TSMC (TSM) reports $10.1B February revenue, up 22% YoY, as Nvidia becomes largest customer at 19% share, overtaking Apple in historic business shift.

TSMC (TSM) remains a top AI chip pick: capacity is tight, and the moat is strong amid Samsung/Intel threats and China-Taiwan ...

Apple's 2026 may have gotten off to a new-product-filled start, but it's far from done. There are plenty more iPhone and ...

Taiwan Semiconductor Manufacturing and Broadcom will deliver market-beating returns over the next three years.

Both Taiwan Semiconductor (NASDAQ:TSM) and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) have been great ...

Apple iPhone Fold pricing is rumored to start at $1,999; a 7.8-inch inner display and September timing point to a premium ...

100 million chips is a drop in the bucket for Apple’s needs. The iPhone maker announced in August 2025 that U.S. manufacturers, including TSMC, were on track to produce 19 billion chips for Apple ...

Apple's MacBook lines will not be badly affected by the extreme memory, processor, and SSD price increases, that are forcing ...

Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often ...

The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition.