China doubled down its rhetorics on the trade agreement between Taiwan and the U.S., saying it would benefit Washington while ...
Taiwanese silicon wafer manufacturer GlobalWafers is preparing for the phase two expansion of its plant in the U.S. state of ...
Tesla aims to restart work on Dojo3, its previously abandoned third-generation AI chip. Only this time, Dojo3 won’t be aimed ...
Barchart on MSN
‘I’m Also Very Nervous’ TSMC CEO C.C. Wei says on AI Demand. Here’s the $56 Billion ‘Disaster’ Taiwan Semi Wants to Avoid in 2026.
As TSMC ramps up spending, this article explores why CEO C.C. Wei is closely monitoring AI demand and the $56 billion ...
Wall Street analysts see meaningful valuation expansion ahead for Taiwan Semi. For the last three years, the S&P 500 index ...
22hon MSN
Who Are the Biggest Winners from Taiwan Semiconductor Manufacturing's Blowout Quarterly Report?
More capex spending from TSMC means it will need more machines that can manufacture advanced semiconductors. ASML ( ASML ...
Citi upgrades shares as TSMC capacity constraints create foundry opportunities. Stock surged 139% with government backing and ...
Macworld on MSN
Oh, great, now the rest of Apple is doomed because of AI too
Culpan says that Nvidia has likely now surpassed Apple as TSMC’s largest client. It makes sense, as growth in smartphone ...
Arne Alsin of Nightview Capital discusses the 2025 outperformance of the NITE ETF and his bullish outlook on physical AI.
The hardest part to replicate is the optics. EUV-grade mirrors are produced by a single supplier: Carl Zeiss SMT. They are ...
Taiwan's economy soared last year on skyrocketing exports of AI hardware and semiconductors, but companies in more ...
6hon MSN
2 Popular AI Stocks to Sell Before They Drop 70% and 60% in 2026, According to Wall Street Analysts
Business performance aside, an analyst at RBC Capital has set Palantir's share price target at $50, a 70% drop from its ...
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