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

Developers believe the semiconductor company's investment in a cluster of plants will transform Phoenix to a cutting-edge ...

Rohm has decided to combine its own development and manufacturing technologies for GaN power devices with TSMC’s process ...

However, the market's subdued response indicates that this rapid growth may already be “priced in” for Nvidia's stock.

Samsung (SSNLF) stock gains as the tech giant commits $73B to AI chips and R&D in 2026, challenging TSMC and SK Hynix in the ...

More investors need to hear of and learn about ASML.

South Korea’s largest company is hiking investment 22% in 2026 to try and retake the lead in AI chips from SK Hynix Inc, ...

These companies are built to thrive with or without AI hype.

Tesla continues to develop custom chips for AI and autonomous functions while partnering with advanced semiconductor foundries as the industry moves toward next‑generation process technologies.

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

Meanwhile, on Wall Street, the main theme that investors have been obsessing over is how much money big tech will be spending ...

The production of GPUs requires both highly advanced packaging and testing technologies, driving strong growth across ...