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ASML and TSMC announced a collaborative initiative to develop 12-inch EUV lithography photomasks, aiming to boost scanner productivity by 40% and lower advanced chipmaking costs. However, commercial …
Intel raised $20 billion to fund aggressive foundry expansion as its 18A node scales with yields above 85%. Backed by Nvidia's $5 billion investment and early customer deals with Amazon and Microsoft…
Intel and ASML announced over one million wafers processed on High-NA EUV tools for Panther Lake processors, putting Intel Foundry years ahead of TSMC and Samsung. The technological milestone boosted…
Lam Research highlights soaring demand for wafer fabrication equipment driven by strong AI datacenter build-outs from Nvidia and Broadcom, alongside robust growth in High Bandwidth Memory (HBM) and N…
KLA Corporation beat Q4 estimates with $3.66 billion in revenue and issued strong Q1 guidance, driven by surging AI infrastructure demand and advanced packaging growth.
Eagle Capital highlights TSMC and top hyperscalers like Amazon, Apple, and Nvidia as dominant secular AI winners. While acknowledging future cyclical downturn risks and elevated valuations, the fund …
Intel plans to raise $15B via new share sale, leveraging its 165% YTD rally to minimize dilution. Funds aim to support AI-driven chip demand, factory expansion, and manufacturing investments amid the…
Intel faces a massive capital spending risk as it invests heavily in foundry capacity well before significant external revenue materializes, pressuring margins despite strong demand. The stock has al…
Giverny Capital highlights TSMC's near-100% gain since last summer, driven by 68% YoY revenue growth. As the leading chipmaker for Nvidia, Apple, and Broadcom, TSMC's strength signals robust AI-drive…
TSMC plans to increase chipmaking prices by up to 10% starting in 2027 to offset rising operational and expansion costs. While this signals higher costs for major tech clients, it also reflects stron…
Article compares TSMC and ASML, both monopolistic semiconductor leaders. Author favors TSMC as undervalued with stronger growth and margins, benefiting from AI chip demand regardless of which chip de…
Intel (INTC) stock surged 319% in 12 months on AI-driven CPU demand and Xeon server growth, though trading at a premium 9.0x price-to-sales ratio. Manufacturing risks and PC demand weakness remain ke…
AMD shows steady revenue growth to $10.3B, driven by AI demand and strong margins, while smaller rival Navitas struggles with revenue decline, lawsuit issues, and dilution concerns.
NVIDIA halted chip production for China due to export controls, reallocating TSMC capacity to next-gen Vera Rubin hardware, signaling a strategic shift that could enhance future product offerings.
Taalas raised $169M to develop custom AI chips that run models faster and cheaper than traditional designs, while Nvidia continues licensing IP and producing more complex AI processors with longer fa…
Intel has approached TSMC and Apple for investment after the U.S. took a 10% stake; Nvidia earlier invested $5B for about 4% of Intel. The moves aim to shore up Intel’s manufacturing and competitiven…
NVIDIA invested $5 billion in Intel to co-develop AI-focused data center and PC products, boosting demand for NVIDIA GPUs and opening federal and defense AI opportunities while supporting Intel’s man…