Semiconductors (chips) are the unsung heroes of the tech world, powering everything from smartphones to computers to TVs to ...
While chip designers like Nvidia tend to grab the most investor attention, they are not the only important players in the ...
Those customers are likely Microsoft, Meta Platforms, Amazon, and Alphabet. All four are working on custom AI accelerators to ...
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Nikhs’s Substack. In this article, ...
The success of efforts to turn Phoenix into a dominant center of semiconductor manufacturing may hinge on efforts to train ...
Google, Amazon, AMD and Nvidia’s own customers are rising to challenge the 800-pound gorilla.
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A ...
Intel's semiconductor manufacturing relationship with Apple could extend beyond Mac processors, with Intel making iPhone ...
The transformation of Phoenix into a semiconductor hub by Taiwan’s TSMC illustrates the difficulties of large-scale projects ...
3M is committed to advancing the semiconductor industry through materials innovation. By enabling efficiency, improving reliability, and supporting environmental goals, we help manufacturers meet the ...
India has emerged as a significant electronics manufacturer: As a result of these policy efforts, electronics manufacturing ...