Those customers are likely Microsoft, Meta Platforms, Amazon, and Alphabet. All four are working on custom AI accelerators to ...
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 ...
The hunt is on for new Asian equity winners from the artificial intelligence trade, as a technological shift and bubble fears ...
The transformation of Phoenix into a semiconductor hub by Taiwan’s TSMC illustrates the difficulties of large-scale projects ...
With tensions between Tokyo and Beijing rising, ASEAN and Taiwan must balance economic integration with the political ...
UMC-Polar partnership explores US 8-inch wafer production amid CHIPS Act funding, signaling a strategic move to tap into ...
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.
With a forward P/E multiple of 24, Taiwan Semiconductor is also reasonably priced compared to the S&P 500 average of 22.
Skilled workers from Taiwan engaged in the chip industry have found ways to ease the transition to America while making an ...
Taiwan chip maker United Microelectronics Corp (UMC) said on Thursday it had signed a memorandum of understanding with ...
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