The company considered using Intel Custom Foundry (ICF) and Texas Instruments but quickly realized the ICF was not tailored ...

Nvidia's CUDA 12.8 release notes indicate that support for the older architectures is now considered "feature-complete" and ...

Will Trump scrap the incentives offered to foreign firms like TSMC under the CHIPS Act – while upping the pressure for Taiwan ...

UMC seeks to improve capital efficiency by requiring guarantee payments for customers who want to reserve capacity. The company has more than TWD 30 billion in customer prepayments on its books, which ...

TSMC's strong FY24 performance driven by AI chip demand and 3nm chip production, with continued growth projected despite ...

The Nintendo Switch 2 possesses fundamental changes to its predecessor's design. Does it address the infamous "Joy-Con Drift" ...

Taiwan Semiconductor Manufacturing Co. is the world’s largest dedicated contract chip manufacturer, or foundry, with over 60% market share. It makes integrated circuits for customers based on their ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on TSM.

U.S. government wants to prohibit shipments of all advanced chips with over 30 billion transistors to China to everyone ...

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.

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on TSM.

At the same time, TSMC is aggressively developing its 2nm node, expected to start production by 2025, using GAA technology, which provides better power efficiency and performance than FinFET.