Wells Fargo downgraded KLA Corporation to Equal Weight from Overweight on Tuesday, highlighting valuation concerns and a lack of clear upside drivers to already optimistic 2026 forecasts.

TSMC projects Q2 growth driven by AI demand, with 3nm/5nm nodes leading revenue. Read here for more details on TSM stock's ...

Samsung Electronics’ foundry division is struggling to secure large orders from major tech companies for its advanced sub-3 ...

Samsung Foundry to mass produce its bleeding-edge 1.4nm process node in 2029, a full two years later than its planned 2027 ...

Samsung Electronics' foundry division looks to have decided to postpone the construction of its 1.4nm trial line.

Lam Research edges out ASML Holding as the better buy, with stronger stock gains, expanding margins, growing AI-driven demand ...

DAC's AI focus; 300mm fab report; foundry revenue; new auto chip org.; Micron earnings; rare earth exports plummet; UK's tech ...

Silicon wafer sizing isn't what you think. Yes, 3-nanometer and 2-nanometer chips sound incredibly tiny. But semiconductor process node technology names are really just marketing at this point.

Apple, Qualcomm, and MediaTek are reportedly set to launch two nanometer systems-on-a-chip (SOCs) in late 2026, with the new processors potentially manufactured by Taiwan Semiconductor Manufacturing ...

The findings come after White House tech czar David Sacks argued China’s AI and chipmaking tech trailed the US by just two years. Huawei’s founder Ren Zhengfei rates his latest AI chips as being just ...