asian chip stocks (TSMC +0.9%, Advantest +0.73%) rallied after the US lifted some export curbs to China. Bitcoin ...
TSMC’s 3nm process is a game-changer, especially for AI and high-performance computing (HPC). It’s not just about shrinking ...
Those parts will be fabricated on Intel's own 18A process, which by all accounts offers high performance and density.
As global tensions rise over semiconductor supply chains, this article explores why the U.S. relies on Taiwan, China’s attempts to catch up, and the technological gaps that still exist.
We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...