Semiconductors (chips) are the unsung heroes of the tech world, powering everything from smartphones to computers to TVs to ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Nikhs’s Substack. In this article, ...

While chip designers like Nvidia tend to grab the most investor attention, they are not the only important players in the ...

Early last year, Broadcom CEO Hock Tan decided to host what he likes to call a “coffee chat” with the employees of VMware, ...

TD Cowen analysts named Applied Materials' stock as their "best idea" for 2026. Applied Materials' stock was named as one analyst's "best idea" for next year, thanks to the company's exposure to two ...

Both semiconductor stocks have experienced significant growth over the past few years. Nvidia's stock price has climbed over ...

The transformation of Phoenix into a semiconductor hub by Taiwan’s TSMC illustrates the difficulties of large-scale projects ...

Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A ...

Taiwan Semiconductor Manufacturing should be a winner, regardless of which chip designers gain or lose market share.

Skilled workers from Taiwan engaged in the chip industry have found ways to ease the transition to America while making an ...

The Taiwan High Prosecutors Office recently indicted Li-ming Chen, a former TSMC employee, for leaking trade secrets to Tokyo ...